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After half of xAI’s original co-founders resigned in February 2026, serious questions are emerging about the future of Elon Musk’s AI company. Is Grok falling behind ChatGPT and Gemini? Or is this restructure part of a bigger plan involving Musk’s new project, “Macrohard”?
Elon Musk promised that xAI would beat OpenAI, crush Google, and redefine artificial intelligence. But in February 2026, half of xAI’s original co-founders quietly walked out.
In this video, we break down the full timeline of the xAI exodus, including the departures of Tony Wu, Jimmy Ba, and other key researchers. We analyze what Musk said during the public all-hands meeting, why the company was reorganized into four divisions, and what the mysterious new “Macrohard” project actually means.
Is Macrohard a serious threat to Microsoft and OpenAI?
Or is xAI facing deeper cultural and execution problems?
We’ll also cover:
• Why Grok has struggled against ChatGPT and Gemini
• The SpaceX merger and its impact on xAI’s culture
• Regulatory investigations over Grok’s image outputs
• The real implications for the AI race in 2026
• Best-case, likely-case, and worst-case scenarios for xAI
The AI industry is moving fast — and this story could shape the next phase of the competition between Elon Musk, Sam Altman, Anthropic, Google DeepMind, and Microsoft.
Timestamps:
00:00 – Introduction: The xAI Warning Sign
01:18 – A Week That Changed xAI
03:05 – Flova ai
04:20 – What They Actually Said
06:18 – The Restructure: Four Divisions & “Macrohard”
08:34 – Why It Happened: Three Real Reasons
10:47 – The Bigger Picture: Impact on the AI Race
12:47 – Regulatory & Ethical Landmines
14:00 – Where Does xAI Go From Here?
16:15 – Final Take: Is Grok Collapsing?
If you’re serious about understanding where AI is actually headed — not just the hype — this is one you don’t want to miss.
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