What Next: TBD | Tech, power, and the future Elon 3.0
Feb 6, 2026
Faiz Siddiqui, Washington Post technology reporter and author of Hubris Maximus, breaks down Elon Musk’s next moves. They cover Tesla pivoting from cars to humanoid robots. They discuss SpaceX absorbing XAI and plans to fund AI data centers. They unpack controversies from Grok’s content issues to newly revealed Epstein-era emails.
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SpaceX Rebrands As An AI Infrastructure Play
- SpaceX absorbing XAI lets Elon present SpaceX as an AI and infrastructure company to attract huge investor capital.
- Faiz Siddiqui says this combines Starlink, rockets, and data-center ambitions into one sellable vision.
Killing Flagship Cars Signals A High-Risk Pivot
- Tesla scrapping Model S and Model X signals a pivot from proven auto products to speculative robotics.
- Faiz Siddiqui warns this shows unearned confidence because robot success is unproven.
Valuation Becoming ‘Named Elon’ Phenomenon
- Tesla's market valuation increasingly reflects Elon’s persona rather than company fundamentals.
- Faiz Siddiqui notes investors still back Musk because they believe in his track record and pull.
