xAI released a full 45-minute recording of its Tuesday night all-hands meeting on X on Wednesday, making the session publicly accessible after The New York Times reported on the gathering earlier in the day. The video detailed the lab’s product roadmap, its relationship with the X platform, and recent organizational changes.
Elon Musk described a series of employee departures as layoffs caused by a “changing organizational structure.” He said rapid growth required the company’s structure to evolve, which led to parting ways with some staff, including a notable portion of the founding team. “xAI was reorganized a few days ago to improve speed of execution. As a company grows, especially as quickly as xAI, the structure must evolve just like any living organism. This unfortunately required parting ways with some people. We wish them well in future endeavors,” Musk stated.
The new structure divides xAI into four primary teams. The first focuses on the Grok chatbot, including voice capabilities. The second develops an app-based coding system. The third drives the Imagine video-generation tool. The fourth, called Macrohard, spans from simple computer-use simulation to modeling entire corporations. Toby Pohlen, appointed to lead Macrohard, stated the project “is able to do anything on a computer that a computer is able to do” and suggested AI could fully design rocket engines.
During the session, Nikita Bier, X’s head of product, announced that X had just crossed $1 billion in annual recurring subscription revenue, attributing the milestone to a holiday-season marketing push. Bier previously joked about the platform’s engagement, saying, “Highest Engagement Days on X Best Monday ever: Today Best Sunday ever: Yesterday Best Saturday ever: Day before yesterday Best Friday ever: Day before that.”
Executives presented internal metrics for xAI’s Imagine tool, claiming it generates 50 million videos per day and more than 6 billion images over the past 30 days. The report noted that these figures are difficult to separate from a surge of deep-fake pornography on X, which drove engagement. An estimate indicated 1.8 million sexualized images were generated in a nine-day span, suggesting a substantial portion of the image count includes explicit AI-generated content.
At the conclusion of the presentation, Musk emphasized the importance of space-based data centers despite technical challenges. He proposed a moon-based factory for AI satellites and a lunar mass driver—an electromagnetic catapult—to launch them. According to Musk, such infrastructure could enable an AI cluster capable of capturing a significant share of the Sun’s total energy output or, in the long term, expanding to other galaxies. Musk remarked, “It’s difficult to imagine what an intelligence of that scale would think about, but it’s going to be incredibly exciting to see it happen.”
