News · last 7 days

SpaceX's AI unit held talks over the summer about leasing computing capacity to Microsoft, The Information reported 2026-10-01
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
SpaceXAI is weighing a four-tier subscription overhaul for Grok and X, including a $100 a month "Ultra" plan with access to its Grok Bot agent and an $8 "Lite" plan bundling Grok with a verified badge and fewer ads, Bloomberg reported from an internal document 2026-09-30
Azerbaijan's Ministry of Digital Development and Transport signed a memorandum with SpaceXAI to explore using its Grok models in government services 2026-09-30
SpaceXAI launched Team Bots, Grok Bots that a team shares so everyone works from the same context 2026-09-28
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

SpaceX shares fell to fresh all-time lows for a third straight day, with Morgan Stanley pricing the xAI unit at zero below $100.

Morgan Stanley priced SpaceX's xAI unit at zero for the stock below $100 on July 28.
SpaceX shares hit a fresh all-time low near $100 on July 27, the third straight down day.
SpaceX slid toward its IPO issue price on July 24, after listing June 12 at roughly $1.77 trillion.
xAI's Memphis Colossus datacenter was reported on July 25 to be running gas turbines without a permit.

Whether SpaceX's first post-IPO earnings report on August 4, and the insider-unlock wave expected days after, arrest the stock's slide toward its issue price.

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People

Elon Musk

The principal person controlling one or more organizations.

Holds two realms — SpaceXAI and Tesla. The board's only House holding multiple organizations; the 'personal union' is structural, not a footnote.

Deployable capital

~$250B — absolute supervoting control of SpaceX/xAI/Tesla + best raiser alive (NW $839-876B)

as of 2026-07-25 · what they could personally set in motion within ~12 months

Holds

Organization SpaceXAI Organization Tesla

Across its realms this week

· Colossus buildout race — open

· Grok buildout race — open

· Musk Megacap financing — open

· Where the Capex Lands buildout race — open

· Power Buildout resource move — open

· Datacenter Sites buildout race — open

· Grid & Turbines resource move — open

· Lab IPO Wave financing — open

Vocabulary