AI and Tech Industry Shakeup Amid Escalating Musk-Altman Feud

테크주 | Mon Jul 13 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 sources

SpaceX's IPO and Grok 4.5 launch put the company in direct confrontation with OpenAI, while debate over an AI sovereign wealth fund and BCI competition also come to the forefront.

Analysis

[Elon Musk & Sam Altman] engaged in public feud on X following Apple's lawsuit against OpenAI ^[2]

• Apple sued OpenAI for alleged trade secret theft
• Musk called Altman 'Scam Altman' in attacks
• Musk separately sued Apple and OpenAI for anticompetitive behavior
• Claimed Grok's App Store ranking was unfairly suppressed

[SpaceX] completed a record $75 billion IPO and launched Grok 4.5 ^[2]

• Raised $75 billion in the IPO
• Pursuing space data centers and enterprise AI businesses
• Unveiled Grok 4.5 generative AI model
• Moving to acquire Cursor for $60 billion in an all-stock deal

[OpenAI] unveiled GPT-5.6 Sol and filed confidentially for IPO ^[2]

• Debuted new GPT-5.6 Sol model
• Submitted confidential IPO filing
• Was sued by Apple for alleged trade secret theft

[Verasight Survey & Bernie Sanders] confirmed majority of U.S. workers support an AI sovereign wealth fund ^[3]

• 69% support in survey of 1
• 690 U.S. adults
• Calls to transfer 50% of AI company equity to a public sovereign wealth fund
• Senator Sanders introduced the American AI Sovereign Wealth Fund Act
• Goldman Sachs projects approximately 15 million jobs lost over 10 years

[BrainCo & Neuralink] diverged into wearable vs implantable approaches amid intensifying U.S.-China BCI competition ^[4]

• Neuralink continues brain-implant approach
• BrainCo pursues non-invasive wearable BCI strategy
• Chinese government designated BCI as a 'future industry' in its five-year plan
• Merge Labs
• backed by Sam Altman
• is developing an ultrasound-based approach

[Yale Budget Lab (Martha Gimbel)] assessed that AI will not offset the economic burden of an aging population ^[1]

• U.S. faces two simultaneous transitions: AI shift and population aging
• AI may improve productivity in some areas
• particularly care labor
• Uncertain whether automation will be accepted in roles requiring human interaction

Sources

• [1] Demographic Shift Tests AI Promise - Bloomberg Markets
• [2] Elon Musk and Sam Altman spar on X after Apple files OpenAI lawsuit - CNBC World Markets
• [3] Majority of U.S. workers support an AI wealth fund as tech layoffs surge, survey finds - CNBC World Markets
• [4] While Musk's Neuralink drills into skulls, China's BrainCo bets the future of brain tech is wearable - CNBC World Markets