创始团队出走一半，马斯克连夜调整xAI愿景，用百万GPU追平推理短板

Core Insights - The recent departures of xAI co-founders Tony Wu and Jimmy Ba mark a significant shift in the company's leadership, with six out of the original twelve founders having left within three years [1][5][7] - Elon Musk emphasized that the company will continue to move forward despite these departures, indicating a restructuring aimed at improving execution speed and adapting to rapid growth [4][6] - The departures are part of a broader trend of high talent mobility within the AI industry, driven by competitive offers and ideological differences regarding safety and commercialization [8][10] Company Developments - xAI was founded in July 2023 by Musk and eleven AI experts from top tech companies, with a mission to understand the universe's true nature through advanced AI [5] - The company is currently focused on its Grok series of conversational models, which have been integrated into Musk's broader corporate ecosystem [5][14] - xAI's financial situation is concerning, with a burn rate of approximately $1 billion per month and revenues of only $107 million in the first three quarters of 2025, leading to speculation that the recent merger with SpaceX is a "lifeline" for the company [13][16] Talent Dynamics - The departures of Wu and Ba may be linked to internal restructuring and disagreements within the technical team regarding AI model performance [7][11] - The high turnover rate at xAI reflects a common trend in Silicon Valley, where top AI researchers are frequently lured away by lucrative offers and the desire for alignment with their technical philosophies [8][10] - The loss of key personnel like Wu, who led the reasoning team, could slow down the development of the Grok model and create potential weaknesses in specific areas of AI performance [16][18] Strategic Shifts - xAI is transitioning from a focus on algorithmic breakthroughs to a more resource-driven approach, emphasizing large-scale computational power [11][15] - The merger with SpaceX is expected to enhance xAI's capabilities, providing access to unique resources such as a "space data center" and significant computational power [13][14] - This shift in focus may blur the lines between Musk's various enterprises, posing challenges for xAI's core team as they adapt to new technological directions [15][18]