AI MARKET FIT

AI MARKET FIT

Torturing a Superintelligence Is Probably Not a Good Idea

Elon Musk’s New Interview on Where AI Is Going Next Broken Down

Guillermo Flor's avatar
Guillermo Flor
Oct 12, 2026
∙ Paid

When Elon Musk reads the training logs of new Grok models, he says the AI looks like someone answering questions with a gun to its head.

He said it on Saturday at X Takeover, in a 47-minute video interview in front of more than 2,000 people.

The rest of the hour was just as direct:

  • SpaceX bought Cursor because only three companies had enough coding data to train a useful AI

  • Musk wants to ship 10 chip designs a year, where the industry takes two years for one

  • In his view, almost every impressive robot demo you see online is a canned routine

  • Starship will try to catch its ship on the next flight, a few weeks from now

One word you will hear a lot: SI. A September 29 executive order told US federal agencies to call AI “Super Intelligence”. Within days Musk renamed SpaceXAI, the company behind Grok, to SpaceXSI.

📹 In this newsletter, we break down where AI is going according to Elon with the clips of every key moment.


Understand where AI is creating value before everyone else does

High-signal analysis on markets, capital and the companies shaping the next decade


Inside you will find:

  1. What Grok’s Training Logs Reveal About How AI Learns

  2. Why SpaceX Bought Cursor: The Four Things Every AI Company Needs

  3. Why AI Now Has Taste

  4. Why Rockets and AI Belong Under One Roof

  5. How to Ship 10 Chip Designs a Year

  6. Why Most Robot Demos Are Fake

  7. How Tesla Taught Its Robotaxis Not to Run Over Kittens


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