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Published · transcript-backed

Elon Musk: evaluation

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

“You can drill down to a level further. It’s the vanes and blades in the turbines that are the limiting factor because it’s a very specialized process to cast the blades and vanes in the turbines, assuming you’re using gas power.”

— Elon Musk

Source trail

Everything needed to verify it.

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

Transcript context

…Oh, I see what you’re saying. Is this the gas turbine backlog basically? Yes. You can drill down to a level further. It’s the vanes and blades in the turbines that are the limiting factor because it’s a very specialized process to cast the blades and vanes in the turbines, assuming you’re using gas power. It’s very difficult to scale other forms of power. You can potentially scale solar, but the tariffs currently for importing solar in the US are gigantic and the domestic solar production is pitiful. Why not make solar? That seems like a good Elon-shaped problem.…

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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