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Published · transcript-backed

Elon Musk: belief

5 Feb 2026 Dwarkesh Podcast Elon Musk — "In 36 months, the cheapest place to put AI will be space”

“I think the TeraFab’s got to do memory. It’s got to do logic, memory, and packaging.”

— Elon Musk

Source trail

Everything needed to verify it.

Speaker
Elon Musk
Attribution
Verified speaker
Claim type
belief
Recorded
5 Feb 2026
Publisher
Dwarkesh Podcast

Transcript context

…Are you going to make a memory fab? I think the TeraFab’s got to do memory. It’s got to do logic, memory, and packaging. I’m very curious how somebody gets started. This is the most complicated thing man has ever made. Obviously, if anybody’s up to the task, you’re up to the task. So you realize it’s a bottleneck, and you go to your engineers. What do you tell them to do? “I want a million wafers a month in 2030.”…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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