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

On the threat of stating the plain, 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 common. 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 12 months 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. Most of the firm’s 11 unique cofounders have left, and one in all 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 motive.

And it will be one factor if any of this have 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 kind of factor on podcasts reasonably than throughout a speech delivered on to his staff.

As I wrote last week, Musk is working arduous 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 would possibly cling totally on his concept—harebrained as it might arguably be—that information facilities in orbit are crucial for the development of AI mannequin coaching, and that solely in house can all these information facilities maximize photo voltaic publicity for power, and decrease the hassle required to chill them.

However Musk’s pitch includes the inverse of this idea too, or not less than tries to invert the idea in a sweaty, high-effort, finally unclear approach. 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 data of house in all its vastness, together with what may 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 complete 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 your complete 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 total 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 every thing from 41 minutes and 35 seconds within the video till the top.)

“With a view to broaden the universe, you should discover the universe.

There’s solely a lot you may be taught from simply being on earth, with telescopes and colliders on Earth. Finally it’s a must to go on the market and it’s a must 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 increasing the sunshine of consciousness to the celebrities.

So within the grand scheme of issues once you take 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 needed to make use of even a millionth of the solar’s power, that may be roughly one million instances extra power than civilization at present makes use of. The one approach 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 broaden past the tiny mud mote that’s Earth to make any important dent in utilizing the solar’s power. Like stated, it’s—you’d need to broaden roughly one million instances simply to get to 1 millionth of our solar’s power. After which, going past that, exploring—extending—to the galaxy, and possibly sometime even to different galaxies.

So the—the following step past Earth information facilities are Earth orbital information facilities, and we’ll be launching, with SpaceX, orbital information facilities on the 100 to 200 gigawatt per 12 months stage. Not cumulative. I imply per 12 months. And finally, we see a path to possibly launching as a lot as a terawatt per 12 months of compute from earth.

However what if you wish to transcend a mere terawatt per 12 months? With a view to do 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 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 may go a number of orders of magnitude larger. You’ll be able to go to 1,000 gigawatts or extra per 12 months, and finally get to possibly a millionth, after which, possibly a thousandth, and possibly even a number of % of the solar’s power.

It’s tough to think about what an intelligence of that scale would take into consideration, but it surely’s gonna be extremely thrilling to see it occur. I actually wanna see the mass driver on the moon that’s capturing 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.

Perhaps we’ll meet aliens. Perhaps we’ll see some civilizations that lasted for hundreds of thousands of years. And we’ll discover the remnants of historic alien civilizations. However the one approach 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.”