On Tuesday night time, Elon Musk gathered the staff of xAI for an all-hands assembly. Evidently, he needed to speak about the way forward for his AI firm, and particularly, the way it pertains to the moon.
In keeping with The New York Instances, which reviews that it heard the assembly, Musk advised workers that xAI wants a lunar manufacturing facility, a manufacturing unit on the moon that can construct AI satellites and fling them into area through an enormous catapult. “It’s a must to go to the moon,” he mentioned, per the Instances. The transfer, he defined, will assist xAI harness extra computing energy than any rival. “It’s troublesome to think about what an intelligence of that scale would take into consideration,” he added, “but it surely’s going to be extremely thrilling to see it occur.”
What Musk didn’t seem to handle clearly was how any of this could be constructed, or how he plans to reorganize the newly merged xAI-SpaceX entity that’s concurrently careening towards a doubtlessly historic IPO. He did acknowledge, proudly, that the corporate is in flux. “Should you’re shifting sooner than anybody else in any given expertise area, you may be the chief,” he advised workers, per the Instances, “and xAI is shifting sooner than every other firm — nobody’s even shut.” He added that “when this occurs, there’s some people who find themselves higher fitted to the early phases of an organization and fewer fitted to the later phases.”
It isn’t clear what prompted the all-hands, however the timing, no matter its trigger, is not less than curious. On Monday night time, xAI co-founder Tony Wu introduced he was leaving. Lower than a day later, one other xAI co-founder, Jimmy Ba, who reported on to Musk, mentioned he was bouncing, too. That brings the whole to 6 of xAI’s 12 founding members who’ve now left the younger firm. The splits have all been described as copacetic, and with a SpaceX IPO reportedly focusing on a $1.5 trillion valuation coming as quickly as this summer time, everybody concerned stands to do very properly financially on their manner out the door.
The moon itself is a newer preoccupation. For many of SpaceX’s 24-year existence, Mars was the tip recreation. This previous Sunday, simply earlier than the Tremendous Bowl, Musk stunned many, posting that SpaceX had “shifted focus to constructing a self-growing metropolis on the Moon,” arguing {that a} Mars colony would take “20+ years.” The moon, he mentioned, might get there in half the time.
It’s a reasonably large change in path for an organization that has by no means despatched a mission to the moon.
Rationally or in any other case, traders do appear significantly extra enthusiastic about information facilities in orbit than about colonies on different planets. (Even for probably the most affected person cash within the room, that’s a protracted timeline.) However to not less than one enterprise backer in xAI who talked with this editor final yr, the lunar ambitions don’t have anything to do with Wall Road and aren’t a distraction from xAI’s core mission; they’re inseparable from it.
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June 23, 2026
The speculation, laid out by the VC on the time, is that Musk has been constructing towards a single objective from the start: the world’s strongest world mannequin, an AI skilled not simply on textual content and pictures however on proprietary real-world information that no competitor can replicate. Tesla contributes power programs and street topology. Neuralink gives a window into the mind. SpaceX offers physics and orbital mechanics. The Boring Firm provides some subsurface information. Add a moon manufacturing unit to the combo and also you begin to see the define of one thing very highly effective.
Whether or not that imaginative and prescient is achievable is a really massive query. One other is whether or not it’s authorized. Below the 1967 Outer House Treaty, no nation — and by extension, no firm — can declare sovereignty over the moon. However a 2015 U.S. regulation opened a big loophole — when you can’t personal the moon, you’ll be able to personal no matter you extract from it.
As Mary-Jane Rubenstein, a professor of science and expertise research at Wesleyan College, defined to Trendster final month, the excellence is considerably illusory. “It’s extra like saying you’ll be able to’t personal the home, however you’ll be able to have the floorboards and the beams,” she mentioned. “As a result of the stuff that’s within the moon is the moon.”
That authorized framework is the scaffolding on which Musk’s moon ambitions apparently relaxation, at the same time as not everybody has agreed to play by these guidelines (China and Russia actually haven’t). In the meantime, for now not less than, the workforce to assist him get there retains getting smaller.





