WEBVTT - Grok Is Good, Actually, and a Tesla Recall

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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 1>Starting his own artificial intelligence company.

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<v Speaker 2>Well, he's a legitimate super genius. I mean legitimate. He says.

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<v Speaker 2>He's always voted for Democrats, but this year it will

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<v Speaker 2>be different.

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<v Speaker 3>He'll vote Republican.

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<v Speaker 2>There is a reason the US government is so reliant

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<v Speaker 2>on him.

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<v Speaker 1>Elon Musk is a scam artist and he's done nothing.

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<v Speaker 2>Anything he does is fascinating the people. Welcome to Elon Inc.

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<v Speaker 2>Where we discuss Elon Musk's vast corporate empire, his latest

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<v Speaker 2>gambits and antics, and how to make sense of it all.

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<v Speaker 2>I'm your host, David Papadopolis. We were surprised this week

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<v Speaker 2>to learn from our colleague Sharen Gafari that GROC, the

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<v Speaker 2>AI chatbot from Elon Musk, this very new AI company,

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<v Speaker 2>is actually giving programs like Chad GBT a serious run

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<v Speaker 2>for their money. We were less surprised when we saw

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<v Speaker 2>the EU as investigating X for illicit content and disinformation

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<v Speaker 2>on the platform, and we did raise our eyebrows when

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<v Speaker 2>a recall alert for Tesla's autopilot software went out last week. Now,

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<v Speaker 2>this wasn't the kind of recall we're all used to.

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<v Speaker 2>The company called for users to update their cars software remotely.

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<v Speaker 2>It felt like a peek into the future of cars.

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<v Speaker 2>To discuss all of this and more, we've beamed in Sharene,

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<v Speaker 2>who reports on AI for US in San Francisco. Hello,

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<v Speaker 2>hither and Max Schafkin, senior reporter and editor at Bloomberg BusinessWeek.

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<v Speaker 4>Hello David, Hello Max.

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<v Speaker 2>Later on, Dana Hall, our longtime Tesla reporter, will join

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<v Speaker 2>us as well. Okay, so now Max, we know, okay

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<v Speaker 2>that recently you had a little cameo and last week

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<v Speaker 2>tonight with John Oliver, they found some old tape that

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<v Speaker 2>they put on.

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<v Speaker 4>So in that way, he's kind of the Henry Ford

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<v Speaker 4>of space.

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<v Speaker 2>But you know, Max, we also pulled some old tape

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<v Speaker 2>of yours on our very first podcast, our debut episode,

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<v Speaker 2>in which you said this about groc.

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<v Speaker 1>Until people start actually using this, I think it's worth

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<v Speaker 1>like thinking about this as vaporware or not even taking

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<v Speaker 1>it seriously as a real product.

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<v Speaker 2>All right, Well, stand okay, so Max, we'll give you your time.

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<v Speaker 2>Just pipe down, you'll get your chance to respond. But Sharen,

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<v Speaker 2>you've tried groc Out for a few days recently. What

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<v Speaker 2>did you find?

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<v Speaker 3>It exceeded my expectations? I like max given first of all,

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<v Speaker 3>how how much other companies had leg up over Elon

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<v Speaker 3>with this one right open a eyes chat SPT came

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<v Speaker 3>out over a year ago. Google's been working on AI forever.

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<v Speaker 3>I didn't think in a matter of a couple months

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<v Speaker 3>and a small team could spin up something that would

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<v Speaker 3>significantly be better than any of the other AI chatbots

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<v Speaker 3>out there. However, I did find that, especially with one

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<v Speaker 3>important use case for me, which is summarizing real time events,

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<v Speaker 3>Rock performed really well.

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<v Speaker 2>And when you say really well, a tell us what

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<v Speaker 2>that looked like? What really well looked like? And is

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<v Speaker 2>really well better than the competition?

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<v Speaker 3>Yes, I should say really well comparative to other chatbots

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<v Speaker 3>that are out there right now, I think none of

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<v Speaker 3>these tools are anywhere near perfect. They're still wrong a

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<v Speaker 3>good percentage of the time. I will caveat that my

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<v Speaker 3>test was not a scientific one. You know, I used

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<v Speaker 3>it for three days and asked a bunch of news

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<v Speaker 3>questions basically, and you know how it did better? Was

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<v Speaker 3>that a lot of times? And I've written about this

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<v Speaker 3>in the past. The mainstream chatbots out there, the leading

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<v Speaker 3>moost cutting edge ones can be really smart if you

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<v Speaker 3>ask them to solve, you know, a math problem or

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<v Speaker 3>to write you a poem in the style of Shakespeare.

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<v Speaker 3>But when you have some about current events, they can

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<v Speaker 3>just totally get stumped and flub the answer because even

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<v Speaker 3>as they're even if they're being updated with real time information,

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<v Speaker 3>it takes training to be able to tell you know

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<v Speaker 3>that the chat bought hey, this is right, this is wrong,

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<v Speaker 3>and you can't constantly be training something in real time

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<v Speaker 3>at least they haven't figured that out quite yet. And

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<v Speaker 3>so where Grock excelled was that when I asked it

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<v Speaker 3>about the news, it actually was able to give me,

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<v Speaker 3>in my experience, a better answer, more or less than

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<v Speaker 3>the other ones out there, like chat, Scheept, your Google's.

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<v Speaker 2>Bard and so you're talking about right, you asked the

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<v Speaker 2>things about the Israel Hamas war, you asked the things

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<v Speaker 2>about the cop twenty eight climate summit, and it did

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<v Speaker 2>write better often than Chat, chapt and Bart. So Max Chafkin, what.

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<v Speaker 1>Say you, I agree with everything Shreena's saying. I mean

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<v Speaker 1>it's a really.

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<v Speaker 2>You retract your statements from Wakwa.

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<v Speaker 4>No, because I do.

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<v Speaker 1>First of all, it's not clear how quickly they put

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<v Speaker 1>this thing together, like it might have been true, you know,

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<v Speaker 1>four weeks ago when I said it, and maybe they

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<v Speaker 1>actually moved really quickly. I also think, you know, it's

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<v Speaker 1>sort of hard to know how to think about this

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<v Speaker 1>because on one hand, you know, it's like, Wow, what

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<v Speaker 1>an impressive showing by Elon Musk. He's still got it right,

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<v Speaker 1>Like he can small team, he's able to, you know,

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<v Speaker 1>despite all of the crazy things swirling around him, he's

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<v Speaker 1>able to recruit competent engineers and who are able to

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<v Speaker 1>then build a product.

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<v Speaker 4>I mean, the other way looking.

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<v Speaker 1>At is I guess maybe chat GPT wasn't quite as

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<v Speaker 1>good as we thought. Maybe like that thirteen billion dollars

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<v Speaker 1>that open Ai spent, or you know, this enormous amount

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<v Speaker 1>of money, many years spent. The fact that one guy

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<v Speaker 1>could replicate it in a matter of I don't know,

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<v Speaker 1>we don't know exactly how long they built this, but

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<v Speaker 1>probably a few months.

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<v Speaker 4>What does that say about the state of the art.

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<v Speaker 1>Maybe it's maybe these maybe these chatbots just aren't as

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<v Speaker 1>great as they as we thought they were. Or maybe

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<v Speaker 1>a better way to say it would be maybe these

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<v Speaker 1>chatbots aren't as like sort of defensible as we thought

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<v Speaker 1>they were. Maybe, like there's not that much unique in anything.

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<v Speaker 2>There's not much of a n buffet terms of a

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<v Speaker 2>moat around them as as one would have thought. I mean, now, sure,

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<v Speaker 2>and you're you're saying you peppered it with news questions

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<v Speaker 2>when and to to help you be up to date

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<v Speaker 2>on what's going on in the in the open AI space,

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<v Speaker 2>in the artificial intelligence space. How important is that functionality?

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<v Speaker 2>Is that something that people would actually legitimately use it

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<v Speaker 2>a lot for?

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<v Speaker 3>Look, I think there's there's you know, you don't always

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<v Speaker 3>need to know what's happening in right away, like right now.

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<v Speaker 3>For example, if you're just interested in using these bots

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<v Speaker 3>to code, to help you code, it doesn't really matter.

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<v Speaker 3>Code doesn't you know, change minute by minute. But if

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<v Speaker 3>you care, and when you think about when you use

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<v Speaker 3>Google every day, right, how many times does it matter

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<v Speaker 3>if information is fresh when you Google a lot of

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<v Speaker 3>times it matters, like if you want to know when

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<v Speaker 3>the super Bowl is or if you want to know

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<v Speaker 3>like when to go to the movies, Like, so I

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<v Speaker 3>asked it you know about Israel Amas war and I

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<v Speaker 3>did that because in the past when I had asked

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<v Speaker 3>Google's chatbot and chat Shept, it was flat out wrong.

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<v Speaker 3>It was telling me, you know, in the p the

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<v Speaker 3>heat of the war, it was telling me there's been

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<v Speaker 3>a ceasefire, which was just not true. And when I

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<v Speaker 3>asked GROC, it gave a pretty nuanced and correct answer.

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<v Speaker 2>Well, exactly was that answer?

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<v Speaker 3>It was pretty concise. It was about a paragraph. It said,

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<v Speaker 3>you know, the war is continuing, there's no end in sight.

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<v Speaker 3>It listed, you know, an estimate of the casualties and

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<v Speaker 3>gave sources for those casualties. And you know, the reason

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<v Speaker 3>I think that that GROC may be better with this

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<v Speaker 3>and some of its competitors is because, first of all,

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<v Speaker 3>it's willing to engage on some of the stuff. So

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<v Speaker 3>when you asked Bart about the Israel mas war, for example,

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<v Speaker 3>after Bard a couple of months ago, embarrassing.

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<v Speaker 2>Or declined to comment.

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<v Speaker 3>Basically Bard declined to comment, right, And then this is

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<v Speaker 3>mind you after my reporting that it flunked on this

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<v Speaker 3>question a few months ago, so now it seems like

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<v Speaker 3>it's shut down the answer entirely to what's happening with

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<v Speaker 3>Israel Amas war. Chech Pt did give a directionally correct

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<v Speaker 3>answer actually performed better than I thought it would. But

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<v Speaker 3>Groc's answer was more concise. It listed references better I thought,

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<v Speaker 3>And I think a big reason for that is because

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<v Speaker 3>it's pulling from from tweets or I should call them exposts.

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<v Speaker 3>And you know, what was really surprising to me was

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<v Speaker 3>that I thought, Okay, even if it's pulling from people's exposts,

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<v Speaker 3>that a lot of them could be junkie. I mean,

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<v Speaker 3>just looking at my own, for you feet as degraded

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<v Speaker 3>in the past couple of months or a year, I

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<v Speaker 3>should say. However, when I asked Rock, it seemed like

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<v Speaker 3>it was filtering where a majority of vast majority of

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<v Speaker 3>sources it was pulling from. The in these tweets or

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<v Speaker 3>exposts were you know, mainstream news sources like Bloomberg, like

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<v Speaker 3>the Financial Times, Sky News.

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<v Speaker 2>Wait, which, so they're siting Bloomberg, Oh we love Grock,

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<v Speaker 2>then Croc's great.

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<v Speaker 3>Now, of course they're going to be right if they're

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<v Speaker 3>signing Bloomberg.

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<v Speaker 4>Now, Max, in.

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<v Speaker 2>That opening episode, when you were expressing those concerns and

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<v Speaker 2>and and your your you know the fact that you

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<v Speaker 2>were a bit dubious about it, that was specifically one

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<v Speaker 2>of the things you brought up that hey, if you're

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<v Speaker 2>pulling from X, which is what GROC is going to

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<v Speaker 2>largely be doing. And indeed, as as Sharen was saying

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<v Speaker 2>that the content on X is taking a turn for

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<v Speaker 2>the worst, how relyible can it be? So I guess

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<v Speaker 2>maybe they've managed to come up with the formula to

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<v Speaker 2>make this work.

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<v Speaker 1>I mean to me, what's most from a sort of

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<v Speaker 1>if you were an investor in one of Elon Musk's companies,

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<v Speaker 1>or you were his friend or something, what will be

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<v Speaker 1>most encouraging about this is that you have the rhetoric, right,

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<v Speaker 1>you have Elon Musk talking twenty four to seven about

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<v Speaker 1>the woke mind virus, and then you look at what

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<v Speaker 1>grog is actually doing. I was reading Sharen's story and

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<v Speaker 1>I saw Financial Times, Bloomberg, Wall Street Journal like Where's

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<v Speaker 1>cat Turn? And you realize, like, this thing has the

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<v Speaker 1>woke mind virus at least as Elon Musk has articulated it,

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<v Speaker 1>and so clearly he is sick. He's able to you know,

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<v Speaker 1>this would make you think, okay, maybe what's going on

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<v Speaker 1>in his own personal you know, Twitter feed X feed

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<v Speaker 1>is a performance and when it when it really matters,

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<v Speaker 1>when it gets down to business, he's making better decisions

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<v Speaker 1>or people underneath him are able to say, like, look like,

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<v Speaker 1>let's not like exclusively compose these answers of like the

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<v Speaker 1>right wing influencers that are you know, friends with Elon.

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<v Speaker 2>Let's let's useables. So GROC is so far better than expected.

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<v Speaker 2>It's doing well, It's passed some surprisingly some early tests.

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<v Speaker 2>Scharene does does it matter though, like in terms of

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<v Speaker 2>making this some way scalable monetizable in a way that

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<v Speaker 2>matters for XAI and for X and for Musk. Yeah,

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<v Speaker 2>is there is Does this have any actual import it?

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<v Speaker 3>Could you Look, if X really builds a reputation for

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<v Speaker 3>being the chatbot that will give you the most accurate

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<v Speaker 3>information about the world as it's happening, I can definitely

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<v Speaker 3>see that being monetizable or being a competitive asset. But

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<v Speaker 3>it's quite you know, a paradox because at the same time,

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<v Speaker 3>as you're pointing out, Musk is under fire for quite

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<v Speaker 3>the opposite, right for you know, how unreliable some people

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<v Speaker 3>are finding X to be. So it's kind of a

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<v Speaker 3>hard sell too, even if Grok is exceeding expectations in

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<v Speaker 3>this in this one area, it's the area of exact

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<v Speaker 3>weakness for him right now in terms of X's perception.

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<v Speaker 2>Now, Max, indeed you are in general you're dubious about AI,

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<v Speaker 2>not just as it applies to Grock, but across the board.

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<v Speaker 2>What's your take on this?

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<v Speaker 1>I mean, I think, look in certain ways, it makes

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<v Speaker 1>a lot of sense, just because Elon Musk needs to

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<v Speaker 1>create some reason for people to use this site and

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<v Speaker 1>to subscribe to X premium and Groc would be a

0:11:27.000 --> 0:11:27.480
<v Speaker 1>way to do that.

0:11:27.640 --> 0:11:31.160
<v Speaker 2>So who does indeed have access to GROC? Who can

0:11:31.280 --> 0:11:31.760
<v Speaker 2>use Grok?

0:11:31.840 --> 0:11:32.160
<v Speaker 4>Right now?

0:11:32.160 --> 0:11:34.280
<v Speaker 1>I believe it's it's I hope I'm getting the branding right.

0:11:34.320 --> 0:11:37.080
<v Speaker 1>I think it's ex Premium plus users. This is the

0:11:37.240 --> 0:11:39.040
<v Speaker 1>higher tier from the.

0:11:40.760 --> 0:11:44.000
<v Speaker 2>Twitter blue and apparently that group includes Scharene from what

0:11:44.000 --> 0:11:44.679
<v Speaker 2>we can tell.

0:11:44.880 --> 0:11:47.120
<v Speaker 1>Sharen, is it like twenty bucks a month or how much?

0:11:47.160 --> 0:11:48.240
<v Speaker 1>How much are you show up?

0:11:48.200 --> 0:11:50.599
<v Speaker 4>That's right, I'm a VIP users.

0:11:51.040 --> 0:11:54.920
<v Speaker 3>I believe it's around sixteen dollars a month, and it

0:11:54.960 --> 0:11:58.040
<v Speaker 3>is the highest package you can get on the pagement.

0:11:58.880 --> 0:12:00.880
<v Speaker 3>And I got it specifically for this reason, mind you,

0:12:00.960 --> 0:12:03.120
<v Speaker 3>not for my own vanity for the check mark. I

0:12:03.160 --> 0:12:05.440
<v Speaker 3>got it just because I wanted to test out there

0:12:05.880 --> 0:12:06.480
<v Speaker 3>likely story.

0:12:06.559 --> 0:12:10.080
<v Speaker 1>I mean, there's some really interesting issues around corporate governance

0:12:10.120 --> 0:12:12.880
<v Speaker 1>because it seems like Grock is a separate company, and

0:12:12.960 --> 0:12:16.480
<v Speaker 1>yet clearly it's very closely tied in with X. It

0:12:16.520 --> 0:12:19.080
<v Speaker 1>seems to be part of Elon Musk's plan to like,

0:12:19.280 --> 0:12:21.600
<v Speaker 1>you know, save the value of his investment.

0:12:22.640 --> 0:12:24.120
<v Speaker 4>So so I think that that's one thing.

0:12:24.240 --> 0:12:26.560
<v Speaker 1>The other thing is, you know, for a long time,

0:12:26.600 --> 0:12:29.280
<v Speaker 1>even going back to the to the old Twitter, everyone

0:12:29.360 --> 0:12:31.760
<v Speaker 1>knew there was a lot of value in the data

0:12:31.840 --> 0:12:35.160
<v Speaker 1>contained in tweets, and and Twitter had had a really

0:12:35.200 --> 0:12:37.760
<v Speaker 1>reliable revenue stream. I think to some extent still does

0:12:38.360 --> 0:12:41.080
<v Speaker 1>selling that data called the fire hose to companies that

0:12:41.080 --> 0:12:43.720
<v Speaker 1>would essentially pay for it and analyze it and so

0:12:43.800 --> 0:12:46.800
<v Speaker 1>on and and so you know, in certain ways, Grock

0:12:46.880 --> 0:12:50.319
<v Speaker 1>is like a logical the logical next step. On the

0:12:50.360 --> 0:12:53.360
<v Speaker 1>other hand, in other ways, the kind of Elon Musk

0:12:53.520 --> 0:12:57.959
<v Speaker 1>media troll way he has undermined that he's undermined Twitter

0:12:58.280 --> 0:13:01.679
<v Speaker 1>X as a sort of reliable record of sentiment, whereas

0:13:01.720 --> 0:13:05.840
<v Speaker 1>now it's it's more like a reliable reliable record for

0:13:05.920 --> 0:13:08.400
<v Speaker 1>sentiment in certain domains like sports and so on. I

0:13:08.400 --> 0:13:10.400
<v Speaker 1>bet you Grock will be great on you know, the

0:13:10.480 --> 0:13:12.800
<v Speaker 1>question of like which who to start in your fantasy

0:13:12.840 --> 0:13:15.280
<v Speaker 1>league or whatever, and less reliable on some of these

0:13:15.320 --> 0:13:18.400
<v Speaker 1>more controversial issues where we've seen really seen an impact

0:13:18.720 --> 0:13:21.720
<v Speaker 1>of Elon Musk's you know, leadership, or and and sort

0:13:21.720 --> 0:13:25.280
<v Speaker 1>of the the right wingification of the site, so.

0:13:25.360 --> 0:13:29.160
<v Speaker 2>Max and and in that vein. Then the EU investigation

0:13:29.280 --> 0:13:31.840
<v Speaker 2>of X which was announced i believe earlier this week

0:13:32.679 --> 0:13:37.720
<v Speaker 2>for disinformation. They're investigating on disinformation and illicit content. Does

0:13:37.840 --> 0:13:41.040
<v Speaker 2>this does the fact that GROC is a more reliable source,

0:13:41.080 --> 0:13:43.480
<v Speaker 2>does this in any way, shape or form help them

0:13:43.559 --> 0:13:47.520
<v Speaker 2>fend off that EU investigation? Are these totally unrelated things.

0:13:47.760 --> 0:13:52.280
<v Speaker 1>You know, I'm not an expert on European technology regulation.

0:13:52.400 --> 0:13:55.599
<v Speaker 1>I'm not sure that anybody is, but I know I

0:13:55.640 --> 0:13:57.600
<v Speaker 1>don't think it does. I mean, this is very much

0:13:57.600 --> 0:14:01.720
<v Speaker 1>a niche product. If what you're worried about is misinformation

0:14:02.240 --> 0:14:04.880
<v Speaker 1>hate speech. By the way, in parts of Europe, of course,

0:14:04.880 --> 0:14:07.640
<v Speaker 1>in Germany, certain kinds of hate speech that is you know,

0:14:07.679 --> 0:14:10.000
<v Speaker 1>allowed in the United States is not allowed there. So

0:14:10.320 --> 0:14:15.560
<v Speaker 1>if you're worried about like bad content broadcasting widely, this

0:14:15.600 --> 0:14:18.280
<v Speaker 1>doesn't do anything to address that. Right, You're talking about

0:14:18.520 --> 0:14:21.240
<v Speaker 1>a very narrow segment that has access to this thing

0:14:21.600 --> 0:14:23.560
<v Speaker 1>using it in a narrow way. I don't think Sharene

0:14:23.640 --> 0:14:25.840
<v Speaker 1>was the kind of person who was, like, you know,

0:14:26.000 --> 0:14:28.400
<v Speaker 1>liable to like retweet, you know, the latest cat turd

0:14:28.480 --> 0:14:31.400
<v Speaker 1>or whatever. And that's the kind of thing that European

0:14:31.680 --> 0:14:34.000
<v Speaker 1>regulators are worried about, although I should correct myself and

0:14:34.000 --> 0:14:37.000
<v Speaker 1>say I don't think they're specifically concerned about cat turn

0:14:37.040 --> 0:14:40.880
<v Speaker 1>I'm using that right stand in for the overall issue

0:14:40.880 --> 0:14:44.160
<v Speaker 1>of disinformation. When I was in college, we had a

0:14:44.200 --> 0:14:46.160
<v Speaker 1>cat called Claws, and so it's kind of like the

0:14:46.200 --> 0:14:46.520
<v Speaker 1>same thing.

0:14:46.520 --> 0:14:47.800
<v Speaker 4>It's like a small part.

0:14:47.840 --> 0:14:51.840
<v Speaker 2>I got to describe the whole cat, the whole understood,

0:14:52.080 --> 0:14:54.480
<v Speaker 2>by the way, And I don't know if anybody saw

0:14:54.480 --> 0:14:56.720
<v Speaker 2>this or anybody can make heads or tails of it.

0:14:56.760 --> 0:14:59.400
<v Speaker 2>So there's there's another groc out there is this?

0:14:59.480 --> 0:14:59.680
<v Speaker 1>Right?

0:15:00.080 --> 0:15:00.480
<v Speaker 2>Is anybody?

0:15:00.640 --> 0:15:00.880
<v Speaker 4>Yes?

0:15:00.920 --> 0:15:01.920
<v Speaker 3>This is so confusing?

0:15:02.040 --> 0:15:03.280
<v Speaker 2>This may help us, Serene.

0:15:04.200 --> 0:15:04.520
<v Speaker 4>Okay.

0:15:04.560 --> 0:15:07.600
<v Speaker 3>So Elon Musk's former partner and you know, mother to

0:15:07.720 --> 0:15:12.840
<v Speaker 3>his children. So she came out with a rocket ship

0:15:12.920 --> 0:15:18.720
<v Speaker 3>AI plushy from Curio named Grock, same name, and this

0:15:18.920 --> 0:15:21.920
<v Speaker 3>came out. This was announced, you know, I believe let's see,

0:15:22.120 --> 0:15:24.840
<v Speaker 3>just like was it last week? She announced on Instagram.

0:15:25.080 --> 0:15:27.960
<v Speaker 3>It's this really cute looking you know, great, I saw it.

0:15:27.960 --> 0:15:30.200
<v Speaker 3>It's not basically stufty animal, that's aipower.

0:15:30.320 --> 0:15:33.680
<v Speaker 2>What kind of odd so Grock custody battle. Yeah, I

0:15:33.720 --> 0:15:36.360
<v Speaker 2>don't know exactly, so GROC. So we're they're fighting over

0:15:36.360 --> 0:15:39.000
<v Speaker 2>the kids and now they're fighting over Groc And yeah,

0:15:39.000 --> 0:15:41.520
<v Speaker 2>it's odd. We went from having zero Gros in our

0:15:41.560 --> 0:15:43.920
<v Speaker 2>lives the now multiple in the span of weeks. So

0:15:44.040 --> 0:15:45.800
<v Speaker 2>do we think that this was deliberate?

0:15:46.040 --> 0:15:48.000
<v Speaker 4>Like is this like? I mean, it would have to

0:15:48.040 --> 0:15:48.360
<v Speaker 4>be right.

0:15:48.400 --> 0:15:51.720
<v Speaker 1>There's no way that they could have just independently arrived

0:15:51.720 --> 0:15:52.920
<v Speaker 1>at the same So I.

0:15:52.880 --> 0:15:56.120
<v Speaker 3>Saw a techcrun headlines today that she had the trademark

0:15:56.160 --> 0:15:57.680
<v Speaker 3>before he did or something. I don't know if that

0:15:57.720 --> 0:15:58.960
<v Speaker 3>means you came up with it first.

0:15:59.040 --> 0:16:02.680
<v Speaker 2>But we're going to say goodbye to Sharen for now.

0:16:02.720 --> 0:16:04.240
<v Speaker 2>That was great train that we're going to have you

0:16:04.320 --> 0:16:06.160
<v Speaker 2>back on both later in the show, and we're going

0:16:06.200 --> 0:16:08.440
<v Speaker 2>to have you back on once you you know, test

0:16:08.480 --> 0:16:15.440
<v Speaker 2>other elements of Groc will bring you back. Okay, So

0:16:15.520 --> 0:16:18.480
<v Speaker 2>welcome back. Max and I are still here, and we're

0:16:18.520 --> 0:16:21.800
<v Speaker 2>bringing in Dana Hall, our longtime Tesla reporter, to help

0:16:21.880 --> 0:16:26.600
<v Speaker 2>us talk about the recall. Hello Dana, Hello Hello. Okay,

0:16:26.760 --> 0:16:29.560
<v Speaker 2>So Tesla indeed recalled a few cars the other day,

0:16:29.600 --> 0:16:31.640
<v Speaker 2>and you know, it's attracted a lot of attention because

0:16:31.680 --> 0:16:34.160
<v Speaker 2>even my mother, who doesn't happen to own a Tesla,

0:16:34.320 --> 0:16:37.160
<v Speaker 2>asked me what was going on, So Dana help her

0:16:37.280 --> 0:16:41.000
<v Speaker 2>and everyone else out what exactly did Tesla do and

0:16:41.080 --> 0:16:42.480
<v Speaker 2>how big a deal is this.

0:16:43.640 --> 0:16:45.240
<v Speaker 5>So the first thing to know is that the word

0:16:45.320 --> 0:16:48.360
<v Speaker 5>recall is a little bit of an anachronism when it

0:16:48.360 --> 0:16:51.280
<v Speaker 5>comes to the auto industry these days. You hear recall

0:16:51.320 --> 0:16:53.920
<v Speaker 5>and you think, oh my god, like all of these cars,

0:16:53.960 --> 0:16:55.760
<v Speaker 5>like two million cars are going to be yanked off

0:16:55.800 --> 0:16:58.520
<v Speaker 5>the roads. It's like, you know, like a baby's toy

0:16:58.640 --> 0:17:01.600
<v Speaker 5>is recalled because there's a choke hazard. Like the idea

0:17:01.600 --> 0:17:03.800
<v Speaker 5>of a recall makes you think that everything is off

0:17:03.840 --> 0:17:07.720
<v Speaker 5>the market. But you know, now, like a lot of automakers,

0:17:07.920 --> 0:17:11.720
<v Speaker 5>it's Tesla in particular, they can improve the product via

0:17:11.840 --> 0:17:15.600
<v Speaker 5>over the air software updates. So, yes, this was a recall,

0:17:16.040 --> 0:17:20.600
<v Speaker 5>but the remedy is that, you know, Tesla, free to consumers,

0:17:20.680 --> 0:17:22.800
<v Speaker 5>is going to beam and over the air software update

0:17:22.840 --> 0:17:25.239
<v Speaker 5>to everyone and the consumer does not need to do

0:17:25.680 --> 0:17:27.920
<v Speaker 5>anything you don't need to bring it into a shop.

0:17:28.359 --> 0:17:32.919
<v Speaker 5>You can still drive it. This is Tesla basically admitting, voluntarily,

0:17:33.160 --> 0:17:37.040
<v Speaker 5>with Nitza's guidance, that autopilot is a problem and that

0:17:37.280 --> 0:17:40.040
<v Speaker 5>drivers tend to get lulled into kind of like a

0:17:40.080 --> 0:17:43.920
<v Speaker 5>sense of complacency, and that in certain conditions drivers may

0:17:43.920 --> 0:17:47.000
<v Speaker 5>not pay attention. So the remedy is that Tesla's going

0:17:47.080 --> 0:17:48.760
<v Speaker 5>to nag you a little bit more to keep your

0:17:48.760 --> 0:17:50.440
<v Speaker 5>hands on the wheel and your eyes on the road.

0:17:50.720 --> 0:17:53.320
<v Speaker 5>And I think the significance here is that, you know,

0:17:53.440 --> 0:17:56.919
<v Speaker 5>for years, like Nitza has been working with Tesla to

0:17:57.000 --> 0:18:00.320
<v Speaker 5>kind of improve the company's safety culture. They invest gated

0:18:00.359 --> 0:18:04.399
<v Speaker 5>all these accidents where Tesla drivers on autopilot or with

0:18:04.440 --> 0:18:08.560
<v Speaker 5>autopilot engaged seem to keep smashing into stationary fire trucks,

0:18:08.560 --> 0:18:10.600
<v Speaker 5>and it was like, hmm, what's going on with that?

0:18:10.760 --> 0:18:12.720
<v Speaker 5>And then you know, this kind of recall that was

0:18:12.760 --> 0:18:16.600
<v Speaker 5>announced last week was basically the result of those two

0:18:16.720 --> 0:18:19.800
<v Speaker 5>years of negotiations back and forth between the regulatory agency

0:18:19.840 --> 0:18:20.440
<v Speaker 5>and the company.

0:18:21.520 --> 0:18:25.440
<v Speaker 1>It's Dan's right that, like, you know, there you could

0:18:25.520 --> 0:18:27.159
<v Speaker 1>read this in a very literal way and think, oh

0:18:27.160 --> 0:18:28.760
<v Speaker 1>my god, they're going to take all these cars and

0:18:28.800 --> 0:18:30.200
<v Speaker 1>you're gonna have to give them back and they're gonna

0:18:30.200 --> 0:18:31.520
<v Speaker 1>be whatever rebil.

0:18:31.680 --> 0:18:34.440
<v Speaker 2>A literal sense in the old in the old sense

0:18:34.480 --> 0:18:34.960
<v Speaker 2>of the world.

0:18:34.960 --> 0:18:36.920
<v Speaker 1>Well maybe, but I mean a lot of recalls work

0:18:37.080 --> 0:18:39.720
<v Speaker 1>like this, Like if your Ikea bookshelf was recalled, they

0:18:39.720 --> 0:18:41.960
<v Speaker 1>don't take the bookshelf back. They just send you like

0:18:42.000 --> 0:18:44.760
<v Speaker 1>the new pins to like hold the shelves in better.

0:18:45.240 --> 0:18:48.880
<v Speaker 1>But it is bad, and it's it's bad, especially in

0:18:48.960 --> 0:18:51.800
<v Speaker 1>relation to what Elon Musk has been saying for years

0:18:51.840 --> 0:18:54.639
<v Speaker 1>and years and years. We are so far away from

0:18:54.680 --> 0:18:59.520
<v Speaker 1>the swaggering you know, we're gonna have robotaxis immediately. You

0:18:59.640 --> 0:19:01.199
<v Speaker 1>barely have to look at this thing. You know, I

0:19:01.400 --> 0:19:03.840
<v Speaker 1>before before going on, like I went back and you know,

0:19:03.880 --> 0:19:06.359
<v Speaker 1>there was that that video that that they ran, the

0:19:06.760 --> 0:19:09.720
<v Speaker 1>Painted Black video. I think Dana is that the right

0:19:09.800 --> 0:19:10.960
<v Speaker 1>song from sixteen?

0:19:11.080 --> 0:19:11.280
<v Speaker 5>Yeah.

0:19:11.359 --> 0:19:14.199
<v Speaker 1>Yeah, it's just like awesome video where the cars like

0:19:14.600 --> 0:19:18.359
<v Speaker 1>driving around and there's a little thing on the bottom

0:19:18.400 --> 0:19:20.560
<v Speaker 1>of the screen says the driver is not doing anything,

0:19:20.600 --> 0:19:22.440
<v Speaker 1>he's just there for legal reasons.

0:19:22.160 --> 0:19:24.120
<v Speaker 2>Right as seven years ago, yeah exactly.

0:19:24.320 --> 0:19:26.360
<v Speaker 1>And and then you had you had like you know,

0:19:26.640 --> 0:19:29.840
<v Speaker 1>I think shortly after that, an adult film actress you know,

0:19:29.920 --> 0:19:32.880
<v Speaker 1>tweeted a video, you know, having sex in a Tesla,

0:19:33.080 --> 0:19:35.400
<v Speaker 1>and Elon Musk was like, ha ha, ha isn't it great?

0:19:35.440 --> 0:19:39.800
<v Speaker 1>Another use and like this was all kind of an exaggeration,

0:19:40.040 --> 0:19:43.560
<v Speaker 1>like they this thing doesn't work the way Elon Musk

0:19:43.600 --> 0:19:46.480
<v Speaker 1>has said it works for years and years and years

0:19:46.480 --> 0:19:48.919
<v Speaker 1>and years. And not only that, it doesn't work the

0:19:48.960 --> 0:19:52.400
<v Speaker 1>way many many Tesla investors have sort of been assuming

0:19:52.440 --> 0:19:54.640
<v Speaker 1>it would work. So in that sense, like I think

0:19:54.680 --> 0:19:56.439
<v Speaker 1>this is damaging.

0:19:55.960 --> 0:19:58.880
<v Speaker 2>But max to that point, right, because you're saying investor,

0:19:58.960 --> 0:20:02.399
<v Speaker 2>Tesla investors have been and assuming that the technology works

0:20:02.400 --> 0:20:05.119
<v Speaker 2>are going to work like that soon ergo. That is

0:20:05.160 --> 0:20:08.240
<v Speaker 2>part of the very very lofty valuation that Tesla has.

0:20:08.240 --> 0:20:11.560
<v Speaker 2>It's worth more than all the other automakers combined, and

0:20:11.600 --> 0:20:13.639
<v Speaker 2>by a lot, but the stock price didn't move it

0:20:13.680 --> 0:20:14.679
<v Speaker 2>all off this really well.

0:20:14.720 --> 0:20:18.440
<v Speaker 5>The thing is that even though Tesla markets it as autopilot,

0:20:18.800 --> 0:20:21.400
<v Speaker 5>the truth is that it is a level two system,

0:20:21.480 --> 0:20:24.360
<v Speaker 5>which means that the driver is always in control. And

0:20:25.160 --> 0:20:27.760
<v Speaker 5>there's like sort of daylight between how it's marketed and

0:20:27.800 --> 0:20:30.359
<v Speaker 5>how it's actually used legally, Like if you get a

0:20:30.400 --> 0:20:32.560
<v Speaker 5>Tesla and you read all the documents and even look

0:20:32.560 --> 0:20:34.119
<v Speaker 5>at their website, they make it very clear that the

0:20:34.200 --> 0:20:36.440
<v Speaker 5>driver is supposed to be in control at all times.

0:20:41.240 --> 0:20:46.119
<v Speaker 2>But then presumably Knitz's concern though, is that no, you know,

0:20:46.440 --> 0:20:50.040
<v Speaker 2>reasonable or typical user is actually going to read all

0:20:50.080 --> 0:20:52.000
<v Speaker 2>the fine print, is that right? And so they are

0:20:52.040 --> 0:20:55.800
<v Speaker 2>going to perhaps think that like, oh, whatever autopilot's got

0:20:55.800 --> 0:20:56.960
<v Speaker 2>it is that right.

0:20:57.040 --> 0:20:59.199
<v Speaker 5>I mean, there may be an increased risk of a

0:20:59.200 --> 0:21:02.480
<v Speaker 5>collision if you are if auto steer is engaged and

0:21:02.520 --> 0:21:03.920
<v Speaker 5>you're not fully paying attention.

0:21:04.480 --> 0:21:06.560
<v Speaker 2>It says the new warning that you see what where

0:21:06.600 --> 0:21:08.239
<v Speaker 2>does that pop up? By the way, that pops up

0:21:08.240 --> 0:21:10.520
<v Speaker 2>one on your on your screen as you as you

0:21:10.560 --> 0:21:11.400
<v Speaker 2>sit down in the car.

0:21:11.640 --> 0:21:13.959
<v Speaker 5>So the remedy is that there will be increased visual

0:21:14.000 --> 0:21:17.440
<v Speaker 5>alerts when you're driving, and like, if you ignore all

0:21:17.560 --> 0:21:21.080
<v Speaker 5>the alerts completely, like the car could basically ground to

0:21:21.119 --> 0:21:22.160
<v Speaker 5>a halt and pull you over.

0:21:22.200 --> 0:21:22.240
<v Speaker 1>It.

0:21:22.720 --> 0:21:25.640
<v Speaker 5>Tesla already kind of like nags drivers to pay attention.

0:21:26.080 --> 0:21:29.080
<v Speaker 5>Now the nagging is more pronounced and more severe. But

0:21:29.240 --> 0:21:32.360
<v Speaker 5>I mean, what's interesting is that you know, Tesla initiated

0:21:32.359 --> 0:21:35.560
<v Speaker 5>this recall. This wasn't nitsa coming in and like forcing

0:21:35.560 --> 0:21:40.240
<v Speaker 5>a recall, Tesla basically begrudgingly acknowledged it and said they

0:21:40.280 --> 0:21:42.000
<v Speaker 5>would do it. They said that they didn't agree with

0:21:42.080 --> 0:21:44.719
<v Speaker 5>Nitza's findings, but they were they were going along with it.

0:21:44.800 --> 0:21:47.439
<v Speaker 1>I mean one reason for that is that there are

0:21:47.520 --> 0:21:50.080
<v Speaker 1>worse things that NITSA could do, I mean, and and

0:21:50.160 --> 0:21:52.399
<v Speaker 1>so like what well, I mean, they could force them

0:21:52.400 --> 0:21:54.359
<v Speaker 1>to change the name. I mean, they could, they could

0:21:54.560 --> 0:21:57.240
<v Speaker 1>like you know, they could they could more heavily regulate

0:21:57.720 --> 0:22:00.879
<v Speaker 1>or try to stop the way Tesla has talked about

0:22:00.880 --> 0:22:04.240
<v Speaker 1>these products, both autopilot and it's you know, quote unquote

0:22:04.280 --> 0:22:07.080
<v Speaker 1>quote full self driving product, you know. And I think

0:22:07.119 --> 0:22:09.159
<v Speaker 1>you could make an argument that both of those names

0:22:09.400 --> 0:22:12.959
<v Speaker 1>are a little bit misleading. And you know, I think

0:22:13.000 --> 0:22:15.240
<v Speaker 1>there's an assumption, right that this is going to sort

0:22:15.280 --> 0:22:18.040
<v Speaker 1>of settle the matter for NITSA, although NITSA you know,

0:22:18.080 --> 0:22:20.200
<v Speaker 1>released the stament saying that they are not necessarily like

0:22:20.240 --> 0:22:21.719
<v Speaker 1>they have not closed this investigation.

0:22:22.040 --> 0:22:22.200
<v Speaker 2>Yeah.

0:22:22.240 --> 0:22:24.520
<v Speaker 5>And it's interesting too because there's a lot of litigation

0:22:24.640 --> 0:22:28.280
<v Speaker 5>coming up on behalf of you know, drivers and their

0:22:28.320 --> 0:22:32.200
<v Speaker 5>families who were injured or killed in accidents where autopilot

0:22:32.320 --> 0:22:34.960
<v Speaker 5>was or was not engaged. And you have all these plaintiffs,

0:22:34.960 --> 0:22:37.960
<v Speaker 5>attorneys who are very keen to kind of look at

0:22:38.000 --> 0:22:41.840
<v Speaker 5>this recall as part of their strategy going forward. There's

0:22:41.840 --> 0:22:43.879
<v Speaker 5>some big trials that are coming up or slated for

0:22:43.920 --> 0:22:46.439
<v Speaker 5>twenty twenty four involving some of the more high profile

0:22:46.440 --> 0:22:47.280
<v Speaker 5>autopilot cases.

0:22:47.359 --> 0:22:49.440
<v Speaker 2>What do those lawsuits allege.

0:22:50.000 --> 0:22:52.760
<v Speaker 5>Well, they basically alleged that the product is defective and

0:22:52.800 --> 0:22:56.800
<v Speaker 5>that Tesla knowingly marketed this defective product that like lulled

0:22:56.880 --> 0:22:59.800
<v Speaker 5>their these drivers into this false sense of complacency. But

0:22:59.840 --> 0:23:03.400
<v Speaker 5>it's tricky because you know, from Tesla's perspective, like all

0:23:03.440 --> 0:23:05.680
<v Speaker 5>of the fine prints says that you've got to pay

0:23:05.720 --> 0:23:08.840
<v Speaker 5>attention and if you didn't, then then it's on you.

0:23:08.960 --> 0:23:12.480
<v Speaker 5>And just you know, when you're in a car and

0:23:12.720 --> 0:23:17.119
<v Speaker 5>there's something like autopilot engaged, like you know, as a driver,

0:23:17.240 --> 0:23:19.719
<v Speaker 5>it can be confusing, like in terms of how much

0:23:19.800 --> 0:23:22.680
<v Speaker 5>is it actually capable of when do you take control?

0:23:22.800 --> 0:23:25.680
<v Speaker 5>It's like that murky middle it's not a full robotaxi,

0:23:26.359 --> 0:23:29.400
<v Speaker 5>but it's it's helping you like keep lanes and you know,

0:23:29.560 --> 0:23:32.240
<v Speaker 5>like keep speed, and you know it's it's it's a

0:23:32.320 --> 0:23:35.880
<v Speaker 5>driver assistance project. But to Max's point, a big part

0:23:35.880 --> 0:23:38.359
<v Speaker 5>of the valuation of Tesla is the promise of robotaxis,

0:23:38.400 --> 0:23:41.439
<v Speaker 5>and Musk raised billions of dollars from Wall Street with

0:23:41.520 --> 0:23:45.720
<v Speaker 5>that idea, and like a full robotaxis always kind of

0:23:45.760 --> 0:23:48.200
<v Speaker 5>right around the corner. And that's been going on like

0:23:48.320 --> 0:23:49.000
<v Speaker 5>year after year.

0:23:49.040 --> 0:23:49.240
<v Speaker 4>Now.

0:23:49.600 --> 0:23:51.919
<v Speaker 1>Yeah, I was gonna say, that's a regulatory problem, like

0:23:51.960 --> 0:23:55.280
<v Speaker 1>getting we like, they are so far away from getting

0:23:55.280 --> 0:23:57.800
<v Speaker 1>the federal government to say, okay, you can use your

0:23:57.840 --> 0:24:00.800
<v Speaker 1>Tesla as a robotaxi. I mean we've seen you know,

0:24:01.119 --> 0:24:05.000
<v Speaker 1>Cruise essentially like layoff a huge sex segment of the

0:24:05.040 --> 0:24:09.000
<v Speaker 1>company basically slammed the brakes on its robotaxi business. It

0:24:09.119 --> 0:24:13.000
<v Speaker 1>really just seems like, you know, good for Elon to

0:24:13.600 --> 0:24:16.040
<v Speaker 1>solve this problem, but again, you are so far away

0:24:16.280 --> 0:24:18.760
<v Speaker 1>from what that ultimate goal is, which is you know,

0:24:18.960 --> 0:24:20.120
<v Speaker 1>the driver's not looking at all.

0:24:20.200 --> 0:24:21.840
<v Speaker 2>Yeah, and I mean to go back to twenty sixteen,

0:24:21.840 --> 0:24:23.840
<v Speaker 2>which was your reference to that ad that you remembered

0:24:23.840 --> 0:24:26.960
<v Speaker 2>from back then, I remember being involved in a story

0:24:27.040 --> 0:24:30.080
<v Speaker 2>at the time absolutely wasn't just a Tesla thing, but

0:24:30.119 --> 0:24:32.919
<v Speaker 2>across the board, there was this sense out there in

0:24:32.960 --> 0:24:36.320
<v Speaker 2>the industry that like, you know, we're days, we're hours

0:24:36.359 --> 0:24:39.320
<v Speaker 2>away from from everybody, just you know, sitting in the

0:24:39.359 --> 0:24:42.080
<v Speaker 2>backseat and sleeping while their car drives. Yeah, that was

0:24:42.480 --> 0:24:43.120
<v Speaker 2>a myth.

0:24:43.000 --> 0:24:44.199
<v Speaker 4>By the way, that was caused.

0:24:44.240 --> 0:24:45.719
<v Speaker 1>You know, I've done some reporting on this that was

0:24:45.720 --> 0:24:48.640
<v Speaker 1>caused in part by Elon because because Elon went out

0:24:48.680 --> 0:24:51.679
<v Speaker 1>there and said that that this is like definitely gonna happen,

0:24:51.960 --> 0:24:55.159
<v Speaker 1>then you had other CEOs promising to buy certain numbers

0:24:55.160 --> 0:24:56.679
<v Speaker 1>of Tesla. I believe it was a CEO of a

0:24:56.680 --> 0:24:59.320
<v Speaker 1>big ride sharing company promised to buy you know, big,

0:24:59.359 --> 0:25:02.959
<v Speaker 1>big quantity of of Tesla's and that caused everyone to

0:25:03.000 --> 0:25:06.919
<v Speaker 1>make models right showing enormous sales for you know, like

0:25:06.920 --> 0:25:09.720
<v Speaker 1>like it caused this whole like Wall Street apparatus to

0:25:09.800 --> 0:25:13.680
<v Speaker 1>like kick into gear and develop all these justification.

0:25:13.320 --> 0:25:15.560
<v Speaker 2>Wall Street military industrial costs, and a.

0:25:15.520 --> 0:25:17.959
<v Speaker 1>Lot of that has kind of has gone away, like

0:25:18.000 --> 0:25:19.520
<v Speaker 1>people have sort of woken up to the fact that,

0:25:19.520 --> 0:25:21.159
<v Speaker 1>like this stuff hasn't happening as quickly as it has.

0:25:21.320 --> 0:25:21.720
<v Speaker 4>Accepted.

0:25:21.760 --> 0:25:24.520
<v Speaker 1>One important exception, which is test that'sl stock brash. So

0:25:24.520 --> 0:25:27.400
<v Speaker 1>it's probably worth saying that. You know, there's this other

0:25:27.440 --> 0:25:29.880
<v Speaker 1>case going on, which is the case of the Nicola

0:25:30.160 --> 0:25:34.560
<v Speaker 1>founder who has been found guilty of defrauding investors around

0:25:34.720 --> 0:25:37.720
<v Speaker 1>you know, basically the capabilities of this what was essentially

0:25:37.760 --> 0:25:41.320
<v Speaker 1>a vapor ware truck now much much more serious case.

0:25:41.359 --> 0:25:45.399
<v Speaker 5>I mean, and look, investors love who investors who have autopilot,

0:25:45.560 --> 0:25:47.240
<v Speaker 5>I mean a lot of them love it. They see it,

0:25:47.320 --> 0:25:50.000
<v Speaker 5>they see it getting better, they experience it getting better.

0:25:50.280 --> 0:25:53.240
<v Speaker 5>They feel like, Okay, Elon might be wrong on his timelines,

0:25:53.320 --> 0:25:55.440
<v Speaker 5>but if anyone's going to figure out this problem, it

0:25:55.480 --> 0:25:57.760
<v Speaker 5>will be him. And Tesla has a lot of data.

0:25:57.840 --> 0:25:59.919
<v Speaker 5>I mean, that's the thing. The other thing, like you know,

0:26:00.080 --> 0:26:03.080
<v Speaker 5>Weimo and all these other companies that kind of tried

0:26:03.080 --> 0:26:07.480
<v Speaker 5>to do full robotoxis are you know, training small numbers

0:26:07.480 --> 0:26:10.800
<v Speaker 5>of vehicles in these kind of geofence locations, whereas Tesla

0:26:10.880 --> 0:26:13.359
<v Speaker 5>is learning from all the autopilot data that it is

0:26:13.440 --> 0:26:16.199
<v Speaker 5>just unleashed on the universe. And you know, they've got

0:26:16.240 --> 0:26:18.840
<v Speaker 5>a really big fleet now, so their model is based

0:26:18.840 --> 0:26:20.359
<v Speaker 5>on a lot more real world data.

0:26:21.000 --> 0:26:23.919
<v Speaker 2>All right, So last question on this topic that I

0:26:23.960 --> 0:26:25.919
<v Speaker 2>have for both of you is, and this is kind

0:26:25.960 --> 0:26:27.879
<v Speaker 2>of brings us back to the beginning of the conversation

0:26:28.040 --> 0:26:31.960
<v Speaker 2>on it is so is recall then in the end

0:26:32.000 --> 0:26:33.800
<v Speaker 2>the right word and is it the word we're going

0:26:33.880 --> 0:26:37.240
<v Speaker 2>to use going forward on something like this, Dana.

0:26:37.280 --> 0:26:40.840
<v Speaker 5>You could say a software recall, because ultimately the remedy

0:26:40.880 --> 0:26:43.280
<v Speaker 5>is to update the software. You could say a software recall.

0:26:45.080 --> 0:26:48.680
<v Speaker 4>It's a recall. It's what I mean this whole conversation

0:26:48.680 --> 0:26:49.920
<v Speaker 4>about it. Is it a recall?

0:26:50.760 --> 0:26:53.800
<v Speaker 1>Yeah, there are lots of recalls that that are satisfied

0:26:53.800 --> 0:26:57.239
<v Speaker 1>without taking the product in. But like if you're if

0:26:57.320 --> 0:26:59.719
<v Speaker 1>you're having to like make a change to your product,

0:26:59.720 --> 0:27:01.080
<v Speaker 1>that is because it's unsafe.

0:27:01.240 --> 0:27:02.240
<v Speaker 4>And that's what it's just saying.

0:27:05.400 --> 0:27:08.879
<v Speaker 2>So sharene welcome back. Now. You need to know that.

0:27:09.280 --> 0:27:11.760
<v Speaker 2>One if you hear that is a source of never

0:27:11.880 --> 0:27:16.560
<v Speaker 2>ending raging debate on the show is the looming death

0:27:16.720 --> 0:27:20.680
<v Speaker 2>match cage match between Elon Musk and his rival Mark Zuckerberg.

0:27:20.720 --> 0:27:23.560
<v Speaker 2>Max has very strong opinions, I have very strong opinions,

0:27:24.000 --> 0:27:26.280
<v Speaker 2>Dana and Sarah Friar. Who's not with us? I think

0:27:26.280 --> 0:27:28.600
<v Speaker 2>we're crazy and should move on and do other things

0:27:28.640 --> 0:27:32.159
<v Speaker 2>with our lives. Sharen, who do you think wins this

0:27:32.240 --> 0:27:33.199
<v Speaker 2>match when it happens?

0:27:34.960 --> 0:27:37.520
<v Speaker 3>It's tough because I mean, look, Elon's a bigger guy, right,

0:27:37.600 --> 0:27:38.880
<v Speaker 3>he's six to one.

0:27:39.560 --> 0:27:43.520
<v Speaker 2>Sucks he's seven. But I've been saying let her answer,

0:27:43.880 --> 0:27:45.080
<v Speaker 2>So who wins.

0:27:44.960 --> 0:27:47.920
<v Speaker 3>But I think Mark Zuckerberg and look, Mark Zerberg also

0:27:47.960 --> 0:27:49.440
<v Speaker 3>recently had an injury, So.

0:27:49.680 --> 0:27:52.240
<v Speaker 2>Flip flow, who's gonna you're hem and Han who's gonna win?

0:27:52.440 --> 0:27:53.760
<v Speaker 4>Okay, okay on a good day.

0:27:53.880 --> 0:27:56.119
<v Speaker 3>I think Mark, if he's recovered from his injury, I

0:27:56.119 --> 0:27:59.840
<v Speaker 3>think it suck because I think he's trained for this conditionally.

0:28:00.560 --> 0:28:03.280
<v Speaker 1>He posted on Instagram that he's doing rehab. He's going

0:28:03.320 --> 0:28:04.120
<v Speaker 1>to be better than ever.

0:28:04.280 --> 0:28:04.800
<v Speaker 2>So sucked it.

0:28:04.840 --> 0:28:06.280
<v Speaker 4>Okay, good, something that'll keep in mind.

0:28:06.640 --> 0:28:10.880
<v Speaker 2>But we decided to just see just how brilliant Groc is. Right,

0:28:11.040 --> 0:28:13.000
<v Speaker 2>we said, why don't we say why don't we hit

0:28:13.080 --> 0:28:15.800
<v Speaker 2>Grock with the question. So, Scharen, you did you asked

0:28:15.800 --> 0:28:18.800
<v Speaker 2>Groc who will win the fight? And it told you what.

0:28:21.960 --> 0:28:25.360
<v Speaker 3>It said. It also, like myself, gave a very kind

0:28:25.400 --> 0:28:28.960
<v Speaker 3>of reasoned response, and it said, you know, listen out

0:28:29.080 --> 0:28:31.920
<v Speaker 3>that Zuck is smaller. He gave his hide his weight.

0:28:32.320 --> 0:28:35.800
<v Speaker 3>It said, as for their fighting styles, Zuckerberg's jiu jitsu

0:28:35.840 --> 0:28:38.800
<v Speaker 3>training could give him an advantage in grappling and ground fighting,

0:28:39.040 --> 0:28:43.040
<v Speaker 3>while Musk's height and reach advantage could be useful in striking.

0:28:42.800 --> 0:28:44.360
<v Speaker 2>Very clinical atwer distance.

0:28:44.680 --> 0:28:46.960
<v Speaker 3>Wow yeah, And it said ultimately, the outcome of the

0:28:46.960 --> 0:28:50.000
<v Speaker 3>fight would depend on various factors such as training, preparation,

0:28:50.120 --> 0:28:53.040
<v Speaker 3>and strategy. So let's wait and see if this hypothetical

0:28:53.080 --> 0:28:54.640
<v Speaker 3>match ever becomes reality.

0:28:55.360 --> 0:28:57.200
<v Speaker 2>So a non answer, that's a lay of answer, and

0:28:57.240 --> 0:28:59.880
<v Speaker 2>it says Musk is known for his his interest in

0:29:00.000 --> 0:29:03.320
<v Speaker 2>physical fitness, eh and martial arts. What it doesn't say

0:29:03.480 --> 0:29:07.720
<v Speaker 2>is that Musk is a life long brawler, which he's

0:29:07.760 --> 0:29:10.400
<v Speaker 2>been fighting since he was you know, since he got

0:29:10.400 --> 0:29:12.000
<v Speaker 2>out of the crib, and that's why he's going to

0:29:12.080 --> 0:29:14.480
<v Speaker 2>win any of it. It's kind of indeed, Sharen, it's

0:29:14.520 --> 0:29:15.920
<v Speaker 2>kind of a lame answer. So he might have done

0:29:15.960 --> 0:29:18.520
<v Speaker 2>great on the news questions the cage match answer, I

0:29:18.560 --> 0:29:20.040
<v Speaker 2>give it a zero one.

0:29:20.640 --> 0:29:23.000
<v Speaker 3>Yeah, here's the thing. They advertise it as a chat

0:29:23.000 --> 0:29:26.280
<v Speaker 3>bought with a rebellious streak right and ready to answer

0:29:26.320 --> 0:29:29.360
<v Speaker 3>spicy questions. And you know, you would think on something

0:29:29.400 --> 0:29:31.640
<v Speaker 3>like this it would weigh in. By the way, I

0:29:31.880 --> 0:29:33.800
<v Speaker 3>fact checked Elon Musk's height just now.

0:29:34.000 --> 0:29:34.400
<v Speaker 4>Correction.

0:29:34.800 --> 0:29:37.400
<v Speaker 3>According to the Internet, he is six ' two, not

0:29:37.440 --> 0:29:40.360
<v Speaker 3>six ' one, so Grock maybe even underestimated his height.

0:29:42.280 --> 0:29:45.240
<v Speaker 2>Okay, enough with the cage match talk. Let's end it there.

0:29:45.760 --> 0:29:48.120
<v Speaker 2>Thanks for listening. To Elon Ing and thanks to our

0:29:48.160 --> 0:29:51.400
<v Speaker 2>panel Scharene Dana Mac.

0:29:52.160 --> 0:29:55.520
<v Speaker 5>Great to be here, always a pleasure, Thanks for having me.

0:30:02.160 --> 0:30:05.560
<v Speaker 2>This episode was produced by Stacy Wong. Naomi Shavin and

0:30:05.600 --> 0:30:09.760
<v Speaker 2>Rayhan Harmansi are senior editors. The idea for this very

0:30:09.880 --> 0:30:14.320
<v Speaker 2>show also came from Rayhan. Blake Maples handles engineering, and

0:30:14.320 --> 0:30:18.720
<v Speaker 2>we get special editing assistants from Jeff Grocott. Our supervising

0:30:18.760 --> 0:30:22.640
<v Speaker 2>producer is Magnus Henrickson, thanks a bunch of BusinessWeek editor

0:30:22.720 --> 0:30:26.600
<v Speaker 2>Joel Weber. The Elon Inc. Theme is written and performed

0:30:26.600 --> 0:30:30.920
<v Speaker 2>by Taka Yasuzawa and Alex Suira. Sage Bauman is the

0:30:30.920 --> 0:30:34.160
<v Speaker 2>head of Bloomberg Podcast and our executive producer. I am

0:30:34.240 --> 0:30:37.840
<v Speaker 2>David Papadopolis. If you have a minute, rate and review

0:30:37.880 --> 0:30:41.200
<v Speaker 2>our show, it'll help other listeners find us. See you

0:30:41.240 --> 0:30:41.680
<v Speaker 2>next week.