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

At the danger of stating the apparent, Elon Musk doesn’t all the time 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 common. This isn’t funding recommendation, however anybody contemplating shopping for inventory in the SpaceX/xAI conglomerate anticipated to make an preliminary public providing later this yr would possibly 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. A lot of the firm’s 11 authentic cofounders have left, and certainly one of these resignations, Tony Wu’s, happened just yesterday.

Musk reportedly hopes to increase $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 share of the solar’s vitality for some motive.

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 after I imply this as solely the faintest of reward—not less than Bezos’ ideas held collectively when he stated it, and not less than he says this form of factor on podcasts reasonably than throughout a speech delivered instantly to his workers.

As I wrote last week, Musk is working arduous to make the merger between SpaceX, which is largely a rocket firm, and xAI, which is largely a software program firm, make sense. A coherent model of his pitch for SpaceX and xAI as a single firm would possibly cling solely on his thought—harebrained as it might arguably be—that knowledge facilities in orbit are mandatory for the development of AI mannequin coaching, and that solely in area can all these knowledge facilities maximize photo voltaic publicity for vitality, and decrease the effort required to cool them.

However Musk’s pitch entails the inverse of this idea too, or not less than tries to invert the idea in a sweaty, high-effort, in the end unclear method. If I earnestly do my greatest to make Musk’s speech make sense, he appears to be arguing that solely by means of the merger of xAI and SpaceX can the idea of intelligence—synthetic or in any other case—acquire and profit from hypothetical data of area in all its vastness, together with what might be gleaned from aliens, or by means of excavating the remnants of extinct aliens.

And that’s not to point out his seemingly unrelated preoccupation with harnessing a bigger and bigger share of the solar’s vitality—a logical carbuncle glued randomly onto the whole 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 aircraft.

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 the whole 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 full 45 minute all-hands assembly that Elon Musk had with workers not too long ago.pic.twitter.com/zw4WFdeKvV

— Sawyer Merritt (@SawyerMerritt) February 11, 2026

(This is a transcript of the whole lot from 41 minutes and 35 seconds in the video till the finish.)

“So as to develop the universe, you could discover the universe.

There’s solely a lot you’ll be able to be taught from simply being on earth, with telescopes and colliders on Earth. In the end you have got to go on the market and you’ve got to discover the universe. To grasp 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 gentle of consciousness to the stars.

So in the grand scheme of issues once you have a look at how a lot vitality Earth is truly utilizing for civilization, we’re solely proper now utilizing, quote, roughly one p.c of the potential vitality of Earth. And if we wished to use even a millionth of the solar’s vitality, that might be roughly one million instances extra vitality than civilization presently makes use of. The one method to entry that vitality—the vitality of the solar—is to prolong past Earth.

Earth is actually a tiny, tiny mud mote in an unlimited darkness. The solar is 99.8% of all mass in the photo voltaic system. So you have got to develop past the tiny mud mote that is Earth to make any important dent in utilizing the solar’s vitality. Like stated, it’s—you’d have to develop roughly one million instances simply to get to one millionth of our solar’s vitality. 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 at the 100 to 200 gigawatt per yr degree. Not cumulative. I imply per yr. And in the end, we see a path to perhaps launching as a lot as a terawatt per yr of compute from earth.

However what if you need to transcend a mere terawatt per yr? So as to do that you’ve 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 study in, examine in, science fiction, however we’re gonna make it actual—we’re truly gonna have a mass driver on the moon. And when you do this, you’ll be able to go a number of orders of magnitude higher. You possibly can go to 1,000 gigawatts or extra per yr, and in the end get to perhaps a millionth, after which, perhaps a thousandth, and perhaps even a number of p.c of the solar’s vitality.

It’s troublesome to think about what an intelligence of that scale would take into consideration, nevertheless it’s gonna be extremely thrilling to see it occur. I actually wanna see the mass driver on the moon that is capturing AI satellites into deep area. Simply going like “shoom, shoom,” only one after the different. 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 in the end being on the market amongst the stars, and visiting all these star techniques.

Possibly we’ll meet aliens. Possibly we’ll see some civilizations that lasted for thousands and thousands of years. And we’ll discover the remnants of historic alien civilizations. However the solely method we’re gonna do this is if we go on the market and we discover. And this is a path to making it occur. Thanks.”