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

On the danger of stating the plain, 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 normal. 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 may wish 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 authentic cofounders have left, and certainly one of these resignations, Tony Wu’s, happened just yesterday.

Musk reportedly hopes to lift $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 once I imply this as solely the faintest of reward—no less than Bezos’ ideas held collectively when he stated it, and no less than he says this form of factor on podcasts quite than throughout a speech delivered on to his staff.

As I wrote last week, Musk is working exhausting 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 hold completely on his concept—harebrained as it might arguably be—that knowledge facilities in orbit are needed 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 no less than tries to invert the idea in a sweaty, high-effort, in the end unclear method. 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—accumulate and profit from hypothetical information of house in all its vastness, together with what could 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 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 not sensible. 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 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

(This can be a transcript of every part from 41 minutes and 35 seconds within the video till the tip.)

“In an effort to develop the universe, you will need to discover the universe.

There’s solely a lot you may study from simply being on earth, with telescopes and colliders on Earth. Finally it’s important to go on the market and it’s important to discover the universe. To know it. And that’s the motivation behind the mix of SpaceX and xAI. It’s to speed up humanity’s future in understanding universe, and increasing the sunshine of consciousness to the celebs.

So within the grand scheme of issues whenever 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 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 presently makes use of. The one technique 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 important to develop past the tiny mud mote that’s Earth to make any vital dent in utilizing the solar’s power. Like stated, it’s—you’d must develop roughly 1,000,000 instances simply to get to 1 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 following 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 12 months stage. Not cumulative. I imply per 12 months. And in the end, we see a path to perhaps 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? In an effort to try this it’s important 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 try this, you may go a number of orders of magnitude larger. You may go to 1,000 gigawatts or extra per 12 months, and in the end get to perhaps a millionth, after which, perhaps a thousandth, and perhaps even a couple 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 in the end being on the market among the many stars, and visiting all these star programs.

Perhaps we’ll meet aliens. Perhaps 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 method 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.”