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Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Okay.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Great.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Both SpaceX and Tesla are voting towards 100 gigawatts a year of solar cell production.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

I think you've got to do the whole thing from raw materials to finish the cell.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Now, if it's going to space, it's actually, it costs less and it's easier to make solar cells that go to space because they don't need glass or they don't need much glass and they don't need heavy framing because they don't have to survive weather events.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

There's no weather in space.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

So it's actually a cheaper solar cell that goes to space than the one on the ground.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Solar cells are already very cheap.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

They're like farcically cheap.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

And if you say...

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

You know, I think like solar cells in China are around like 25, 30 cents a watt or something like that.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

It's absurdly cheap.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

And when you take into account, now put it in space and it's five times cheaper because it's five times.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

In fact, no, it's not five times cheaper.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

It's 10 times cheaper because you don't need any batteries.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

So the moment your cost of access to space becomes low, by far the cheapest and most scalable way to generate tokens is space.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

It's not even close.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

It'll be an order of magnitude easier to scale and chips aside, an order of magnitude.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

The point is you won't be able to scale on the ground.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

You just won't.