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Evidence receipt / uncertainty

Published · transcript-backed

Elon Musk: uncertainty

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

“I believe so. I believe that File Transfer Protocol is the... But I could be wrong.”

— Elon Musk

Source trail

Everything needed to verify it.

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

Transcript context

…Do they FTP them? I believe so. I believe that File Transfer Protocol is the... But I could be wrong. But either way, it’s a bitstream going to Taiwan. Apple doesn’t make phones. They send files to China. Microsoft doesn’t manufacture anything. Even for Xbox, that’s outsourced. Their output is digital. Meta’s output is digital. Google’s output is digital. So if you have a human emulator, you can basically create one of the most valuable companies in the world overnight, and you would have access to trillions of dollars of revenue. It’s not a small amount. I see. You’re saying revenue figures today are all rounding errors compared to the actual TAM. So just focus on the TAM and how to get there.…

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