Elon Musk — The Projection

News · last 7 days

A Jane Doe class action filed in a California federal court alleges xAI's Grok "generated child pornography depicting Plaintiff and class members" from real images, and that xAI then ingested the newly generated images into its datasets after they were posted on X. 2026-09-03
Musk committed to a firm ship date for Grok 4.7 — September 12 — the first specific day ever attached to a model this map's ledger has tracked only as a moving week-range since 07-24. 2026-09-02

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 2026-08-29

· Grok — open · last seen 2026-09-03

· Musk Megacap — open · last seen 2026-09-03

Items this week

Musk committed to a firm ship date for Grok 4.7 — September 12 — the first specific day ever attached to a model this map's ledger has tracked only as a moving week-range since 07-24. He described it as 2.1 trillion parameters, up from Grok 4.6's 1.5T, a roughly 40% increase, trained in part on SpaceX's own engineering corpus, and "better than 4.6 in every way except slightly slower to serve," predicting it would "surpass all models" — the hype register this thread's watch line already flags. The ledger entry moves earlier and more precise, from 09-15 month-precision to 09-12 day-precision, which is why it is recorded as a tightening rather than another slip. ⚠️ x.com cannot be fetched directly from here; the quote rests on three independent outlets carrying the same post text, not on the post itself. (NextBigFuture, BiGGo Finance) 2026-09-02
A Jane Doe class action filed in a California federal court alleges xAI's Grok "generated child pornography depicting Plaintiff and class members" from real images, and that xAI then ingested the newly generated images into its datasets after they were posted on X. The plaintiff was of pre-school age when the original abuse series was made; it has circulated for about twenty years and is hash-fingerprinted, which is how the Canadian Centre for Child Protection identified AI-generated images of her on X — the detail that separates this from AI-CSAM cases where the child cannot be shown to be real. The class may include "at least thousands of minors." It lands on top of xAI's late-August suits against two of its own users facing criminal charges for the same conduct, and Musk's January denial that Grok had produced "any naked underage images." xAI and SpaceX did not respond. (The Guardian, Politico on xAI's suits against its users) 2026-09-03