Elon Musk Outlines Integrated AI-Space-Energy Roadmap

Elon Musk, speaking on the Dwarkesh Podcast, outlined a multi-company roadmap tying SpaceX, xAI, and Tesla to shift AI compute into orbit and vertically integrate energy, giving concrete timelines: 36 months for space-based AI economics, end of 2026 for digital human emulation, and five years for SpaceX to become the largest hyperscaler. He argued energy and launch scale are the primary constraints.