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ELON’S NEW YEAR: BUILDING THE EMPIRE THAT WILL DEFINE THE FUTURE AI models, rockets, and robots; Elon is building the infrastructure that'll transform us. ⦁ xAI building the world’s largest supercomputer: 1M+ H100 GPUs by 2026, powered by Megapacks and Starlink ⦁ SpaceX’s 6,000+ Starlink satellites deliver global AI...

40,197 views • 6 months ago •via X (Twitter)

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Tesla just invested $2 BILLION into xAI. Shareholders voted AGAINST this exact move in November. But Elon did it anyway. And here's why this might be the most genius corporate power play of 2026... The shareholder vote wasn't even close to ambiguous. 1.06 billion shares voted YES. 916 million voted NO. Sounds like approval right? Wrong. Under Tesla's bylaws, abstentions count as NO votes. The measure failed. Elon's response on the earnings call: "We're just doing what shareholders asked us to do, pretty much." Translation: I heard you. I disagree. So we're doing it anyway. Now here's why this actually MAKES SENSE... On January 16th, Tesla quietly acquired Series E Preferred Stock in xAI as part of their $20 billion funding round. The same xAI that powers Grok. The same Grok already installed in Tesla vehicles. The same Tesla that supplies Megapack batteries to power xAI's data centers. See the pattern? Most CEOs build one company and pray the board doesn't fire them. Elon builds an empire where every company feeds the others. Tesla needs AI for Full Self-Driving and Optimus robots. Instead of burning 5 years and $10 billion on internal R&D, they buy into xAI and get frontier AI research on tap. xAI needs massive compute power. Instead of begging Amazon or Microsoft for data center capacity, they run on Tesla Megapacks. xAI told investors they're building AI specifically for humanoid robots. Guess who's manufacturing humanoid robots at scale? Tesla's Optimus line. Every dollar Elon spends comes back to Elon. This is what critics miss when they scream "conflict of interest." It's not a conflict. It's a closed-loop economic engine. And the timing is absolutely ruthless. The same earnings call where Tesla announced the xAI investment, they also announced they're KILLING the Model S and Model X. Two of the most iconic electric vehicles ever made. Gone. Why? To convert the Fremont factory line into Optimus robot production. 1 million humanoid robots per year. From the same floor that used to make luxury cars. Tesla's metamorphosing from a car company into a robotics and AI empire. And the $2 billion xAI investment is the software layer for the entire physical AI strategy. Now here's the part that should make every founder pay attention... Tesla disclosed the investment was made "on market terms consistent with those previously agreed to by other investors." Same terms as Fidelity. Same terms as Qatar Investment Authority. Same terms as Nvidia. No sweetheart deal. No insider pricing. Just strategic positioning at market rates. SpaceX already put $2 billion into xAI's earlier round. Now Tesla's in for another $2 billion. The Musk empire is consolidating around AI as the gravitational center. Tesla vehicles collect real-world driving data. xAI trains models on it. Grok gets smarter. Tesla's FSD improves. More Teslas sell. More data flows back. Flywheel economics at planetary scale. Meanwhile most companies are still running "AI task forces" and scheduling committee meetings about prompt engineering or whatever. The gap between founders building AI ecosystems and executives "implementing AI strategies" is becoming a canyon. One group is buying equity in the infrastructure of the future... The other is paying monthly subscriptions to rent access to it. Elon just mass-produced another unfair advantage. Shareholders said no. He said fuck it. And in 5 years when Tesla's market cap is driven more by robots than cars, everyone will pretend they saw it coming.

Ricardo

16,572 views • 6 months ago

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,777 views • 5 months ago