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.
High-signal analysis on markets, capital and the companies shaping the next decade
Inside you will find:
What Grok’s Training Logs Reveal About How AI Learns
Why SpaceX Bought Cursor: The Four Things Every AI Company Needs
Why AI Now Has Taste
Why Rockets and AI Belong Under One Roof
How to Ship 10 Chip Designs a Year
Why Most Robot Demos Are Fake
How Tesla Taught Its Robotaxis Not to Run Over Kittens
This issue is available exclusively to paid subscribers!
If you’re not subscribed yet, you can unlock this and our full library by upgrading below:
Let’s begin!




