Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
Well, all of the United States currently uses only half a terawatt of power on average.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
So if you say a terawatt, that would be twice as much electricity as the United States currently consumes.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
So that's quite a lot.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
And can you imagine building that many data centers, that many power plants?
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
It's like those who have lived in software land don't realize they're about to have a hard lesson in hardware that
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
It's actually very difficult to build power plants.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
And you don't just need power plants, you need all of the electrical equipment, you need the electrical transformers to run the transformers, the AI transformers.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
Now, the utility industry is a very slow industry.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
they pretty much, you know, they impede and smash to the government, to the public utility commission.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
So they're, they impede and smash like literally and figuratively.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
So they're very slow because their past has been very slow.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
So trying to get them to move fast is just like, you know, like if you're trying to do an interconnect agreement with, have you ever tried to do an interconnect agreement with a utility at scale, like with a lot of power?
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
As a professional podcaster, I can say that I'm not, in fact.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
They have to just need many more views before that becomes an issue.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
They have to do a study for a year, OK?
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
Like, a year later, they'll come back to you with their interconnect study.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
You can build power plants.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
That's what we did at XAI for Classes 2.
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
So for Classes 2... So yeah, why are we talking about the grid?
Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”
Right, but it begs the question of where do you get the power plants from?