frozen snapshot — 2026-08-13 · see today →
more minds
Elon Musk

What's on Elon Musk's mind?

read fresh this morning at 6
28%19%15%12%26%
AI will be 99% of SpaceX's value 28% the largest building on Earth, in Texas 19% · newGrok 4.6 is 'objectively #1' 15% · newSpaceX claws back above its IPO price 12% everything else 26%
#1
The rocket company becomes an AI company, effective September

At a SpaceX town hall he said AI revenue passes the entire space business next month, hits 99% of company value in five years, and could reach $500B by 2028.

Elon Musk says SpaceX's AI revenue will outpace all its other products by next month

Business Insider · 2026-08-12
our translation

the rockets were always the on-ramp. he's repricing spacex as an ai stock before anyone can audit the september number — say it to staff, let the leak do the selling.

Town hall guidance, $500B 2028 targetvery sure · 4 sources
#2
A chip fab 36 times the Empire State Building starts going up
new — Grimes County groundbreaking, neighbor pushbackvery sure · 4 sources
#3
Grok 4.6 ships and he immediately calls it objectively #1
new — New model shipped, SPCX moved same daypretty sure · 4 sources
#4
SpaceX up 39% in a week, and his net worth with it
39% weekly rebound past lockup expirypretty sure · 4 sources
thursday, august 13
Post a Grok 4.6 benchmark chart before the market opens(safe bet)
Restate the September AI-revenue crossover to anyone doubting it(reported)
Decide what to tell Sikorski about Ukraine's Starlink bill(reported)
Check SPCX before the open. Again.(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

SpaceX stock surges as Elon Musk introduces new xAI model Grok 4.6

news.google.com · 2026-08-13

every line on the pad traces to something public — tap to see it