Peter H. Diamandis
π€ SpeakerAppearances Over Time
Podcast Appearances
The scale is enormous, 1,000 acres capacity for 11 million square feet of facilities.
And Dave, you remember when we were with Elon yesterday,
At the Gigafactory, and this is the Gigafactory playbook once again, he was building out, again, 11 million square feet for Optimus production.
So the important thing here is it's fully integrated.
They're going to produce the solar ingots, the wafers, the solar cells, and the entire AI1 satellite all on one campus.
And vertical integration matters.
If you control the entire supply chain from raw materials to finished products, you control your cost and your timeline.
And that's probably the number one thing that Elon does extremely well is manufacturing.
Yeah.
Yes.
I'll never forget, I was with Elon at SpaceX headquarters, and we were having a conversation about the fact, he was bemoaning the fact he has to make everything, right?
We're hearing that same thing from Brett Adcock at Figure and a lot of other high-tech companies.
And there was a product called PICA, which is the heat shielding for the Dragon capsule, and he was getting screwed by the manufacturer.
And so he just turned to the manufacturer and said, forget it, I'm going to make it myself and put you out of business.
And just the ferocious mindset he has is extraordinary.
Yeah, these guys, I mean, all of the players here have formed partnerships and broken partnerships and reshuffled the deck, you know, probably multiple times over the last few years.
So, what's your question?
Is the partnership going to stick together?
No, I haven't seen.
Honestly, I love I love Elon, but I haven't seen him partner for the long term ever.