SpaceX posted a 30-minute all-hands to X on Tuesday. Elon Musk used it to make two claims, and they only make sense together. The first is a number. AI revenue will pass everything else the company sells by next month. The second is a method. SpaceX will train Grok on its own information, including the people who work there.
The arithmetic is the story
Look at what that first claim requires. SpaceX reported second-quarter revenue of $7.81bn, of which AI was $2.56bn, Business Insider notes. Connectivity brought in $4.29bn and space products $962m. So everything that is not AI came to $5.25bn.
For AI to exceed all of that, it has to more than double while the rest stays still. Musk gave himself until September. He seemed aware of how it sounded. “Not probably, definitely,” he said, correcting his own hedge mid-sentence. He added that AI would “significantly exceed” the rest in the fourth quarter.
Employees as training data
