WEBVTT - Elon, Inc. Over and Out

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>Let me tell you we have a new star.

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<v Speaker 3>A star is born Elan mars Juthan Kennemy.

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<v Speaker 4>He is the Thomas Edison plus plus plus of our age.

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<v Speaker 2>Probably his whole life is from a position of insecurity.

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<v Speaker 2>I feel for the guys. I would say ninety eight

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<v Speaker 2>percent really appreciate what he does.

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<v Speaker 5>But those two percent.

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<v Speaker 2>That are nasty, they are out pay in four post.

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<v Speaker 6>We were meant for great things in the United States

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<v Speaker 6>of America, and Elon reminds.

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<v Speaker 3>Us of that.

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<v Speaker 2>I'm very disappointed in Elan.

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<v Speaker 7>I've helped Elan a lot.

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<v Speaker 2>Okay, Elan, in listeners, our time together has come to

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<v Speaker 2>an end. You know, we woke up the other day

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<v Speaker 2>and realized that Musk had, for a few minutes at

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<v Speaker 2>the least, lost his claim the world's richest person, and

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<v Speaker 2>just all the hell with it. We don't do no

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<v Speaker 2>shows around here about no second rate billionaires. What do

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<v Speaker 2>you think this is? It's numeral uno or nada. We're done. Okay,

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<v Speaker 2>So the actual story here is a little different than that,

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<v Speaker 2>and Elon inc to be clear, isn't totally going away.

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<v Speaker 2>It's just getting folded into our fantastic brand new show here,

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<v Speaker 2>Everybody's Business, co hosted by Elon Inc's very own Max Chafkin. Now, Max,

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<v Speaker 2>tell them how it's gonna work.

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<v Speaker 3>Yeah. So, just as Tesla acquired Solar City and in

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<v Speaker 3>doing so incorporated the mission of Solar City and bailed

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<v Speaker 3>it out Everybody's Business we were in Solar City, we

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<v Speaker 3>have this new show, Everybody's Business, that, like you said, David,

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<v Speaker 3>I'm co hosting and try to bring a lot of

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<v Speaker 3>the same spirit that we had in Elon Inc. In

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<v Speaker 3>terms of both like journalistic rigor as well as like

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<v Speaker 3>real talk, like talking about the business world has it

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<v Speaker 3>actually is with some of the sparts people we know,

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<v Speaker 3>and you know, all of our elon Ink panelists, including

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<v Speaker 3>the ones we are going to be on the show today,

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<v Speaker 3>are are on Everybody's Business. We're going to keep talking

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<v Speaker 3>about these issues. And I really hope that the Elon Inc.

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<v Speaker 3>Nation this, the listeners of this show who have been

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<v Speaker 3>so enthusiastic and loyal through our you know, capers and

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<v Speaker 3>and and some of the silliness that we made up

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<v Speaker 3>with you will We'll come on over and join us

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<v Speaker 3>over at the Everybody's Business feed and keep talking to

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<v Speaker 3>us keep sending and others involved in the show emails.

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<v Speaker 2>It's going to be amazing. And of course Bloomberg readers

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<v Speaker 2>will continue to get all the great coverage that our

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<v Speaker 2>ACE journalists delivered day in and day out, Max, Dana Hull,

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<v Speaker 2>Kurt Wagner, Sarah Fryer and many more. And for our

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<v Speaker 2>final show, we've assembled those stars. We get the whole

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<v Speaker 2>band together here, Dana, Kurt, Sarah, Max, Welcome to you all.

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<v Speaker 3>Thanks for having us. David, thank you, Kurt say, I'm

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<v Speaker 3>gonna thank you, I think, thank you.

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<v Speaker 2>It's my turn.

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<v Speaker 6>Thank you, thank you, thank you, thank you.

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<v Speaker 4>I'm gonna miss hanging out with you guys every Tuesday.

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<v Speaker 2>Boring, yes we are as well, but that's why we're

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<v Speaker 2>going out with the bang here, Dan and So, Okay,

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<v Speaker 2>what we're gonna do is a little bit of a

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<v Speaker 2>look back at the wildest moments in Elon during these

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<v Speaker 2>past two years we've been airing the show. And then

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<v Speaker 2>I look forward full of brilliant and I highlight brilliant

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<v Speaker 2>zany predictions to give you all a bit of a

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<v Speaker 2>north star to guide you in lieu of this steady

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<v Speaker 2>weekly fix. Okay, So looking back, Okay, looking back, it's

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<v Speaker 2>been Max, it's been like, like get just about two

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<v Speaker 2>years twenty two months, there's been a lot of wild stuff.

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<v Speaker 2>What is your wildest moment in the land of Elon

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<v Speaker 2>past two years?

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<v Speaker 3>Oh?

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<v Speaker 2>My god.

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<v Speaker 3>I think it was when he imploded in his role

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<v Speaker 3>in the Trump administration, the exit from Doge, the going

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<v Speaker 3>out with a bang, the decision not only to leave,

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<v Speaker 3>but to leave by calling for the impeachment of the

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<v Speaker 3>President of the United States, accusing him the President of

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<v Speaker 3>the United States again of unspeakable crimes after just a

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<v Speaker 3>couple months earlier, wearing a hat that said Trump was

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<v Speaker 3>right about everything.

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<v Speaker 2>It was amazing that had she had just simply been

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<v Speaker 2>like Trump was right about open priends mostly.

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<v Speaker 3>I mean it just as far as like political feuds.

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<v Speaker 3>We've had a feud watch on this show many times.

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<v Speaker 3>That was obviously the Elon feud to end all feuds.

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<v Speaker 3>I think it remains the Elon feud to.

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<v Speaker 2>End all feuds.

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<v Speaker 3>We could talk about that when we go look forward,

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<v Speaker 3>but maybe of all feuds in all of history, that's

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<v Speaker 3>pretty high up, well, at.

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<v Speaker 2>Least in that short span of time. As far as

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<v Speaker 2>social media, Yeah, drag him out, sock them out. You

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<v Speaker 2>af you I'm going to kill you. No, I'm going

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<v Speaker 2>to kill you. Yeah, that would rank pretty high before

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<v Speaker 2>I turned it over to the rest of our star

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<v Speaker 2>studied cast. Here we actually also we got from some

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<v Speaker 2>friends of the show. We had them send in their

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<v Speaker 2>recollections of the wildest moments of the past few years.

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<v Speaker 2>Let's listen to a couple of them.

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<v Speaker 8>I think the most noteworthy Elon's story stems from his

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<v Speaker 8>support of President Trump, his role in getting President Trump

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<v Speaker 8>re elected as President of the United States of America.

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<v Speaker 8>That bromance parlaying into Doge.

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<v Speaker 9>The craziest Elon moment wasn't even a real Elon moment.

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<v Speaker 9>It was an Elon inc moment when someone pitched the

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<v Speaker 9>idea that X was being used for pornography.

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<v Speaker 5>I think it still has to be the Nazi salute.

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<v Speaker 10>I've got to go back to the very first month

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<v Speaker 10>of this podcast. November three, Elon sat down with Andrew

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<v Speaker 10>Ross Sorkin at the New York Times Deal Book Summit.

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<v Speaker 10>When he brings up Bob Eiger, Musk snapped he literally

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<v Speaker 10>with his chests. I hope they stop, don't advertise, and

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<v Speaker 10>Musk defiantly says GFY. This is a family show after all.

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<v Speaker 2>Okay, so those were in order. Joel Weber, Brendan Newnham,

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<v Speaker 2>Raihan Harmansi, who, by the way, back when she was

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<v Speaker 2>an employee here had the idea for this very show,

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<v Speaker 2>and Craig Trudell. Now we should note that there's been

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<v Speaker 2>much debate about the stiff Musk arm rais and whether

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<v Speaker 2>it was truly a Nazi salute or just an awkward

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<v Speaker 2>gesture from an awkward guy. Musk, for his part, dismisses

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<v Speaker 2>the criticism as absurd. Dan, you'll give us your highlight

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<v Speaker 2>or two over the past couple of years, but before

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<v Speaker 2>you do, give us your thoughts on what we just

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<v Speaker 2>heard from our friends there.

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<v Speaker 4>Well, these are all great examples, and I think one

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<v Speaker 4>thing to remember is that Elon Musk speaks more than

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<v Speaker 4>any other c and corporate America. I mean, the guy

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<v Speaker 4>is super overexposed. I'm kind of surprised that nobody mentioned

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<v Speaker 4>him wielding a chainsaw on stage at Seapack. That was

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<v Speaker 4>another moment. But but to Max's point, like the whole

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<v Speaker 4>narrative arc of his politics from barnstorming across the state

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<v Speaker 4>of Pennsylvania to Inauguration day to then like exiting the

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<v Speaker 4>White House with a black eye. I mean it's like

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<v Speaker 4>so cinematic almost, and it's very Shakespearean, and I mean

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<v Speaker 4>we could just go on.

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<v Speaker 3>And on and on.

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<v Speaker 2>You know, it's funny Max listening to what our friends

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<v Speaker 2>had to say. Brendan Newnham was number two. Brendan's remembering

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<v Speaker 2>a very funny.

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<v Speaker 3>That he acted like that didn't happen in real life,

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<v Speaker 3>Like that that was a real okay, that happened in

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<v Speaker 3>the world. People. There's a lot of porn on ends.

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<v Speaker 2>That Rayhan was full of.

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<v Speaker 3>Does he really he does?

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<v Speaker 2>Yeah, we have an expert here on said platform, Sarah Friar.

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<v Speaker 2>Actually we have two, both Sarah and Kurt. Is porn

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<v Speaker 2>a huge thing on x or, as Brendan says, was

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<v Speaker 2>it wildly overstated by our good friend Rayana Harmanci.

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<v Speaker 6>I mean, didn't Elon just basically roll out a chatbot

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<v Speaker 6>that will talk dirty to people? I mean this is

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<v Speaker 6>I feel like this is pretty widely understood that if

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<v Speaker 6>you want to find porn on x it is not

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<v Speaker 6>hard to find. I think is maybe the short, short version.

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<v Speaker 3>I see you guys, Sarah and kurtin I'm sure Dan,

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<v Speaker 3>I have had the experience of, like maybe a couple

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<v Speaker 3>of years ago when there was when it was really

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<v Speaker 3>out of control where you'd be like looking for some

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<v Speaker 3>Elon tweet at the office and then it is and

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<v Speaker 3>then just be confronted or with something horrible just to see.

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<v Speaker 7>It not just porn, it's like blatant racism, images from

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<v Speaker 7>lynchings that like, it just it's gotten.

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<v Speaker 2>Really dark on X Sarah, what was your biggest surprise,

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<v Speaker 2>your biggest or your wildest moment these past two years?

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<v Speaker 7>I mean Max to the took the best one, but

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<v Speaker 7>that was just such a vivid memory for me because

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<v Speaker 7>we were having our our tech conference, so we had

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<v Speaker 7>all of these executives that were giving these really you know,

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<v Speaker 7>brilliant interviews on stage and I just couldn't stop looking

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<v Speaker 7>at my phone. I feel bad about that, but like

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<v Speaker 7>you know, Kurt and I were sitting next to each

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<v Speaker 7>other and.

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<v Speaker 11>We were just like, did he just say he's going

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<v Speaker 11>to cancel those all the contracts with SpaceX? Like did

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<v Speaker 11>he just say that he's that Trump's name is in

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<v Speaker 11>the Epstein files. We were just like, what is going on?

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<v Speaker 11>Like these guys were tight and now the blow up

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<v Speaker 11>is aligned with their their way of behaving on it.

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<v Speaker 11>I mean they're very similar Trump and Musk, and that

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<v Speaker 11>they do a lot of their their grievances out in

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<v Speaker 11>the open, and that's how they get things done.

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<v Speaker 7>And to see that happen actually way later than a

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<v Speaker 7>lot of us predicted it would.

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<v Speaker 2>Right, It just it just took a while to to fester.

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<v Speaker 2>I believe we have more audio clips from friends of

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<v Speaker 2>the show giving us their highlights these past two years.

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<v Speaker 12>The craziest most noteworthy thing Elon did, at least in

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<v Speaker 12>my world of Washington, d C. Was last summer when

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<v Speaker 12>he got into a physical altercation with Scott Bessett, the

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<v Speaker 12>Treasury Secretary of all people.

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<v Speaker 1>Remember like a year or two ago, when Elon kept

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<v Speaker 1>promoting all these picturesque images and artwork own X, maybe

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<v Speaker 1>with landscapes, maybe a beautiful bed, some flowers. To me,

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<v Speaker 1>it was just such a stark reminder that among all

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<v Speaker 1>these global stakes, there's a human inside this story.

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<v Speaker 5>One day, Elon was going on a tirade on X

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<v Speaker 5>and then basically said we need to get rid of

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<v Speaker 5>the International Space Station, and that had a lot of

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<v Speaker 5>reverberations throughout the space on the street. So yeah, those

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<v Speaker 5>were some big unexpected moments.

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<v Speaker 2>Okay, so that was in order. Josh Green fellow con

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<v Speaker 2>College alone Magnus Henrickson, our supervising producer, making his on

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<v Speaker 2>air debut on the last show, Max Deep cut there

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<v Speaker 2>from Man and that I went on and on and

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<v Speaker 2>notice how Man I remember it didn't cut back his own.

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<v Speaker 3>Vividly and super fans of the show will remember on

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<v Speaker 3>our second end of the Year special, it might have

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<v Speaker 3>been the second episode of the second end of the

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<v Speaker 3>year special, says you remember, David, you were not making these.

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<v Speaker 3>You were on vacations, enjoying your holidays. But the rest

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<v Speaker 3>of us here were Those were two parts. Anyway, we

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<v Speaker 3>had some fun talking about these, like beautiful I guess

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<v Speaker 3>maybe possibly AI generated or AI slop type room scapes

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<v Speaker 3>or whatever. We're like, Eli.

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<v Speaker 2>It seemed to make an to really have an impact

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<v Speaker 2>on Max.

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<v Speaker 3>Elon would like spend like three hundred and and sixty

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<v Speaker 3>three days out of the year just posting the most

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<v Speaker 3>provocative stuff you could possibly imagine on X and like

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<v Speaker 3>two days out of the year, would say to himself,

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<v Speaker 3>wait a minute, wait a minute, like have I gone

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<v Speaker 3>too far? Maybe I should just put a like beautiful

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<v Speaker 3>room here and encourage people to post more nice things.

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<v Speaker 3>And I don't know, Yeah, it was very funny. I

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<v Speaker 3>agree that that was.

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<v Speaker 2>A good one, and it's all Magnus seems to have remembered,

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<v Speaker 2>so apparently mister musket worked. The other person we heard

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<v Speaker 2>from there in the end talking about space and SpaceX

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<v Speaker 2>was Lauren Grush Kurt Wagner. What say you your wildest

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<v Speaker 2>favoritestest moment these past two years?

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<v Speaker 6>Well, since I'm going like twentieth on the list, my

0:12:52.240 --> 0:12:56.679
<v Speaker 6>top two and they go in order. The breakup was

0:12:56.760 --> 0:13:00.800
<v Speaker 6>number one, Max is correct. The GFY on stage in

0:13:00.880 --> 0:13:03.000
<v Speaker 6>New York, I think was number two. But I'm shocked

0:13:03.040 --> 0:13:05.000
<v Speaker 6>no one has said the third most surprising, which is

0:13:05.360 --> 0:13:08.960
<v Speaker 6>Everything's computer. Do you remember when the White House was

0:13:09.000 --> 0:13:12.520
<v Speaker 6>turned into a Tesla showroom and the President of the

0:13:12.600 --> 0:13:17.240
<v Speaker 6>United States like was selling America Tesla's from the lawn

0:13:17.240 --> 0:13:20.679
<v Speaker 6>of the White House. That was a pretty crazy moment.

0:13:21.040 --> 0:13:24.280
<v Speaker 6>And I think what made it so like interesting was

0:13:24.280 --> 0:13:26.280
<v Speaker 6>also just the visual of it, Like it wasn't just

0:13:26.400 --> 0:13:28.440
<v Speaker 6>he said or tweeted something. It was like we saw

0:13:28.520 --> 0:13:32.199
<v Speaker 6>them standing there with the cars on the White House lawn,

0:13:32.240 --> 0:13:33.920
<v Speaker 6>and I think, you know, I had to go to

0:13:34.160 --> 0:13:36.880
<v Speaker 6>number three on my list because you know, someone didn't

0:13:36.920 --> 0:13:37.640
<v Speaker 6>call me in time.

0:13:37.800 --> 0:13:41.200
<v Speaker 2>But I knew, I was confident. You're a resourceful sort,

0:13:41.240 --> 0:13:43.560
<v Speaker 2>and I knew you'd have you know, many many possibles.

0:13:43.760 --> 0:13:47.040
<v Speaker 2>I will go dead last. And I will also, without

0:13:47.160 --> 0:13:53.320
<v Speaker 2>pouting about it, Kurt, I will piggyback on others, especially Dana,

0:13:53.400 --> 0:13:56.320
<v Speaker 2>and say, yeah, just his stage presence in general. Not

0:13:56.360 --> 0:13:59.880
<v Speaker 2>only was the chainsaw one in the screaming of chain

0:14:00.160 --> 0:14:04.800
<v Speaker 2>saw chainsaw as he as he swung the chainsaw around,

0:14:05.040 --> 0:14:07.960
<v Speaker 2>but then the jumping around. Remember there was that Pennsylvania

0:14:10.120 --> 0:14:14.160
<v Speaker 2>dance he did little I just didn't know what to

0:14:14.160 --> 0:14:15.920
<v Speaker 2>do with. I still don't know what to do with that.

0:14:16.440 --> 0:14:19.240
<v Speaker 3>I took the most obvious one. And and and I

0:14:19.320 --> 0:14:23.720
<v Speaker 3>kind of because you know, there so much has happened

0:14:23.720 --> 0:14:25.800
<v Speaker 3>over the last year, and I was thinking, as I

0:14:25.800 --> 0:14:28.920
<v Speaker 3>was listening to everybody else, give there is like one

0:14:28.960 --> 0:14:32.240
<v Speaker 3>thing that made this show sort of hard to make

0:14:32.880 --> 0:14:37.880
<v Speaker 3>and and maybe interesting is that maybe maybe Elon for

0:14:38.000 --> 0:14:41.720
<v Speaker 3>most of his career was very very successful and the

0:14:41.800 --> 0:14:45.040
<v Speaker 3>last two years have not been the most successful time

0:14:45.040 --> 0:14:48.000
<v Speaker 3>of Elon's career. I mean, besides the election of Donald Trump.

0:14:48.320 --> 0:14:52.160
<v Speaker 3>It's been actually pretty hard to find like real, I

0:14:52.160 --> 0:14:53.240
<v Speaker 3>don't know, like I guess.

0:14:53.000 --> 0:14:55.680
<v Speaker 2>We've had from beyond from a monetary.

0:14:55.320 --> 0:14:58.040
<v Speaker 3>No even monetarily, the stock is flat basic. I mean,

0:14:58.040 --> 0:15:00.360
<v Speaker 3>the stock hasn't gone up that much, Like I don't know,

0:15:00.400 --> 0:15:02.200
<v Speaker 3>like you go back to it's like basically a stock

0:15:02.240 --> 0:15:04.720
<v Speaker 3>price today as we record, this is about where it

0:15:04.880 --> 0:15:06.560
<v Speaker 3>was what at the end of Dani will know better

0:15:06.640 --> 0:15:08.880
<v Speaker 3>than me, but like end of twenty one or early

0:15:08.960 --> 0:15:12.520
<v Speaker 3>twenty two, Like it's a long We've had a long

0:15:12.680 --> 0:15:16.120
<v Speaker 3>period between drinks between yeah, and and like I guess

0:15:16.240 --> 0:15:18.200
<v Speaker 3>he did like put a chip in someone's brain.

0:15:19.040 --> 0:15:21.440
<v Speaker 2>Yeah, well, and I want to say, you is Max

0:15:21.520 --> 0:15:24.120
<v Speaker 2>right about this? Is he in a funk over there?

0:15:24.160 --> 0:15:26.880
<v Speaker 4>I mean, so the Model Why was the best selling

0:15:26.920 --> 0:15:30.360
<v Speaker 4>car in the world in twenty twenty three, sold over

0:15:30.480 --> 0:15:33.360
<v Speaker 4>like one point two million units. That was like the

0:15:33.400 --> 0:15:36.400
<v Speaker 4>peak of Tesla as a car company. But since then, yeah,

0:15:36.440 --> 0:15:39.840
<v Speaker 4>like they're losing market share byd is taking over the world.

0:15:40.360 --> 0:15:43.280
<v Speaker 4>The stock is down from its peak right before the election.

0:15:43.640 --> 0:15:45.880
<v Speaker 4>I mean, I think that, Like the other sub narrative

0:15:46.000 --> 0:15:48.640
<v Speaker 4>is like Elon is bored of making cars and he's

0:15:48.640 --> 0:15:53.280
<v Speaker 4>completely pivoted his entire company, which has factories on three continents,

0:15:53.360 --> 0:15:57.680
<v Speaker 4>from making cars to making robots and being an AI company.

0:15:57.720 --> 0:16:00.560
<v Speaker 4>Like that's like a huge narrative shift that the communication

0:16:00.640 --> 0:16:03.920
<v Speaker 4>has been super weird about and that investors seem to

0:16:03.920 --> 0:16:07.040
<v Speaker 4>be buying, but like this is fundamentally a different company now.

0:16:07.600 --> 0:16:10.080
<v Speaker 7>I mean, another really weird thing that happened this year

0:16:10.200 --> 0:16:12.120
<v Speaker 7>is he found a way to pay off all his

0:16:12.480 --> 0:16:16.080
<v Speaker 7>dat holders for buying Twitter. Like I didn't think that

0:16:16.080 --> 0:16:19.240
<v Speaker 7>would happen. I didn't think he would actually make them

0:16:19.320 --> 0:16:21.640
<v Speaker 7>whole in a short enough period of time. But he

0:16:21.680 --> 0:16:26.400
<v Speaker 7>found a way for XAI to swallow x and turn

0:16:26.480 --> 0:16:31.320
<v Speaker 7>it into something that was valued highly, so that, you know,

0:16:32.720 --> 0:16:34.720
<v Speaker 7>to his credit worked out.

0:16:34.840 --> 0:16:38.080
<v Speaker 4>Yeah, and the evaluation of his private companies continues skywreck at.

0:16:38.160 --> 0:16:41.000
<v Speaker 4>I mean, SpaceX is a highly valuable company, and so

0:16:41.440 --> 0:16:45.040
<v Speaker 4>I see your point, Max, But I still think that,

0:16:45.400 --> 0:16:47.440
<v Speaker 4>you know, he's still the richest person in the world.

0:16:47.520 --> 0:16:51.040
<v Speaker 4>He's still incredibly powerful. His empire is expanding. I mean,

0:16:51.040 --> 0:16:53.200
<v Speaker 4>they've got this data center in Memphis. They're going to

0:16:53.240 --> 0:16:56.480
<v Speaker 4>build stuff in Houston. Like his tentacles are continuing to

0:16:56.520 --> 0:17:00.440
<v Speaker 4>spread throughout the energy infrastructure of the United state dates

0:17:00.480 --> 0:17:03.480
<v Speaker 4>and as AI becomes a bigger thing, you're gonna see

0:17:03.480 --> 0:17:06.960
<v Speaker 4>Tesla selling its megapax to AI companies. I mean the

0:17:07.000 --> 0:17:09.320
<v Speaker 4>whole thesis of the show, which is that it's not

0:17:09.480 --> 0:17:13.240
<v Speaker 4>just Tesla or X or SpaceX, it's it's Elon Inc.

0:17:13.359 --> 0:17:15.520
<v Speaker 4>Is still very valid and stronger than ever.

0:17:15.720 --> 0:17:18.320
<v Speaker 2>Okay, so this is good because we're starting Dana is

0:17:18.320 --> 0:17:21.040
<v Speaker 2>starting to tip us into the future, into what's to

0:17:21.080 --> 0:17:25.040
<v Speaker 2>come here, So why don't we across the board here

0:17:25.160 --> 0:17:29.159
<v Speaker 2>all tell our listeners what what you guys think are

0:17:29.200 --> 0:17:35.080
<v Speaker 2>the biggest or the biggest Elon's story event slash storyline

0:17:35.480 --> 0:17:38.080
<v Speaker 2>that you will be following going forward. In other words,

0:17:38.320 --> 0:17:40.040
<v Speaker 2>I guess if you had to think about it, it would

0:17:40.080 --> 0:17:44.840
<v Speaker 2>be as goes X, not the company X. Sorry, as

0:17:44.880 --> 0:17:49.760
<v Speaker 2>goes fill in the blank, Comma, so too goes Elon Inc.

0:17:50.640 --> 0:17:52.280
<v Speaker 2>Max will start with you no, no, no, no way,

0:17:52.320 --> 0:17:58.719
<v Speaker 2>and we're not gonna start with Matt Yeah, Kurt exactly.

0:17:59.040 --> 0:18:00.600
<v Speaker 6>I don't know how far the future we're allowed to go,

0:18:00.640 --> 0:18:02.240
<v Speaker 6>and I don't know how cheesy we're allowed to be.

0:18:03.000 --> 0:18:08.400
<v Speaker 6>Genuine great, My genuine answer is sending a human to Mars,

0:18:09.080 --> 0:18:12.280
<v Speaker 6>like we've been talking about it for you know whatever,

0:18:12.400 --> 0:18:14.560
<v Speaker 6>a decade plus, probably more than that.

0:18:14.680 --> 0:18:17.680
<v Speaker 2>For for Elon, you've got a year, Wagner.

0:18:17.320 --> 0:18:20.200
<v Speaker 3>What's your Yeah, give us a date on that one.

0:18:20.440 --> 0:18:21.360
<v Speaker 2>Oh, what is it?

0:18:21.359 --> 0:18:27.800
<v Speaker 6>It is twenty twenty five? Checking, it's like the oldest

0:18:27.960 --> 0:18:29.160
<v Speaker 6>that was, like the old man thing.

0:18:29.200 --> 0:18:29.760
<v Speaker 2>I just did what.

0:18:31.600 --> 0:18:36.880
<v Speaker 6>I think we're another seven years away, No, ten years away.

0:18:36.880 --> 0:18:39.000
<v Speaker 6>I'm gonna say twenty thirty five, okay.

0:18:39.320 --> 0:18:43.240
<v Speaker 2>And I would say if that happens, yes, the Elonian Empire,

0:18:43.280 --> 0:18:44.159
<v Speaker 2>wouldn't that be crazy?

0:18:44.240 --> 0:18:46.280
<v Speaker 6>I mean we've been talking about it forever, and and

0:18:46.560 --> 0:18:48.959
<v Speaker 6>part of why I like it is it's one of

0:18:49.000 --> 0:18:51.479
<v Speaker 6>the very few things Elon touches that I think people

0:18:53.119 --> 0:18:56.600
<v Speaker 6>a broad spectrum of people are interested in and excited about,

0:18:56.640 --> 0:18:59.639
<v Speaker 6>which is the idea of doing something in space that

0:18:59.640 --> 0:19:02.679
<v Speaker 6>has never been done before. It is not controversial in

0:19:02.720 --> 0:19:05.960
<v Speaker 6>the way almost everything else he does is. And so

0:19:06.160 --> 0:19:07.960
<v Speaker 6>for me, I think that will be a fun moment

0:19:08.080 --> 0:19:11.720
<v Speaker 6>if it actually happens, because I think people who don't

0:19:11.760 --> 0:19:15.040
<v Speaker 6>like Elon will be rallied behind the effort.

0:19:15.359 --> 0:19:15.719
<v Speaker 2>Got it.

0:19:15.760 --> 0:19:18.240
<v Speaker 7>I feel like I disagree that it's not controversial though,

0:19:18.359 --> 0:19:21.439
<v Speaker 7>Like people are really pissed off. Yeah, they're like they're like,

0:19:21.480 --> 0:19:24.520
<v Speaker 7>you're spending all these natural resources on sending us to

0:19:24.600 --> 0:19:26.719
<v Speaker 7>Mars when like, there's so much to fix about our

0:19:26.720 --> 0:19:27.400
<v Speaker 7>current planet.

0:19:27.640 --> 0:19:30.879
<v Speaker 2>Don't give up on this planet yet. Stick with this planet,

0:19:30.920 --> 0:19:33.280
<v Speaker 2>invest in it before you are ready to hop scotch

0:19:33.359 --> 0:19:34.040
<v Speaker 2>over to another.

0:19:34.240 --> 0:19:38.200
<v Speaker 7>The idea of being a multiplanetary species, it's pretty cool.

0:19:38.840 --> 0:19:41.080
<v Speaker 6>Yeah, So that's me there you go, all right?

0:19:41.160 --> 0:19:43.239
<v Speaker 2>So Sarah Fryar, what say you?

0:19:43.800 --> 0:19:47.000
<v Speaker 7>I mean, the thing I'm really just thinking is going

0:19:47.080 --> 0:19:50.640
<v Speaker 7>to drive so much in the next few years is

0:19:50.720 --> 0:19:55.320
<v Speaker 7>this rivalry with Sam Almon and open Ai and the

0:19:55.440 --> 0:19:58.440
<v Speaker 7>idea that Musk is just going to do whatever he

0:19:58.520 --> 0:20:02.760
<v Speaker 7>can to capture that success for himself and exceed it.

0:20:03.200 --> 0:20:03.400
<v Speaker 2>Right.

0:20:03.440 --> 0:20:07.200
<v Speaker 7>So he's got the lawsuit, he's got the data centers,

0:20:07.240 --> 0:20:10.840
<v Speaker 7>he's got the plan for Tesla to invest in XAI,

0:20:10.960 --> 0:20:14.359
<v Speaker 7>he's got all of these irons in the fire that

0:20:14.600 --> 0:20:20.440
<v Speaker 7>are aimed at overtaking. He's got Grock. So I think

0:20:20.440 --> 0:20:24.399
<v Speaker 7>that that's going to be like a driving force for him,

0:20:24.600 --> 0:20:27.919
<v Speaker 7>and we've seen it already affect so much of his behavior.

0:20:27.960 --> 0:20:32.560
<v Speaker 7>But the idea that he like left open AI and

0:20:32.600 --> 0:20:35.840
<v Speaker 7>then it became so successful, I think really eats at him.

0:20:36.240 --> 0:20:38.080
<v Speaker 2>Yeah, And I guess that's right. I mean, Max, if

0:20:38.080 --> 0:20:40.520
<v Speaker 2>you think about the whole way he is in tipping

0:20:40.720 --> 0:20:43.200
<v Speaker 2>Tesla to the direction he's tipping it is indeed, part

0:20:43.240 --> 0:20:46.400
<v Speaker 2>of it feels like at some level in part fueled

0:20:46.400 --> 0:20:48.960
<v Speaker 2>by this beef with Altman.

0:20:49.320 --> 0:20:53.080
<v Speaker 3>I mean, I wonder how when the Ai bubble bursts,

0:20:53.119 --> 0:20:56.000
<v Speaker 3>whether it's a bubble, or whether this kind of period

0:20:56.040 --> 0:20:59.040
<v Speaker 3>of exuberance just sort of fizzles a little bit, Like

0:20:59.200 --> 0:21:03.440
<v Speaker 3>how that is going to impact Elon's empire because he

0:21:03.640 --> 0:21:07.439
<v Speaker 3>is really really Sarah's hinting at it right, like he

0:21:07.560 --> 0:21:12.320
<v Speaker 3>is really heavily met on this, on this thing continuing,

0:21:12.720 --> 0:21:14.800
<v Speaker 3>and so because and you could see it in the

0:21:14.880 --> 0:21:18.000
<v Speaker 3>valuation of x Ai, you can see it in the

0:21:18.080 --> 0:21:21.479
<v Speaker 3>valuation of Tesla, and the way he's he's sort of

0:21:21.480 --> 0:21:24.359
<v Speaker 3>pivoting Tesla, and in the and in this sort of

0:21:24.600 --> 0:21:27.119
<v Speaker 3>echo that that happens on the stock market where like

0:21:27.600 --> 0:21:32.159
<v Speaker 3>Tesla's you know, wildly overvalued relative to its business, Like

0:21:32.160 --> 0:21:34.439
<v Speaker 3>that has been a thing that we have sort of

0:21:34.440 --> 0:21:36.639
<v Speaker 3>talked about over and over again on this podcast. And

0:21:36.720 --> 0:21:39.800
<v Speaker 3>if if for some reason that changed then, or even

0:21:39.840 --> 0:21:42.600
<v Speaker 3>if it even if it were valued a little bit differently,

0:21:43.080 --> 0:21:46.639
<v Speaker 3>that would be kind of like a catastrophic thing for

0:21:46.840 --> 0:21:48.840
<v Speaker 3>to happen to Elon, Like it wouldn't. It's not like

0:21:48.880 --> 0:21:51.040
<v Speaker 3>it would bankrupt him. It's not like it would take

0:21:51.080 --> 0:21:52.760
<v Speaker 3>away the car sales. It's not like it would take

0:21:52.800 --> 0:21:55.679
<v Speaker 3>away any of these achievements. But it would put him

0:21:55.680 --> 0:21:56.960
<v Speaker 3>in a very very different position.

0:21:57.000 --> 0:21:59.560
<v Speaker 2>Yeah, it would certainly make the pivot to AI going

0:21:59.640 --> 0:22:01.360
<v Speaker 2>all in on AI feel like.

0:22:01.440 --> 0:22:03.679
<v Speaker 7>You can certainly be less rich than Larry Ellison at

0:22:03.720 --> 0:22:04.040
<v Speaker 7>that point.

0:22:04.480 --> 0:22:07.439
<v Speaker 3>But Larry Ellison's well, wood fall too would fall too, right.

0:22:08.080 --> 0:22:09.440
<v Speaker 7>Well, that's true, that's true.

0:22:09.680 --> 0:22:13.520
<v Speaker 2>Who does that? Then? That brings up I don't know.

0:22:13.640 --> 0:22:15.640
<v Speaker 2>I don't know that whoever that person is that goes

0:22:15.640 --> 0:22:17.399
<v Speaker 2>to number one, that's that'll be the next show that

0:22:17.520 --> 0:22:23.680
<v Speaker 2>the Walton's coming back Walmart Inc. Dana guide us. What's

0:22:23.720 --> 0:22:24.160
<v Speaker 2>your thought?

0:22:24.600 --> 0:22:26.760
<v Speaker 4>I mean, the next decade of ELIN is going to

0:22:26.760 --> 0:22:29.920
<v Speaker 4>be super interesting because now you know, Tesla's board has

0:22:29.960 --> 0:22:33.199
<v Speaker 4>proposed this incredible you know, mars shot pay package to

0:22:33.280 --> 0:22:36.160
<v Speaker 4>keep him focused on hitting all of these like sort

0:22:36.200 --> 0:22:38.440
<v Speaker 4>of AI goals and making it an eight point five

0:22:38.480 --> 0:22:41.720
<v Speaker 4>trillion dollar company. And ten years from now, Elon Musk

0:22:41.720 --> 0:22:45.320
<v Speaker 4>will be like sixty four sixty five, like like we

0:22:45.400 --> 0:22:48.040
<v Speaker 4>have to sort of like think about the secession plan

0:22:48.560 --> 0:22:53.080
<v Speaker 4>for his companies whenever he decides to hand over the reins.

0:22:53.200 --> 0:22:56.320
<v Speaker 4>So I think that's like a super interesting storyline. And

0:22:56.359 --> 0:22:59.280
<v Speaker 4>then like his personal life, I think is still an

0:22:59.320 --> 0:23:01.760
<v Speaker 4>endless source of decination. Like one of the big reveals

0:23:01.800 --> 0:23:05.000
<v Speaker 4>of the past year was that Ashley Saint Clair revealed

0:23:05.000 --> 0:23:07.480
<v Speaker 4>that she had also had a child with Elon Musk.

0:23:07.560 --> 0:23:11.439
<v Speaker 4>So that makes fourteen that we know of. And you know,

0:23:12.119 --> 0:23:15.960
<v Speaker 4>between his businesses, his involvement in national politics, and also

0:23:16.000 --> 0:23:19.679
<v Speaker 4>his sort of like obsession with declining birth rates and fertility,

0:23:19.800 --> 0:23:23.479
<v Speaker 4>Like I still am just super interested in that, Like

0:23:23.640 --> 0:23:26.040
<v Speaker 4>what is he doing on that from a business perspective?

0:23:26.320 --> 0:23:31.359
<v Speaker 4>Like is he investing in fertility startups or IVF centers?

0:23:31.440 --> 0:23:33.960
<v Speaker 4>Like he's got to be doing something beyond just per

0:23:34.000 --> 0:23:37.360
<v Speaker 4>creating himself. That's my suspicion, all.

0:23:37.400 --> 0:23:40.239
<v Speaker 3>Right, Dana, And you don't have to answer this if

0:23:40.240 --> 0:23:42.200
<v Speaker 3>you don't want to, But I'm curious what you think

0:23:42.240 --> 0:23:45.040
<v Speaker 3>the real number is. So, like we know of fourteen,

0:23:45.800 --> 0:23:49.119
<v Speaker 3>do you is it double? Is it triple? Is it?

0:23:49.160 --> 0:23:53.240
<v Speaker 3>Do we need a third digit to express that number?

0:23:53.880 --> 0:23:56.240
<v Speaker 4>Is he like an anonymous sperm donor like there was

0:23:56.280 --> 0:23:58.320
<v Speaker 4>something about a Japanese pop star at some point.

0:23:58.359 --> 0:23:59.040
<v Speaker 7>I really don't know.

0:24:00.000 --> 0:24:02.600
<v Speaker 2>That's right. It's your turn, mister Chaffkin. What you got.

0:24:02.760 --> 0:24:04.800
<v Speaker 3>Can I react to something Kurt said first before I

0:24:04.840 --> 0:24:08.760
<v Speaker 3>give mine yes, which is committed? I agree, like a

0:24:08.840 --> 0:24:13.119
<v Speaker 3>person going to Mars would be an amazing achievement. And

0:24:13.200 --> 0:24:16.520
<v Speaker 3>I think and when Kurt first said it, I was like, oh,

0:24:16.560 --> 0:24:18.520
<v Speaker 3>come on bike, Because Elon has said we're going to

0:24:18.600 --> 0:24:21.600
<v Speaker 3>send somebody like in two years or something. He's given

0:24:21.600 --> 0:24:25.720
<v Speaker 3>these ridiculously optimistic goals, and I think ten years is

0:24:25.800 --> 0:24:30.240
<v Speaker 3>probably like a more plausible suggestion, maybe even a little longer.

0:24:30.520 --> 0:24:32.720
<v Speaker 3>But I want to just say, like, that's not going

0:24:32.800 --> 0:24:36.520
<v Speaker 3>to be just Elon Musk's achievement. Like Elon Musk may

0:24:36.560 --> 0:24:39.520
<v Speaker 3>play a role in that story, and if that story happens,

0:24:40.280 --> 0:24:42.159
<v Speaker 3>he will likely play a role, but he won't be

0:24:42.240 --> 0:24:44.200
<v Speaker 3>the only player in that story. It's going to be

0:24:44.240 --> 0:24:48.840
<v Speaker 3>an achievement for the United States and for humanity. And

0:24:49.080 --> 0:24:52.600
<v Speaker 3>I think people sometimes make mistakes when they give Elon

0:24:52.760 --> 0:24:56.040
<v Speaker 3>credit for things that aren't totally his doing, right, like

0:24:56.080 --> 0:24:57.919
<v Speaker 3>this is and I think this has come up a

0:24:57.920 --> 0:25:00.520
<v Speaker 3>lot in the SpaceX story. There's a lot to talk

0:25:00.560 --> 0:25:04.080
<v Speaker 3>about how SpaceX is the only like it's like SpaceX

0:25:04.160 --> 0:25:07.160
<v Speaker 3>versus NASA, which kind of alides the fact that SpaceX

0:25:07.160 --> 0:25:10.520
<v Speaker 3>is a NASA contractor that some NASA administrator was like, Hey,

0:25:10.560 --> 0:25:11.960
<v Speaker 3>it would be a really good idea to fund this

0:25:12.040 --> 0:25:16.480
<v Speaker 3>company to provide commercial transport, and it also alides all

0:25:16.560 --> 0:25:19.560
<v Speaker 3>the other players in this value chain, and so just

0:25:19.600 --> 0:25:21.679
<v Speaker 3>wanted to put that out there. I just feel like

0:25:21.720 --> 0:25:25.000
<v Speaker 3>sometimes we buy into this narrative like Elon is like

0:25:25.040 --> 0:25:27.960
<v Speaker 3>the sole actor moving us to Mars, and it's like, yeah, yeah.

0:25:28.160 --> 0:25:29.640
<v Speaker 3>The other thing I want to say is I.

0:25:29.760 --> 0:25:31.800
<v Speaker 2>So, Kurt, that was laying man, That's what Max is

0:25:31.840 --> 0:25:33.320
<v Speaker 2>telling you.

0:25:33.600 --> 0:25:35.000
<v Speaker 7>It was a question the opposite.

0:25:35.200 --> 0:25:38.719
<v Speaker 6>I thought he was just validating my wonderful preception.

0:25:39.119 --> 0:25:41.560
<v Speaker 2>So thank you, Max. What do you got? What are

0:25:41.600 --> 0:25:46.119
<v Speaker 2>you expecting? What are you closely watching? With baited breath?

0:25:46.440 --> 0:25:46.560
<v Speaker 5>Uh?

0:25:46.840 --> 0:25:53.400
<v Speaker 3>Politics and Elon's continued political engagement. I think, Uh, this

0:25:53.480 --> 0:25:56.560
<v Speaker 3>is a huge question. There's a line in the Tesla

0:25:56.680 --> 0:25:59.679
<v Speaker 3>proxy that says he's going to wind down his political activities.

0:26:00.000 --> 0:26:03.200
<v Speaker 3>Bloomberg TV just had an interview with Robin Denholm, where

0:26:03.240 --> 0:26:05.919
<v Speaker 3>our colleague and friend of the podcast ed Ludlow asked,

0:26:06.359 --> 0:26:08.439
<v Speaker 3>or maybe it was Caroline Hyde, Ed's co host, what

0:26:08.480 --> 0:26:10.960
<v Speaker 3>do you mean by wind down? And she just didn't

0:26:11.000 --> 0:26:16.800
<v Speaker 3>answer the question because and effectively indicated that they consider

0:26:17.800 --> 0:26:22.040
<v Speaker 3>donating talking about politics, maybe even engaging in like a

0:26:22.040 --> 0:26:26.120
<v Speaker 3>political party, to be his personal political activities. I would

0:26:26.119 --> 0:26:30.160
<v Speaker 3>guess that his personal political activities will be like the

0:26:30.240 --> 0:26:34.680
<v Speaker 3>defining story of not just Elon world, but of all

0:26:34.720 --> 0:26:37.320
<v Speaker 3>of Republican politics and maybe all of national politics.

0:26:37.400 --> 0:26:41.200
<v Speaker 2>If it goes, if it goes sideways on him, does

0:26:41.240 --> 0:26:44.200
<v Speaker 2>it threaten to derail the empire, the Musk Empire?

0:26:45.160 --> 0:26:48.080
<v Speaker 3>No, I mean, what do you mean derail the musket.

0:26:47.960 --> 0:26:50.000
<v Speaker 2>I don't know, like sink it, you know, sink its

0:26:50.080 --> 0:26:51.280
<v Speaker 2>value towards zero.

0:26:51.560 --> 0:26:53.399
<v Speaker 3>Well, he's got a lot of money to spend it

0:26:53.400 --> 0:26:56.560
<v Speaker 3>on politics, So like, I'm not really sure like.

0:26:56.520 --> 0:26:58.680
<v Speaker 2>What I'm getting. Like, So, for instance, right now, when

0:26:58.720 --> 0:27:01.960
<v Speaker 2>you guys talk about the lapse in the fundamentals of Tesla,

0:27:02.480 --> 0:27:04.480
<v Speaker 2>one of the big drivers of the collapse of the

0:27:04.480 --> 0:27:07.879
<v Speaker 2>fundamentals in Tesla is he is now alienated. Oh, I

0:27:07.880 --> 0:27:11.159
<v Speaker 2>don't know, with his politics, he's alienated maybe sixty or

0:27:11.160 --> 0:27:13.320
<v Speaker 2>seventy percent of his potential buyer base.

0:27:13.440 --> 0:27:16.680
<v Speaker 3>Or I think, like Dana has said a bunch of times,

0:27:16.880 --> 0:27:20.200
<v Speaker 3>he's moving on from the car business. So yes, he's

0:27:20.320 --> 0:27:22.240
<v Speaker 3>he's alienated his basically customers.

0:27:22.400 --> 0:27:25.480
<v Speaker 2>He needs political modes, he needs become a business that

0:27:25.560 --> 0:27:27.440
<v Speaker 2>have still as a meme stock.

0:27:27.240 --> 0:27:30.360
<v Speaker 3>Now, So like when we talk about the value of Tesla,

0:27:30.640 --> 0:27:33.960
<v Speaker 3>we're saying, like, at what point were these shareholders decide

0:27:34.000 --> 0:27:36.800
<v Speaker 3>that they don't like it anymore? And I feel very

0:27:36.800 --> 0:27:40.520
<v Speaker 3>I would not feel confident predicting that the stock's that's cool,

0:27:40.560 --> 0:27:41.520
<v Speaker 3>you know what I'm saying, Well, that's.

0:27:41.359 --> 0:27:43.560
<v Speaker 2>Cool, but like it is worth near it is worth

0:27:43.600 --> 0:27:45.919
<v Speaker 2>more than a trillion dollars, And I would just say

0:27:46.200 --> 0:27:52.000
<v Speaker 2>that at some point it's possible that if the financials

0:27:52.040 --> 0:27:55.240
<v Speaker 2>in the short term collapse to an extent that like,

0:27:55.320 --> 0:27:59.399
<v Speaker 2>oh my god, you know we're cash flow negative again.

0:27:59.840 --> 0:28:03.120
<v Speaker 2>I know, you could get a holy crap moment. I'm

0:28:03.160 --> 0:28:04.200
<v Speaker 2>not predicting all.

0:28:04.040 --> 0:28:07.879
<v Speaker 3>Of the thing is, I think Elon has enough juice

0:28:07.920 --> 0:28:11.760
<v Speaker 3>within the conservative movement and enough money that he's not

0:28:11.800 --> 0:28:14.199
<v Speaker 3>going to be on an island by himself. He has

0:28:14.240 --> 0:28:17.399
<v Speaker 3>an important ally in Vice President j. D. Vance, he

0:28:17.480 --> 0:28:20.480
<v Speaker 3>has important allies in the Republican Party. It's true that

0:28:20.560 --> 0:28:23.359
<v Speaker 3>he and Trump don't have a good relationship, but I

0:28:23.359 --> 0:28:26.240
<v Speaker 3>would be really, really, really surprised if he is not

0:28:26.280 --> 0:28:29.800
<v Speaker 3>a factor in Republican politics in the midterm and in

0:28:29.840 --> 0:28:31.119
<v Speaker 3>the next presidential election.

0:28:31.640 --> 0:28:34.000
<v Speaker 4>I think the mistake that people make about Elon is

0:28:34.080 --> 0:28:36.240
<v Speaker 4>time and again people think, Okay, this is it, this

0:28:36.280 --> 0:28:38.320
<v Speaker 4>is going to be the downfall of Elon Musk. But

0:28:38.560 --> 0:28:41.480
<v Speaker 4>he is too big to fail. He has a wide

0:28:41.600 --> 0:28:45.880
<v Speaker 4>ranging empire, with installations in several congressional districts. He has

0:28:45.960 --> 0:28:51.480
<v Speaker 4>lucrative government contracts. He is deeply embedded in several different industries,

0:28:51.720 --> 0:28:53.960
<v Speaker 4>and the car business is only one of them. I mean,

0:28:54.120 --> 0:28:56.960
<v Speaker 4>for all of the consternation about his involvement in politics,

0:28:56.960 --> 0:28:59.280
<v Speaker 4>like the company is still worth over trillion dollars, like

0:28:59.360 --> 0:29:01.800
<v Speaker 4>it does it, Like yes, it has impacted sales, but

0:29:01.840 --> 0:29:04.760
<v Speaker 4>it has not impacted him in the eyes of investors.

0:29:04.760 --> 0:29:07.400
<v Speaker 4>And there is a sloop of you know, Wall Street

0:29:07.400 --> 0:29:11.560
<v Speaker 4>investment banks and analysts and Musk, and like time it again,

0:29:11.640 --> 0:29:14.560
<v Speaker 4>they will make fees working with this guy, and he

0:29:14.800 --> 0:29:17.520
<v Speaker 4>is brilliant at raising money, and like people want to

0:29:17.560 --> 0:29:19.920
<v Speaker 4>invest in him, like they will invest in whatever he

0:29:19.960 --> 0:29:20.480
<v Speaker 4>wants to do.

0:29:20.960 --> 0:29:23.680
<v Speaker 2>I would say, Dana, that absolutely you were ahead of

0:29:23.720 --> 0:29:26.120
<v Speaker 2>that and saying this guy, it's less like, it's far

0:29:26.200 --> 0:29:29.640
<v Speaker 2>less likely that he will he will blow up years ago,

0:29:29.960 --> 0:29:32.760
<v Speaker 2>when many others were saying he would. My issue is,

0:29:33.000 --> 0:29:36.080
<v Speaker 2>I think nobody's saying that now. And maybe that's right.

0:29:36.120 --> 0:29:38.520
<v Speaker 2>Maybe he is too big, and maybe that is right.

0:29:39.000 --> 0:29:42.440
<v Speaker 2>I just don't know that just given the nature of

0:29:42.520 --> 0:29:46.200
<v Speaker 2>how divisive he is and how given how many plates

0:29:46.240 --> 0:29:48.280
<v Speaker 2>he's got in the air and this and that, I

0:29:48.360 --> 0:29:50.320
<v Speaker 2>just think it's still an open ending question. And given

0:29:50.360 --> 0:29:53.479
<v Speaker 2>how he has alienated a huge part of his of

0:29:53.520 --> 0:29:55.600
<v Speaker 2>his customer base. And maybe you're right, Max, maybe all

0:29:55.600 --> 0:29:59.520
<v Speaker 2>of his future businesses are totally shielded from this. Maybe

0:29:59.640 --> 0:30:02.000
<v Speaker 2>his future your businesses. Whether or not he's alienated a

0:30:02.000 --> 0:30:03.480
<v Speaker 2>customer base, maybe that doesn't matter.

0:30:03.640 --> 0:30:07.200
<v Speaker 3>Maybe, I mean, you obviously become bias based on what

0:30:07.240 --> 0:30:12.240
<v Speaker 3>you've seen and having seen as we have Elon survive

0:30:12.760 --> 0:30:16.200
<v Speaker 3>scandal after scandal after scandal, what's going to do him?

0:30:16.280 --> 0:30:19.400
<v Speaker 3>So like, obviously Elon's empire could go and decline. It

0:30:19.440 --> 0:30:21.680
<v Speaker 3>maybe already is in decline. I think there's a chance

0:30:21.720 --> 0:30:22.320
<v Speaker 3>you look at you.

0:30:22.640 --> 0:30:24.320
<v Speaker 2>You were sort of arguing that yourself.

0:30:24.400 --> 0:30:26.480
<v Speaker 3>You look back, I think there's a chance, like we

0:30:26.520 --> 0:30:28.760
<v Speaker 3>look back twenty years from now and we say, yep,

0:30:28.840 --> 0:30:31.320
<v Speaker 3>this was the moment when when he started.

0:30:31.680 --> 0:30:35.000
<v Speaker 7>I think that's a good question, Like has Elon peaked?

0:30:35.000 --> 0:30:37.840
<v Speaker 7>I think we were like looking at this, you know,

0:30:38.040 --> 0:30:41.040
<v Speaker 7>this podcast ending and it's like, well, this was the

0:30:41.120 --> 0:30:45.080
<v Speaker 7>year that Elon was the quote unquote shadow president, right.

0:30:45.160 --> 0:30:50.200
<v Speaker 7>He he got as close to geopolitical peak of power

0:30:50.360 --> 0:30:54.920
<v Speaker 7>as you can get without actually being president. And that's over.

0:30:55.720 --> 0:31:00.400
<v Speaker 7>So has his influence peaked? I guess maybe not like

0:31:00.480 --> 0:31:06.240
<v Speaker 7>his I think his businesses have lots of second lives.

0:31:06.400 --> 0:31:11.600
<v Speaker 7>But has his influence on the geopolitical order peaked? Maybe

0:31:11.600 --> 0:31:15.040
<v Speaker 7>it has, Maybe it's just the beginning. Maybe Elon Musk

0:31:16.000 --> 0:31:20.160
<v Speaker 7>continues internationally, makes big change in Europe. We don't know.

0:31:20.920 --> 0:31:24.200
<v Speaker 2>Before we go to the more concrete predictions part of

0:31:24.240 --> 0:31:26.960
<v Speaker 2>the show, I will just say one thing looking back,

0:31:27.480 --> 0:31:31.360
<v Speaker 2>I will pivot back. Now we would not be talking

0:31:31.400 --> 0:31:35.240
<v Speaker 2>about Elon Mustard. He would be a nobody if interest

0:31:35.280 --> 0:31:37.920
<v Speaker 2>rates in this country weren't zero for the better part

0:31:37.920 --> 0:31:42.000
<v Speaker 2>of the past twenty years. That is also an enormous

0:31:42.040 --> 0:31:46.920
<v Speaker 2>thing that helped him survive that whole time. If interest

0:31:47.000 --> 0:31:50.080
<v Speaker 2>rates weren't zero in money, an insane amounts of money

0:31:50.160 --> 0:31:53.360
<v Speaker 2>weren't slashing around the global economy and in the US

0:31:53.440 --> 0:31:56.280
<v Speaker 2>economy and the US financial system, he wouldn't have gotten

0:31:56.360 --> 0:32:00.920
<v Speaker 2>those much needed injections of cash, and he and his

0:32:01.040 --> 0:32:05.320
<v Speaker 2>companies were like razor close to going under. That's my

0:32:05.400 --> 0:32:10.280
<v Speaker 2>hot all right. We have from our good friends. We

0:32:10.440 --> 0:32:14.800
<v Speaker 2>have some concrete, tangible predictions here. They are let's listen.

0:32:15.520 --> 0:32:17.760
<v Speaker 8>As much as he wants to stay away from politics,

0:32:18.160 --> 0:32:20.680
<v Speaker 8>I think it is like a moth to a flame.

0:32:21.040 --> 0:32:23.920
<v Speaker 8>They don't think he's totally done with politics.

0:32:24.280 --> 0:32:28.240
<v Speaker 5>There's this big push for NASA to beat the Chinese

0:32:28.320 --> 0:32:31.840
<v Speaker 5>government to the moon, and so is there going to

0:32:31.920 --> 0:32:36.520
<v Speaker 5>be some kind of I guess division between NASA and

0:32:37.000 --> 0:32:40.720
<v Speaker 5>SpaceX if it's taking too long. So how will that

0:32:40.800 --> 0:32:44.000
<v Speaker 5>affect the NASA and SpaceX relationship going forward?

0:32:44.360 --> 0:32:48.760
<v Speaker 1>In the next five years, el and the grandfather will

0:32:48.800 --> 0:32:50.720
<v Speaker 1>be kind of a reminder of him growing older. So

0:32:51.960 --> 0:32:54.600
<v Speaker 1>I wouldn't be surprised if we see, you know, Elan

0:32:54.680 --> 0:32:55.480
<v Speaker 1>and inconvertible.

0:32:55.600 --> 0:32:56.880
<v Speaker 2>That's what I think is going to happen.

0:32:57.280 --> 0:33:01.160
<v Speaker 9>I think in the next couple of years, Elon is

0:33:01.160 --> 0:33:05.240
<v Speaker 9>going to become Christian. I'm using air quotes. He keeps

0:33:05.280 --> 0:33:10.240
<v Speaker 9>tracking far right. JD Vance, late blooming Catholic Russell Brand

0:33:10.640 --> 0:33:13.240
<v Speaker 9>got baptized. But that's my prediction.

0:33:13.520 --> 0:33:18.800
<v Speaker 4>Elon Musk Christian I have a feeling that the craziest

0:33:18.800 --> 0:33:21.640
<v Speaker 4>thing that will happen to Elon's future is on the

0:33:21.640 --> 0:33:23.480
<v Speaker 4>social media platform he owns.

0:33:23.640 --> 0:33:26.040
<v Speaker 3>I think he's going to start to lose followers.

0:33:26.400 --> 0:33:28.360
<v Speaker 12>I think the natural thing for Elon is that he's

0:33:28.400 --> 0:33:31.280
<v Speaker 12>going to have to pick a fight with a new

0:33:31.520 --> 0:33:34.720
<v Speaker 12>high profile nemesis. And the guy that seems most obvious

0:33:34.720 --> 0:33:36.920
<v Speaker 12>to me would be Sam Altman. This is the Elon

0:33:37.040 --> 0:33:39.440
<v Speaker 12>story that will keep us all riveted and watching and

0:33:39.480 --> 0:33:42.280
<v Speaker 12>reading and podcasting about Elon in the year ahead.

0:33:42.520 --> 0:33:45.720
<v Speaker 10>I think we're in for another X post that causes

0:33:45.840 --> 0:33:49.719
<v Speaker 10>a you have said the actual truth level uproar or worse.

0:33:50.280 --> 0:33:53.320
<v Speaker 10>Elon has just been getting darker and darker on X

0:33:53.360 --> 0:33:57.800
<v Speaker 10>of late, and I can see Musk in his words,

0:33:58.400 --> 0:34:02.000
<v Speaker 10>uttering something that is a new, worst and dumbest post

0:34:02.080 --> 0:34:03.200
<v Speaker 10>that he's ever done.

0:34:03.600 --> 0:34:08.600
<v Speaker 2>Okay, that was in order again. Joel Weber, Lauren Grush,

0:34:08.640 --> 0:34:13.720
<v Speaker 2>the Great Magnus Henrickson, Brendan Newnham, Rayjan Harmanci, Josh Green,

0:34:14.000 --> 0:34:19.720
<v Speaker 2>Craig Trudell Sarah, Josh, there was on your Sam Altman feud.

0:34:20.200 --> 0:34:22.920
<v Speaker 2>Everyone's getting hyped up about this. This is gonna happen,

0:34:22.960 --> 0:34:23.799
<v Speaker 2>isn't it.

0:34:23.800 --> 0:34:25.480
<v Speaker 7>It is happening. It's happening right now.

0:34:25.480 --> 0:34:28.480
<v Speaker 2>It is happening the actual cage match Man Max in

0:34:28.560 --> 0:34:31.839
<v Speaker 2>an actual cage match. Alan doesn't matter. He's a small guy.

0:34:31.920 --> 0:34:35.560
<v Speaker 3>Yeah, you know. The one thing I'll say is he is.

0:34:35.719 --> 0:34:37.799
<v Speaker 3>He does seem to have some agility, so that could

0:34:37.800 --> 0:34:38.360
<v Speaker 3>give him.

0:34:38.480 --> 0:34:42.240
<v Speaker 2>He's nimble, he's nimble. It would give him an advantage.

0:34:42.239 --> 0:34:46.360
<v Speaker 2>He could run circles around around Musk. Before I press

0:34:46.480 --> 0:34:50.680
<v Speaker 2>you guys for predictions on a couple specific things, any

0:34:50.680 --> 0:34:53.880
<v Speaker 2>other reactions to our Those are some lame predictions.

0:34:53.880 --> 0:34:54.720
<v Speaker 3>That's my reaction.

0:34:54.840 --> 0:34:58.759
<v Speaker 2>I mean, like, well, you don't like Magnus's prediction.

0:34:58.520 --> 0:35:00.799
<v Speaker 3>And they've already they've all, like all, every single one

0:35:00.800 --> 0:35:03.560
<v Speaker 3>of them have already happened. I thinks is a Christian

0:35:03.680 --> 0:35:07.040
<v Speaker 3>Elon sells or I mean he has sold in the

0:35:07.080 --> 0:35:11.520
<v Speaker 3>past a convertible. I'm sure he owns their must.

0:35:11.360 --> 0:35:12.280
<v Speaker 2>Becoming a Christian.

0:35:12.320 --> 0:35:14.359
<v Speaker 3>I don't know. He tweets about Christianity all the time.

0:35:14.680 --> 0:35:17.440
<v Speaker 3>Sam Almon feud is going on right now like I

0:35:17.480 --> 0:35:21.000
<v Speaker 3>want some real predictions from this crew. Actually, Rayhon had

0:35:21.040 --> 0:35:22.960
<v Speaker 3>a good bold one, which was that he would lose

0:35:23.040 --> 0:35:23.920
<v Speaker 3>Twitter followers.

0:35:24.239 --> 0:35:28.200
<v Speaker 2>Yeah, okay, the rest of you, guys, Weber, Rush, Hendricks

0:35:28.239 --> 0:35:32.080
<v Speaker 2>and Nunam Hermansi, Green Trudell, you all suck, says Mac.

0:35:37.600 --> 0:35:41.680
<v Speaker 2>Last question here, last question that you'll ever be asked

0:35:42.680 --> 0:35:47.160
<v Speaker 2>on the Elon Show as Elon goes away. But Elon himself,

0:35:47.320 --> 0:35:52.200
<v Speaker 2>of course, until he may leave this earth, keeps doing

0:35:52.280 --> 0:35:54.799
<v Speaker 2>his thing. So my question for all of you is,

0:35:55.520 --> 0:36:02.760
<v Speaker 2>tell me what the next company is that he found. Kurt,

0:36:03.000 --> 0:36:04.960
<v Speaker 2>start with you, give us, give me your best answer,

0:36:04.960 --> 0:36:07.040
<v Speaker 2>don't think too much about it. And Kirk, because you're

0:36:07.040 --> 0:36:08.960
<v Speaker 2>always crying that we go to you last night, we'll

0:36:08.960 --> 0:36:11.759
<v Speaker 2>go to you first again. Let's go if and when

0:36:12.520 --> 0:36:16.959
<v Speaker 2>Musk dials up a new company, what is it? What's

0:36:17.000 --> 0:36:18.600
<v Speaker 2>the new company? What's the business?

0:36:18.640 --> 0:36:21.359
<v Speaker 6>Come on, I'm gonna piggyback on Dana and say something

0:36:21.360 --> 0:36:23.839
<v Speaker 6>to do with fertility and birth rates. So I don't

0:36:23.840 --> 0:36:26.960
<v Speaker 6>know if it'll be science based or what, but it'll

0:36:26.960 --> 0:36:29.320
<v Speaker 6>have to do with more people having more kids.

0:36:29.680 --> 0:36:32.279
<v Speaker 3>It's like a birth control pill that doesn't work is

0:36:32.280 --> 0:36:33.160
<v Speaker 3>gonna be I've got one.

0:36:33.200 --> 0:36:35.560
<v Speaker 4>I mean, he's always talked about how candy bar suck,

0:36:35.760 --> 0:36:38.279
<v Speaker 4>Like why isn't there a new candy bar? Like why

0:36:38.320 --> 0:36:41.719
<v Speaker 4>are we suck with Snickers? You know, Snickers and movie way, Like,

0:36:42.080 --> 0:36:44.640
<v Speaker 4>He's often intimated that there should be like a new

0:36:45.320 --> 0:36:46.640
<v Speaker 4>a new kind of candy.

0:36:46.920 --> 0:36:48.840
<v Speaker 2>Do we think that's right? Do we think Snicker sucks?

0:36:49.520 --> 0:36:52.600
<v Speaker 3>No, Snickers is like undeniably the best candy bar.

0:36:52.719 --> 0:36:54.240
<v Speaker 6>Right, He's the new Willy Wantka.

0:36:54.800 --> 0:37:01.160
<v Speaker 2>Yeah, yeah, these are not crap that that that our

0:37:01.280 --> 0:37:04.279
<v Speaker 2>friends send us. Okay, so we've got we've got a

0:37:04.440 --> 0:37:06.360
<v Speaker 2>sex fertility robot.

0:37:06.480 --> 0:37:07.000
<v Speaker 3>Fertility.

0:37:07.480 --> 0:37:09.320
<v Speaker 2>I think I feel like there's gonna be a robot

0:37:09.360 --> 0:37:12.960
<v Speaker 2>that's gonna make this happen. We've got a candy bar, Sarah,

0:37:12.960 --> 0:37:13.640
<v Speaker 2>what do you got?

0:37:14.600 --> 0:37:17.560
<v Speaker 7>I'm gonna I'm gonna piggyback on what Kurt said and

0:37:17.680 --> 0:37:19.800
<v Speaker 7>say that he's going to try to make the Optimist

0:37:19.880 --> 0:37:22.520
<v Speaker 7>robots be able to carry children.

0:37:22.719 --> 0:37:25.600
<v Speaker 4>What if there's an Optimist neural link kind of tie

0:37:25.640 --> 0:37:29.000
<v Speaker 4>in and like there's some kind of way to program

0:37:29.719 --> 0:37:33.520
<v Speaker 4>it to breed, right, all right?

0:37:33.800 --> 0:37:36.200
<v Speaker 6>I thought I had a pretty reasonable like fertility thing

0:37:36.239 --> 0:37:39.520
<v Speaker 6>which is now quickly turned into sex robots. So I

0:37:39.600 --> 0:37:41.440
<v Speaker 6>just want to point out that my original prediction.

0:37:43.320 --> 0:37:47.400
<v Speaker 7>He's very into like outsourcing the creation of children.

0:37:47.920 --> 0:37:50.920
<v Speaker 3>Elon is pretty much said he's going to develop sex robots, right,

0:37:50.960 --> 0:37:51.920
<v Speaker 3>I mean, he's he's.

0:37:51.719 --> 0:37:55.480
<v Speaker 2>Like everything everybody says. Max's answers, she's already said that,

0:37:55.480 --> 0:37:58.160
<v Speaker 2>he's already done. What do you got.

0:37:58.520 --> 0:38:03.799
<v Speaker 3>My prediction is that in uh January twenty thirty one,

0:38:04.000 --> 0:38:08.280
<v Speaker 3>Elon Musk will be inaugurated as the next governor of Texas.

0:38:08.880 --> 0:38:13.560
<v Speaker 2>Wow, that's a that's not a come. It's a gotta company.

0:38:13.560 --> 0:38:15.239
<v Speaker 2>But it's all right, we'll it, We'll let it go.

0:38:15.360 --> 0:38:18.799
<v Speaker 2>And and he is, of course legally allowed to run.

0:38:18.719 --> 0:38:21.759
<v Speaker 3>Right And I think, I mean so obviously when you

0:38:21.800 --> 0:38:23.799
<v Speaker 3>get somebody like Elon Musk, rich guy, loves to be

0:38:23.840 --> 0:38:25.800
<v Speaker 3>in politics, likes to be at the center of things,

0:38:26.400 --> 0:38:29.160
<v Speaker 3>there's often speculation about a run for president. I guess

0:38:29.160 --> 0:38:33.160
<v Speaker 3>never discount it, right, He's he's attempted crazy year things

0:38:33.200 --> 0:38:37.680
<v Speaker 3>in the past. Maybe, But I kind of think being

0:38:37.719 --> 0:38:41.920
<v Speaker 3>governor is fun. It's probably more fun than being president.

0:38:42.520 --> 0:38:44.840
<v Speaker 3>He lives in Texas, it's a conservative state. He's one

0:38:44.880 --> 0:38:49.680
<v Speaker 3>of the most famous people like it in the worldly.

0:38:49.760 --> 0:38:53.440
<v Speaker 3>I guarantee you there are political consultants who have contemplated

0:38:53.440 --> 0:38:55.560
<v Speaker 3>this already. I don't know, I could kind of see

0:38:55.600 --> 0:38:57.880
<v Speaker 3>it like like Schwarzenegger basically.

0:38:57.920 --> 0:39:05.319
<v Speaker 2>But but Elon right, very good. We are adjourned for

0:39:05.400 --> 0:39:06.880
<v Speaker 2>the last time, and let's get this right. As I

0:39:06.920 --> 0:39:12.480
<v Speaker 2>say goodbye to everybody, Sarah, Dana, Kurt, Max, it's been

0:39:12.480 --> 0:39:14.919
<v Speaker 2>a pleasure, great to be here.

0:39:15.080 --> 0:39:15.799
<v Speaker 6>It's been a ride.

0:39:15.840 --> 0:39:18.640
<v Speaker 4>Thanks guys, see you on everybody's business.

0:39:18.880 --> 0:39:19.839
<v Speaker 7>Thanks for having us.

0:39:20.120 --> 0:39:23.120
<v Speaker 3>Yeah, we're going to check on those predictions, yes, in

0:39:23.440 --> 0:39:24.200
<v Speaker 3>a few years.

0:39:31.719 --> 0:39:35.480
<v Speaker 2>This episode was produced by Stacy Wang and edited by Annamasarrakas.

0:39:35.719 --> 0:39:40.560
<v Speaker 2>Our supervising producer, as always, was Magnus Hendrickson. The Elon Inc.

0:39:40.640 --> 0:39:43.600
<v Speaker 2>Theme was written and performed by Taka Yasuzawa and Alex

0:39:43.640 --> 0:39:48.160
<v Speaker 2>Sugiurra Blake Maple's handled engineering, and Dave Purcell fact checked.

0:39:48.520 --> 0:39:50.759
<v Speaker 2>And I want to extend a big, big thanks to

0:39:50.880 --> 0:39:53.880
<v Speaker 2>all of them and everyone else who worked hard behind

0:39:53.920 --> 0:39:56.760
<v Speaker 2>the scenes to make the show go these past two years.

0:39:57.400 --> 0:40:02.320
<v Speaker 2>Elon Inc. Out tasty, ste