Learn Musk’s Gibberish Rant from His xAI All-Fingers Assembly

On the threat of stating the apparent, Elon Musk doesn’t at all times make sense when he talks. However at a recent all-hands meeting at xAI that was posted in full online, he made much less sense than regular. This isn’t funding recommendation, however anybody contemplating shopping for inventory within the SpaceX/xAI conglomerate anticipated to make an preliminary public providing later this yr may need to give some actual thought to how the founder and CEO is sounding currently.

xAI has seen a rash of high-level resignations not too long ago. Most of the firm’s 11 unique cofounders have left, and one among these resignations, Tony Wu’s, happened just yesterday.

Musk reportedly hopes to boost $50 billion from investors as soon as SpaceX with xAI is a publicly traded firm, and there’s very actual potential that retirement and pension funds will quickly be amongst these holding a stake on this enterprise. Judging from his newest speech, the goals of this enterprise contain constructing a sci-fi catapult on the moon, discovering historic aliens, and consuming an ever-greater proportion of the solar’s power for some cause.

And it might be one factor if any of this had been being communicated coherently. Jeff Bezos has made similarly bizarre statements about realizing the fantasies of 70s sci-fi writers, however—and belief me once I imply this as solely the faintest of reward—at the very least Bezos’ ideas held collectively when he mentioned it, and at the very least he says this kind of factor on podcasts slightly than throughout a speech delivered on to his staff.

As I wrote last week, Musk is working laborious to make the merger between SpaceX, which is usually a rocket firm, and xAI, which is usually a software program firm, make sense. A coherent model of his pitch for SpaceX and xAI as a single firm may grasp completely on his concept—harebrained as it might arguably be—that knowledge facilities in orbit are essential for the development of AI mannequin coaching, and that solely in house can all these knowledge facilities maximize photo voltaic publicity for power, and reduce the hassle required to chill them.

However Musk’s pitch includes the inverse of this idea too, or at the very least tries to invert the idea in a sweaty, high-effort, finally unclear manner. If I earnestly do my finest to make Musk’s speech make sense, he appears to be arguing that solely via the merger of xAI and SpaceX can the idea of intelligence—synthetic or in any other case—gather and profit from hypothetical information of house in all its vastness, together with what will be gleaned from aliens, or via excavating the remnants of extinct aliens.

And that’s to not point out his seemingly unrelated preoccupation with harnessing a bigger and bigger proportion of the solar’s power—a logical carbuncle glued randomly onto your entire pitch. He appears to be approaching a fun concept from futurism called the Kardashev Scale that measures the development of civilizations, however he by no means manages to land that rhetorical airplane.

However don’t take it from me that this all is senseless. Once more, with an IPO looming, you owe it to your self to learn your entire part of his speech about the way forward for xAI and SpaceX, which I’ve transcribed verbatim right here, minus the ums and uhs.

NEWS: xAI has simply publicly posted the complete 45 minute all-hands assembly that Elon Musk had with staff not too long ago.pic.twitter.com/zw4WFdeKvV

— Sawyer Merritt (@SawyerMerritt) February 11, 2026

(It is a transcript of all the things from 41 minutes and 35 seconds within the video till the tip.)

“In an effort to increase the universe, you should discover the universe.

There’s solely a lot you possibly can be taught from simply being on earth, with telescopes and colliders on Earth. In the end it’s a must to go on the market and it’s a must to discover the universe. To know it. And that’s the motivation behind the mixture of SpaceX and xAI. It’s to speed up humanity’s future in understanding universe, and lengthening the sunshine of consciousness to the celebs.

So within the grand scheme of issues once you have a look at how a lot power Earth is definitely utilizing for civilization, we’re solely proper now utilizing, quote, roughly one % of the potential power of Earth. And if we wished to make use of even a millionth of the solar’s power, that might be roughly 1,000,000 instances extra power than civilization at present makes use of. The one strategy to entry that power—the power of the solar—is to increase past Earth.

Earth is known as a tiny, tiny mud mote in an enormous darkness. The solar is 99.8% of all mass within the photo voltaic system. So it’s a must to increase past the tiny mud mote that’s Earth to make any important dent in utilizing the solar’s power. Like mentioned, it’s—you’d need to increase roughly 1,000,000 instances simply to get to at least one millionth of our solar’s power. After which, going past that, exploring—extending—to the galaxy, and perhaps sometime even to different galaxies.

So the—the subsequent step past Earth knowledge facilities are Earth orbital knowledge facilities, and we’ll be launching, with SpaceX, orbital knowledge facilities on the 100 to 200 gigawatt per yr degree. Not cumulative. I imply per yr. And finally, we see a path to perhaps launching as a lot as a terawatt per yr of compute from earth.

However what if you wish to transcend a mere terawatt per yr? In an effort to try this it’s a must to go to the moon.

So, by having factories on the moon, constructing AI satellites, and having a mass driver—which is the kinda factor you actually solely find out about in, examine in, science fiction, however we’re gonna make it actual—we’re truly gonna have a mass driver on the moon. And in the event you try this, you possibly can go a number of orders of magnitude better. You possibly can go to 1,000 gigawatts or extra per yr, and finally get to perhaps a millionth, after which, perhaps a thousandth, and perhaps even just a few % of the solar’s power.

It’s troublesome to think about what an intelligence of that scale would take into consideration, however it’s gonna be extremely thrilling to see it occur. I actually wanna see the mass driver on the moon that’s taking pictures AI satellites into deep house. Simply going like “shoom, shoom,” only one after the opposite. I can’t think about something extra epic than a mass driver on the moon, and a self-sustaining metropolis on the moon, after which going past the moon to Mars, going all through our photo voltaic system, and finally being on the market among the many stars, and visiting all these star techniques.

Possibly we’ll meet aliens. Possibly we’ll see some civilizations that lasted for tens of millions of years. And we’ll discover the remnants of historic alien civilizations. However the one manner we’re gonna do that’s if we go on the market and we discover. And it is a path to creating it occur. Thanks.”