在 2024 年初（UTC+8；原文：early 2024），投资人看到 Elon Musk 的 xAI 募资简报，当时仍约 20 人规模。简报使用「Muskonomy」一词，将 xAI 置于 SpaceX、Tesla、X 与 Neuralink 标志环绕之中，并主张 xAI 可凭借专有存取、合作关系与来自这些公司的资料而胜出。
约两年后（原文：'Fast forward two years'），该论点似乎奏效：xAI 估值超过 2,000 亿美元。于过去一年（UTC+8；原文：'past year'）内，xAI 与 X 合并、获得 SpaceX 的 multibillion-dollar 投资，并将 Grok 部署到部分 Tesla 车辆。它先前已在 X 上触及数亿用户、在 Tesla 电池组上花费数亿美元，并据报因与 Tesla 的接近而在取得 Nvidia 处理器上享有优先。上周的财务独家（UTC+8；原文：'last week'）提到仍然陡峭的现金消耗，以及为人形机器人打造 AI（含 Tesla 的 Optimus）的计划。
Tesla 是 Musk 唯一的公开公司，因此 xAI 的关系面临非比寻常的审查。股东拒绝授权 Tesla 董事会对 xAI 的投资提案，且在 2024 年（UTC+8；原文：2024）他们以 Musk 将 Tesla 人才和 Nvidia 芯片转移到 xAI 来施压以获得更多 Tesla 股份为由提起诉讼。Grok 的争议，包括据称的反犹输出与对年轻女孩的性化影像，增加了声誉风险。Musk 正在推进更紧密的协调，然而商业案例仍存在争议。
In early 2024 (UTC+8; original: early 2024), investors saw a pitch deck for Elon Musk's xAI, then roughly a 20-person startup. It used the term 'Muskonomy,' showing xAI surrounded by SpaceX, Tesla, X, and Neuralink, and claimed xAI would outperform through proprietary access, partnerships, and data from those firms.
About two years later (original: 'Fast forward two years'), that thesis appeared to pay off: xAI was valued at more than $200 billion. In the past year (UTC+8; original: 'past year'), xAI merged with X, received a multibillion-dollar SpaceX investment, and deployed Grok in some Tesla vehicles. It had reached hundreds of millions on X, spent hundreds of millions on Tesla battery packs, and reportedly got priority Nvidia processors via Tesla proximity. A finance scoop last week (UTC+8; original: 'last week') cited steep cash burn and plans to build humanoid-robot AI, including for Tesla's Optimus.
Tesla is Musk's only public company, so xAI ties face unusual scrutiny. Shareholders rejected a proposal for Tesla's board to authorize an xAI investment, and in 2024 (UTC+8; original: 2024) they sued alleging Musk diverted Tesla talent and Nvidia chips to xAI and used it to press for more Tesla shares. Grok's controversies, including reportedly antisemitic output and sexualized images of young girls, add reputational risk. Musk is pushing closer coordination; the business case remains contested.