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Analysis Mar 24, 2026

Musk Announces $25 Billion Terafab Chip Factory—But the Numbers Don't Add Up

Tesla, SpaceX, and xAI plan the 'largest chip manufacturing facility ever.' Industry experts see another Battery Day.

Analysis Mar 16, 2026

xAI 'Wasn't Built Right': Musk Rebuilds AI Company From Scratch

Six weeks after merging xAI with SpaceX in a $1.25T deal, Musk admits the AI company needs to be rebuilt. Two more co-founders are out. Grok gets Pentagon deals anyway.

Analysis Mar 14, 2026

Musk Admits xAI 'Was Not Built Right' as 9 of 12 Co-Founders Have Now Left

Six weeks after merging xAI with SpaceX in a $1.25 trillion deal, Elon Musk says he's rebuilding from the foundations up. The latest departures came after complaints about losing to Claude Code.

Analysis Feb 13, 2026

Half of xAI's Founding Team Has Left. Musk's Response: Reorganize Everything.

Six of xAI's twelve co-founders have departed in eighteen months. Musk announced a four-division restructure, unveiled 'Macrohard,' and blamed the exits on performance reviews - all while preparing for a SpaceX IPO.

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