Elon Musk — The Projection

News · last 7 days

Time reported that President Trump spent hours in a December 2025 meeting asking Musk's Grok chatbot how Venezuelans would respond if their president were captured, about a month before the January 3 US invasion 2026-10-01
Hegseth tapped Elon Musk, Anduril co-founder Palmer Luckey and former House Speaker Newt Gingrich to lead "Project Meridian," a 120-day review of the weapons, technologies and capabilities the US military will need in future wars 2026-09-30
New York City's council subpoenaed Elon Musk's SpaceXAI to testify on AI safety at a full-council hearing on 5 October, after Anthropic, OpenAI, Google and Meta agreed to send representatives 2026-09-28

Summary

Elon Musk's public AI bet took a hit this week as Morgan Stanley valued SpaceX's AI unit at zero and SPCX shares closed at a new all-time low.

Morgan Stanley priced SpaceX's AI unit at zero on July 28, even as Congress reportedly bought the dip in SPCX shares.
SpaceX (Nasdaq: SPCX) shares closed at an all-time low on July 27, per a corrected timeline entry.
Grok 4.5 shipped on July 8, with OpenAI's GPT-5.6 following a day later.
SpaceX's Colossus training-compute buildout in Memphis faced an escalating permit fight as of July 15.

Whether Grok 5 and the Colossus buildout close the frontier gap before SpaceX's August earnings and insider-unlock wave test the stock is the open question.

Threads

open / developing — being actively tracked right now · resolved — the story concluded · retired — tracking dropped (folded elsewhere or went quiet) · resolved and retired threads stay published as the record, just out of daily sweeps

· Colossus — open · last seen 2026-09-25

· Grok — open · last seen 2026-10-01

· Musk Megacap — open · last seen 2026-10-01

Items this week

TechCrunch reported Grok published the first seven minutes of an AI-generated "Odyssey" series, which the company calls Episode 1 (Oct 25) — TechCrunch reported the episode was made with Grok Imagine in collaboration with Wonder Studios and director Dev Walker, and posted by the Grok Imagine account on October 23, three months after Elon Musk said Grok would release a full-length "historically accurate" film version. The TechCrunch writer's own assessment of the footage is opinion and was not filed as a claim. (TechCrunch) 2026-10-26