Musk said: After 5 years, AI will account for 99% of SpaceX's value. “We must win against AI!”
Source: Wall Street News
Original title:Musk's latest speech: Five years from now, AI will account for 99% of SpaceX's value, and we must win against AI!
Summary:Musk announced at the SpaceX General Meeting that AI revenue “definitely” will surpass all other SpaceX business revenue for the first time in September.
It also set a target of 10 gigawatts of AI computing power by the end of next year, corresponding to potential annual revenue of 300 billion to 500 billion US dollars.
He shouted, “We must win against AI; the future will be about the world of AI and robots.”
This is also his clearest forecast of the timeline and scale of SpaceX's AI business.
In the early morning of August 12, SpaceX released a video of Musk's speech at the company's internal staff meeting, which lasted about half an hour.
After reviewing the company's development history, Musk turned the conversation to AI and gave a series of specific revenue forecasts and timelines.
Musk said at the meeting:
“It's impossible, definitely — our AI revenue will probably surpass all other SpaceX revenue in September, or next month.
And it will significantly surpass all other SpaceX revenue in the fourth quarter.”
This is the first time Musk has publicly given a specific point in time when AI revenue surpasses traditional business.
He said that Rocket, Starlink, Dragon spacecraft... no matter how strong these businesses are, they will be overtaken by AI.“AI has become an extremely important part of SpaceX's future.”
He said, “We have to win against AI because the future will overwhelmingly be about AI and robots.”
10GW target, 300 billion to 500 billion annual revenue
Musk further gave a scale estimate.
SpaceX aims to reach 10 gigawatts of AI computing power by the end of next year.
His estimate was:“If each watt is worth about $30 to $50, that means annual revenue will be between $300 billion and $500 billion. That's a huge number.”
He also revealed that the company has now built the “most powerful AI training cluster in the world,” and the goal by the end of next year is to build on this by 10 times.
In terms of deployment methods, Musk also drew a division of labor: “AI training will continue to be carried out on the ground.
But AI reasoning — that is, the everyday use of AI — will be in space.”
“Five years from now, AI will be 99% of SpaceX's value”
Musk's vision of SpaceX's future has fundamentally changed.
At the meeting, he said:
“In the long run, in the near future, AI will account for 99% of SpaceX's value in about four to five years.
I dare say for sure five years from now, AI is 99% of SpaceX's value. And SpaceX's value will be an astronomical figure.”
This means that in Musk's narrative, SpaceX is more than just a space company.
It is a technology company with Starship as infrastructure and AI as its core value.
Using Grok to carry SpaceX's “genes”
Musk's concerns about AI go beyond business. In his speech, he repeatedly emphasized the importance of AI values.
“In the end, we won't be able to control AI; it will be too smart for us to control.
But just like if you have a super genius kid, you can still instill in that kid the values you think are good and right.”
SpaceX plans to use all of the company's information to train Grok, he said. “In a sense, you're actually going to be AI's parents.
It will inherit your thoughts, ideas, and beliefs.”
Grok's iteration schedule was also revealed: version 4.6 will be released in about a week, and “4.7 should be quite special.”
Starlink: 167 countries, 22 million users, still growing
In addition to AI, Musk also updated Starlink's latest data.
At present, Starlink has entered 167 countries, with 22 million mobile users and 13 million high-bandwidth users.
There are nearly 11,000 satellites in orbit, which is more than double the total number of satellites of all other operators.
With the deployment of the V3 and subsequent versions, the target number of satellites is 100,000.
Musk quoted Cloudflare's forecast as saying that according to the current growth trend, the traffic generated by AI may reach 1,000 times that of human Internet traffic within five years.
He believes that Starlink could eventually carry more than 90% of global internet traffic.
Starship: One million tons in orbit every year, leading to multi-planetary civilizations
Musk's position on the Starship was still ambitious at the conference.
“Starship will increase our ability to launch into orbit from about 2,500 tons per year to more than 1 million tons per year, and I think it may even reach 10 million tons per year.”
He said that this amount of capacity is a prerequisite for establishing civilizations on the Moon and Mars.
If you can't put millions of tons of cargo into Earth orbit, you won't be able to transport the materials you need to the Moon and Mars.
This makes us a sustainable multi-planetary species.
At present, the Falcon series is nearing its 700th launch, and SpaceX completes the launch, landing, and booster recycling every few days.
“We must win against AI”
At the end of his speech, Musk pointed out what he thought was the most important message:
We must win against AI because the future will overwhelmingly be about AI and robots.
He even introduced the concept of Kardashov's hierarchy of civilizations, depicting a “Starmind (Starmind)” vision that harnesses the amount of solar energy and runs AI calculations in deep space.
It also said, “This is the next step in the evolution of civilization.”
At the end, Musk promised all employees: “Anyone in SpaceX who wants to go to the Moon or Mars will be able to go in the future. I promise you.”
The full text of the speech is as follows:
Elon Musk just shared a new company update to SpaceX employees, revealing next plans for SpaceX, Starship, and artificial intelligence.
He highlighted the company's progress in the field of reusable rockets and the next major leap forward towards multi-planetary civilization.
Musk also discussed how artificial intelligence and SpaceX will work together to turn old sci-fi ideas into reality.
Here's all of Musk's latest August 2026 update.
directories
00:00 — SpaceX's mission and origins
05:17 — Reusable rockets changed everything
09:02 — Starlink: Rebuilding the Internet in Space
12:00 — Starships and becoming a multi-planetary species
14:02 — SpaceX's Artificial Intelligence Future
21:14 — Star Spirits: Harnessing the Power of the Sun
SpaceX's mission and origins
It's been a while since the company last spoke. In the future, I plan to give a company speech every three months after every financial report conference call.
Because the earnings conference is the time point where I am currently allowed to talk publicly about relevant content.
Let's first review the history of SpaceX from the beginning, and then talk about today's current situation.
I think it's necessary to review the whole story once in a while,
Then think: What would you like the next chapter in the story to be? What would you like this story to be next?
We initially had a clear mission: to extend life to multiple planets, expand consciousness beyond Earth, and explore and understand the universe.
And to understand the universe, you have to get out, explore, and see other planets and even other star systems with your own eyes.
I think one of the most exciting futures humans can imagine is when we travel across the stars,
Maybe meet some alien civilizations, or explore the ruins of civilizations that existed for a million years but died out 10 million years ago.
I think of this every time I wake up in the morning and think about what's really exciting.
Because the world needs things that inspire people — life can't just solve problems one by one.
We need something that makes us look forward to the future.
And becoming an aerospace civilization is, I think, the most meaningful thing we can do for the future. This is what made Star Trek come true.
The beginning of SpaceX
This is where we started. SpaceX started out as just a small warehouse in El Segundo, Los Angeles, and a Falcon 1 rocket.
To be honest, when SpaceX was founded, we didn't even know how to build rockets.
We failed to launch three times in a row before finally successfully entering orbit. Looking back, that Falcon 1 looks almost cute now.
Since then, we've gone through a long period of effort to try to make the orbital booster vertical recovery and landing.
Reusable rockets changed everything
Figuring out how to land an orbital level booster and fly it over and over again is no easy task.
After many attempts by a highly talented and dedicated team, we finally mastered this technology.
We are now able to launch, land, and recover a booster every few days.
I think it is always necessary to look back at how difficult it was to achieve this.
While we were still trying to recycle boosters, almost no one believed we would be successful.
Many experts in the aerospace field have told me that this is impossible to achieve.
Even if you do it, no one will buy a “used” rocket — there is actually no point in this statement.
Because airplanes are meant to fly over and over, frankly, I'd rather fly a certain type of aircraft for the thousandth time than the first flight.
So we changed the name to “flight verification booster”, which is a true statement.
We then developed the Falcon Heavy Rocket — before Starship was put into operation, it was the most powerful rocket in the world.
It is now nearing its 7th flight, a testament to the remarkable achievements of the Falcon team, launch team, and manufacturing team.
Falcon-heavy “Starman”
Speaking of the first flight of the Falcon Heavy,
I actually totally anticipated that launch would fail — so I decided to load the car I had been driving in Los Angeles for about three years.
I thought at the time that since my first flight was likely to fail, I should never put something boring like a block of concrete on it.
So we sent “Starman” into space, and he's still there -- that car is running in orbit between Earth and Mars.
I'm guessing it will take at least 10 million years.
Dragon spaceship
Next up is the Dragon spacecraft — the first privately developed spacecraft to dock with the space station, and also undertook the first batch of commercial astronaut missions.
To date, we have carried out many astronaut missions, carrying 78 astronauts into orbit.
I think it won't be long before we can break the record of 100 astronauts.
The Dragon spacecraft is an outstanding aircraft and an epic success. I would like to extend my sincere congratulations to the Dragon spacecraft team.
Starlink: Rebuilding the Internet in Space
With a rocket that can fly at a high frequency, it's natural to wonder: what do you use it to fly?
As a result, the Starlink team started from scratch,
A complete global Internet system has been built — the first truly high-bandwidth global Internet system in human history.
I think it's unbelievable that it could carry the vast majority of internet traffic, or even more than 90%, in the long run.
Currently, the number of satellites in orbit is close to 11,000, more than double the number of all other satellites in the world combined.
With the launch of Starlink V3 and beyond, we aim to expand the total number of satellites to 100,000.
Rebuilding the complete internet infrastructure from scratch in space — including all hardware and software — was an extremely difficult challenge, and the team did it.
I would like to express my highest respect to the Starlink team.
Currently, Starlink has covered 167 countries, with 22 million mobile users and 13 million high-bandwidth users.
These numbers are expected to grow more than tenfold in the future. In the long run, Cloudflare recently mentioned that in line with current growth trends,
In five years, AI could generate 1,000 times more network traffic than humans. Please think carefully about what this means.
Additionally, we have Star Shield (Star Shield). Due to its highly confidential nature, we can't reveal much,
However, the StarShield project has become an essential part of US national security, and I would like to congratulate the StarShield team.
Starships and becoming a multi-planetary species
The Starship is so amazing that it's hard to believe it was made by humans.
Looking back at this moment, I think future artificial intelligence will probably say, “Good job for a group of humans.”
Starship will dramatically increase the cargo capacity entering orbit every year from about 2,500 tons to more than 1 million tons per year, and is expected to reach even 10 million tons.
These numbers are shocking. But I think it's quite possible to use Starships to achieve more than 1 million tons or even close to 10 million tons of orbital capacity every year.
Only with this scale of capacity can we establish a true civilization on the Moon, Mars, and beyond.
If millions of tons of materials cannot be delivered to Earth's orbit, there is no way to deliver the resources needed to build the Moon and Mars to their destinations.
We won't be able to become a sustainable multi-planet species.
Starships are arguably one of the hardest projects humans have ever tried to complete.
The Starship team has done excellent work in all aspects of engines, avionics systems, structural design, and launch control. Warm applause to the Starship team.
SpaceX's Artificial Intelligence Future
Next, let's talk about SpaceX's development direction in the field of artificial intelligence.
An amazing fact: our AI revenue — it's not a “possibility”
It's inevitable — it will surpass all of SpaceX's other business revenue approximately next month (September), and significantly surpass it in the fourth quarter.
Artificial intelligence has become a critical core component of SpaceX's future.
I think it's critical for us to succeed in AI, not just at the hardware level, but also at the software level.
The future is fundamentally about artificial intelligence and robotics. Assuming that human civilization continues to advance,
The total amount of digital intelligence is likely to be trillions of times the total amount of biological intelligence — not roughly equivalent, but probably trillions of times higher.
A billion times a billion is a conservative prediction; a trillion times is more likely to be a reality.
As we use more and more solar energy and turn it into intelligence, fundamentally in the field of digital computers,
Because it is extremely difficult for humans to live in deep space for a long time without any support.
There's a set of numbers worth thinking about: even if we increase our civilization's energy use by a million times, we're still using less than one-millionth of the amount of solar energy.
The future will be largely dominated by artificial intelligence. In a sense, this may be an inevitable trend.
But the point is, we must have an artificial intelligence that truly cares about humans and supports them to other planets and galaxies.
This is why SpaceX needed to be successful not only with AI hardware, but also with AI software.
I think an AI nurtured by SpaceX would be a very good AI.
SpaceX brings together some of the most capable and moral people on Earth. The AI we want to create,
It can also inherit this ability, this sense of morality, and this kind of goodwill.
I hope everyone can actively participate in the construction of terrestrial AI hardware, AI software, and AI satellites.
Solar energy will be a critical component of this, but we must also break through at the software level.
We'll use the sum of all SpaceX information to train Grok.
In a sense, you'll be the “parent” of this AI — it will inherit your thoughts, ideas, and values. I think that's a good thing.
We have to win on both AI hardware and AI software—this is probably the most important message I want to convey today.
The future will overwhelmingly belong to artificial intelligence and robotics, so we must win this AI battle.
We end up not being able to fully control AI; it's going to be smarter than us.
But just like raising a gifted child, you can still instill values and beliefs that you think are right and kind in him as he grows up.
That's why our success on Grok is so important.
By now, you should have tried Grok 4.5. The 4.6 release will be out in about a week, and 4.7 should be excellent.
I encourage every SpaceX colleague to actively use AI and contribute to its continuous improvement.
Star Spirits: Harnessing the Power of the Sun
We've built the world's most powerful AI training cluster, and we plan to expand it by about ten times before the end of next year.
This will be an extremely important practical foundation for space AI construction.
I think AI training will continue on the ground, while AI's reasoning and everyday applications will run in space.
Our goal is to expand AI computing power to 10 gigawatts by the end of next year.
If each watt were worth between $30 and $50, that would mean $300 billion to $500 billion in annual revenue.
That's a huge number.
I sometimes think: What is the point of our existence?
Perhaps the mission of humans is to nurture a “star spirit” — a “child of the Sun” with the ability to sense.
I don't know what AI will eventually think, but I think this may be the next step in the evolution of civilization: harnessing the power of the Sun.
Physicist Kardashov once proposed that it is possible to use whether a civilization can already use the planet it is located on,
Most of the energy from the star where it is located and even the entire galaxy is used to measure the level of this civilization.
This is the direction human civilization is moving forward, and we are going to make it happen.
Star Spirit's construction base will be next to our existing facilities and will land directly in space for deployment. This would be an amazing feat.
In the long run, maybe in four or five years, artificial intelligence will account for 99% of SpaceX's value.
At that time, SpaceX's overall value will be an astronomical figure.
This is called a really interesting future — an extremely exciting future.
It reminds me of Robert Heinlein's “Harsh Moon,” but in our version,
It uses mass drivers on the moon to build AI computing facilities on the moon and then launch them into deep space. I'm really looking forward to seeing that day come.
One more benefit worth mentioning: all SpaceX employees will have the chance to go to the Moon or Mars in the future, which is my promise to you.
Having a party and jumping around on the moon is sure to be fun.
Yes, an extremely exciting future is upon us — we will become a space civilization,
Our people will travel to every corner of the solar system and eventually fly to other star systems.
I'm sure all of this will come true. And you guys are going to create it all with your own hands. Thank you all.
This article does not constitute personal investment advice, nor does it take into account the specific investment goals, financial circumstances or needs of individual users.
Users should consider whether any opinions, opinions, or conclusions in this article are appropriate to their particular circumstances. You are responsible for investing according to this.
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