Elon Musk — ”In 36 months, the cheapest place to put AI will be space”

In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power on Earth, what it would take to manufacture humanoids at high-volume in America, xAI’s business and alignment plans, DOGE, and much more.

Watch on YouTube; read the transcript.

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Timestamps

(00:00:00) - Orbital data centers

(00:36:46) - Grok and alignment

(00:59:56) - xAI’s business plan

(01:17:21) - Optimus and humanoid manufacturing

(01:30:22) - Does China win by default?

(01:44:16) - Lessons from running SpaceX

(02:20:08) - DOGE

(02:38:28) - TeraFab

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