News
Could Elon Musk tweet for all of eternity? Digital avatar technology could make it happen
Digital avatars are a blend of science fiction and our current reality, but where is that line drawn, really? Imagine the current minds behind today’s most promising technologies and businesses leaving electronic copies of themselves so that, rather than just existing in nostalgic memories, they could continue contributing to the global conversation for all of digital eternity.
That’s right. The tweets of Elon Musk wouldn’t just be archived for historic perusal. He’d still be tweeting (or opining on a similar platform) long after his great-great-great-grandchildren were graduating from high school on Mars.
Of course, that particular goal could likely be achieved with minimal coding effort utilizing a dataset of his public comments, but that’s not all digital avatar technology is proposing. Imagine being able to approach Elon for personalized business advice, his opinion on a proposed carbon regulation, or thoughts on the name of an off-planet colony, all without the real magnate (magnet?) being directly involved in the conversation – or even alive, for that matter.
MIT Technology Review recently published an article featuring Augmented Eternity, a company developing an application which will host digital personas based on its customers that can be interacted with posthumously. For example, a customer’s business persona could give advice on a corporate deal, and a private persona could be involved with family matters. Utilizing personal data analyzed by artificial intelligence to achieve its goals, Augmented Eternity isn’t the only business on the market for this kind of digital interactivity.
Eternime wants you to live forever as a digital version of your after you die. [Credit: Eterni.me]
The company Eterni.me describes its services as a collection of “your thoughts, stories and memories, curate[d] [into] an intelligent avatar that looks like you…[because]…we all pass away, sooner or later…eventually, we are all forgotten.” Another company with a focus on the living over the dead, ObEN, describes its product as “Personal Artificial Intelligence (PAI)” comprising “personalized digital avatars [that] look, sound, sing, and behave like you…capable of performing a variety of useful tasks.” With its product being a “verified intelligent 3D avatar…perform[ing] activities on your behalf”, ObEN takes direct aim at increasing present day productivity, i.e., benefitting the customer while they are alive.
Admittedly, the idea of storing personal data for use in an artificial intelligence environment isn’t a new one. The concept of creating an avatar embodying the personality of any person has at least been floating around since science fiction envisioned separating human minds from their bodies. One of the notable recent imaginings in entertainment of this concept was seen in the episode, “Be Right Back” from the British science fiction series, “Black Mirror”. In the episode, a widow is able to recreate her dead partner, first as a type of chat box, then a telephone personality, and finally a corporeal being, all by using data obtained via his public electronic records.
Another recent and compelling imagining of this scenario is found in the series, “Caprica”, wherein a teenage girl’s father uploads a sentient avatar of his dead daughter into an advanced robot. The sentience, perhaps, is the factor that makes the software most dangerous, and the avatar’s actions throughout the series confirm this concern. Danger and advanced artificial intelligence are two concepts that seem to come wrapped up in one another, and here we come full circle back to Elon Musk.
When asked what he sees about AI that others with less concern about its future do, Elon replied, “Smart people…define themselves by their intelligence and…they don’t like the idea that a machine could be way smarter than them, so they discount the idea…it’s the wishful thinking situation.” Having also posited that AI is more dangerous than nuclear warheads, there’s no mistaking his position that more care is needed towards the safety of its advancement.
-
Another major concern of Elon’s, however, is an extinction-level event which will end humanity, and this concern is part of what drives his and SpaceX’s mission towards colonization of Mars. Could digital avatars be a place where concerns and prospects find common ground? Aside from physically relocating part of humanity to another planet to ensure its long-term survival, encapsulating humanity in digital (smarter?) form as proposed by avatar companies might be another way to ensure the legacy of the species, not just individual customers.
Then again, if we’re all living in a simulation to begin with, digitizing our personas may just be completing the predicted circle of life. Stay tuned – the future of tech moves fast.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
-
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
