Paresh Dave

speaker
184 appearances 3 recordings 1 series first heard Feb 2026 last heard 3 Apr

Paresh Dave’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.

Appearances

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He's taking on too much.
He's not spending enough time with this company or this company.
Kind of wrapping them together, Elon can kind of put away those concerns because it's hard to understand what he's doing when he's combined all the companies together.
Like, is he going to buy up the Boring Company and put that inside SpaceX in a couple of years to reduce those distraction concerns even more?
It certainly simplifies some of the issues that have continued to dog him.
And he has the benefit that some of the core investors of these companies are the same across the board.
Tesla's unique because it's been public the longest.
And so it'll be hard to sort of combine Tesla with anything, which is why Tesla and XAI continue to sort of have this like arm's length relationship while sharing data.
And, you know, using the technology, they're kind of, you know, kept separate.
But these other companies, very similar base of investors, it makes sense for Elon to bring them together, at least in his head.
There's no shortage of investors wanting to get in on OpenAI.
So if those investors can pool their money together, OpenAI can surely get to the $100 billion that it needs.
or has said that it wants.
It's not the most strategic path, and raising money from a lot of investors sort of tips you towards needing to go IPO because of some legal rules.
But there's little doubt that they can get the money.
I think the concern here is what these rumors about NVIDIA's feelings about OpenAI do to its reputation when it goes public.
Are investors, you know, who are willing to pay X price now willing to pay more like X minus one?
That could be the issue for opening eye.
Especially for NVIDIA, they have to keep a lot of partners happy, right?
They're working with Anthropic, they're working with Microsoft, they're working with every big AI company.
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