xAI
What xAI is up to now
An L2 subnode of SpaceX now, not a company: reportedly dissolved as a separate legal entity and folded into SpaceXAI (07-06) — the identity stays distinct here for Grok and Colossus; the money consolidates at the parent (ben-steer). Colossus 2's GPU count spans two unreconciled lineages (555K vs 1.2M, neither disclosed). Musk promised Grok 4.6/4.7 in two/four weeks (07-24) — the same hype pattern as Grok 5's slipping dates. Revenue ~$500M annualized against ~$1B/mo burn. The CSAM cluster escalated three straight days (Arkansas suit, NCOSE demand, the Open Secure AI Alliance join — timing suggestive of a hedge, unconfirmed). The talent exodus is corroborated, not thin: all 11 co-founders gone, 50-80+ researchers to Meta/Thinking Machines/Anthropic.
as of 2026-07-28
The AI identity inside SpaceXAI — Grok + Colossus, kept distinct from rockets/satellites for threads and entities. THE MONEY IS WELDED TO SPACEX (ben-steer 2026-07-28): no separate axes here, all capital/thrust/gravity calculations consolidate at the parent.
The axes
- Commanded capital
- CONSOLIDATED into spacex — ~$500M annualized revenue vs ~$1B/mo burn are operating color, not a separate capital base
This week — what changed
- xAI joined the Open Secure AI Alliance — a safety-signal move in the same cycle as the Arkansas suit and NCOSE pressure.
- NCOSE demanded xAI stop Grok generating CSAM — advocacy pressure following the Arkansas suit (thin — org statement); Memphis local press bundling the litigation with xAI's expansion. (endsexualexploitation.org)