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Musk stated that SpaceX (SPCX.O) will continue to accelerate AI development, and said that if the current growth momentum is maintained, SpaceX is expected to reach a leading position in AI in about 6 months. Musk pointed out that SpaceX's AI project has only been underway for about 3 years, while Anthropic and OpenAI have histories of 6 years and 10 years respectively, but the company still has the potential to catch up quickly. He said that higher AI capability is not always better, and that once the level of intelligence has exceeded the requirements of a certain type of task, further improvement has limited value. Musk also emphasized that the key challenge in AI competition lies in hardware and computing power, and that the rapid deployment of large-scale computing capacity is very difficult, while SpaceX has already demonstrated strong infrastructure construction capabilities and will continue to improve them.