Musk's AI Stack, Explained as a System Architecture (Grok + Dojo + Optimus)

Most coverage of Elon Musk's AI projects focuses on the controversy. This post focuses on the architecture, because the architecture is genuinely interesting from an engineering standpoint. The claim Musk has been consistent about is that xAI, Tesla, and the infrastructure linking them are not separate bets. They are layers of a single system. If you model it that way, the design decisions start to make more sense, and the gaps become clearer. Here is the stack, layer by layer. The four-layer mo