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Published · transcript-backed

Elon Musk: observation

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

“The point is, in retrospect, we should have started with steel in the beginning.”

— Elon Musk

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

…That’s what the main comment’s going to be about. God damn it. The point is, in retrospect, we should have started with steel in the beginning. It was dumb not to do steel. Okay, but to play this back to you, what I’m hearing is that steel was a riskier, less proven path, other than the early US rockets. Versus carbon fiber was a worse but more proven out path. So you need to be the one to push for, “Hey, we’re going to do this riskier path and just figure it out.” So you’re fighting a sort of conservatism in a sense.…

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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