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14332 total appearances

Appearances Over Time

Podcast Appearances

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

No, you can, you just run out of humans.

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

Ah, I see, okay, yeah.

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

Like, no matter what you do, you have one quarter of the number of humans in America than China.

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

So if you have them do this thing, they can't do the other thing.

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

So then, well, how do you build this refining capacity?

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

Well, you can do it with Optimaia.

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

Not very many Americans are pining to do refining.

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

I mean, how many of you are running to?

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

Very few.

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

Well, China's extremely competitive in manufacturing.

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

So I think there's going to be a massive flood of Chinese vehicles and other basically most manufactured things.

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

I mean, as it is, as I said, China's probably just twice as much refining as the rest of the world combined.

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

So if you go

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

If you just go down to fourth and fifth tier supply chain stuff, like at the base level, we've got energy.

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

Then you've got mining and refining.

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

Those foundation layers are...

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

Like I said, as a rough guess, China's doing twice as much refining as the rest of the world combined.

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

So any given thing is going to have Chinese content because China's doing twice as much refining work as the rest of the world.

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

And then they'll go all the way to the finished product with the cars.

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

China's a powerhouse.