--- title: "\"Big Tech\" challenges Microsoft: Musk announces Tesla's joint project with xAI to simulate software companies using AI" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278766809.md" description: "Macrohard, also known as Digital Optimus, aims to create an AI intelligent system that allows direct operation of computers and automatically executes other tasks. The system is divided into two parts: the large model Grok from xAI acts as the brain, while the intelligent agent developed by Tesla executes tasks. Last year, xAI submitted a trademark application for Macrohard. This week, reports indicated that Tesla has taken over a stalled AI intelligent agent project from xAI" datetime: "2026-03-11T16:37:22.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278766809.md) - [en](https://longbridge.com/en/news/278766809.md) - [zh-HK](https://longbridge.com/zh-HK/news/278766809.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/278766809.md) | [English](https://longbridge.com/en/news/278766809.md) # "Big Tech" challenges Microsoft: Musk announces Tesla's joint project with xAI to simulate software companies using AI Elon Musk is further expanding his artificial intelligence (AI) landscape. On Wednesday, November 11th, Eastern Time, Musk announced on his social media platform that Tesla and his AI startup xAI will jointly develop a new AI project called "Digital Optimus," also known as Macrohard, aimed at creating an AI agent system capable of automatically executing software tasks. Musk stated that this system could theoretically "simulate a complete software company," automatically completing programming, operating software, and executing complex workflows through AI. Industry insiders view this as not only an important step in AI agent technology but also as a sign that Musk is accelerating the integration of AI resources across his companies, combining large model capabilities with real-world AI. For Tesla, the new project reinforces the market's perception of its positioning: the company is transforming from an electric vehicle manufacturer into a technology enterprise centered on AI, robotics, and automation. ## New System Divided into Two Parts to Allow AI Agents to Operate Computers Directly Musk revealed that the "Macrohard" project, also known as "Digital Optimus," is being jointly advanced by Tesla and xAI, with the core goal of building an AI system capable of directly executing software tasks. The system consists of two main parts: - **xAI's large model Grok**: responsible for understanding user needs and planning task workflows; - **AI agents developed by Tesla**: capable of reading computer screen content and directly operating software through keyboard and mouse. In other words, the goal of this system is not a traditional chatbot but an AI agent that can complete tasks on a computer like a human employee. For example, it can automatically complete programming, software testing, data processing, and even complex office workflows. Musk also joked that the project is called "Macrohard" as a parody of Microsoft's name. ## Further Integration of AI Landscape: Complementary Technologies of xAI and Tesla Industry experts believe that this collaboration reflects Musk's acceleration in integrating AI resources across his companies. In recent years, xAI has primarily focused on developing general artificial intelligence models, such as the Grok large model; while Tesla has accumulated a wealth of real-world data and AI technology in the fields of autonomous driving and robotics. The complementarity of AI capabilities between the two companies is evident: - xAI provides general AI models and reasoning capabilities; - Tesla provides real-world data, robotics, and autonomous driving application scenarios. In January of this year, Tesla signed an agreement to invest approximately $2 billion to acquire shares in xAI and establish a technical cooperation relationship. The Grok model has also been integrated into Tesla's software ecosystem for in-car AI and future robotic systems. The "Macrohard" project is the first specific collaboration being advanced under this investment framework. Musk has repeatedly stated that Tesla's ultimate goal is not merely electric vehicles but to create an AI-based software and robotics platform, including the humanoid robot Optimus ## Musk is Blurring the Boundaries of His Companies, Previously Claimed xAI Was Not Needed Multiple media outlets have pointed out that the new project once again shows Musk is breaking down the boundaries between his companies. Records from the U.S. Patent and Trademark Office indicate that xAI submitted a trademark application for "Macrohard" in August 2025, suggesting that the planning for this project predates its public announcement. Additionally, earlier this Wednesday, reports emerged that Tesla is taking over a stalled AI agent project from xAI. Musk's recent post indicates that the collaboration between Tesla and xAI in this field is much deeper than previously understood by the outside world. Analysts say that the connections between Tesla and xAI are continuously strengthening, both technologically and financially. However, this deep cooperation has also sparked some controversy. In June 2024, Tesla shareholders Cleveland Bakers and Teamsters Pension Fund filed a lawsuit against Musk in a Delaware court, accusing him of founding xAI in a way that harmed Tesla shareholders' interests, allegedly transferring Tesla's AI talent, Nvidia GPU orders, and strategic resources to this privately controlled company. This Wednesday, Musk clearly positioned xAI's Grok as the "brain" of the agent system, leading the operation of Tesla's hardware execution layer. Commentators noted that this statement directly undermines Musk's argument that the two companies have no business overlap and pointed out that this announcement contradicts Musk's public statements made in 2024. In September 2024, in response to reports about Tesla negotiating a revenue-sharing agreement with xAI, Musk posted that Tesla "does not need to purchase any licenses from xAI," explaining that Tesla's real-world AI system "far exceeds any large language model," and that xAI's model is too large to run on Tesla's in-car inference chips. ## Legal Risks: Shareholder Lawsuit Faces New Variables Due to New Announcement The background of the aforementioned 2024 shareholder lawsuit has continued to evolve over time. In January of this year, xAI executives told investors that the company's goal is to "develop autonomous AI capable of driving robots like Tesla's Optimus"—which effectively confirms that the technology Musk is building outside of Tesla is always aimed at Tesla's core AI products. In the same month, Tesla participated in xAI's Series E funding round with $2 billion, effectively allowing Tesla shareholders' funds to flow indirectly to the company accused in the lawsuit. Media outlets believe that the joint project announcement made this Wednesday is an "unexpected gift" for the plaintiffs. This is because the core legal issue in the previous lawsuit revolves around whether Musk has established a competitive company that should have been built within Tesla. Musk's previous defense relied on the argument that the two companies "serve completely different purposes," but this announcement has effectively dismantled that argument—if the new project requires Grok to operate, Tesla is essentially just providing a hardware platform for xAI's intelligence, rather than independently leading AI development. Whether Musk has a fiduciary duty to develop the relevant technology internally at Tesla will ultimately be decided by the Delaware court ## AI Competition Escalates: From Chatbots to "Enterprise Automation" Despite legal controversies, supporters still believe that by integrating large models and real-world AI capabilities, Musk may gain a first-mover advantage in the fields of automated software development, robotics, and enterprise-level AI agents. "Digital Optimus" also reflects that the AI industry is transitioning from the chatbot phase to an era of AI agents capable of executing complex tasks. In recent years, several tech companies have been laying out plans in this direction, such as: OpenAI promoting AI agents with computer operation capabilities; Google developing AI assistants that can execute complex tasks; and Anthropic exploring automated workflow AI. If Musk's vision becomes a reality, such systems may play a key role in software development, enterprise operations, and even robotics control in the future. For Tesla, this project further reinforces its long-term narrative— the company is not just an automobile manufacturer, but also a technology platform centered around AI ### 相關股票 - [GraniteShares 1.25 Long TSLA Daily ETF (TSL.US)](https://longbridge.com/zh-HK/quote/TSL.US.md) - [Gaxos.ai (GXAI.US)](https://longbridge.com/zh-HK/quote/GXAI.US.md) - [Microsoft (MSFT.US)](https://longbridge.com/zh-HK/quote/MSFT.US.md) - [Virtus Artificial Intelligence & Tech Opportunities Fd (AIO.US)](https://longbridge.com/zh-HK/quote/AIO.US.md) - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [C3.AI (AI.US)](https://longbridge.com/zh-HK/quote/AI.US.md) - [Direxion Daily MSFT Bull 2X Shares (MSFU.US)](https://longbridge.com/zh-HK/quote/MSFU.US.md) - [T-Rex 2X Long Microsoft Daily Target ETF (MSFX.US)](https://longbridge.com/zh-HK/quote/MSFX.US.md) - [T-Rex 2X Inverse Tesla Daily Target ETF (TSLZ.US)](https://longbridge.com/zh-HK/quote/TSLZ.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-HK/quote/CLOU.US.md) - [SPDR S&P Software (XSW.US)](https://longbridge.com/zh-HK/quote/XSW.US.md) - [T-Rex 2X Long Tesla Daily Target ETF (TSLT.US)](https://longbridge.com/zh-HK/quote/TSLT.US.md) - [Simplify Volt TSLA Revolution ETF (TESL.US)](https://longbridge.com/zh-HK/quote/TESL.US.md) - [GraniteShares 2x Long MSFT Daily ETF (MSFL.US)](https://longbridge.com/zh-HK/quote/MSFL.US.md) - [YieldMax MSFT Option Income Strategy ETF (MSFO.US)](https://longbridge.com/zh-HK/quote/MSFO.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-HK/quote/TSLQ.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-HK/quote/IGV.US.md) - [ISHRS S&P Glb It (IXN.US)](https://longbridge.com/zh-HK/quote/IXN.US.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-HK/quote/TSLR.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-HK/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-HK/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-HK/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-HK/quote/07366.HK.md) ## 相關資訊與研究 - [Elon Musk Pushes Grok For Taxes — Experts Warn It Could Backfire On Users](https://longbridge.com/zh-HK/news/278646253.md) - [Slate Auto changes CEO months ahead of affordable EV launch](https://longbridge.com/zh-HK/news/278421530.md) - [Elon Musk Pauses xAI's 'Macrohard' Project to Focus on Tesla's (TSLA) Digital Optimus](https://longbridge.com/zh-HK/news/278747232.md) - [XAI's Macrohard project stalls as Tesla ramps up a similar AI agent effort](https://longbridge.com/zh-HK/news/278698929.md) - [Elon Musk’s xAI, creator of Grok and Grokipedia, celebrates its third birthday](https://longbridge.com/zh-HK/news/278547175.md)