Elon Musk Podcast

xAI Is Burning $1 Billion a Month.

Elon Musk's xAI has built an enterprise sales team to pitch Grok to major corporations, but the company faces serious obstacles. With no track record in enterprise sales, a burn rate of $1 billion per month, and public missteps including misinformation and controversial outputs, xAI is trying to compete with OpenAI and Anthropic for contracts it has not yet proven it can deliver on. We break down where Grok actually performs well and why corporations remain hesitant.

SpaceX's $1.5 Trillion IPO Would Be the Biggest Ever

SpaceX set a new share price of $421, valuing the company at $800 billion and reclaiming the title of the world's most valuable private company from OpenAI. Elon Musk confirmed plans for a 2026 IPO that could raise over $30 billion at a $1.5 trillion valuation. Google's parent company Alphabet is set to book another paper gain from its SpaceX stake. We break down the numbers and what the Musk-Altman rivalry means for frontier tech.

Trump's AI Executive Order Has a $100 Million Lobby Behind It

Trump signed an executive order blocking states from enforcing AI regulations, creating a DOJ task force to sue states and threatening to withhold federal funding. Congress rejected this twice. Republicans are split. The courts will decide what happens next.

Why McDonald's Deleted Its AI Ad and the Defense of It

McDonald's Netherlands released a 45-second Christmas ad made entirely with generative AI. The internet called it creepy, soulless, and worse than Coca-Cola's AI ads. McDonald's disabled comments, pulled the video, and called it "an important learning." The production company defended the work, then deleted the defense. We break down what went wrong and why even the directors are distancing themselves.

The iPhone Fold: $2,400, No Face ID, and a Bet on Zero Crease

Apple has ordered 22 million display panels for its first foldable iPhone, targeting a fall 2026 launch at around $2,400. IDC forecasts Apple will capture 22% of the foldable market and 34% of market value in its first year. We cover the leaked specs, the crease-free display technology, the under-display camera breakthrough, and why Samsung is scrambling to launch new foldables before Apple arrives.