xAI All-Hands Meeting: Musk restructures four major teams, launches “Super Hard” project to challenge Microsoft, plans to build satellite factories and data centers on the Moon.

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

On Tuesday evening local time, xAI rarely unveiled a 45-minute all-hands meeting video on the X platform. At the meeting, Musk officially established the company's four new business pillars and detailed the vision for the project called "Macrohard." This meeting not only confirmed the dramatic changes in the organizational structure after the merger with SpaceX but also revealed a detailed product roadmap and financial milestones.

Restructuring Four Major Teams, “Macrohard” Project Emerges

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

The four teams are:

Grok Team: Focusing on chatbots and their voice features.
Coding Team: Responsible for the application's coding systems.
Imagine Team: Mainly working on video and image generation models.
Macrohard Team: Led by former DeepMind engineer Toby Pohlen, aiming to simulate all human behavior in computer usage.

Among them, the "Macrohard" project is particularly noteworthy. The project’s name is obviously a play on words targeting Microsoft (Macro vs. Micro, Hard vs. Soft), and is led by co-founder Toby Pohlen. Musk described this project as a “digital human simulation,” with the core goal of making AI “do anything a human can do with a computer.” The ambition is complete automation of white-collar work. Project lead Toby Pohlen stated during the meeting:

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

This setup shows that xAI is attempting to shift from simple chatbots to deeper enterprise-level automation and agent fields, directly entering the core territory of products like Microsoft Copilot.

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

Lunar Factory and Electromagnetic Launch: Interstellar Computing Ambitions

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

Musk proposed a plan to build an AI satellite factory on the moon, envisioning the use of a “lunar mass driver”—essentially an electromagnetic launcher—to launch these satellites. He believes that with such infrastructure, humanity can launch an AI cluster capable of capturing a large portion of the sun’s total energy output, and even expand it to other galaxies.

"It's hard to imagine what intelligence on that scale would think about," Musk said. "But it would be very exciting to see it happen."

Although this vision is distant, it provides logical support for the xAI and SpaceX merger. Currently, xAI is still mainly building data centers on Earth, including purchasing buildings outside Memphis, Tennessee, to deploy a cluster of millions of Nvidia GPUs.

Operational Data Surges, SpaceX Injects Funds into xAI

The meeting disclosed operational data closely watched by the market, showing the commercial progress resulting from the deep integration between xAI and the X platform.

Revenue breakthrough: X product lead Nikita Bier announced that, thanks to holiday marketing promotion, the X platform’s subscription service annual recurring revenue (ARR) has just surpassed $1 billion for the first time.
Usage surge: Executives revealed that the Imagine tool currently generates 50 million videos every day, and over the past 30 days alone, more than 6 billion images have been generated. Although these figures may include a significant amount of controversial content, from an infrastructure load perspective, user activity is extremely high.

These numbers are crucial for investors, as they confirm that xAI’s hefty capital expenditures (Capex) are being converted into actual traffic. Reportedly, before merging with SpaceX, xAI was burning about $1 billion per month for most of 2025. After the merger, new CFO Bret Johnsen’s core task is how to leverage SpaceX’s approximately $16 billion revenue and $8 billion EBITDA strong cash flow to support xAI’s bottomless computing power expansion.

However, behind these staggering numbers are compliance risks. TechCrunch pointed out that in the same period, the X platform experienced a flood of deepfake pornographic content. It is estimated that in just 9 days, 1.8 million pornography-related images were generated, meaning the above image generation stats may contain a significant proportion of such controversial content.

Organizational Growing Pains and Personnel Shuffling

This grand vision comes against a backdrop of severe internal personnel upheaval. Several executives, including co-founders Tony Wu and Jimmy Ba, have left, leaving only half of the founding team remaining. Musk responded that this is an inevitable result of the company’s rapid expansion:

“As a company grows, especially one growing as fast as xAI, the structure must evolve... Unfortunately, this means parting ways with some people.”

The current structure shows that xAI is strengthening execution by promoting technical backbones and integrating SpaceX veterans (like CFO Bret Johnsen), seeking to strike a balance between the “computing power race” and “cash flow equilibrium.”

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