On the early morning of August 12, 2026, SpaceX released a video of Musk's speech at an internal company-wide meeting. Musk stated that AI has become an extremely important part of SpaceX's future, with the company's AI revenue set to surpass that of all other businesses in September and take a significant lead in the fourth quarter. He also emphasized that SpaceX must win the AI competition because the future will be dominated by AI and robots.