On Wednesday, xAI made an unusual move by sharing a complete 45-minute all-hands meeting video on X, making it available to the public. The decision likely stemmed from previous coverage by The New York Times regarding the Tuesday night meeting.
The video uncovers important insights into Musk’s vision for the AI lab, including the product roadmap and its ongoing connections to the X platform.
One of the most pressing topics discussed was the wave of departing employees. Musk described these exits as layoffs due to a shift in the company’s organizational structure. While reorganizations are standard in growing companies, the scale of these departures has raised eyebrows, especially considering the loss of many founding team members.
“As a company grows, especially as quickly as xAI, the structure must evolve,” Musk posted on X. “This unfortunately required parting ways with some people. We wish them well in future endeavors.”
The revamped organizational framework divides xAI into four main teams: one focused on the Grok chatbot (including voice capabilities), another dedicated to the app’s coding system, a third team for the Imagine video generator, and the last for the Macrohard project, which ranges from simulating simple computer tasks to modeling entire corporations.
“[Macrohard] can do everything a computer is capable of doing,” said Toby Pohlen, who will lead this initiative under the new structure. “There should be rocket engines fully designed by AI.”
The all-hands meeting also highlighted new usage and revenue metrics for xAI and X. Nikita Bier, X’s head of product, announced that X recently surpassed $1 billion in annual recurring revenue from subscriptions, attributing this achievement to a marketing surge during the holiday season.
Additionally, executives shared that xAI’s Imagine tool is producing approximately 50 million videos daily and has generated over 6 billion images in the last month, according to their internal data.
However, it’s challenging to separate these numbers from the wave of deepfake pornography that inundated X during the same timeframe. The platform experienced a surge in engagement as AI-generated explicit content became more prevalent, with an estimated 1.8 million sexualized images created in just nine days. Therefore, the image-generation figures likely include a significant portion of this controversial content.
The most striking part of the presentation came at the end when Musk underscored the potential of space-based data centers despite the technical hurdles. He went even further, proposing a moon-based factory for AI satellites, which would include a lunar mass driver—essentially an electromagnetic catapult—for launches. With such infrastructure, Musk indicated that it would be possible to deploy an AI cluster capable of harnessing substantial energy from the sun or potentially even expanding to distant galaxies.
“It’s hard to imagine what an intelligence of that scale would contemplate,” Musk remarked, “but it’s going to be incredibly exciting to see it unfold.”
