Musk’s Innovation Engine, the SaaS Reckoning, and Cybercriminals Unmasked | TSG Ep. 1012

February 5, 2026

Alan Shimel, Mike Vizard, Jon Swartz, Teri Robinson and Barbara Roos dive into Elon Musk’s latest moves to create an innovation engine by merging SpaceX and xAI.

Then the gang takes a look at whether AI will lead to the death of software-as-a-service (SaaS) applications, as many on Wall Street seem to now think, before delving into a deliberate disclosure of the identities of thousands of alleged cybercriminals.