Elon Musk, SpaceX Company Talk, August 11, 2026
Internal all-hands walking SpaceX from founding to now: Starship progress, and the projection that AI revenue overtakes launch and Starlink to dominate the company's long-term value.
Elon Musk
CEO & Chairman, Space Exploration Technologies Corp. (SPCX)
The CEO view
Founded SpaceX in 2002. Also CEO of Tesla; SpaceX's AI segment (xAI, Grok, X) merged into the company ahead of its 2026 IPO.
Podcasts, interviews & articles
2 recorded appearances
2026
Elon Musk – "In 36 months, the cheapest place to put AI will be space"
With Dwarkesh Patel and John Collison, Musk makes the case that orbital data centers beat terrestrial ones within ~30-36 months: space solar is roughly 5x more productive with no batteries or weather, while Earth power capacity is flat against exponential chip output. He projects hundreds of gigawatts a year of space-launched AI within five years, and concedes China will 'utterly dominate' manufacturing absent US breakthroughs.