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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.

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