BitalkNews
BitalkNews|Jun 16, 2026 05:15
With a valuation of 7.5 trillion yuan or an annual salary of 50000 yuan, Musk's compensation plan is SpaceX's roadmap for the next 20 years. Musk's compensation plan at SpaceX is directly tied to two goals: Firstly, SpaceX is valued at $7.5 trillion and aims to establish a permanent city on Mars with a population of one million; Secondly, operate data centers with a total power of 100 terawatts in space. If neither of these is achieved, he will only receive a fixed salary of $54080 per year since 2019. To achieve these goals, Musk is simultaneously advancing Starship, Starlink, xAI, Optimus, as well as a lunar industrial base and orbital data center. The starting point of the entire plan is actually energy. Electricity is the bottleneck of future AI computing power. Building 1 terawatt of continuous solar power requires approximately 1% of the United States' land area. The construction of the power grid, site selection and approval of data centers are a lengthy political and infrastructure game. The solution is to transfer computing power to space. In orbit, without an atmosphere, day and night, or clouds, the same solar panel can generate 4 to 10 times more electricity than on the ground. The premise of all of this is to reduce the launch cost to the lowest historical level. By 2025, 83% of the total weight of goods entering orbit worldwide will be completed by SpaceX. The Falcon 9 is launched on average every 2 to 3 days, with a maximum of 35 repeated uses per rocket. Starlink has 10.3 million subscribers in 164 countries, with a revenue of $11.4 billion by 2025 and an EBITDA profit margin of over 60%. Starlink provides cash flow, while Starship is responsible for reducing transportation costs. The cost of entering orbit for Falcon 9 will be reduced from approximately $18500/kg to $2700/kg, Falcon Heavy will be reduced to around $1400, and Starship's goal is to reduce space transportation costs by over 500 times from $100 to $500/kg. XAI has validated this pattern. Memphis Colossus 1 deployed 100000 GPUs, which took only 4 months from concept proposal to construction, and all devices were lit up in 19 days after arrival, while the industry typically takes about 4 years. Anthropic pays $1.25 billion per month to purchase computing power; Google pays $920 million per month for approximately 110000 GPUs. These two clients alone can contribute nearly $26 billion in revenue annually. This scale is replicated in orbit: by the end of 2027, the annualized added space computing power will reach 1 gigawatt, then increase to 10 gigawatts within 2.5 years, reach 100 gigawatts within 3.5 years, and ultimately expand to an annual scale of 1 terawatt, equivalent to about twice the current national electricity consumption in the United States. The moon has become the most crucial link. About 20% of lunar soil is silicon and 10% is aluminum, which are the most important raw materials for solar panels and satellite structures. The gravity of the moon is only one sixth that of the earth, and there is no atmospheric resistance. By using an electromagnetic mass accelerator to launch satellites directly into orbit, the marginal launch cost is much lower than that of the earth. More importantly, the lunar window opens every 10 days and has a flight time of 2 days, while the Mars window only comes once every 26 months and takes 6 months on a one-way trip. The iteration speed on the moon is much faster. The labor force is borne by Optimus. The AI6 chip is aimed at data centers and Optimus robots, while Dojo3 and the planned AI7 are aimed at orbital computing. Optimus has a production capacity target of 10 million units per year. At the same time, Tesla and SpaceX are respectively advancing towards the goal of producing 100 gigawatts of solar cells annually, providing energy support for AI infrastructure on Earth and in space. From Starship and Starlink, to xAI and Optimus, to lunar industrial bases and orbital data centers, serving the same endpoint: achieving a valuation of $7.5 trillion, building a Mars city with one million people, and deploying a 100 terawatt level data center in space. That's why the SpaceX board directly tied Musk's salary to the Mars city and space data center. To some extent, this compensation plan itself is SpaceX's roadmap for the next twenty years.
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