On Wednesday, xAI took the rare step of releasing a full 45-minute all-hands meeting video on X, making it publicly available. Details of the Tuesday night meeting were previously reported by The New York Times, which may have influenced xAI’s decision to post the video online.
The full video reveals significant new details about Musk’s plans for the AI ​​lab, including its product roadmap and its ongoing ties to the X platform.
The most immediate revelation concerned a number of departing employees, which Musk described as layoffs as a result of a changed organizational structure at the company. While reorganizations are common, the breadth of departures has caused considerable confusion, particularly as it has meant the loss of a significant portion of the founding team.
“When a company grows, especially as fast as xAI, the structure has to evolve,” Musk said at X. “Unfortunately, this required letting go of some people. We wish them the best of luck in their future endeavors.”
The new organizational system divides xAI into four primary teams: one focused on the Grok chatbot (including voice), another on the app’s coding system, another on the Imagine video generator, and finally a team focused on the Macrohard project, which ranges from simple computer usage simulation to modeling entire businesses.
“[Macrohard] is capable of doing everything on a computer that a computer is capable of,” Toby Pohlen, who will lead the project under the new organizational structure, told his colleagues. “There should be rocket engines that are fully designed by AI.”
The all-hands also included claims of new usage and revenue figures for xAI and X. Nikita Bier, X’s chief product officer, said X “just crossed” $1 billion in annual recurring revenue from subscriptions, which he attributed to a holiday marketing push.
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Additionally, executives said xAI’s Imagine tool generates 50 million videos per day and more than 6 billion images over the past 30 days, according to their internal metrics.
But it is difficult to separate these figures from the stream of deep-fake pornography that overtook X during the same period. The X platform saw engagement skyrocket as AI-generated explicit images became more prevalent, and with an estimated 1.8 million sexualized images generated over just nine days, the image generation numbers likely include significant amounts of this controversial content.
The most eye-catching part of the presentation came at the end, when Musk reiterated the importance of space-based data centers despite the technical challenges. Musk went even further, envisioning a lunar-based factory for AI satellites, including a lunar mass driver — essentially an electromagnetic catapult — to launch them. With such an infrastructure, Musk said, one could launch an AI cluster capable of capturing significant portions of the Sun’s total energy output or even expanding to other galaxies.
“It’s hard to imagine what an intelligence of that scale would think of,” Musk said, “but it’s going to be incredibly exciting to see it happen.”