Evidence receipt / uncertainty
Published · transcript-backedElon Musk: uncertainty
5 Feb 2026 Dwarkesh Podcast Elon Musk — "In 36 months, the cheapest place to put AI will be space”
“I’m not sure. Maybe it’s 10-20%, maybe more, I don’t know. We would not reduce our headcount.”
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
…What fraction of the work at a Gigafactory that is currently done by humans could a Gen 3 do? I’m not sure. Maybe it’s 10-20%, maybe more, I don’t know. We would not reduce our headcount. We would increase our headcount, to be clear. But we would increase our output. The units produced per human... The total number of humans at Tesla will increase, but the output of robots and cars will increase disproportionately. The number of cars and robots produced per human will increase dramatically, but the number of humans will increase as well. We’re talking about Chinese manufacturing a bunch here. We’ve also talked about some of the policies that are relevant, like you mentioned, the solar tariffs. You think they’re a bad idea because we can’t scale up solar in the US.…
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