Elon Musk Claims Dollar Will Become Obsolete After Manufacturing Solar Panels and Radiators on the Moon and Launching with Mass Drivers
Elon Musk stated in response to questions about orbital solar capture that large-scale AI computing power requires manufacturing solar panels and radiators on the Moon, which would then be launched into deep space using mass drivers.
Musk pointed out that before this, traditional currency will lose its significance, and mass and energy will become new units of value replacing the dollar. This view is based on the exponential expansion achievable through the advantages of low-gravity manufacturing and materials on the Moon.
In market mechanisms, investors are flocking to the SpaceX and xAI space energy narrative, driving capital inflow into related assets. Musk, as a core beneficiary, strengthens control, while traditional financial and energy giants face long-term valuation reassessment pressure, with event-driven capital concentrating on interstellar infrastructure.
Source: Public Information
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Elon Musk has previously promoted SpaceX's Starship lunar landing and resource utilization plans, similar to Tesla's energy business expanding from terrestrial solar to large-scale storage, which has involved multiple technological and financing iterations to support long-term visions.
In terms of capital pathways, SpaceX is mobilizing resources through the Starlink and Starship projects to attract long-term institutional capital to support the lunar factory concept, rather than short-term cashing out, forming a closed-loop resource delivery system from Earth to deep space to secure future pricing power.
Similar cases include Jeff Bezos' Blue Origin lunar resource exploration and the rise of commercial space after the early NASA Apollo program. Musk is currently in a control phase of the aerospace industry transitioning from low Earth orbit to lunar industrialization and energy.
Structurally, this is essentially a technological substitution, where lunar low-gravity manufacturing and mass drivers replace Earth's rocket launch limitations. The mechanism is driven by resource abundance and economies of scale, pushing capital from Earth's scarce energy to the infinite supply of space, reshaping global value and power structures.
ABAB News · Cognitive Laws
Currency Follows Energy Abundance: In an era of scarcity, paper currency is used; in an era of abundance, mass and joules are used, with physical laws prevailing over central banks.
Infrastructure Precedes Narrative: Before the lunar factory is built, capital has already voted for the new unit of value.
Leverage from Earth to Space: Whoever controls the launch and manufacturing closed loop defines the structural pricing power of the post-dollar era.