xAI All-Hands Meeting: Musk Restructures Four Major Teams, Launches "Giant" Project to Challenge Microsoft, Plans to Build Satellite Factory and Data Center on the Moon

Elon Musk not only aims to achieve fully automated office operations through the "Macrohard" project to challenge Microsoft on the software front, but he is also planning a lunar manufacturing base on the hardware front, attempting to solve the AI energy consumption bottleneck through "space-based computing power."

On Tuesday evening local time, xAI unusually released a 45-minute video of an all-hands meeting on the X platform. Musk officially established the company's new four major business pillars during the meeting and elaborated on the vision of the project named "Macrohard." This meeting not only confirmed the dramatic organizational restructuring following the merger with SpaceX but also disclosed detailed product roadmaps and financial milestones.

Restructuring the Four Major Teams, "Macrohard" Project Emerges

According to the latest structure disclosed in the all-hands meeting, xAI has been split into four main teams, each led by different technical leaders who report directly to Musk. This structural adjustment reflects Musk's dissatisfaction with the current AI model development progress and the urgent need to accelerate product deployment.

The four teams are:

1. Grok Team: Focused on chatbots and their voice functionalities.

2. Coding Team: Responsible for the coding systems of applications.

3. Imagine Team: Primarily focused on video and image generation models.

4. Macrohard Team: Led by former DeepMind engineer Toby Pohlen, aimed at simulating all human behaviors when using computers.

Among them, the "Macrohard" project is particularly noteworthy. The project name is clearly a wordplay targeting Microsoft (Macro vs. Micro, Hard vs. Soft), led by co-founder Toby Pohlen. Musk described the project as "digital human simulation," with the core goal of enabling AI to "do anything a human can do with a computer." Its ambition lies in the complete automation of white-collar work. Project leader Toby Pohlen stated at the meeting:

"(Macrohard) can do anything a computer can do... In the future, there should be rocket engines completely designed by AI."

This layout indicates that xAI is attempting to shift from merely chatbots to deeper enterprise-level automation and agent fields, directly entering the core territory of products like Microsoft's Copilot.

Additionally, co-founder Guodong Zhang's authority has been significantly enhanced; he not only leads the teams for coding and image generation but also oversees the leadership team of the social media service X. Another co-founder, Manuel Kroiss, co-leads the coding team with Zhang.

Lunar Factory and Electromagnetic Catapult: Interstellar Computing Ambitions

In the final stages of the meeting, Musk showcased his signature grand vision, **extending the construction of AI infrastructure beyond Earth. Despite facing enormous technical challenges, Musk reiterated the importance of establishing "space-based data centers."**

Elon Musk proposed a plan to establish an AI satellite factory on the Moon, envisioning the use of a "lunar mass driver"—essentially an electromagnetic catapult—to launch these satellites. He believes that with this infrastructure, humanity could launch an AI cluster capable of capturing a significant portion of the Sun's total energy output, potentially even expanding to other galaxies.

"It's hard to imagine what kind of intelligence at that scale would think," Musk said, "but seeing it happen would be incredibly exciting."

Although this vision is distant, it provides logical support for the merger between xAI and SpaceX. Currently, xAI is still primarily building data centers on Earth, including purchasing buildings outside Memphis, Tennessee, to deploy a million-level Nvidia GPU cluster.

Operational Data Surge, SpaceX Infuses xAI

The meeting revealed operational data that has garnered significant market attention, showing the commercialization progress after xAI's deep integration with the X platform.

• Revenue Breakthrough: X product head Nikita Bier announced that, thanks to holiday marketing efforts, the annual recurring revenue (ARR) of the X platform's subscription service has just surpassed $1 billion.

• Usage Surge: Executives revealed that the Imagine tool currently generates 50 million videos daily, with over 6 billion images generated in the past 30 days. Although this data may contain a large amount of controversial content, the user activity is extremely high based on infrastructure load.

This data is crucial for investors as it validates that xAI's high capital expenditures (Capex) are translating into actual traffic. It is reported that before the merger with SpaceX, xAI was burning about $1 billion per month for most of 2025. The new CFO Bret Johnsen faces the core task of leveraging SpaceX's strong cash flow of approximately $16 billion in revenue and $8 billion in EBITDA to support xAI's seemingly bottomless computing power construction.

However, behind these astonishing figures lies compliance risk. TechCrunch pointed out that during the same period, the X platform faced a surge of deepfake pornographic content. It is estimated that 1.8 million pornographic-related images were generated in just 9 days, indicating that a significant portion of the aforementioned image generation data may contain such controversial content.

Organizational Growing Pains and Personnel Reshuffling

The backdrop of this grand vision is the intense personnel turmoil within the company. Several executives, including co-founders Tony Wu and Jimmy Ba, have left, leaving only half of the founding team. Musk responded to this by stating that it is an inevitable result of the company's rapid expansion:

"As the company grows, especially a fast-growing company like xAI, the structure must evolve... Unfortunately, this requires parting ways with some people."The current structure shows that xAI is strengthening its execution capability by promoting technical backbones and integrating veterans from SpaceX (such as CFO Bret Johnsen), attempting to find a balance between the "computing power competition" and "cash flow balance."