Economy March 13, 2026

Musk Accelerates Staff Cuts at xAI as Coding Unit Draws Criticism

Departures of multiple co-founders follow management shake-up and internal audits after merger with SpaceX

By Caleb Monroe
Musk Accelerates Staff Cuts at xAI as Coding Unit Draws Criticism

Elon Musk has initiated another round of personnel reductions at xAI, prompting several co-founders to leave as he voiced dissatisfaction with the startup's coding division. The moves follow a management reorganization ahead of a planned initial public offering and internal audits conducted by staff from SpaceX and Tesla.

Key Points

  • Elon Musk ordered another round of layoffs at xAI after criticizing the coding division - impacts corporate governance and talent management in AI firms.
  • Management was reshuffled last month following xAI's merger with SpaceX, and employees from SpaceX and Tesla were brought in to audit xAI's operations - relevant to investor oversight and organizational integration.
  • Co-founders Guodong Zhang and Zihang Dai have left, leaving two of the original 12 co-founders still at the company founded in March 2023 - a sign of significant leadership turnover for the startup.

Summary

Elon Musk has ordered a fresh round of job cuts at xAI that has led to the exit of additional founding team members, after he publicly criticized the performance of the company's coding division, the Financial Times reported on Friday. The departures come amid a broader management reorganization that preceded a planned initial public offering that could be among the largest on record.


Recent moves and management changes

Last month, xAI underwent a restructuring of its leadership. That overhaul occurred after Musk combined xAI with his rocket company SpaceX. As part of the response, Musk assigned personnel from SpaceX and Tesla to carry out audits inside xAI. According to the report, those auditors concluded that some employees' output did not meet expectations and terminated a number of positions on that basis.


Co-founder exits and reasons given

The Financial Times report identified co-founder Guodong Zhang, who led xAI's Imagine team, as informing colleagues that he would be departing. The report cites two people familiar with the decision, stating that Musk had blamed Zhang for issues with the coding product and removed him from his primary responsibilities prior to Zhang's departure. Zhang confirmed his exit in a post on X on Thursday.

Another co-founder, Zihang Dai, is reported to have left xAI earlier this week. Taken together, these exits reduce the number of remaining original founders from 12 to two at the three-year-old artificial intelligence firm that was established in March 2023.


Context retained from reporting

The sequence of changes - the merger with SpaceX, the management shake-up last month, the internal audits by SpaceX and Tesla personnel, and the resulting terminations - are presented in the report as the direct chain of events leading to the recent departures. The planned initial public offering remains the stated near-term corporate objective.


Implications for stakeholders

For employees and investors, the departures of multiple founders and a tightening of management are signals of intensified oversight and an active effort to address perceived shortfalls in execution. The report links those internal assessments to formal personnel actions taken after audits found some work to be inadequate.


What the reporting does and does not say

The account reproduces the sequence of management changes and personnel moves as described in the report. It does not provide additional detail beyond what was reported about the audits, individual performance assessments, or the timeline for the planned initial public offering.

Risks

  • Leadership instability and further departures could affect xAI's product development and execution - risk for technology and AI sectors.
  • Ongoing personnel changes and public criticism of internal teams may unsettle investors ahead of the planned initial public offering - risk for capital markets and potential IPO participants.
  • Audit-driven terminations highlight operational vulnerabilities that could slow development timelines - risk for partners and customers relying on xAI's coding products.

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