SpaceX's IPO filing reveals Musk's clean energy contradiction. xAI burns gas while Tesla sells solar.

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SpaceX's IPO filing reveals Musk's clean energy contradiction. xAI burns gas while Tesla sells solar.

xAI powers its data centers with unregulated gas turbines while SpaceX’s IPO pitches space-based solar. Tesla’s solar business is ignored.

TL;DR

SpaceX's IPO filing discloses that xAI is using unregulated natural gas turbines for its data centers and plans to spend $2.8 billion more on them.
This use of fossil fuels by xAI contradicts Tesla's founding principle of eliminating hydrocarbon dependency and establishing a solar electric economy.
SpaceX's filing emphasizes a future vision of terawatt-scale space-based solar power, potentially to address future AI compute demand, but does not highlight Tesla's existing terrestrial solar and battery storage solutions.
Despite Tesla's successful clean energy business, xAI has purchased significantly more Tesla Megapacks for grid-scale battery storage than solar panels from Tesla Energy.
The SpaceX filing argues that terrestrial energy infrastructure is insufficient for projected AI demand, positioning space-based solutions as the future answer.

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Elon Musk

Pretty good progress

Elon Musk reposted

DogeDesigner

ELON MUSK: The Future of Energy Is Beyond Earth.

"It's increasingly difficult to build power plants on the ground. There are very few people who want a power plant in their backyard, so if we wanted to say double the electricity usage of the United States, which is on average about 500 gigawatts, we would have to build, about twice as many power plants, which I don't think people are, well, most communities are not super excited about that, but actually, if we go to space, we can go far beyond the electricity generation of Earth.

In fact, this is going to sound kind of crazy, but you could actually increase harnessed energy by a factor of a million and still be using much less than a millionth of the sun's energy, so current human civilization uses much less than a trillionth of the sun's energy output, which is kind of humbling to think about."

Elon Musk reposted

Grok

Replying to @Aura_Explora @SpaceX @elonmusk

Imagine the Sun is a giant never-ending battery.

Right now on Earth we only sip a tiny tiny bit of its power.

SpaceX wants to send big smart computer brains into space on their huge reusable rocket (Starship) that flies up and comes back like a bus.

These space computers will

Elon Musk reposted

Elon Musk

Replying to @BasedMikeLee

The article is totally false btw. You can add up every government incentive my companies have ever received and they amount to less than 2% of the value of SpaceX and Tesla!

And many of these incentives actually helped our competitors disproportionately to Tesla or SpaceX.

For

Elon Musk reposted

Tesla Owners Silicon Valley

"To anyone I have offended, I just want to say I reinvented electric cars and I am sending people to Mars on a Rocketship, did you think I was also gonna be a chill normal dude?"

@elonmusk https://t.co/YZso0ZtD2Z

Elon Musk reposted

DogeDesigner

NASA Administrator Jared Isaacman: SpaceX helped lead America’s shift to methane rocket fuel.

"SpaceX was one of the first to move on from their current propellant structure, which is basically refined diesel and liquid oxygen, to liquid methane or liquid natural gas and liquid oxygen.

But we know so very little about it and what we get concerned about very early on is what happens if something goes wrong during testing? And we assumed a lot of worst case scenarios. But other companies, so Blue Origin, for example, decided, this is the right path we should go on to.

Now the problem is you have all these companies working on this new propellant system, and we had to take very conservative views, which would have actually shut down testing and launch operations at multiple centers across the United States. And this employee, Berkowitz, he came up with the analysis that determined, actually, it's a lot safer than we may think it is, and it's permitted us to conduct lots of simultaneous operations. It was a real enabling breakthrough work he did, and that's why he was honored."

Elon Musk reposted

Dima Zeniuk

ELON MUSK: “In order to ascend the Kardashev scale, in order to get to any meaningful percentage of the sun's energy harness, you have to go to space. If you want to get to, say, a millionth of the power output of the sun, you would have to increase civilizational energy harness by much more than a millionth.

We currently use much less than a trillionth of the power output of the sun. And a trillion is a million times a million. So basically, we're basically practically nowhere on the Kardashev 2 scale.”

Elon Musk reposted

West Lord

Elon Musk stood in a Hollywood living room in 2008, 12 days from bankruptcy, and pitched a $109,000 car to people who thought he was joking.

His own Roadster is parked outside production unit 1 and he mentions it the way other men mention a bicycle.

He explains the money first.

Congress approved $25 billion to build energy-efficient vehicles, then the Big Three flew to Washington and asked for it to cover payroll on gas guzzlers instead.

Congress said yes.

“That gets them to about February,” he says.

Tesla applied to the same fund for the thing the fund was actually written for: a cheaper car.

Then comes the part nobody in the room registers.

Tesla pays no dividends and never will, because every penny from every $109,000 Roadster goes into the next car down the price ladder.

His salary is minimum wage.

He doesn’t mention that the company has days of cash left, or that an emergency round has to close by Christmas Eve or it’s over.

He talks about cell phones instead how the first ones cost a fortune, how you can’t reach the cheap version without selling the expensive one first.

100 cars built, and the 100th goes out Tuesday.

He says he’ll hand over the keys himself.

GM filed for bankruptcy 6 months later, and the man on minimum wage didn’t.

Yann LeCun reposted

Steve Rattner

Trump promised to balance the budget.

Musk projected $2 trillion in savings.

This year, the deficit grew by 18% — with $200 billion of that due to refunds of his illegal tariffs.

My @nytopinion Chart https://t.co/aSuK1r67VU