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14317 total appearances

Appearances Over Time

Podcast Appearances

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

That's the limiting factor.

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

Yeah, China would be outputting vast numbers of chips at two or three nanometers.

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

No.

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

The ASML ban has been in place for a while.

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

But I think China's going to start making pretty compelling chips in three or four years.

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

Would you consider making the ASML machines?

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

I don't know yet is the right answer.

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

So it's just that to produce at high volume and to reach large volume in, say, 36 months to match the rocket payload to orbit.

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

So if we're doing a million tons to orbit and like, let's say, I don't know,

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

three or four years from now, something like that.

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

And we're doing 100 kilowatts per ton.

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

So that means we need at least 100 gigawatts per year of solar.

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

And we'll need an equivalent amount of chips to, you know, you need 100 gigawatts worth of chips.

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

You've got to match these things.

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

The master over the power generation and the chips.

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

And

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

I'd say my biggest concern actually is memory.

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

So I think the path to creating logic chips is more obvious than the path to having sufficient memory to support logic chips.

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

That's why you see DDR prices going ballistic in these memes about like, you know, you're marooned on a desert island.

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

You write, help me on the sand.