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Dwarkesh Podcast / episode intelligence

Elon Musk — "In 36 months, the cheapest place to put AI will be space”

5 Feb 2026 50 published claims 3 attributable people

Speakers in the public record

Claim mix

belief 26evaluation 6uncertainty 6observation 4prediction 4commitment 2preference 1recommendation 1

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Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

50 published records

01 / evaluation

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.

“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.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

05 / belief

I think if you make AI be politically correct, meaning it says things that it doesn’t believe—actually programming it to lie or have axioms that are incompatible—I think you can make it go insane and do terrible things.

“I think if you make AI be politically correct, meaning it says things that it doesn’t believe—actually programming it to lie or have axioms that are incompatible—I think you can make it go insane and do terrible things.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

06 / belief

I think arguably most consciousness, or most intelligence—certainly consciousness is more of a debatable thing… The vast majority of intelligence in the future will be AI.

“I think arguably most consciousness, or most intelligence—certainly consciousness is more of a debatable thing… The vast majority of intelligence in the future will be AI.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

11 / belief

I think you’ve said that we’ve got to get to Mars so we can make sure that if something happens to Earth, civilization, consciousness, and all that survives.

“I think you’ve said that we’ve got to get to Mars so we can make sure that if something happens to Earth, civilization, consciousness, and all that survives.”
Speaker
Dwarkesh Patel
Publisher
Dwarkesh Podcast

12 / belief

The ideas travel back and forth with the people. So I think you sort of hit the hardware wall and then whichever company can scale hardware the fastest will be the leader.

“The ideas travel back and forth with the people. So I think you sort of hit the hardware wall and then whichever company can scale hardware the fastest will be the leader.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

16 / observation

” The point is, you’ve got to build the fab and you’ve got to start production, then you’ve got to climb the yield curve and reach volume production at high yield.

“” The point is, you’ve got to build the fab and you’ve got to start production, then you’ve got to climb the yield curve and reach volume production at high yield.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

17 / belief

I think maybe the biggest danger of AI and robotics going wrong is government. People who are opposed to corporations or worried about corporations should really worry the most about government.

“I think maybe the biggest danger of AI and robotics going wrong is government. People who are opposed to corporations or worried about corporations should really worry the most about government.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

19 / evaluation

For video, you’ve got to do a tremendous amount of compression and you’ve got to do the compression just right. You’ve got to ignore the things that don’t matter.

“For video, you’ve got to do a tremendous amount of compression and you’ve got to do the compression just right. You’ve got to ignore the things that don’t matter.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

21 / commitment

As a broader objective of having this full digital coworker emulator, you’re saying, “all the revenue maximizing corporations want to do this, xAI being one of them, but we will win because of a secret plan we have.

“As a broader objective of having this full digital coworker emulator, you’re saying, “all the revenue maximizing corporations want to do this, xAI being one of them, but we will win because of a secret plan we have.”
Speaker
Dwarkesh Patel
Publisher
Dwarkesh Podcast

22 / belief

You can’t have understanding without intelligence and, I think, without consciousness. So in order to understand the universe, you have to expand the scale and probably the scope of intelligence, because there are different types of intelligence.

“You can’t have understanding without intelligence and, I think, without consciousness. So in order to understand the universe, you have to expand the scale and probably the scope of intelligence, because there are different types of intelligence.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

25 / uncertainty

I don’t know about all governments. It’s difficult to predict. I can say what’s the endpoint, or what is many years in the future, but it’s difficult to predict the path along that way.

“I don’t know about all governments. It’s difficult to predict. I can say what’s the endpoint, or what is many years in the future, but it’s difficult to predict the path along that way.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

36 / belief

However, if AI can simply take whatever is given to the outsourced customer service company that they already use and do customer service using the apps that they already use, then you can make tremendous headway in customer service, which is, I think, 1% of the world economy or something like that.

“However, if AI can simply take whatever is given to the outsourced customer service company that they already use and do customer service using the apps that they already use, then you can make tremendous headway in customer service, which is, I think, 1% of the world economy or something like that.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

41 / prediction

To reach a large volume in, say, 36 months, to match the rocket payload to orbit… If we’re doing a million tons to orbit in, let’s say three or four years from now, something like that… We’re doing 100 kilowatts per ton. So that means we need at least 100 gigawatts per year of solar.

“To reach a large volume in, say, 36 months, to match the rocket payload to orbit… If we’re doing a million tons to orbit in, let’s say three or four years from now, something like that… We’re doing 100 kilowatts per ton. So that means we need at least 100 gigawatts per year of solar.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

48 / commitment

Now we don’t know what to do…” I’m pretty sure I know the path. It’s just a question of how quickly we go down that path, because it’s pretty much the Tesla path.

“Now we don’t know what to do…” I’m pretty sure I know the path. It’s just a question of how quickly we go down that path, because it’s pretty much the Tesla path.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast

49 / prediction

It’s not just that there’s four times the population, but the amount of work that people put in is higher. So you can try to rearrange the humans, but you’re still one quarter of the—assuming that productivity is the same, which I think actually it might not be, I think China might have an advantage on productivity per person—we will do one quarter of the amount of things as China.

“It’s not just that there’s four times the population, but the amount of work that people put in is higher. So you can try to rearrange the humans, but you’re still one quarter of the—assuming that productivity is the same, which I think actually it might not be, I think China might have an advantage on productivity per person—we will do one quarter of the amount of things as China.”
Speaker
Elon Musk
Publisher
Dwarkesh Podcast
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