WEBVTT - Elon Musk Made 2023 All About Him

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<v Speaker 1>Well, Elon Musk gives now the richest person on the planet.

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<v Speaker 2>More than half the satellites in space are owned and

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<v Speaker 2>controlled by one man.

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<v Speaker 3>Starting his own artificial intelligence company.

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<v Speaker 1>Well, he's a legitimate super genius. I mean legitimate.

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<v Speaker 2>He says.

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<v Speaker 4>He's always voted for Democrats, but this year it will

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<v Speaker 4>be different. He'll vote Republican.

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<v Speaker 5>There is a reason the US government is so reliant

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<v Speaker 5>on him.

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<v Speaker 1>Alon Musk is a scam artist and he's done nothing.

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<v Speaker 2>Anything he does is fascinating the people.

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<v Speaker 1>Welcome to Elon Inc.

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<v Speaker 3>The show where we analyze the latest from Elon Musk's

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<v Speaker 3>business empire. I'm Max Chafkin, sitting in for our normal host,

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<v Speaker 3>David Popotopolis, who is off for the holidays, probably driving

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<v Speaker 3>his Chevy Colorado around somewhere upstate.

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<v Speaker 1>So in instead we plan something special.

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<v Speaker 3>We're gonna look back at the year in Elon Musk

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<v Speaker 3>and look forward to all that's to come in twenty

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<v Speaker 3>twenty four. We're talking about the biggest stories, the weirdest stories,

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<v Speaker 3>the funniest stories, all of it. And full disclosure, we're

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<v Speaker 3>recording this episode on December thirteenth, so if between now

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<v Speaker 3>and when it airs, you hear of the name of

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<v Speaker 3>Elon Musk's university or some other strange thing happens, you'll

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<v Speaker 3>know why we didn't cover it. Okay, to do this,

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<v Speaker 3>we've got a special guest, PJ Vote. He's a host

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<v Speaker 3>of the search Engine podcast, which answers a burning question

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<v Speaker 3>each week, and earlier this year, search Engine did a

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<v Speaker 3>great episode trying to understand what had happened to Elon Musk.

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<v Speaker 3>You should check it out if you haven't listened to it.

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<v Speaker 3>And we're so happy to have PJ here with us today. PJ,

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<v Speaker 3>Welcome to Elon, Inc.

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<v Speaker 2>Thank you for having me.

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<v Speaker 3>We're also joined by Sarah Fryar, Bloomberg's Big Tech editor. Hey, Sarah,

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<v Speaker 3>always the pleasure, and Rayhan Harmansi, who regular listeners will

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<v Speaker 3>know as an editor on this show.

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<v Speaker 1>Rayhon, thank you for being here.

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<v Speaker 4>Thanks.

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<v Speaker 3>Okay, So this was clearly a huge year for Elon Musk.

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<v Speaker 3>We had some ups and downs for Tesla, many many

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<v Speaker 3>rocket launches, We had brain chips and advertiser boycotts, and

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<v Speaker 3>a very curious obsession with the letter X that I'm

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<v Speaker 3>sure we'll talk about. And so we're here to look

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<v Speaker 3>back on all of that and hopefully take stock of it.

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<v Speaker 3>And I want to start by asking everyone on our

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<v Speaker 3>panel to give me a one word verdict on how

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<v Speaker 3>twenty twenty three was for Elon Musk. Sarah Fryar, give

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<v Speaker 3>me an adjective.

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<v Speaker 6>Oh my goodness, explosive, PJ, hysterical.

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<v Speaker 4>Yeah, I was gonna say unstable.

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<v Speaker 3>Okay, So Magnus, our producer, asked me like a week

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<v Speaker 3>ago what I thought, and without really thinking I said great.

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<v Speaker 3>I'm not sure if that was just like a normal

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<v Speaker 3>like if someone asks you how you're doing, you say great,

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<v Speaker 3>even if you're doing very poorly. But I've been thinking

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<v Speaker 3>about defending that idea, and I think if I were

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<v Speaker 3>going to defend that Elon had a great year, I

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<v Speaker 3>would say number one, Tesla stock doubled, Number two, Elon

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<v Speaker 3>became a lot more famous than he'd been, and number

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<v Speaker 3>three he got the Walter Isaacson Biographer of Genius treatment.

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<v Speaker 3>So by those standards, I think it was a really,

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<v Speaker 3>really good year. But what I want to do today

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<v Speaker 3>is talk about what each of us thought was the biggest,

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<v Speaker 3>the most important story of twenty twenty three in Elon

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<v Speaker 3>Musk's world. And let's start with you, Raehan. What did

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<v Speaker 3>you think was the biggest story of the year for Elon.

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<v Speaker 4>I think the biggest story, and I'm going to be

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<v Speaker 4>borrowing from our colleague Dana Hall, who is not.

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<v Speaker 1>With us today.

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<v Speaker 4>I think it's Tesla's price cuts. I mean, starting in January,

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<v Speaker 4>I think maybe as much as half a dozen times

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<v Speaker 4>this year, Elon cut the price of Tesla. And you know,

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<v Speaker 4>it had some moments where it seemed like the stocks

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<v Speaker 4>were going to be very affected by this, but as

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<v Speaker 4>of now, Tesla's share prices have rebounded and his market

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<v Speaker 4>share is still over sixty percent.

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<v Speaker 1>Yeah.

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<v Speaker 3>Elon talked about these price cuts in detail during an

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<v Speaker 3>earnings call in early January, and let's like just listen

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<v Speaker 3>to a little bit of that tape just to get

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<v Speaker 3>a sense of what was going on.

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<v Speaker 7>Basically, price really matters. I think there's the vast number

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<v Speaker 7>of people that wanted to buy a Tesla car but

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<v Speaker 7>can't afford it, and so these price changes really make

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<v Speaker 7>a difference for the average consumer, and sometimes for those

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<v Speaker 7>people who are well, you know, have a lot of money,

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<v Speaker 7>they sort of forget about how important affordability is.

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<v Speaker 3>Wow, that feels like a long time ago, at least

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<v Speaker 3>to me. You know where the big issue was like

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<v Speaker 3>how many teslas are people going to buy? And we

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<v Speaker 3>hadn't really gotten into all these allegations of bad behavior

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<v Speaker 3>and craziness on social media. But Sarah just catch us

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<v Speaker 3>up a little bit and remind us what was going

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<v Speaker 3>on back then. How did Elon Musk start twenty twenty three.

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<v Speaker 6>I mean, I think that Musk was in this position

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<v Speaker 6>of feeling like he was on top of the world,

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<v Speaker 6>like he's the new king of the playground, or however

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<v Speaker 6>Walter Isaacson calls it in his book Owning X being

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<v Speaker 6>in charge of the discourse as you will, And it's

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<v Speaker 6>all gotten a lot more complicated.

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<v Speaker 1>And it's like super popular too.

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<v Speaker 3>I mean, because there's later in that Earnings call someone

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<v Speaker 3>brought up because even back then, right, Elon Musk has

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<v Speaker 3>got a little crazier in the last couple of months

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<v Speaker 3>in terms of his Twitter presence, But even then was

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<v Speaker 3>he was doing some pretty edgy things and somebody said, hey, Elon,

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<v Speaker 3>don't you think this might be hurting your reputation?

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<v Speaker 1>Of these might hurt demand? And here's what he said.

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<v Speaker 7>Let me check my Twitter account. So I've got one

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<v Speaker 7>hundred and twenty seven million followers, and it continues to

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<v Speaker 7>grow very rapidly. That suggests that I'm reasonably popular, and

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<v Speaker 7>I might not be popular by with some people, but

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<v Speaker 7>for the vast majority of people, the follow account speaks

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<v Speaker 7>for itself on most interactive accounts social social media account

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<v Speaker 7>I think maybe in the world, certainly on Twitter, and

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<v Speaker 7>that's actually predated the Twitter acquisition, So I think Twitter

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<v Speaker 7>is actually incredibly powerful tool for driving demand for Tesla.

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<v Speaker 1>So PJ, that's how popularity works, right.

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<v Speaker 2>Yeah, it's a discrete number. There's no other numbers. It's

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<v Speaker 2>not how people feel about you. It's just that many

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<v Speaker 2>people are theoretically paying attention to you on the social

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<v Speaker 2>media website which you have purchased and driven into the ground.

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<v Speaker 2>I find his worldview it's weird. He's forced himself into

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<v Speaker 2>our imaginations and into our conversations in such a The

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<v Speaker 2>only sort of public figure who has done this before

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<v Speaker 2>is Trump, where every conversation sort of pulls towards him,

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<v Speaker 2>whether you want it to or not. I still find

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<v Speaker 2>him psychologically very interesting, and this is one of the

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<v Speaker 2>facets where he really both doesn't seem to distinguish often

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<v Speaker 2>between good attention and bad attention, and Also he's someone

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<v Speaker 2>who you know, we all are aware that social media

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<v Speaker 2>pulls on our minds in ways that we might not

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<v Speaker 2>always particularly like this is the most extreme case of it.

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<v Speaker 2>And the person who is most badly affected by the product,

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<v Speaker 2>or most publicly badly affected by the product, decided he

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<v Speaker 2>wants to down and run the product is such a

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<v Speaker 2>crazy thing.

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<v Speaker 6>This is really just an engineer mindset. It's the number

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<v Speaker 6>went up. Yes, how could I be failing?

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<v Speaker 1>Yeah?

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<v Speaker 6>You know, one hundred and sixty six million is what

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<v Speaker 6>it's at now, based on that Elon Musk has had,

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<v Speaker 6>as Max puts it, a great year.

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<v Speaker 3>I can't believe we're now we're settling on this. I

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<v Speaker 3>thought I might take it be controversial. The thing for

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<v Speaker 3>me in this is the tone, right, it's like the weird,

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<v Speaker 3>especially comparing those two clips, like the first one where

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<v Speaker 3>it's like very the affect is like very sort of

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<v Speaker 3>laid back. He can barely get a word out, and

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<v Speaker 3>this is this like extremely like swaggering.

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<v Speaker 1>Let me check my Twitter account.

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<v Speaker 3>It's so like you said, PJ, just like psychologically kind

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<v Speaker 3>of wild. And also he's up to like one hundred

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<v Speaker 3>and sixty six million since then, It keeps going up.

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<v Speaker 4>I mean, the number does keep going up. But it's

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<v Speaker 4>interesting though, because, like you know, I mean, Max, you

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<v Speaker 4>wrote about this, a lot of people were thinking that

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<v Speaker 4>because of increasingly strange public postings, Tesla would take a hit.

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<v Speaker 4>He was too distracted. But their strategy of cutting price,

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<v Speaker 4>I mean, it cut into their profit margins, but it

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<v Speaker 4>seems to be working. And so you're left with this

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<v Speaker 4>feeling of like Elon's publicly doing one thing on one hand,

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<v Speaker 4>and then on another hand, it's not a total failure,

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<v Speaker 4>and I think that's what is confusing. Over and over

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<v Speaker 4>and over again.

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<v Speaker 6>Well, people thought that X would die or Twitter would

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<v Speaker 6>die in his hands, and in some ways it has.

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<v Speaker 6>It's just not the same platform people were used to,

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<v Speaker 6>but people are still going there if they're still talking

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<v Speaker 6>about the happenings of the day, and it's definitely a

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<v Speaker 6>bit more depressing, but it's not making as much money.

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<v Speaker 1>He was like, not the most full throated.

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<v Speaker 6>I'm just saying it didn't die. I'm consistently surprised that

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<v Speaker 6>it is hung on and continued to stay marginally relevant.

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<v Speaker 6>Maybe we'll see it's death in twenty twenty four. It

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<v Speaker 6>is surprising how after the Twitter acquisition, all these insiders

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<v Speaker 6>were telling me, telling our colleagues Kurt and Ed, like,

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<v Speaker 6>this is gonna all break, Like you can't just lay

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<v Speaker 6>off or accept the resignation of seventy five percent of

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<v Speaker 6>the staff and expect Twitter to still operate. It's held

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<v Speaker 6>together with duct tape and it's going to die. And

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<v Speaker 6>it hasn't died.

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<v Speaker 1>So, PJ, you're a user, right, I assume.

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<v Speaker 2>I actually retired from Twitter about a month ago.

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<v Speaker 1>Okay, So, but I was.

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<v Speaker 2>A very very very very very very enthusiastic user up

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<v Speaker 2>until that point. And really my feeling was there have

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<v Speaker 2>probably been things I didn't love about the site that

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<v Speaker 2>I noticed less pre Elon, and that he just sort

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<v Speaker 2>of like turned all the knobs all the way to

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<v Speaker 2>the right, Like you know, it's like a social media

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<v Speaker 2>website that's built for conflict. It's built for like the

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<v Speaker 2>collapse of context. You notice that less when it's not

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<v Speaker 2>being set to fight mode, but desires. It's interesting, Like

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<v Speaker 2>I do think one of the things that's confounding about

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<v Speaker 2>Elon is that you kind of never know. And I

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<v Speaker 2>feel like this happened a few times this year where

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<v Speaker 2>he will do something that is counter to the conventional

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<v Speaker 2>wisdom of how a CEO should behave, how a human

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<v Speaker 2>being should behave, how an Internet user should behave, And

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<v Speaker 2>maybe eight times out of ten you could say, I

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<v Speaker 2>know how this is gonna go.

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<v Speaker 1>This is terrible, this is obvious.

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<v Speaker 2>I not at all. A billionaire could tell you not

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<v Speaker 2>to do that, and eight times out of ten you'll

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<v Speaker 2>be right, and then two times out of ten you'll

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<v Speaker 2>be wrong, And it's very confusing.

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<v Speaker 1>One of the things.

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<v Speaker 2>I'm not a software engineer, but I remember people saying,

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<v Speaker 2>if you destroy the headcount of this company, the service

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<v Speaker 2>itself will break. The service shook. It was rickety.

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<v Speaker 1>If you'd made me.

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<v Speaker 2>Make a money bet when you cut that many engineers,

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<v Speaker 2>will the website even load? I wouldn't think the actual like,

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<v Speaker 2>let alone the user experience. The fact that the website

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<v Speaker 2>is running at all right now is not what I

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<v Speaker 2>predict and I was relatively certain.

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<v Speaker 1>So why did it survive though?

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<v Speaker 3>Is it just because we just don't we overestimate the

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<v Speaker 3>like how many software engineers are required.

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<v Speaker 6>It was definitely an overstaffed company. I think it was

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<v Speaker 6>a place where a lot of things didn't happen because

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<v Speaker 6>people were indecisive about how to make them happen. That

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<v Speaker 6>was partially Jack Dorsey's leadership. The culture that he instilled

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<v Speaker 6>was a more philosophical leadership, and they just weren't that efficient.

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<v Speaker 6>At Twitter. It was more about like, how do we

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<v Speaker 6>remain good stewards of this site that is so powerful

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<v Speaker 6>that we don't even know what to do with it?

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<v Speaker 6>And now it's different.

0:11:43.440 --> 0:11:47.480
<v Speaker 3>So clearly, Sarah, for you, I'm guessing Twitter X this

0:11:47.559 --> 0:11:49.360
<v Speaker 3>is maybe the story of the year. I want to

0:11:49.440 --> 0:11:51.560
<v Speaker 3>drill down on that a little bit and talk about

0:11:51.559 --> 0:11:54.840
<v Speaker 3>one of my favorite characters of the year, Linda Yakarino.

0:11:55.040 --> 0:11:57.200
<v Speaker 3>First all, let's listen to at a little Linda. I

0:11:57.200 --> 0:11:59.760
<v Speaker 3>feel like she's been one of one of the kind

0:11:59.800 --> 0:12:01.079
<v Speaker 3>of the bright spots.

0:12:00.679 --> 0:12:01.600
<v Speaker 1>In the year of Elon.

0:12:01.760 --> 0:12:02.679
<v Speaker 6>It's a comic relief.

0:12:02.920 --> 0:12:04.960
<v Speaker 1>Well that's one way of looking at it.

0:12:05.280 --> 0:12:07.559
<v Speaker 3>I think another way, and maybe the way I was

0:12:07.559 --> 0:12:09.200
<v Speaker 3>thinking about when I was getting ready for this show

0:12:09.320 --> 0:12:13.000
<v Speaker 3>was Linda as Elon's most important defender, which I think

0:12:13.040 --> 0:12:14.920
<v Speaker 3>really comes out in the clip we're about to listen to,

0:12:15.400 --> 0:12:17.800
<v Speaker 3>which was from the Code conference in September.

0:12:18.080 --> 0:12:19.160
<v Speaker 1>And who's kidding who?

0:12:19.679 --> 0:12:22.040
<v Speaker 7>I don't care what the structure is at Meta, But

0:12:22.120 --> 0:12:27.160
<v Speaker 7>who wouldn't want Elon Musk sitting by their side running product?

0:12:28.120 --> 0:12:29.080
<v Speaker 1>Rayhon's making a face.

0:12:29.720 --> 0:12:32.800
<v Speaker 4>I guess if you want a job, you probably don't

0:12:32.800 --> 0:12:35.680
<v Speaker 4>want Elon bust sitting by your side running product. I

0:12:35.679 --> 0:12:39.480
<v Speaker 4>mean Linda has emerged though in a really Trump like way,

0:12:39.600 --> 0:12:41.679
<v Speaker 4>like I think I was talking to Maxwell this before,

0:12:41.720 --> 0:12:46.559
<v Speaker 4>like the way that like when sort of respected figures

0:12:46.559 --> 0:12:49.880
<v Speaker 4>have entered Trump's orbit or his cabinet, there's a moment

0:12:49.880 --> 0:12:53.400
<v Speaker 4>where you're like, are they going to you know, stand

0:12:53.520 --> 0:12:55.520
<v Speaker 4>up to him? And then you very quickly realized like,

0:12:55.520 --> 0:12:58.719
<v Speaker 4>oh no, no, no, no, you didn't go here to stand up

0:12:58.720 --> 0:13:02.360
<v Speaker 4>to him. You came here to be a supplicant. And

0:13:02.400 --> 0:13:05.240
<v Speaker 4>then there's often a break after that. And I think

0:13:05.240 --> 0:13:08.400
<v Speaker 4>we just don't really know what Linda's breaking point is.

0:13:08.920 --> 0:13:10.640
<v Speaker 3>Well, I think we assumed right that it was going

0:13:10.679 --> 0:13:12.360
<v Speaker 3>to be like a mooch kind of situation.

0:13:12.440 --> 0:13:15.000
<v Speaker 4>I mean, yeah, like forty days.

0:13:15.040 --> 0:13:16.840
<v Speaker 1>I don't know, right, Sarah, I mean, did you think

0:13:16.840 --> 0:13:17.560
<v Speaker 1>she'd make it this for?

0:13:17.960 --> 0:13:20.600
<v Speaker 6>I think I said six weeks when we were talking

0:13:20.600 --> 0:13:23.920
<v Speaker 6>about it when she joined, and really, you know, that

0:13:24.320 --> 0:13:27.520
<v Speaker 6>wasn't any indication of how I thought about her character

0:13:27.840 --> 0:13:31.120
<v Speaker 6>or her skills or anything. It was literally just looking

0:13:31.200 --> 0:13:36.920
<v Speaker 6>at at the history of Musk and top executives at Twitter,

0:13:36.960 --> 0:13:39.000
<v Speaker 6>where some of them seem to last like a matter

0:13:39.040 --> 0:13:42.319
<v Speaker 6>of days, a matter of hours. It was really quite

0:13:42.320 --> 0:13:47.079
<v Speaker 6>a tumultuous time. And she has also exceeded my expectations

0:13:47.400 --> 0:13:50.200
<v Speaker 6>in standing by him. And the comic relief part is

0:13:50.280 --> 0:13:53.960
<v Speaker 6>just honestly, her Twitter feed, it is the most basic

0:13:54.240 --> 0:13:57.720
<v Speaker 6>and almost like has this like sense of obliviousness over

0:13:57.800 --> 0:14:02.920
<v Speaker 6>her owner's actions. She talks about you know, yay football

0:14:03.360 --> 0:14:08.440
<v Speaker 6>and Jay Pumpkins, spice lattes, and just everything that is

0:14:08.920 --> 0:14:15.480
<v Speaker 6>generically acceptable to say, she says it, and with emoji fanfair.

0:14:16.040 --> 0:14:20.080
<v Speaker 2>She's tweeting from an alternate reality, which Twitter is a

0:14:20.360 --> 0:14:24.200
<v Speaker 2>normal social media company that posts like Ana Dyne sort

0:14:24.200 --> 0:14:28.480
<v Speaker 2>of ten people in a copywriting room wrote something they

0:14:28.480 --> 0:14:32.560
<v Speaker 2>thought would appeal to a very bland, millennial copy like like,

0:14:32.600 --> 0:14:35.800
<v Speaker 2>there's some alternate reality where Twitter is even more normal

0:14:35.840 --> 0:14:38.400
<v Speaker 2>than it was pre acquisition, and she's in that reality.

0:14:38.600 --> 0:14:41.400
<v Speaker 2>She just happens to also be in our reality where

0:14:41.440 --> 0:14:43.840
<v Speaker 2>Twitter's becoming whatever Twitter's becoming.

0:14:44.040 --> 0:14:48.000
<v Speaker 4>It's like it's like six red high heeled emojis like

0:14:48.160 --> 0:14:51.600
<v Speaker 4>fashion week, and then a new kind of Twitter ad

0:14:51.640 --> 0:14:54.520
<v Speaker 4>which really is giving like Spencer's gifts kind of like

0:14:54.560 --> 0:14:54.920
<v Speaker 4>it's like.

0:14:55.080 --> 0:14:55.800
<v Speaker 1>You didn't see the one.

0:14:55.880 --> 0:14:58.080
<v Speaker 2>I don't even know if something that's okay to talk about.

0:14:58.560 --> 0:15:02.040
<v Speaker 1>There was one. It's probably not okay. Yeah, okay, let

0:15:02.080 --> 0:15:02.840
<v Speaker 1>me see if I could.

0:15:02.640 --> 0:15:07.040
<v Speaker 2>Do this, like in a family friendly there is a

0:15:07.080 --> 0:15:09.560
<v Speaker 2>Twitter ad. No machine could have predicted that this is

0:15:09.560 --> 0:15:12.520
<v Speaker 2>where this ends, which is like not that I'm on Twitter,

0:15:12.520 --> 0:15:14.120
<v Speaker 2>but let's say that I jump back on every once

0:15:14.120 --> 0:15:16.080
<v Speaker 2>in a while and you just listen and don't talk.

0:15:16.280 --> 0:15:18.320
<v Speaker 2>It was seeing this ad for a device that you

0:15:18.320 --> 0:15:22.000
<v Speaker 2>could use after your sexual partner and fall asleep to

0:15:22.200 --> 0:15:27.520
<v Speaker 2>extract semen from their contracept device in the trash and

0:15:27.560 --> 0:15:30.360
<v Speaker 2>impregnate yourself. This was what the ad was saying the

0:15:30.400 --> 0:15:34.400
<v Speaker 2>device was for. If I had more time and more lives,

0:15:34.400 --> 0:15:36.040
<v Speaker 2>I would find out what is actually going on with

0:15:36.080 --> 0:15:38.720
<v Speaker 2>that company, because I don't think that that's a business model,

0:15:38.800 --> 0:15:42.240
<v Speaker 2>like non consensual pregnancy is not really a business model.

0:15:42.280 --> 0:15:43.920
<v Speaker 2>Like they are doing a good job of jitting up

0:15:43.920 --> 0:15:47.320
<v Speaker 2>attention for what reason I don't know, but those are

0:15:47.360 --> 0:15:50.640
<v Speaker 2>the advertisers they're working for or that they're working with.

0:15:50.960 --> 0:15:53.400
<v Speaker 2>And meanwhile in it's like.

0:15:54.680 --> 0:15:58.560
<v Speaker 8>It's all that's what our tweets are like next to

0:15:58.960 --> 0:16:01.600
<v Speaker 8>and it's I mean that, and of course lots and

0:16:01.640 --> 0:16:03.840
<v Speaker 8>lots and lots of other things, but I have to say,

0:16:03.880 --> 0:16:05.960
<v Speaker 8>and I don't want to be a bummer at all,

0:16:05.960 --> 0:16:06.320
<v Speaker 8>but like.

0:16:06.360 --> 0:16:10.040
<v Speaker 4>I feel like my enjoyment of Linda's tweets took a

0:16:10.080 --> 0:16:15.920
<v Speaker 4>real dive when Elon went further into like anti Semitic amplification.

0:16:16.280 --> 0:16:17.240
<v Speaker 1>Yeah, and it.

0:16:17.280 --> 0:16:20.040
<v Speaker 4>Really was made me mad because I had been had

0:16:20.040 --> 0:16:23.080
<v Speaker 4>been such a consistent source of joy to see the

0:16:23.200 --> 0:16:27.040
<v Speaker 4>like twenty football emojis, you know, like next to the

0:16:27.840 --> 0:16:31.320
<v Speaker 4>semen ad. I don't know, but I mean it does

0:16:31.360 --> 0:16:33.520
<v Speaker 4>seem like at this point like she is in it

0:16:33.560 --> 0:16:34.000
<v Speaker 4>to win it.

0:16:34.760 --> 0:16:37.320
<v Speaker 6>She did, by the way, tweets saying that she wishes

0:16:37.480 --> 0:16:40.320
<v Speaker 6>that groc the Ai chat bought was around to explain

0:16:40.400 --> 0:16:43.800
<v Speaker 6>the birds and bees to her kids. She said that, yeah,

0:16:43.800 --> 0:16:47.360
<v Speaker 6>that is one of her top cringe tweets. That is

0:16:47.440 --> 0:16:52.640
<v Speaker 6>just so indicative of her company cheerleading combined with let's

0:16:52.640 --> 0:16:53.520
<v Speaker 6>call it optimism.

0:16:54.200 --> 0:16:57.200
<v Speaker 3>All right, PJ, your biggest story of the year, my

0:16:57.320 --> 0:17:00.200
<v Speaker 3>biggest So the editor of your show was like, hey,

0:17:00.200 --> 0:17:01.680
<v Speaker 3>you're gonna have to come up with the biggest story.

0:17:01.920 --> 0:17:04.800
<v Speaker 2>Please don't pick something recent. And I was trying to

0:17:04.840 --> 0:17:07.800
<v Speaker 2>challenge myself to not pick something social media based, because

0:17:07.800 --> 0:17:09.639
<v Speaker 2>I feel like sometimes with Elon, social media as a

0:17:09.640 --> 0:17:12.960
<v Speaker 2>distraction relative to not that it's.

0:17:12.840 --> 0:17:14.480
<v Speaker 1>Not a big deal, but a lot of other things happened.

0:17:14.680 --> 0:17:16.959
<v Speaker 2>So he sad in thought, and I was like, I

0:17:17.000 --> 0:17:20.000
<v Speaker 2>think it's both recent and social media based.

0:17:20.600 --> 0:17:22.600
<v Speaker 1>I feel like inviting.

0:17:22.200 --> 0:17:25.960
<v Speaker 2>Alex Jones back on Twitter was when all the Elon

0:17:26.000 --> 0:17:27.520
<v Speaker 2>news from this year burns off of my memory to

0:17:27.600 --> 0:17:30.280
<v Speaker 2>replace be replaced by thirty other things he does in December.

0:17:30.480 --> 0:17:32.879
<v Speaker 1>I think I'm gonna remember that, Sarah, what do you think.

0:17:33.119 --> 0:17:36.520
<v Speaker 6>I would forget that? I mean, I feel like it's harsh. Well,

0:17:36.600 --> 0:17:39.480
<v Speaker 6>I just think it's probably the most predictable thing he's

0:17:39.480 --> 0:17:42.920
<v Speaker 6>done this year, because he every once in a while

0:17:42.960 --> 0:17:45.920
<v Speaker 6>he needs to inject a dose of hey everyone, please

0:17:45.960 --> 0:17:49.280
<v Speaker 6>remember that I am mister free speech. And he brings

0:17:49.359 --> 0:17:52.160
<v Speaker 6>back all of the people that were banned before. And

0:17:52.560 --> 0:17:55.280
<v Speaker 6>there's got to be a list of the top names

0:17:55.400 --> 0:17:57.600
<v Speaker 6>that have ever been banned from social media, and he's

0:17:57.640 --> 0:17:59.960
<v Speaker 6>just gonna check off all those boxes based on who

0:18:00.080 --> 0:18:03.480
<v Speaker 6>tells him to act. I was very unsurprised, and you know,

0:18:04.000 --> 0:18:08.720
<v Speaker 6>it was as disappointing as you would as you would

0:18:08.760 --> 0:18:09.439
<v Speaker 6>expect it to be.

0:18:09.560 --> 0:18:11.680
<v Speaker 3>All Right, Well, I think Pj's kind of onto something

0:18:11.720 --> 0:18:14.360
<v Speaker 3>because it was last year when Elon Musk was sort

0:18:14.400 --> 0:18:18.680
<v Speaker 3>of hanging out with Kanye West and seeming to kind

0:18:18.680 --> 0:18:23.280
<v Speaker 3>of accommodate Kanye's over anti semitism, and he got into

0:18:23.320 --> 0:18:25.639
<v Speaker 3>exchange with Alex Jones where he said, I'm not going

0:18:25.720 --> 0:18:28.320
<v Speaker 3>to let Alex Jones back because of what he did

0:18:28.600 --> 0:18:29.320
<v Speaker 3>to those parents.

0:18:29.400 --> 0:18:30.560
<v Speaker 1>You know, I lost a child.

0:18:30.680 --> 0:18:34.280
<v Speaker 3>Elon Musk lost a child, a young kid, and he empathized,

0:18:34.280 --> 0:18:36.960
<v Speaker 3>and I think that was a moment where he really

0:18:37.040 --> 0:18:39.359
<v Speaker 3>seemed human, and it seemed like a human reaction. It

0:18:39.400 --> 0:18:43.040
<v Speaker 3>seemed almost not exactly a bright spot for Elon Musk's

0:18:43.359 --> 0:18:46.160
<v Speaker 3>relationship with X, but at least a human one.

0:18:46.520 --> 0:18:46.720
<v Speaker 1>Yeah.

0:18:46.720 --> 0:18:48.760
<v Speaker 2>And to Sera's point, it wasn't as if I was like,

0:18:49.520 --> 0:18:51.560
<v Speaker 2>oh my god, Eli, like this is so out of

0:18:51.560 --> 0:18:53.119
<v Speaker 2>step with where you've been going. I think it was

0:18:53.119 --> 0:18:56.320
<v Speaker 2>a combination of that. It had been a line that

0:18:56.359 --> 0:19:00.000
<v Speaker 2>he'd drawn that hadn't seemed about pleasing whatever strange audience,

0:19:00.000 --> 0:19:03.000
<v Speaker 2>and he's trying to please at any given moment, and

0:19:03.040 --> 0:19:05.280
<v Speaker 2>also that when he said he would never let Jones

0:19:05.320 --> 0:19:07.320
<v Speaker 2>back on the platform, the other thing he said was

0:19:07.560 --> 0:19:10.359
<v Speaker 2>that he had had a child who died, and that

0:19:10.400 --> 0:19:14.119
<v Speaker 2>he related to the idea that victimizing parents who had

0:19:14.119 --> 0:19:16.919
<v Speaker 2>lost children was just like even in his sort of

0:19:17.720 --> 0:19:20.320
<v Speaker 2>very selective understanding of the free speech he wants to

0:19:20.320 --> 0:19:25.479
<v Speaker 2>defend and very enthusiastic love of provocation, that there were

0:19:25.480 --> 0:19:28.520
<v Speaker 2>places he wouldn't go, the idea that eventually, of course,

0:19:28.520 --> 0:19:29.280
<v Speaker 2>he goes to those places.

0:19:29.400 --> 0:19:30.000
<v Speaker 1>I guess you're right.

0:19:30.040 --> 0:19:33.240
<v Speaker 2>It does feel. It just felt like, okay, this is

0:19:33.320 --> 0:19:36.879
<v Speaker 2>really you can fully call it at this point, like

0:19:36.920 --> 0:19:39.400
<v Speaker 2>we know what website, this is always going to be,

0:19:39.840 --> 0:19:41.800
<v Speaker 2>we know who is going to be here, we know

0:19:41.880 --> 0:19:43.560
<v Speaker 2>what kind of conversations are going to happen, and also

0:19:43.680 --> 0:19:47.720
<v Speaker 2>like whatever the next stage is the problem with being

0:19:47.840 --> 0:19:51.359
<v Speaker 2>edgy all the time is you have to go further,

0:19:51.640 --> 0:19:54.560
<v Speaker 2>Like you can't just flirt with anti semitism. People get

0:19:54.640 --> 0:19:55.879
<v Speaker 2>used to it, So then you have to be baldly

0:19:55.880 --> 0:19:59.000
<v Speaker 2>anti semitic and like in the urge to just like

0:19:59.119 --> 0:20:01.760
<v Speaker 2>always keep pushing, you end up in some very dark

0:20:01.800 --> 0:20:05.000
<v Speaker 2>places very quickly. And I think that's what sucks about

0:20:05.440 --> 0:20:07.639
<v Speaker 2>Elon and what's so complicated about Elon is both that

0:20:08.160 --> 0:20:11.600
<v Speaker 2>in some ways he's a person who's invented really important

0:20:11.640 --> 0:20:15.080
<v Speaker 2>and socially powerful things. He's also a person with some

0:20:15.119 --> 0:20:19.080
<v Speaker 2>of the worst opinions of anyone who thinks publicly at all.

0:20:19.640 --> 0:20:22.919
<v Speaker 2>And he's someone who, like you're watching, I don't know,

0:20:22.960 --> 0:20:25.439
<v Speaker 2>there's this argument about whether he's getting worse or just

0:20:25.480 --> 0:20:29.679
<v Speaker 2>revealing himself or whatever, But you're watching something seem to

0:20:29.840 --> 0:20:33.680
<v Speaker 2>happen in public in a way that's just like everyone's

0:20:33.720 --> 0:20:36.119
<v Speaker 2>had it with like some random uncle or something.

0:20:36.320 --> 0:20:37.440
<v Speaker 1>Yeah, but you're watching it.

0:20:37.400 --> 0:20:40.480
<v Speaker 2>With someone with tremendous power and who's it is being

0:20:40.520 --> 0:20:42.639
<v Speaker 2>fed directly into this machine that we're all seck And

0:20:42.720 --> 0:20:45.000
<v Speaker 2>it's such a strange modern nightmare.

0:20:45.640 --> 0:20:48.840
<v Speaker 4>I wonder you guys think, is he trying to drive

0:20:48.880 --> 0:20:54.320
<v Speaker 4>people off of X? Is there anything vaguely strategic about this?

0:20:54.920 --> 0:20:57.040
<v Speaker 4>Like it seems like it doesn't benefit him, But on

0:20:57.119 --> 0:20:59.239
<v Speaker 4>the other hand, he's worked hard to make sure like

0:20:59.359 --> 0:21:02.400
<v Speaker 4>journalists want like he wants a certain kind of person there.

0:21:02.480 --> 0:21:04.680
<v Speaker 6>I think it's strategic in the sense that the folks

0:21:04.720 --> 0:21:07.320
<v Speaker 6>who are cheering him on are cheering him on quite loudly,

0:21:07.440 --> 0:21:12.879
<v Speaker 6>and when you are somebody who provides a home for

0:21:12.960 --> 0:21:16.840
<v Speaker 6>the extreme and they give you that sort of feedback.

0:21:17.320 --> 0:21:20.680
<v Speaker 6>I mean looking at how he framed bringing Alex Jones

0:21:20.720 --> 0:21:22.840
<v Speaker 6>back on the platform as the voice of the people,

0:21:22.920 --> 0:21:25.879
<v Speaker 6>like the people who follow me voted for this. He

0:21:26.359 --> 0:21:29.199
<v Speaker 6>wants to be a people pleaser. He thinks about his

0:21:29.280 --> 0:21:34.520
<v Speaker 6>Twitter following in terms of his popularity in his constituency. Really,

0:21:35.040 --> 0:21:39.160
<v Speaker 6>and I think that that is a potentially damaging echo

0:21:39.240 --> 0:21:41.200
<v Speaker 6>chamber when you start to believe that the Internet is

0:21:41.240 --> 0:21:44.679
<v Speaker 6>real life. We've seen that happen to regular people, and

0:21:44.720 --> 0:21:47.040
<v Speaker 6>now we're seeing it happen to the richest man of

0:21:47.080 --> 0:21:47.439
<v Speaker 6>the world.

0:21:52.280 --> 0:21:55.000
<v Speaker 3>Okay, we're going to try something new. It's a segment

0:21:55.080 --> 0:21:58.080
<v Speaker 3>we're calling what is Elon Musk talking about? And it's

0:21:58.080 --> 0:22:00.240
<v Speaker 3>going to work like a contest. I am going to

0:22:00.280 --> 0:22:03.600
<v Speaker 3>play a clip of Elon must saying something, and the

0:22:03.600 --> 0:22:06.119
<v Speaker 3>three of you are gonna have to guess what is

0:22:06.160 --> 0:22:09.000
<v Speaker 3>the subject of these comments, and if you get it right,

0:22:09.119 --> 0:22:11.199
<v Speaker 3>I will award you one point for doing so.

0:22:11.720 --> 0:22:12.960
<v Speaker 1>All right, let's hear the first clip.

0:22:13.280 --> 0:22:15.680
<v Speaker 4>You wouldn't find the actual cyber truk, so if they

0:22:15.680 --> 0:22:18.919
<v Speaker 4>did have a spaceship and it came here thirty thousand

0:22:18.960 --> 0:22:19.400
<v Speaker 4>years ago.

0:22:20.000 --> 0:22:22.560
<v Speaker 9>Oh yeah, yeah, we'd would definitely find it evidence of it.

0:22:23.200 --> 0:22:25.600
<v Speaker 9>Well not, I mean, if it's one spaceship, maybe not.

0:22:25.840 --> 0:22:27.560
<v Speaker 9>But if it was a lot of them, sure.

0:22:27.520 --> 0:22:29.720
<v Speaker 1>That is the origin myth of the Dogon tribe.

0:22:29.760 --> 0:22:33.439
<v Speaker 3>Right, all right, Rayhon, there's a theory that Elon is

0:22:33.480 --> 0:22:35.240
<v Speaker 3>responding to, and I would like you to guess what

0:22:35.280 --> 0:22:35.919
<v Speaker 3>that theory is.

0:22:39.320 --> 0:22:42.320
<v Speaker 4>I have to confess I'm not up on my like

0:22:42.760 --> 0:22:47.040
<v Speaker 4>alien you know, kind of like archaeology or something like.

0:22:48.119 --> 0:22:50.679
<v Speaker 4>I mean, I do appreciate the idea that if it

0:22:50.720 --> 0:22:52.879
<v Speaker 4>was one, it would be hard to find, but if

0:22:52.880 --> 0:22:56.280
<v Speaker 4>it's many, certainly we would certainly we would have evidence

0:22:56.320 --> 0:22:59.359
<v Speaker 4>of it. You know, I can't I don't think I

0:22:59.359 --> 0:23:01.080
<v Speaker 4>can get a point here, Sarah.

0:23:01.080 --> 0:23:03.760
<v Speaker 6>What do you think is your responding to the theory

0:23:03.800 --> 0:23:06.960
<v Speaker 6>that we are actually from a different planet?

0:23:07.680 --> 0:23:11.480
<v Speaker 1>Yeh wait, so we're aliens.

0:23:12.280 --> 0:23:14.760
<v Speaker 3>I think the idea is that there was I'm not

0:23:14.920 --> 0:23:16.960
<v Speaker 3>actually you know what, I'm gonna confess that I don't

0:23:17.000 --> 0:23:20.160
<v Speaker 3>know the entire specifics of the theory, but the idea.

0:23:20.600 --> 0:23:22.879
<v Speaker 3>This was on the Joe Rogan podcast, and there was,

0:23:23.440 --> 0:23:25.400
<v Speaker 3>first of all, I loved this. This might have been

0:23:25.400 --> 0:23:27.960
<v Speaker 3>my favorite Elon moment of the year, just because there's

0:23:27.960 --> 0:23:31.879
<v Speaker 3>something just wonderful about forcing a very powerful person to

0:23:32.000 --> 0:23:35.160
<v Speaker 3>sit through conspiracy, to like have to weigh in on

0:23:35.280 --> 0:23:38.159
<v Speaker 3>every conspiracy on the Internet and be like, so, you know,

0:23:38.240 --> 0:23:39.520
<v Speaker 3>richest man in the world, what do you think about

0:23:39.520 --> 0:23:42.040
<v Speaker 3>the ancient Aliens theory? And so, yes, this is the

0:23:42.040 --> 0:23:46.480
<v Speaker 3>theory that says that, like the Sphinx and the Great

0:23:46.560 --> 0:23:49.880
<v Speaker 3>Pyramids are much older than people thought. And what happened

0:23:49.960 --> 0:23:53.439
<v Speaker 3>is the Aliens came and there was a very advanced

0:23:53.480 --> 0:23:56.919
<v Speaker 3>civilization that built these megalithic things, and they were wiped

0:23:56.960 --> 0:24:00.159
<v Speaker 3>out by some kind of calamity and then we all

0:24:00.240 --> 0:24:03.159
<v Speaker 3>kind of went back to the you know, to Neolithic times.

0:24:03.760 --> 0:24:06.080
<v Speaker 2>On a reporting trip last year at an airport, I

0:24:06.119 --> 0:24:09.280
<v Speaker 2>happened run into Coolio, the deceased rapper, who was a

0:24:09.320 --> 0:24:11.520
<v Speaker 2>wonderful man to get to speak to, but he was

0:24:11.560 --> 0:24:15.000
<v Speaker 2>a big proponent of the ancient Aliens theory and was

0:24:15.040 --> 0:24:19.040
<v Speaker 2>sort of like gently chastising me for not reporting it out.

0:24:18.920 --> 0:24:20.119
<v Speaker 1>Which is really funny.

0:24:20.160 --> 0:24:22.680
<v Speaker 3>I mean, I haven't watched the Secrets of Is It

0:24:23.280 --> 0:24:26.919
<v Speaker 3>Skinwalker Ranch. Skywalker's Skywalker Ranch is where they do the

0:24:26.920 --> 0:24:27.840
<v Speaker 3>special effects.

0:24:27.560 --> 0:24:28.320
<v Speaker 1>For Star Wars.

0:24:28.920 --> 0:24:31.080
<v Speaker 3>There's like a very popular History Channel show on this,

0:24:31.160 --> 0:24:32.879
<v Speaker 3>but I and also a lot of YouTube videos that

0:24:32.960 --> 0:24:35.040
<v Speaker 3>Joe Rogan seems to be very familiar with.

0:24:35.119 --> 0:24:39.199
<v Speaker 6>So yeah, open your eyes. The evidence is all around.

0:24:39.320 --> 0:24:42.600
<v Speaker 2>I was told to do my research. I honestly think

0:24:42.800 --> 0:24:44.800
<v Speaker 2>and like more more than we have time for today.

0:24:44.840 --> 0:24:47.880
<v Speaker 2>But I think that there again, someone with more time

0:24:47.920 --> 0:24:50.479
<v Speaker 2>than any of us have, maybe it's me should figure out. Like,

0:24:51.160 --> 0:24:53.919
<v Speaker 2>at some point we had something called the History Channel

0:24:54.040 --> 0:24:56.760
<v Speaker 2>which showed history, and then at another point they were like

0:24:57.040 --> 0:24:59.800
<v Speaker 2>ancient Aliens documentaries all the time, and for a certain

0:25:00.200 --> 0:25:02.439
<v Speaker 2>late night stoner personality, you're like, well, it's on the

0:25:02.480 --> 0:25:06.359
<v Speaker 2>History Channel. And I think the preponderance of people in

0:25:06.400 --> 0:25:09.400
<v Speaker 2>America who believe that the Sphinx was built by aliens,

0:25:09.480 --> 0:25:12.800
<v Speaker 2>and the History Channel realizing that documentaries are expensive to make,

0:25:13.200 --> 0:25:16.560
<v Speaker 2>I think those things shake hands in a historically cultural way.

0:25:16.680 --> 0:25:20.680
<v Speaker 3>So credit where due here. Elon Musk was very skeptical

0:25:20.720 --> 0:25:24.040
<v Speaker 3>of this theory and repeatedly through cold water on it,

0:25:24.080 --> 0:25:26.080
<v Speaker 3>And I would say, you know, unlike many of his

0:25:26.119 --> 0:25:28.960
<v Speaker 3>other kind of very out there things, stayed firmly with

0:25:29.040 --> 0:25:31.960
<v Speaker 3>the scientific consensus on the question of ancient aliens.

0:25:31.960 --> 0:25:34.920
<v Speaker 1>All right, so I guess Sarah gets that point. I win.

0:25:35.560 --> 0:25:37.800
<v Speaker 2>Why is Rogan asking him about cyber trucks in the

0:25:37.840 --> 0:25:39.360
<v Speaker 2>middle of the Ancient Aliens club?

0:25:39.440 --> 0:25:41.119
<v Speaker 1>Oh my god, PJ. Excellent question.

0:25:41.760 --> 0:25:45.320
<v Speaker 3>Basically, they were having this extended debate over whether the

0:25:46.000 --> 0:25:48.920
<v Speaker 3>lack of evidence for the ancient aliens, the idea of

0:25:48.960 --> 0:25:52.280
<v Speaker 3>an advanced civilization prior to the Neolithic Age, was a

0:25:52.320 --> 0:25:55.480
<v Speaker 3>problem for that theory, and Rogan was sort of positing,

0:25:55.640 --> 0:25:57.480
<v Speaker 3>like was trying to like drill down on, like, well,

0:25:57.480 --> 0:25:59.440
<v Speaker 3>how much evidence would there actually be if you left

0:25:59.480 --> 0:26:00.480
<v Speaker 3>a cyber truck awkward?

0:26:00.480 --> 0:26:02.080
<v Speaker 1>And that's that was how we got there.

0:26:02.359 --> 0:26:03.520
<v Speaker 2>I see, I see.

0:26:03.600 --> 0:26:06.040
<v Speaker 1>Okay, okay, it doesn't make that much sense.

0:26:06.640 --> 0:26:09.199
<v Speaker 3>So but I think we should just move on and

0:26:09.359 --> 0:26:11.040
<v Speaker 3>go to the go to the next clip.

0:26:11.680 --> 0:26:13.320
<v Speaker 9>Now again, and you look at the surface of the

0:26:13.600 --> 0:26:16.399
<v Speaker 9>look at the look at the Pacific, and say what

0:26:16.520 --> 0:26:20.160
<v Speaker 9>percentage of the Pacific consists of whale? Like He'll give

0:26:20.160 --> 0:26:21.440
<v Speaker 9>you a big picture and like point out all the

0:26:21.480 --> 0:26:23.440
<v Speaker 9>whales in this picture. I'm like, I don't see any whales.

0:26:24.440 --> 0:26:26.200
<v Speaker 9>It's like basically zero percent.

0:26:27.080 --> 0:26:29.439
<v Speaker 1>All right, PJ. I don't know if you heard the well.

0:26:29.440 --> 0:26:32.040
<v Speaker 2>At first I thought he said cervix, but he said survey.

0:26:32.480 --> 0:26:33.480
<v Speaker 2>He definitely said survey.

0:26:33.640 --> 0:26:34.879
<v Speaker 1>I'll read it just for clarity.

0:26:34.880 --> 0:26:37.240
<v Speaker 3>If you look at the surface, look at the Pacific,

0:26:37.359 --> 0:26:39.720
<v Speaker 3>meaning the Pacific Ocean, and say what percentage of the

0:26:39.760 --> 0:26:44.240
<v Speaker 3>Pacific consists of whale, whales, the mammal marine mammals. Yeah,

0:26:44.280 --> 0:26:45.880
<v Speaker 3>and then he says, you know, I could, I could

0:26:45.920 --> 0:26:47.480
<v Speaker 3>give you a picture point out all the whales.

0:26:47.640 --> 0:26:50.320
<v Speaker 1>I'm like, I don't see any whales. It's basically zero percent.

0:26:50.760 --> 0:26:55.280
<v Speaker 3>So this comment about Pacific being nearly zero percent whale

0:26:56.080 --> 0:27:00.000
<v Speaker 3>was in response to a question about what topics.

0:27:00.520 --> 0:27:03.320
<v Speaker 2>Okay, okay, I want to get this right. I don't

0:27:03.359 --> 0:27:05.200
<v Speaker 2>just want to let me try to work this out.

0:27:05.400 --> 0:27:07.560
<v Speaker 1>I can give you a hint if you want. Yeah, yeah, okay.

0:27:07.600 --> 0:27:09.800
<v Speaker 3>So it's a topic that's very much been in the

0:27:09.840 --> 0:27:12.000
<v Speaker 3>news in the in the tech world, and it's it's

0:27:12.000 --> 0:27:15.560
<v Speaker 3>a question that sort of transcends both technology and government.

0:27:16.520 --> 0:27:19.639
<v Speaker 2>Who should it's artificial intelligence? You s about artificial intelligence

0:27:19.840 --> 0:27:22.480
<v Speaker 2>and correct? Yeah, okay, okay.

0:27:22.160 --> 0:27:24.119
<v Speaker 3>All right, So PJ gets half a point and the

0:27:24.280 --> 0:27:26.040
<v Speaker 3>other half of the if you want the full point,

0:27:26.280 --> 0:27:30.000
<v Speaker 3>you have to guess how we got from AI regulation

0:27:30.800 --> 0:27:32.919
<v Speaker 3>to the percentage of wales and the Pacific Ocean.

0:27:33.280 --> 0:27:37.600
<v Speaker 2>Well, the metaphor seems to be about how there can

0:27:37.600 --> 0:27:40.240
<v Speaker 2>be a lot of something, even if it's a small

0:27:40.280 --> 0:27:42.920
<v Speaker 2>percentage of something else. And there could be a lot

0:27:42.920 --> 0:27:45.800
<v Speaker 2>of something even if you can't see it. But that's

0:27:45.840 --> 0:27:48.640
<v Speaker 2>as far as my mind can reach to Elon's mind.

0:27:49.480 --> 0:27:55.200
<v Speaker 4>Right, if we don't regulate, we are facing in extermination events.

0:27:55.800 --> 0:28:00.000
<v Speaker 1>That is not correct, Sarah.

0:28:00.720 --> 0:28:17.600
<v Speaker 6>The largest mamble, yeah, is easily hidden almost in the sea,

0:28:17.680 --> 0:28:22.080
<v Speaker 6>and so the insights of AI are there's going to

0:28:22.119 --> 0:28:26.040
<v Speaker 6>be so much content that it'll be difficult to find

0:28:26.119 --> 0:28:26.720
<v Speaker 6>the gems.

0:28:26.800 --> 0:28:28.399
<v Speaker 1>I'm going to give you a quarter of a point

0:28:28.440 --> 0:28:30.679
<v Speaker 1>for that one. His point was that.

0:28:30.560 --> 0:28:34.240
<v Speaker 3>SpaceX follows a lot of rules, including the rule about

0:28:34.320 --> 0:28:37.080
<v Speaker 3>not hitting whales with rocket debris.

0:28:37.480 --> 0:28:39.160
<v Speaker 1>Oh, I'm glad they do.

0:28:40.040 --> 0:28:42.000
<v Speaker 2>I'm sure he was not in favor of all regulation,

0:28:42.080 --> 0:28:43.880
<v Speaker 2>but I feel like that's a good rule. No.

0:28:43.960 --> 0:28:47.520
<v Speaker 3>Actually, his point was that the rule was unnecessary because.

0:28:47.520 --> 0:28:48.320
<v Speaker 1>There's so few whales.

0:28:48.360 --> 0:28:50.120
<v Speaker 3>Yeah, if you look at the ocean, very few whales.

0:28:50.160 --> 0:28:51.680
<v Speaker 3>All right, let's let's hear the last clip.

0:28:52.400 --> 0:28:58.080
<v Speaker 5>I've got my pandeted walrust move that's what it is. Well,

0:28:58.120 --> 0:29:00.680
<v Speaker 5>you know like Walrush doesn't need mash Lush. I forgot

0:29:00.680 --> 0:29:04.479
<v Speaker 5>this even right because it's really big. You don't want

0:29:04.480 --> 0:29:05.680
<v Speaker 5>to go wrestling at Wolrus.

0:29:06.280 --> 0:29:07.280
<v Speaker 1>PJ buzzed first.

0:29:07.320 --> 0:29:09.360
<v Speaker 2>So I mean this is this is Whenam and Zaiber

0:29:09.440 --> 0:29:12.080
<v Speaker 2>were talking about fighting in the octagon. God, what a

0:29:12.200 --> 0:29:15.720
<v Speaker 2>dumb What a dumb world we decided to have.

0:29:16.360 --> 0:29:20.520
<v Speaker 1>We could have had so many other worlds. Okay, I

0:29:20.520 --> 0:29:21.280
<v Speaker 1>think that's enough.

0:29:21.560 --> 0:29:24.040
<v Speaker 3>So I think if I'm keeping this straight, we had

0:29:24.120 --> 0:29:25.840
<v Speaker 3>a point and a half for PJ, a point in

0:29:25.840 --> 0:29:27.560
<v Speaker 3>a quarter for Sarah and Rayhan.

0:29:27.880 --> 0:29:33.400
<v Speaker 1>I'm sorry, zero points for you, Robed. Let's move on.

0:29:33.600 --> 0:29:35.360
<v Speaker 3>We talked about the biggest stories of the year. We

0:29:35.680 --> 0:29:37.880
<v Speaker 3>talked about I think we hit most of the the

0:29:37.880 --> 0:29:40.560
<v Speaker 3>big moments. Let's talk about the stories that maybe didn't

0:29:40.600 --> 0:29:42.800
<v Speaker 3>get as much attention as as we.

0:29:42.800 --> 0:29:44.080
<v Speaker 1>Thought should have.

0:29:44.320 --> 0:29:48.200
<v Speaker 3>Sarah, what was your most underrated Elon Musk story of

0:29:48.200 --> 0:29:48.520
<v Speaker 3>the year.

0:29:49.880 --> 0:29:53.960
<v Speaker 6>I think it has to be Starlink, just because what

0:29:54.040 --> 0:30:00.120
<v Speaker 6>we saw with Musk's power is this is this incredib

0:30:00.240 --> 0:30:03.400
<v Speaker 6>evolution to the point where because he has this tool

0:30:03.480 --> 0:30:08.440
<v Speaker 6>to provide Internet connectivity, he is essentially a diplomat to

0:30:09.280 --> 0:30:12.680
<v Speaker 6>countries that needed countries that are in war. We saw,

0:30:13.040 --> 0:30:17.200
<v Speaker 6>you know, discussions around whether whether it should be used

0:30:17.200 --> 0:30:21.440
<v Speaker 6>in Gaza. It's been used in Ukraine, and the starlink

0:30:22.600 --> 0:30:27.760
<v Speaker 6>connection with musk as like the gatekeeper to that connectivity

0:30:28.560 --> 0:30:31.880
<v Speaker 6>could could open up a lot of more interesting tensions

0:30:31.880 --> 0:30:35.160
<v Speaker 6>for him around the world, especially as he's also like

0:30:35.360 --> 0:30:39.400
<v Speaker 6>weighing in on all these global conflicts via his commentary

0:30:39.520 --> 0:30:44.160
<v Speaker 6>on X and runs. You know, multiple businesses that require

0:30:44.840 --> 0:30:47.800
<v Speaker 6>consumers in all of these countries. So I just think

0:30:47.840 --> 0:30:49.520
<v Speaker 6>starlink is fascinating.

0:30:50.040 --> 0:30:53.720
<v Speaker 3>PJ, what's your what story did we not spend enough

0:30:53.720 --> 0:30:56.280
<v Speaker 3>time talking about in twenty twenty three?

0:30:56.440 --> 0:30:59.479
<v Speaker 2>I mean, to be fair, I think if it ends up,

0:30:59.480 --> 0:31:02.240
<v Speaker 2>mattering will matter much more in twenty twenty four, and

0:31:02.760 --> 0:31:05.000
<v Speaker 2>the place that reported on this was Bloomberg. But I

0:31:05.040 --> 0:31:07.840
<v Speaker 2>think neuralink could end up being a really big deal.

0:31:08.040 --> 0:31:11.560
<v Speaker 2>I think that if Elon, for all of his false

0:31:11.800 --> 0:31:13.760
<v Speaker 2>contradictions and as strange as we feel about the amount

0:31:13.800 --> 0:31:18.160
<v Speaker 2>of power he has, if neuralink works and he invents

0:31:18.200 --> 0:31:21.840
<v Speaker 2>something that in the near term can let paraplegic people

0:31:22.120 --> 0:31:24.920
<v Speaker 2>walk again, and then in the further term could be

0:31:25.680 --> 0:31:29.040
<v Speaker 2>a computer that you put into your brain, and if

0:31:29.040 --> 0:31:32.240
<v Speaker 2>that technology is beneficial and important enough that we have

0:31:32.280 --> 0:31:36.080
<v Speaker 2>to decide, as actually Vance asked in Bloomberg correctly, and

0:31:36.120 --> 0:31:39.200
<v Speaker 2>I believe on this podcast, do we trust Elon Musk

0:31:39.520 --> 0:31:42.520
<v Speaker 2>to put a computer in our brain? I just find

0:31:42.560 --> 0:31:45.240
<v Speaker 2>that to be a fascinating question and a fascinating problem.

0:31:45.320 --> 0:31:48.080
<v Speaker 2>And like, you know, the thing about him is he

0:31:48.120 --> 0:31:52.440
<v Speaker 2>really has been at ground zero of so many transformative technologies,

0:31:53.160 --> 0:31:55.680
<v Speaker 2>to the degree that now if there's something that he's

0:31:55.680 --> 0:31:57.800
<v Speaker 2>looking at that feels a little bit sci fi, but

0:31:57.840 --> 0:32:00.480
<v Speaker 2>there's reporting saying that he's pretty close to break through,

0:32:00.920 --> 0:32:03.360
<v Speaker 2>I'm inclined to take the technology at least very seriously.

0:32:03.920 --> 0:32:06.400
<v Speaker 3>It's funny, you guys are all of your picks are

0:32:06.560 --> 0:32:10.400
<v Speaker 3>sort of in a way better than mine, which was

0:32:10.480 --> 0:32:13.360
<v Speaker 3>just the stock price, because I feel like, although we

0:32:13.400 --> 0:32:15.280
<v Speaker 3>did talk a lot about about it, I feel like

0:32:15.320 --> 0:32:18.960
<v Speaker 3>the money is the thing that kept all of these antics,

0:32:19.080 --> 0:32:22.200
<v Speaker 3>all this weirdness, all this stuff going, and like the

0:32:23.040 --> 0:32:26.960
<v Speaker 3>total like flip from Elon Musk being like down and

0:32:27.000 --> 0:32:29.840
<v Speaker 3>out to being again, what you know, the richest person

0:32:29.880 --> 0:32:32.800
<v Speaker 3>in the world, Like it seems like it partly is

0:32:32.800 --> 0:32:34.720
<v Speaker 3>what enabled you know, all of this.

0:32:37.480 --> 0:32:37.880
<v Speaker 1>All right.

0:32:37.960 --> 0:32:40.680
<v Speaker 3>So we talked a lot about what happened in twenty

0:32:40.720 --> 0:32:42.080
<v Speaker 3>twenty three, and I want.

0:32:41.960 --> 0:32:43.840
<v Speaker 1>To look ahead a little bit, Sarah, what do you.

0:32:43.800 --> 0:32:46.000
<v Speaker 3>Think is going to be the story we're going to

0:32:46.040 --> 0:32:48.000
<v Speaker 3>be talking the most about in twenty twenty four.

0:32:48.840 --> 0:32:51.040
<v Speaker 6>Well, I think the one that I'm going to be

0:32:51.640 --> 0:32:56.600
<v Speaker 6>keeping an eye on closely is just the finances at

0:32:56.880 --> 0:33:01.960
<v Speaker 6>X because it seems like something's going to give at

0:33:02.000 --> 0:33:05.880
<v Speaker 6>some point. They're burning money. They have this tremendous amount

0:33:05.920 --> 0:33:09.000
<v Speaker 6>of debt, by the way, the debt that Musk took

0:33:09.040 --> 0:33:12.360
<v Speaker 6>on from the acquisition, the forty four billion dollar acquisition

0:33:12.440 --> 0:33:16.360
<v Speaker 6>from banks, the thirteen billion that's actually on X's balance sheet.

0:33:16.480 --> 0:33:19.479
<v Speaker 6>It's not his money to repay. The company has to

0:33:19.480 --> 0:33:24.680
<v Speaker 6>repay it. And advertising dollars are are cratering. Just reported

0:33:24.720 --> 0:33:29.240
<v Speaker 6>that the company is projecting maybe optimistic two point five

0:33:29.320 --> 0:33:33.680
<v Speaker 6>billion in revenue for the year, which is way down.

0:33:34.000 --> 0:33:37.120
<v Speaker 6>You know, a normal quarter this year was around six

0:33:37.200 --> 0:33:40.800
<v Speaker 6>hundred million in revenue. Normal quarter last year was more

0:33:40.840 --> 0:33:46.280
<v Speaker 6>than a billion. So does X have to restructure the debt?

0:33:46.280 --> 0:33:50.240
<v Speaker 6>Do they go bankrupt? What happens? And I actually explore

0:33:50.280 --> 0:33:53.800
<v Speaker 6>this with our with our credit team today and It

0:33:54.040 --> 0:33:57.240
<v Speaker 6>just reminded me that if he does decide to restructure

0:33:57.320 --> 0:33:59.560
<v Speaker 6>the debt, if he does go bankrupt, he loses all

0:33:59.560 --> 0:34:04.600
<v Speaker 6>the equity goes away. So all those friends that put in,

0:34:05.520 --> 0:34:08.840
<v Speaker 6>you know, say, if Larry Elson is still a billion

0:34:08.880 --> 0:34:13.719
<v Speaker 6>dollar equity investor in X, it just goes poof if

0:34:13.760 --> 0:34:16.759
<v Speaker 6>they restructure the debt. So that's something that Musk will

0:34:16.800 --> 0:34:19.240
<v Speaker 6>have to grapple with if it gets that dire.

0:34:19.640 --> 0:34:23.120
<v Speaker 3>Okay, so lots of tensions around X. Let's talk about

0:34:23.160 --> 0:34:27.040
<v Speaker 3>the feud between Elon Musk and Bob Iger or maybe

0:34:27.080 --> 0:34:29.919
<v Speaker 3>a one sided feud. But Sarah, where do you think

0:34:29.960 --> 0:34:31.239
<v Speaker 3>that goes next year?

0:34:31.480 --> 0:34:31.640
<v Speaker 1>Oh?

0:34:31.719 --> 0:34:38.080
<v Speaker 6>Man, I mean Elon and Bob Iiger. If X does fail,

0:34:39.760 --> 0:34:42.239
<v Speaker 6>it's going to be like he's going to be completely

0:34:42.280 --> 0:34:47.640
<v Speaker 6>blamed on the advertisers. So Disney will be the entity

0:34:47.760 --> 0:34:51.920
<v Speaker 6>that took your favorite social network if it is your favorite,

0:34:52.120 --> 0:34:55.960
<v Speaker 6>away from you and the feud continues or they get

0:34:55.960 --> 0:35:00.600
<v Speaker 6>back in good graces and billionaires move on.

0:35:01.120 --> 0:35:04.120
<v Speaker 4>It's just occurring to me that Ron DeSantis should be

0:35:05.640 --> 0:35:09.920
<v Speaker 4>what Elon is afraid of becoming. Given like at every stage,

0:35:10.040 --> 0:35:13.160
<v Speaker 4>like you don't go against Disney, you just don't do it.

0:35:13.280 --> 0:35:17.280
<v Speaker 3>You know, Tell it to Earth, Rayhan, tell it to Earth.

0:35:17.440 --> 0:35:20.000
<v Speaker 3>All right, PJ, you brought this up earlier, or I

0:35:20.000 --> 0:35:23.320
<v Speaker 3>guess you guessed it correctly. Elon and Mark Zuckerberg Anna,

0:35:23.440 --> 0:35:25.240
<v Speaker 3>are we gonna see a makeup or a breakup?

0:35:25.840 --> 0:35:27.040
<v Speaker 1>Or are we gonna see a cage fight?

0:35:27.320 --> 0:35:29.000
<v Speaker 2>I don't think we're gonna see a cage fight.

0:35:29.040 --> 0:35:31.000
<v Speaker 1>It's so disappointing. I feel like my.

0:35:31.080 --> 0:35:34.560
<v Speaker 2>Read was Mark Zuckerberg figured out that arguing with Elon

0:35:34.719 --> 0:35:36.920
<v Speaker 2>was not a great look. That like, initially, maybe it

0:35:36.960 --> 0:35:39.520
<v Speaker 2>was like, oh, isn't it cool that Mark Zuckerberg's physically fit?

0:35:39.880 --> 0:35:42.200
<v Speaker 2>And then isn't it cool that Mark Zuckerberg is like

0:35:42.560 --> 0:35:44.040
<v Speaker 2>being a little dramatic, and isn't it cool that he

0:35:44.040 --> 0:35:46.280
<v Speaker 2>looks like the grown up? And eventually sort of everyone

0:35:46.360 --> 0:35:50.239
<v Speaker 2>clocks that two middle aged men are talking about an octagon,

0:35:50.320 --> 0:35:52.279
<v Speaker 2>and like, I think he's figured out to just not

0:35:52.680 --> 0:35:56.600
<v Speaker 2>do that. So I don't think the fight reignites, because

0:35:56.880 --> 0:35:59.080
<v Speaker 2>I think Zuckerberg's smart enough to stay away and Elon

0:35:59.239 --> 0:36:02.400
<v Speaker 2>is so punch drunk on targets. I'll find somebody.

0:36:02.120 --> 0:36:05.279
<v Speaker 4>Else that seems right. I think that, like, I think

0:36:05.600 --> 0:36:10.120
<v Speaker 4>Zuckerberg is just like loving threads right now and like

0:36:10.320 --> 0:36:14.839
<v Speaker 4>the emergence of a rival short form social media, so

0:36:14.880 --> 0:36:17.520
<v Speaker 4>I think that in his octagon he's already won.

0:36:17.680 --> 0:36:20.239
<v Speaker 3>Well, I've been the long time you know, age fight

0:36:20.280 --> 0:36:22.839
<v Speaker 3>promoter of this on this podcast, and I have to

0:36:22.920 --> 0:36:26.400
<v Speaker 3>concur and with with great disappointment because I did, I

0:36:26.440 --> 0:36:28.840
<v Speaker 3>did want to bet on Elon for that.

0:36:28.920 --> 0:36:30.399
<v Speaker 4>I mean, you did bet on Elon?

0:36:30.480 --> 0:36:30.719
<v Speaker 1>I did?

0:36:30.760 --> 0:36:30.960
<v Speaker 3>Yes?

0:36:31.239 --> 0:36:32.080
<v Speaker 1>What was the thinking?

0:36:32.520 --> 0:36:36.040
<v Speaker 3>The thinking is size, it's you know, it's we heard it,

0:36:36.080 --> 0:36:36.839
<v Speaker 3>the wall was out.

0:36:38.719 --> 0:36:38.920
<v Speaker 2>You know.

0:36:39.080 --> 0:36:43.200
<v Speaker 3>I just think, like, like you know, Elon might want

0:36:43.200 --> 0:36:45.279
<v Speaker 3>it a little bit more than Mark Zuckerberg. I'm just

0:36:45.440 --> 0:36:48.120
<v Speaker 3>not sure that as I, as I say it out loud,

0:36:48.160 --> 0:36:51.200
<v Speaker 3>it doesn't sound that good to be talking myself out

0:36:51.200 --> 0:36:55.640
<v Speaker 3>of it as we speak. Okay, that seems like a

0:36:55.640 --> 0:36:58.719
<v Speaker 3>great place to wrap up. Thanks for listening to Elon Inc.

0:36:58.800 --> 0:37:01.920
<v Speaker 3>And thanks to our panel Sarah, Rayhan and PJ.

0:37:03.000 --> 0:37:03.799
<v Speaker 2>Thanks for having me.

0:37:04.080 --> 0:37:09.520
<v Speaker 3>Thanks, thank you, and listeners, please check out pj's podcast.

0:37:09.560 --> 0:37:11.239
<v Speaker 1>It's called search Engine. It's really great.

0:37:18.760 --> 0:37:21.960
<v Speaker 3>This episode was produced by Stacy Wong, Naomi Shavin, and

0:37:22.040 --> 0:37:25.600
<v Speaker 3>Rayhan Hamansi, our senior editors. The idea for this show

0:37:26.000 --> 0:37:29.120
<v Speaker 3>also came from Rayhan Blake Maple's handles engineering, and we

0:37:29.120 --> 0:37:33.800
<v Speaker 3>get special editing assistants from Jeff Grocott. Our supervising producer

0:37:33.840 --> 0:37:37.920
<v Speaker 3>is Magnus Hendrickson. Thanks a bunch to BusinessWeek editor Joel Weber,

0:37:38.280 --> 0:37:42.080
<v Speaker 3>and to Soer Sadi and to Angel Rekio. The Elon Inc.

0:37:42.200 --> 0:37:46.239
<v Speaker 3>Theme is written and performed by Taka Yazuzawa and Alex Sigierra.

0:37:46.680 --> 0:37:49.160
<v Speaker 3>Sage Bauman is the head of Bloomberg Podcast and our

0:37:49.200 --> 0:37:50.120
<v Speaker 3>executive producer.

0:37:50.360 --> 0:37:51.280
<v Speaker 1>I'm Max Schafkin.

0:37:51.800 --> 0:37:54.560
<v Speaker 3>David Popadopoulos is off for a couple of weeks. He'll

0:37:54.560 --> 0:37:56.000
<v Speaker 3>be back in the new year.

0:37:56.400 --> 0:37:58.799
<v Speaker 1>If you want to give us a holiday gift, leave us.

0:37:58.680 --> 0:38:03.200
<v Speaker 3>A rating, a review. We really appreciate it. Happy holidays, everybody,

0:38:03.400 --> 0:38:03.919
<v Speaker 3>See you soon.