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Published · transcript-backed

Elon Musk: prediction

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

“Now, if it’s going to space, it costs less and it’s easier to make solar cells that go to space because they don’t need much glass.”

— Elon Musk

Source trail

Everything needed to verify it.

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

Transcript context

…How low down the stack? From polysilicon up to the wafer to the final panel? I think you’ve got to do the whole thing from raw materials to finish the cell. Now, if it’s going to space, it costs less and it’s easier to make solar cells that go to space because they don’t need much glass. They don’t need heavy framing because they don’t have to survive weather events. There’s no weather in space. So it’s actually a cheaper solar cell that goes to space than the one on the ground. Is there a path to getting them as cheap as you need in the next 36 months?…

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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