马斯克要卖老股，估值8000亿

Core Viewpoint - Elon Musk is shifting his focus back to his technology ventures, particularly challenging OpenAI, following a public fallout with Donald Trump, which has impacted Tesla's stock performance [3][11]. Group 1: Musk's Business Moves - Musk's AI company, xAI, plans to initiate a $300 million stock sale, achieving a valuation of $113 billion (approximately 800 billion RMB) [3]. - xAI has also announced a $5 billion debt issuance through Morgan Stanley, primarily for general corporate purposes, with significant funds expected to support its data center in Memphis, which houses 200,000 NVIDIA GPUs [4]. - The establishment of xAI aims to create an AI company focused on solving deep scientific problems and understanding the universe [6]. Group 2: xAI's Development and Funding - xAI was officially launched in July 2023, with a founding team from prestigious organizations like OpenAI and Google DeepMind, and has already released its first AI model, Grok [7]. - The company completed a $6 billion Series C funding round in December 2022, with investors including Fidelity, BlackRock, and Sequoia Capital [8]. - Musk's acquisition of the social media platform X (formerly Twitter) was completed through a stock transaction, valuing xAI at $800 billion and X at $33 billion [8]. Group 3: Integration of xAI and X - The merger of xAI and X is seen as strategic, leveraging X's 600 million active users to provide rich training data for xAI's models [9]. - xAI's technology is expected to enhance content recommendations and personalized services on the X platform [9]. - xAI's stock sale plan allows employees to transfer shares to new investors, potentially alleviating early team equity lock-up pressures while maintaining Musk's control over the company [9]. Group 4: Market Reactions and Valuation Fluctuations - Musk's political involvement has influenced his business ventures, with significant fluctuations in Tesla's market value linked to his political activities [11][13]. - X's valuation has seen dramatic changes, from a peak of $120 billion in 2021 to $9.8 billion in 2023, before recovering to $44 billion after a $1 billion equity financing round [12]. - The merger of xAI and X also assumes responsibility for X's $12 billion debt, reflecting the financial complexities of Musk's ventures [12].