Evidence receipt / observation
Published · transcript-backedElon Musk: observation
5 Feb 2026 Dwarkesh Podcast Elon Musk — "In 36 months, the cheapest place to put AI will be space”
“” The point is, you’ve got to build the fab and you’ve got to start production, then you’ve got to climb the yield curve and reach volume production at high yield.”
Source trail
Everything needed to verify it.
- Speaker
- Elon Musk
- Attribution
- Verified speaker
- Claim type
- observation
- Recorded
- 5 Feb 2026
- Publisher
- Dwarkesh Podcast
Transcript context
…You’ve booked out all the capacity. Yes. I ask TSMC or Samsung, “okay, what’s the timeframe to get to volume production? ” The point is, you’ve got to build the fab and you’ve got to start production, then you’ve got to climb the yield curve and reach volume production at high yield. That, from start to finish, is a five-year period. So the limiting factor is chips. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space is power. Why don’t you do the Jensen thing and just prepay TSMC to build more fabs for you?…
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