Elon Musk shared a five-minute video and wrote that he truly and deeply felt AGI this time. The video presents scenes of the agent era with surveillance overlays and sci-fi interfaces, rather than a verifiable model evaluation report.

The visuals include "18 months to escape," half of the salary paid in tokens, a billboard reading "THAT’S SO AGENTIC," a chart titled "SUPERSONIC TSUNAMI," and dialogues that rewrite AI as SI. The content integrates agents, tokenization, and accelerated narratives into a single visual language, rather than showcasing a benchmark score.

Musk has previously described capability leaps with sensory experiences: in July 2025, he stated that Grok 4 provided insights not found in books or online during a materials science Q&A; in March 2026, he responded to a judgment about "complete AGI by the end of the year" with "it feels that way"; in January 2026, he wrote, "We have entered the singularity."

Earlier that same week, he publicly marked Grok 5 as his expected version to reach AGI, stating that Grok 4.8 has about 25 trillion parameters and a self-developed C++ stack, transitioning to reinforcement learning after basic training; he described Grok 4.7 as roughly on par with Anthropic Opus 5.

The narrative of computing power is tied to sensory experiences: xAI is expanding the Colossus cluster in Memphis, publicly discussing a gigawatt-level training power target, and using X real-time data along with SpaceX engineering experience to accelerate iterations. AGI here serves as both a product roadmap and a timeline for financing and talent competition.

In market mechanisms, what is bought is the narrative option that "can already be felt," while what is sold is the cautious pricing that still requires benchmark proof. Funds flow into model labs and Nvidia links from computing power orders, secondary financing expectations, and thematic trading; the beneficiaries are labs that can convert sensory experiences into the next round of cluster procurement, while the pressured parties are those who can only explain valuations using old benchmarks. Event-driven insights come from the founder's sensory experiences, rather than single-day ranking reversals.

Source: Public information