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Elon Musk

also referred to as: elon

114 statements across 77 episodes · 51 bullish · 31 bearish · 54 people on the record · first statement Jan 13, 2015 by Guy Kawasaki · said 1,188 times in 264 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (411), Jason Lemkin (104), Rory O'Driscoll (82), Jason Calacanis (31), Cliff Weitzman (26), George Zachary (15), Aravind Srinivas (14), Lee Hower (13)

tap a year for its mentions
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03060201520162017201820192020202120222023202420252026episodes it came up in
00430860201520162017201820192020202120222023202420252026episodesmentions per episode
2026 448 mentions in 60 episodes 7 per episode
2025 291 mentions in 53 episodes 5 per episode
2024 161 mentions in 47 episodes 3 per episode
2023 75 mentions in 32 episodes 2 per episode
2022 53 mentions in 21 episodes 3 per episode
2021 15 mentions in 10 episodes 2 per episode
2020 44 mentions in 8 episodes 6 per episode
2019 12 mentions in 4 episodes 3 per episode
2018 8 mentions in 4 episodes 2 per episode
2017 36 mentions in 10 episodes 4 per episode
2016 21 mentions in 9 episodes 2 per episode
2015 24 mentions in 6 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Jan 13, 2015 positive
Opinion
Guy Kawasaki names Elon Musk as the closest equivalent to Steve Jobs
“Yeah, I mean, he's the closest thing we have to Steve Jobs right now, so.”
Guy Kawasaki Jan 13, 2015 ▶ 19:04 20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com
Feb 22, 2016 positive
Disclosure
Tim Draper: We funded Tesla before Elon Musk took over
“And it was actually true of Martin Eberhard when we funded Tesla before Elon Musk came in and refund, refinanced it and took it over.”
Tim Draper Feb 22, 2016 ▶ 9:16 20VC: Tim Draper on Investing In Tesla, The Best Pitch He Has Ever Seen & The Evolution of Venture and Startups
Feb 22, 2016 positive
Opinion
Tim Draper: Elon Musk is very thoughtful, unassuming, and nice
“And he's very thoughtful. Unassuming, and one of the nicest guys out there.”
Tim Draper Feb 22, 2016 ▶ 9:40 20VC: Tim Draper on Investing In Tesla, The Best Pitch He Has Ever Seen & The Evolution of Venture and Startups
Jun 1, 2016 neutral
Assertion Supported
Basu Trivedi: Elon Musk predicted fully self-driving Teslas by late 2017
“Elon Musk said in In December, 2015 that Tesla is two years away from a self-driving car. So, you know, now we're in 2016 and he said that the Tesla will get there in late 2017.”
Nikhil Basu Trivedi Jun 1, 2016 ▶ 7:06 20VC: The Future For Autonomous Vehicles & How Software Is Eating Cars with Nikhil Basu Trivedi, Investor @ Shasta Ventures
Mar 13, 2017 negative
Opinion
Grady: Rejects Elon Musk's existential fears about artificial intelligence
“My Personal view is it's one of these things that the more we know, the more we realize we don't know, and that there is some magic in being human that we will never be able to replicate. And so, I personally do not have the Elon Musk fears of artificial intel…”
Pat Grady Mar 13, 2017 ▶ 17:34 20VC: Sequoia Partner, Pat Grady on Why Data Is The New Oil, Why We Will See The Return of The Apprenticeship Model in VC & The Defining Characteristics of The Next Generation of Great Software
Aug 27, 2018
Opinion
Thousands of potential Einsteins and Musks never reach their full potential
“I firmly believe that for every Albert Einstein, Marie Curie, or Elon Musk, there are thousands more that never fully bloom, that never fully blossom, and become their fully realized version of themselves”
Daniel Gross Aug 27, 2018 ▶ 6:00 20VC: The Commonalities In The Makings Of Truly Great People, How Silicon Valley Will Become The Home For Crypto and Frontier Tech Once Again & Why Games Are Such A Good Tool To Understand Human Motivation with Daniel Gross, Founder & Pioneer, Head of AI
Aug 27, 2018
Assertion Supported
SpaceX began as a temporary project to photograph a plant on Mars
“SpaceX with all of its grand and glory was started as effectively almost as like a Hollywood ask moonshot project to just like take a photo of a plant on Mars, and Elon was going to find some Russian rockets to just send a bunch of stuff to Mars, cameras, take…”
Daniel Gross Aug 27, 2018 ▶ 24:11 20VC: The Commonalities In The Makings Of Truly Great People, How Silicon Valley Will Become The Home For Crypto and Frontier Tech Once Again & Why Games Are Such A Good Tool To Understand Human Motivation with Daniel Gross, Founder & Pioneer, Head of AI
May 27, 2019
Assertion Contradicted
Ralston: Tesla was $445M in debt during SpaceX's early launch failures
“I remember hearing Elon Musk talk about what it was like for him when Tesla was something like four hundred and forty five million dollars in debt. And the first three launches of SpaceX had blown up”
Geoff Ralston May 27, 2019 ▶ 17:37 20VC: Y Combinator's New President, Geoff Ralston on The Single Most Important Perspective An Investor Can Provide A Founder, The Biggest Lessons From Working Alongside Paul Graham & Why You Will Lose As An Investor If You "Profile Invest"
Aug 3, 2020 positive
Opinion
Elon Musk Never Loses Conviction Despite Catastrophic Rocket Failures
“Has no lapse whatsoever in the conviction that this will work in the face of catastrophic failures, and ultimately is vindicated.”
Steve Jurvetson Aug 3, 2020 ▶ 43:24 20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
Oct 22, 2020 bullish
Opinion
McCabe: Elon Musk replaced Steve Jobs as my primary hero
“He's no less than my hero these days. Steve Jobs used to be my hero. I would call Elon Musk my hero now. He's so authentically him and so deeply connected to his purpose and not afraid to show up in the world that makes sense to him and is aligned with his val…”
Eoghan McCabe Oct 22, 2020 ▶ 26:23 20VC: Intercom Founder, Eoghan McCabe on How To Deal with the Weight of Expectation, Having Your Identity Tied To Your Company, How To Be Your Authentic Self Even with Stakeholders & Why There Are No Rules
Jul 22, 2021 neutral
Opinion
Immelt: Musk, Bezos, and Benioff are not good listeners
“I guarantee you that if Elon Musk or Jeff Bezos or Mark Benioff ever did a review, a three 60, the people around them aren't saying they're really good listeners. There's a lot of people say, They didn't listen to it, but they are listening, right? They are li…”
Jeff Immelt Jul 22, 2021 ▶ 13:31 20VC: Jeff Immelt on Leadership Lessons from 16 Years as CEO @ GE, Incumbent Innovation; Why Some Have Failed and Other Succeeded, When Boards Have A Positive vs Negative Impact on a Company & The One Fear Startup Founders Are Allowed To Have
Dec 16, 2022 positive
Insight
Top Tech Founders Like Jobs and Musk Actively Micromanage Product Details
“If you think of Steve Jobs, Bill Gates, Mark Zuckerberg Elon Musk, none of these folks are just trust that the team will get it done. They're getting very involved in little details. And it's much harder to point to examples of incredible consumer technology s…”
Hadi Partovi Dec 16, 2022 ▶ 10:50 Hadi Partovi: How I Became an Advisor to Mark Zuckerberg; Lessons from Steve Ballmer | 20VC #961 · 20VC with Harry Stebbings
Jan 23, 2023 neutral
Assertion Supported
Wenger: Musk has the personal wealth to absorb Twitter's debt
“Yeah, no, I mean, look, I mean, that's tough noogies for you, but you're still one of the world's richest people, and you still could basically give any debt provider an out, and you could still basically just take a bunch of your wealth and sort of say, look,…”
Albert Wenger Jan 23, 2023 ▶ 43:30 Albert Wenger: Elon & Twitter; Impact of SBF; Income Inequality; Will they ban TikTok? | 20VC #969 · 20VC with Harry Stebbings
Mar 11, 2023 bullish
Prediction Not checkable as stated
Masad: AI leverage will create multi-company 'Elon-type' software engineers
“The best, most creative people will have a lot of the menial work automated for them. They wouldn't have to type a unit test anymore. The AI would do that, for example. And so a lot of their time is spent just doing more things and... We can see more Elon Musk…”
Amjad Masad Mar 11, 2023 ▶ 39:41 Amjad Masad: How I Founded Replit; Zuck's Famous Saying; Will TikTok be banned? | E987 · 20VC with Harry Stebbings
May 15, 2023 negative
Opinion
LeCun: AI hard takeoff fears are false; no real-world exponential lasts
“So this is predicated on an assumption that is just false, which is the existence of a hard takeoff. Right? So the fact that the minute you turn on a super intelligent AI system is going to take over the world. And it's going to escape your control and it's go…”
Yann LeCun May 15, 2023 ▶ 52:21 Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
Jun 19, 2023 negative
Opinion
AI Pause Petitions Are Cynical Attempts to Block Competitors
“It looks to me that the people who are proponent of this pause or to more regulation Are the ones who feel that they are in advance. And so it's like a way to say, guys, let us, we are in front. I don't want more people to start the race.”
Alex Lebrun Jun 19, 2023 ▶ 32:59 Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
Aug 11, 2023 negative
Prediction Not checkable as stated
Lessin: I will not fund Stanford graduates trying to be Elon Musk
“So yeah, of course, like the kids coming out of Stanford who like have this, like, I want to be Elon Musk thing. Like, I'm not gonna fund those people, right? Like, you know, every once in a while, I'll miss one because like, I love the founders fund guys. The…”
Sam Lessin Aug 11, 2023 ▶ 31:06 DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
Aug 14, 2023 bullish
Prediction Not checkable as stated
Urban: Elon Musk will make Twitter successful within five years
“If, again, you put me in a time machine five years from now, my gut is I come out and it, yes, the answer is yes. Just because this guy does things well and sometimes it takes a while, right? And there's going to be a lot of experimentation. It's going to be a…”
Tim Urban Aug 14, 2023 ▶ 1:12:04 Tim Urban: How "Wait But Why" Grew to 600k Readers; AI's Revolutionary Impact on Media | E1048 · 20VC with Harry Stebbings
Aug 18, 2023 negative
Disclosure
Socher refused to sign Elon Musk's AI pause petition
“I did not sign it. I don't think it makes sense to pause the training of models.”
Richard Socher Aug 18, 2023 ▶ 57:13 Richard Socher: The 3 Biggest Barriers to Building AGI; AI Startups vs Incumbents | E1050 · 20VC with Harry Stebbings
Sep 4, 2023
Assertion Supported
Sheikha: Elon Musk tweeted Careem's viral Dubai slingshot video
“I think Elon Musk Tweeted that as well.”
Mudassir Sheikha Sep 4, 2023 ▶ 20:35 Mudassir Sheikha: The Meeting that Led to $3.1BN Buyout: The Battle Between Uber and Careem | E1056 · 20VC with Harry Stebbings
Sep 25, 2023 negative
Assertion Not checkable as stated
Benioff: Elon Musk has medical conditions preventing a cage match win
“I would say I know Elon much more than I know Mark, and it seems like Mark is training really exhaustively, and I think Elon has, I won't go into it because it's not appropriate, medical conditions that would prevent him from winning any kind of match.”
Marc Benioff Sep 25, 2023 ▶ 21:26 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Nov 8, 2023 positive
Opinion
Stebbings: Mark Zuckerberg successfully transformed his image from hated nerd to cool
“Mark Zuckerberg was like the most hated nerd in tech for a stint. And now he's come back to fighting Elon Musk in the Colisee and being in VR and everyone going, this guy's ripped and he's kind of cool again.”
Harry Stebbings Nov 8, 2023 ▶ 59:12 Danny Cohen: From Leading the BBC to Leading Venture Capitalist |E1079 · 20VC with Harry Stebbings
Nov 22, 2023 positive
Opinion
Seibert: Elon Musk moving fast at Twitter beats standing still
“Agree or disagree with some of Elon's decisions, but he is moving quickly in a direction. That is way better than sort of standing still.”
Jeff Seibert Nov 22, 2023 ▶ 4:44 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Jan 15, 2024 positive
Insight
Brian Halligan says Elon Musk's primary operational focus is aligning employee vectors
“He talked about how organizations have all their people that are different vectors. And in most organizations, you have some strong vectors, really strong employees, and some less strong employees. And in most organizations, your vectors are pointed all over t…”
Brian Halligan Jan 15, 2024 ▶ 31:43 Brian Halligan: Leadership Lessons Scaling Hubspot to $28BN | E1103 · 20VC with Harry Stebbings
Mar 11, 2024 positive
Opinion
Lonsdale: Elon Musk Leads the Resistance Against Ideological Conformity
“I think Elon Musk has done more than anybody else to model this behavior, to stand up to this nonsense and to call out things you're not supposed to call out and to reveal things you're not supposed to reveal.”
Joe Lonsdale Mar 11, 2024 ▶ 24:39 Joe Lonsdale: The Future of TikTok; Is it a Danger to US National Security? | E1125 · 20VC with Harry Stebbings
Apr 8, 2024 neutral
Insight
Lehmann: Founders shouldn't fear failure because public attention moves on instantly
“The most important thing to realize is that it doesn't matter. We tend to take everything way too seriously. Like we, oh, if I fail, the world will think nobody cares. It takes a minute for everybody to get over it. Right? Something else will happen. Elon will…”
Bastian Lehmann Apr 8, 2024 ▶ 33:33 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
May 15, 2024 positive
Insight
Dan Siroker: Technology does not automatically progress without ambitious founders
“Technology doesn't get better by itself, by the way. We could look at, you know, here's a good analogy, we could look at AI today the same way that Before SpaceX, people looked at the Space Shuttle. Like, hey, we had the Space Shuttle, then we retired it, and …”
Dan Siroker May 15, 2024 ▶ 1:14:31 Dan Siroker: Second-Time Founders Are More Investable & Why Not To Hire People Out of College |E1153 · 20VC with Harry Stebbings
Jun 10, 2024 negative
Disclosure
Hoffman Passed on Elon Musk's Early Pitch to Send Turtles to Mars
“So I think I was one of the first couple people that, that Elon Musk pitched SpaceX to. And I literally kind of laughed at him, thinking, because, by the way, to my defense, his pitch was, I'm going to be the first person to send life to Mars because I'm going…”
Reid Hoffman Jun 10, 2024 ▶ 1:09:41 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Jun 10, 2024
Insight
Extreme Success Inherently Requires High-Stress Personal Drive
“Anyone who achieves that much amazing success is driven, and by the way, that level of drivenness is very stressful, right, so you have to go with that stress”
Reid Hoffman Jun 10, 2024 ▶ 1:17:40 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Jun 10, 2024 neutral
Disclosure
Hoffman Offered to Cover OpenAI Salaries When Elon Musk Departed
“When Elon had announced to the company that he was leaving and not financing it anymore, and, you know, blah, blah, blah. And, you know, Sam called me, and I said, look, I'll cover the salaries, and on, and he asked me if he joined the board, and I said, yes, …”
Reid Hoffman Jun 10, 2024 ▶ 33:51 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Jul 29, 2024 positive
Prediction Not checkable as stated
Asparouhov: Musk, Zuckerberg, and Bezos will form multi-generational US dynasties
“If you don't think that like the, you know, sort of Vanderbilt, Rockefeller, et cetera, analogy is not going to be the Musks, the Zuckerbergs, the, you know, sort of Bezos is that almost certainly, you know, sort of will be, you know, the case over the course …”
Delian Asparouhov Jul 29, 2024 ▶ 8:26 Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
Aug 12, 2024 positive
Opinion
Maguire: Freedom of speech did not exist before Elon Musk bought Twitter
“I don't think we had freedom of speech before Elon bought Twitter.”
Shaun Maguire Aug 12, 2024 ▶ 34:50 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Aug 19, 2024 negative
Opinion
Gomez: Yann LeCun has become an 'Elon reply guy'
“I think that Unfortunately, Jan has kind of become an Elon reply guy.”
Aidan Gomez Aug 19, 2024 ▶ 58:58 Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
Oct 7, 2024 bullish
Prediction Not checkable as stated
Kant: Tesla will inevitably build the most capable full self-driving AI
“And so to me, Elon has one full self-driving. I think it's inevitable that, that the most capable AI for full self-driving is coming out of Tesla because they've been gathering and building up this data set.”
Eiso Kant Oct 7, 2024 ▶ 7:29 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Oct 7, 2024 positive
Opinion
Kant: Elon Musk repeatedly built companies that shouldn't have existed
“I think Elon is one of the most impressive examples of someone who has done this For such a prolonged amount of time, at moments in time when the entire world, you know, refused to align around his view, I think there's companies in the world that get built be…”
Eiso Kant Oct 7, 2024 ▶ 49:55 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Oct 7, 2024 positive
Assertion Supported
Kant: xAI built a 100,000 GPU cluster in Tennessee in mere months
“They built a 100,000 GPU, three, 32 K interconnected clusters in Tennessee in the span of months, and XAI showed up with Elon's strength, the ability to build physical infrastructure incredibly fast in the world.”
Eiso Kant Oct 7, 2024 ▶ 46:51 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Nov 1, 2024
Assertion Not checkable as stated
Vlad Tenev received crisis advice from Elon Musk, Mark Zuckerberg, Marc Benioff
“You know, I never talked to Elon Musk before, but he kind of wanted to give me some advice on how to handle the situation. I talked to Zuck, Mark Benioff.”
Vlad Tenev Nov 1, 2024 ▶ 19:36 Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
Nov 29, 2024 negative
Opinion
Podjarny: Near-term AGI claims correlate with founders' continuous need to raise capital
“I think that's absolutely true. And there's incentives. Incentives are not always nefarious. Sometimes it's just your view of the world is biased by the things that you want to believe.”
Guy Podjarny Nov 29, 2024 ▶ 6:41 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Dec 6, 2024 bullish
Opinion
Bookman: xAI at $50B is a solid investment because betting against Elon Musk fails
“I think you'd tend to not invest against Elon, and if I sat down with him, and talked with him, and said, are you like, is this real, and are you all in? And he's, I think he clearly is. I think that's probably a perfectly good investment.”
Zachary Bookman Dec 6, 2024 ▶ 1:03:30 Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
Dec 16, 2024 negative
Opinion
Hoffman: Prioritizing 'woke AI' is silly and misses AI's real stakes
“Now, the challenges would be is, what if he goes, no, no, the most important issue facing AI is woke AI. Because we have this calling card, which means a whole bunch of different kind of, You know, like, you know, these people are evil and terrible. That's sil…”
Reid Hoffman Dec 16, 2024 ▶ 11:44 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Dec 16, 2024 negative
Opinion
Reid Hoffman: Twitter is substantially worse post-Elon Musk acquisition
“With deep regret, I would say substantially worse.”
Reid Hoffman Dec 16, 2024 ▶ 56:07 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Dec 16, 2024 positive
Opinion
Hoffman: The electric vehicle revolution owes itself to Elon Musk
“The electric vehicle revolution owes itself to Elon.”
Reid Hoffman Dec 16, 2024 ▶ 33:32 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Dec 16, 2024 negative
Opinion
Hoffman: Elon Musk's greatest strength and weakness stem from blind conviction
“Elon has a conviction that he, what he believes is true is absolutely true even when all of the evidence is against his belief, right? And so that allows him to do, I can see that we can colonize Mars, and here we go. Right? And that creates, you know, SpaceX,…”
Reid Hoffman Dec 16, 2024 ▶ 34:32 Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
Jan 6, 2025 bearish
Prediction Not checkable as stated
Maples: Elon Musk won't be able to mass-fire federal workers
“Like, I don't think that Elon is going to be able to do what he did with, say, Twitter, and fire a bunch of people and, you know, change all the rules.”
Mike Maples Jan 6, 2025 ▶ 1:01:34 Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
Jan 13, 2025 positive
Opinion
Pishevar: Kalanick and Musk are rare Nobel Prize-level founders
“Nobody can do what Elon's doing. Nobody can do what Travis is doing. No matter how great you are. These are, like, rare, rare Nobel Prize winning, essentially, founders.”
Shervin Pishevar Jan 13, 2025 ▶ 49:49 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
Jan 13, 2025 positive
Insight
Pishevar: Exceptional tech founders are 1,000x humans worth waiting to invest in
“These are people that are like, it's not even 10 X, you talk about 10 X engineers, these are like thousand X humans and so I've learned over time that it's worth waiting for the thousand X founders and investing in the future Travis's, or the future Elon's”
Shervin Pishevar Jan 13, 2025 ▶ 18:00 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
Jan 15, 2025 bullish
Opinion
Riparbelli: xAI has more asymmetric upside than OpenAI or Anthropic
“I actually think I would do X. I think they're all great companies. I would do X because I think there, there's the most asymmetric upside if Elon delivers what he usually does. And I mean, we've all heard of some of the, like, that data set that he built, lik…”
Victor Riparbelli Jan 15, 2025 ▶ 24:15 Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246 · 20VC with Harry Stebbings
Jan 22, 2025
Insight
Sivulka: Great founders have messed up childhoods, are gay, or adopted
“You can bucket great founders into three backgrounds. The most common is that you have kind of a messed up childhood. The second most common would be, ah, you're gay, and the third most common would be you were adopted. Look at like a list of all-time greats. …”
George Sivulka Jan 22, 2025 ▶ 0:00 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Jan 22, 2025 neutral
Prediction Not checkable as stated
Sivulka: DOGE will be Elon Musk's greatest challenge
“I think it will be his greatest challenge. I think there's a lot of self-reinforcing Self-protecting mechanisms in the largest organization in the world, which is kind of the U.S. Government by spend, by head, you know, it's just this massive, unruly organizat…”
George Sivulka Jan 22, 2025 ▶ 51:18 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Jan 29, 2025 neutral
Opinion
Ross: xAI's hardware strategy is sound, but proprietary model bet looks worse
“I'd feel better about my bet on building out more hardware. I would feel worse about trying to build out my own model.”
Jonathan Ross Jan 29, 2025 ▶ 53:45 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Feb 5, 2025 positive
Insight
Levchin: Both Peter Thiel and Elon Musk inspire peak effort in others
“They both have this amazing quality that I spent as much time absorbing as I could over times that I worked with them, where they bring out The best effort in people around them. Like they somehow make you feel that you can and should do better work.”
Max Levchin Feb 5, 2025 ▶ 54:23 Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap · 20VC with Harry Stebbings
Feb 5, 2025 neutral
Opinion
Levchin: Choosing to co-found with Peter Thiel or Elon Musk is difficult
“If I could have a choice between starting a company with Peter or starting a company with Elon, it'd be a very hard choice to make. I think Peter is a more known quantity for me.”
Max Levchin Feb 5, 2025 ▶ 53:20 Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap · 20VC with Harry Stebbings
Feb 17, 2025 negative
Opinion
Ross: Musk's OpenAI offer was driven by jealousy of Altman
“Frankly, I think I think Elon was a little jealous that Sam Altman was sitting next to JD Vance, and it wasn't him. And because it was right around the time that Sam Altman was speaking that he announced it.”
Jonathan Ross Feb 17, 2025 ▶ 1:15:04 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Feb 17, 2025
What-if
Ross: I would have mocked Musk's OpenAI bid using a Twitter $420 joke
“I would have probably said instead of whatever he said about nine billion, I would have said, yeah, I'm going to take Twitter public at 420 dollars a share.”
Jonathan Ross Feb 17, 2025 ▶ 1:15:22 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Mar 19, 2025 positive
Opinion
Singlehurst: SpaceX has an amazing management team beyond Elon Musk
“The thing that people forget about SpaceX is that there's an amazing management team there that is not Elon Musk.”
Peter Singlehurst Mar 19, 2025 ▶ 44:10 Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
May 29, 2025 neutral
Insight
O'Driscoll: Elon Musk is the only candidate for a $500B net worth
“The only person who can sprint their way through a half a trillionaire in the next couple of years is obviously Elon, because he has private stocks and our ability as the ability of the private markup, private, sorry, the private market to markup investments i…”
Rory O'Driscoll May 29, 2025 ▶ 1:14:32 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
Jun 5, 2025 neutral
Prediction Not checkable as stated
Lemkin: Elon Musk has a 50% chance of stepping down as Tesla CEO
“Can he in the next 18 months find someone better than him for the job? I say actually more than 32%. Yeah, exactly. I'll go 50%.”
Jason Lemkin Jun 5, 2025 ▶ 1:23:10 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jun 12, 2025 negative
Opinion
O'Driscoll: Tesla is Elon Musk's most politically vulnerable business
“I think if any, it's Tesla only because the truth is electronic vehicle, electric vehicles have a whole bunch of specific subsidies, both around purchase and around, you know, the ability to resell emissions credits to people like GM, right? And all those thin…”
Rory O'Driscoll Jun 12, 2025 ▶ 1:05:37 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Jun 12, 2025 neutral
Prediction Not checkable as stated
Lemkin: Public outrage over Elon Musk's politics will fade within a year
“I think in a year we will not have forgotten about it, but maybe no one cares.”
Jason Lemkin Jun 12, 2025 ▶ 1:07:23 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Jul 17, 2025 positive
Insight
O'Driscoll: Frontier AI training knowledge is spreading beyond elite labs
“And what the aha for me is this with committed clear leadership, which for all his faults, the UN provides and a couple of billion dollars worth of GPU, which see prior comment, the next level down people know how to do this too. The knowledge is disseminating…”
Rory O'Driscoll Jul 17, 2025 ▶ 1:00:50 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025 bullish
Prediction Not checkable as stated
Lemkin: xAI could overtake all AI competitors within 12 months
“So I honestly went in the last release, I went from spite app to you could, this is such a fluid space. You could see him pulling ahead of everybody in 12 months. It's very plausible.”
Jason Lemkin Jul 17, 2025 ▶ 1:04:15 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025 neutral
Prediction Open · timeframe Jul 2026
O'Driscoll: Musk will run X without CEO title to appease Tesla
“It's an other person who's really Elon, but won't take the title because it will just irk the people at Tesla too much in current dynamics. But yes, he will be in charge.”
Rory O'Driscoll Jul 17, 2025 ▶ 1:17:32 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025 negative
Opinion
Lemkin: Anthropic and OpenAI face harsher safety backlash than Elon Musk
“Elon Musk can get away with this the most. Just because of who he is. Like, it's unacceptable to have a race, to release a racist model to the, like, there's, this is as unacceptable as it gets. But Sam Altman's going to be fried. Anthropic's going to be fried…”
Jason Lemkin Jul 17, 2025 ▶ 34:39 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Aug 7, 2025 positive
Insight
Halligan: Ultra-wealthy CEO compensation must be pegged to net worth
“But you kind of have to peg the comp to the net worth. Same thing with Elon Musk. Like if you paid Elon Musk, like Mary Barra makes twenty nine million dollars a year. You think Elon cares about twenty nine million dollars a year? So you have to kind of comp i…”
Brian Halligan Aug 7, 2025 ▶ 26:29 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Aug 14, 2025 negative
Prediction Held up
Lemkin: Elon Musk or xAI Will Sue Apple
“He's incensed, and he's got a lot of money in XAI. I mean, he has, he's the richest man in the world, but he doesn't have unlimited capital, so I think it happens.”
Jason Lemkin Aug 14, 2025 ▶ 1:33:24 Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
Aug 25, 2025 neutral
What-if
Deeter: Tesla wouldn't have survived without DOE loan
“Without the, you know, the DOE bailout loan and things, Tesla wouldn't have existed, but what I missed was that Elon's a force of nature, a generational entrepreneur, and he put that company on his back and powered through so many subsequent layers that the ne…”
Byron Deeter Aug 25, 2025 ▶ 35:38 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Sep 11, 2025 neutral
Prediction Not checkable as stated
O'Driscoll: Musk's Tesla Deal Will Be a High-Water Mark for CEO Pay
“Elon's case. I don't think that's the norm. I think that that will be the high water mark Not the norm, but I definitely think like all high watermarks, it will push up other people's demands and aspirations.”
Rory O'Driscoll Sep 11, 2025 ▶ 8:29 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
Sep 11, 2025 bearish
Assertion Not checkable as stated
O'Driscoll: 75% of Tesla's Valuation Is Elon Musk's Brand Premium
“If you are valued as a car company, you'd be a valued at around 25% of where you are now. Maybe this is a car company where 25% of our current market cap, and then Elon's special sauce, which is the other 75.”
Rory O'Driscoll Sep 11, 2025 ▶ 9:09 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
Sep 25, 2025 positive
Assertion Not checkable as stated
Lemkin: Sam Altman fulfills predictions much faster than Elon Musk
“Elon Musk will say something, and it happens. He's just like a couple of years off, right? But it always happens. The self-driving cars and the rockets, right? Sam says something, and it happens, like, kind of soon”
Jason Lemkin Sep 25, 2025 ▶ 2:58 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
Oct 6, 2025 positive
Assertion Partly supported
Feldman: Elon Musk builds facilities in 6-8 months versus 18+ months for others
“You know, somebody like for Elon, who's the fastest in the world and maybe the best at building plants and large construction projects, it takes six months, eight months. And for the rest of the world, it takes a year and a half. Maybe longer.”
Andrew Feldman Oct 6, 2025 ▶ 44:38 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
Oct 6, 2025 bearish
Assertion Supported
Elon Musk and Tesla Failed at Building Wafer-Scale Chips for Dojo
“And after we did it Elon tried Dojo and they failed.”
Andrew Feldman Oct 6, 2025 ▶ 23:29 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
Oct 9, 2025 neutral
What-if
Lemkin: xAI would not exist without Elon Musk's grudge against Sam Altman
“I don't know if XAI would exist if it wasn't for his bone to pick with Sam Altman. He might not have bothered. He might have just gotten to Mars faster.”
Jason Lemkin Oct 9, 2025 ▶ 11:45 OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
Oct 30, 2025 positive
Assertion Supported
O'Driscoll: Bret Taylor Forced Elon Musk to Complete $44B Twitter Acquisition
“For the second time in the last five years, he totally wanted as board chairman of Twitter, where he jammed that down Elon's throat for forty four billion dollars despite his opposition, and he won here today because he unraveled the mess and set it all up for…”
Rory O'Driscoll Oct 30, 2025 ▶ 8:05 OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
Dec 18, 2025 positive
Assertion Contradicted
Calacanis: Peter Thiel fully vested Elon Musk's stock when firing him
“He fired him, but he treated him like a human being. Okay. He vest fully vested all his stock, took nothing out of his pocket, thanked him for it and told him that was the way it was going to be.”
Jason Lemkin Dec 18, 2025 ▶ 1:15:15 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
Dec 18, 2025 bullish
Prediction Held up
Calacanis: SpaceX will go public at a valuation of $1T or more
“Tesla had to IPO. Now it was a different time. It really barely had any revenue, but same guy running them. It IPO'd at 1.7 billion, which seemed very expensive. 1.7 billion. The sister company will IPO at 1.7 trillion or one trillion.”
Jason Lemkin Dec 18, 2025 ▶ 9:46 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
Jan 5, 2026 negative
Insight
Chang: CVs should never exceed a single page
“Yeah, I think it should be maximum page. Like, if Elon Musk can fill, put his CV in one page, so could you.”
Alan Chang Jan 5, 2026 ▶ 31:58 Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
Jan 9, 2026 bullish
Opinion
Peet: Elon Musk Has No Close Competitor in Scaling Hardware
“There is no close competitor to doing hardware at scale than Elon.”
Chad Peets Jan 9, 2026 ▶ 1:01:33 20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
Jan 9, 2026 positive
Opinion
Peet: Elon Musk is history's greatest entrepreneur in tech's most important space
“You have an opportunity to work for and partner with the greatest entrepreneur I would say ever in what is probably the most important technology space ever.”
Chad Peets Jan 9, 2026 ▶ 9:50 20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
Jan 11, 2026 negative
Assertion Supported
Harries: X Algorithmically Downranks Tweets Containing External Links
“Don't put the link in the first tweet, because Elon Musk has even said they actively downrank people when they do that.”
Luke Harries Jan 11, 2026 ▶ 27:36 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Jan 22, 2026 bullish
Prediction Partly held up
Lemkin: Elon Musk Will Not Settle With OpenAI and Will Win
“They ain't going to settle for that. He's going to go to trial and he's going to win.”
Jason Lemkin Jan 22, 2026 ▶ 32:46 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 negative
Opinion
O'Driscoll: Musk's case against OpenAI rests on a slender conspiracy thread
“I think Elon's case is built on a slender conspiracy thread, but it'll sound compelling to a jury when you also have all this dirt about, you know, like, who the hell knows?”
Rory O'Driscoll Jan 22, 2026 ▶ 31:43 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 neutral
Assertion Supported
O'Driscoll: Musk Seeks $70B to $130B in OpenAI Equity Damages
“The damages claim is 70 to a hundred and thirty billion dollars, which would come in the form of extra shares of open AI to Elon and everyone else would have to take the dilution.”
Rory O'Driscoll Jan 22, 2026 ▶ 28:19 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 neutral
Assertion Partly supported
O'Driscoll: Musk and Altman Donated $30M+ and $10M to OpenAI
“You know, Elon shipped in thirty million plus, Sam Altman shipped in 10, Reid Hoffman.”
Rory O'Driscoll Jan 22, 2026 ▶ 25:23 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 bullish
Prediction Not checkable as stated
Lemkin: Musk Lawsuit Won't Impair OpenAI's Ability to Raise Capital
“I don't think it'll, this will make it any harder for them to raise capital because greed trumps fear”
Jason Lemkin Jan 22, 2026 ▶ 40:54 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: OpenAI financings face 10-20% dilution risk from legal trial
“And I don't know how that impacts fundraising, but for the next one, two years, There's the potential of every financing of OpenAI now has you might have to take 1015, 20% dilution if they lose a jury trial.”
Rory O'Driscoll Jan 22, 2026 ▶ 31:27 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 neutral
Opinion
O'Driscoll: Elon Musk enjoys asymmetric win-win situation against OpenAI
“Elon's in an asymmetric win-win situation, and OpenAI is not.”
Rory O'Driscoll Jan 22, 2026 ▶ 39:13 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 negative
Opinion
O'Driscoll: Musk Is Wrong That OpenAI Was a Scheme to Cheat Donors
“So I think fundamentally, I think Elon's wrong on the core assertion. I don't think this was a cunning device to cheat everyone, because if they wanted to do that, they could have just done what Antropic did, which is the totally sensible interim stage of a pu…”
Rory O'Driscoll Jan 22, 2026 ▶ 36:07 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Jan 22, 2026 neutral
Prediction Not checkable as stated
O'Driscoll: Musk-Altman Lawsuit Will Be an Ongoing Public Spectacle
“It's going to be the gift that keeps on giving. If you're the kind of person who slows down at a traffic accident, in other words, if you're like, 90% of humanity, you're gonna be slowing down every time the depots come out.”
Rory O'Driscoll Jan 22, 2026 ▶ 0:23 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Feb 5, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: Elon Musk's death would instantly erase $2 trillion in market value
“We are one horrible car crash away from two trillion dollars worth of value destruction.”
Rory O’Driscoll Feb 5, 2026 ▶ 1:19:53 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Feb 5, 2026 bullish
Prediction Open · timeframe Nov 2026
Lemkin: Tesla is months away from allowing owners to profit off robotaxis
“As soon as this really works, and maybe it's only single digit months away, he has millions of people who could be paid more than their lease price to allow the car into the fleet. And when he said this a decade ago, it sounded effing insane. He said that your…”
Jason Lemkin Feb 5, 2026 ▶ 1:16:35 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Feb 5, 2026 neutral
Assertion Supported
Stebbings: SpaceX acquired xAI in a $1.25T combined valuation merger
“Last few hours, or 24 hours, SpaceX has completed the acquisition of XAI, valuing the combined private company at 1.25 trillion, as Elon moves to pair the businesses together.”
Harry Stebbings Feb 5, 2026 ▶ 1:23 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Feb 5, 2026 negative
Opinion
O'Driscoll: 80% of Tesla and SpaceX value is the Elon Musk premium
“My mental model is on SpaceX and Tesla. About 80% of the value is the Elon premium and 20% of the value is the actual business is worth.”
Rory O’Driscoll Feb 5, 2026 ▶ 1:19:13 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Feb 16, 2026 bullish
Prediction Not checkable as stated
Siemiatkowski: X will eventually become the trusted source of information
“And I think it speaks to Elon's vision of X, that over time it can become the trusted source of information.”
Sebastian Siemiatkowski Feb 16, 2026 ▶ 1:12:53 Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
Feb 26, 2026
Prediction Open · timeframe Feb 2027
Lemkin: A major tech leader will lay off 50% of staff in one day within 12 months
“I said, one of the leaders in the next 12 months is going to do an Elon Musk and just cut half their team in one day. They're going to lay off half the entire company.”
Jason Lemkin Feb 26, 2026 ▶ 48:30 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Mar 5, 2026 neutral
What-if
O'Driscoll: Musk's death would cut Tesla 80%, Altman's cuts OpenAI 25%
“Tesla trades at a trillion today. I think if Elon died tomorrow, they traded two hundred billion. OpenAI trades at eight hundred billion today. I think if Sam Altman died tomorrow morning, we traded six hundred billion.”
Rory O'Driscoll Mar 5, 2026 ▶ 29:15 Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Mar 26, 2026 bearish
Prediction Open · timeframe Sep 2026
O'Driscoll: Markets won't sustain a $400B valuation bump from Musk's fab announcement
“I am significantly more skeptical That six months from now, people are going to attribute another 400 billion of value to a statement that I'm going to build a fab.”
Rory O'Driscoll Mar 26, 2026 ▶ 17:37 Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
Mar 30, 2026 positive
Opinion
Andreessen: Only the US could enable Elon Musk's success
“And the honest truth is, Elon would say there's only one place in the world where that could be achieved, that could be accomplished and achieved. It's here. You know, there's only one place in the world where Elon would be able to do what Elon has done over t…”
Marc Andreessen Mar 30, 2026 ▶ 47:28 Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
Apr 9, 2026 bullish
Prediction Held up
Lemkin: Elon Musk will force underwriters to meet SpaceX target IPO valuation
“I think Elon, what Elon said Publicly on X, it ain't going to be two trillion. Maybe he'll change his mind. He said two trillion was too high. So whatever his number is, I think he's going to get it on IPO day. He's going to will it into existence. The underwr…”
Jason Lemkin Apr 9, 2026 ▶ 35:54 OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
Apr 16, 2026 bullish
Opinion
O'Driscoll: SpaceX's $2T valuation assumes a zero percent failure rate
“The Elon discount rate Is zero and the Elon probability of failure rate is zero to get to two trillion.”
Rory O'Driscoll Apr 16, 2026 ▶ 1:06:25 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
Apr 16, 2026 positive
Opinion
Lemkin: Dario Amodei is the second-greatest founder behind Elon Musk
“What I mean is listen, he may well be the second greatest founder of all time behind Elon. Look what he's done in five years, right? Five years to thirty billion, the grit, the greatest grudge startup of all time.”
Jason Lemkin Apr 16, 2026 ▶ 7:51 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
Apr 16, 2026 negative
Opinion
Lemkin is burnt out on Anthropic CEO Dario Amodei crying wolf
“I don't buy Dario anymore. He may well be the second greatest founder of all time behind Elon, but I am just so burnt out of the boy who cries wolf.”
Jason Lemkin Apr 16, 2026 ▶ 0:00 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
May 4, 2026 positive
Opinion
Tobi Lütke: Society should be daily thankful for Elon Musk
“There's just simply no chance that we shouldn't be sort of deeply, deeply, deeply, in fact, daily thankful for what Elon is doing on Planet Earth. Like, he's so singular.”
Tobi Lütke May 4, 2026 ▶ 27:26 Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
May 9, 2026
Assertion Not checkable as stated
Weitzman: Speechify Has Only Ever Had One Long-Term Employee Attrition
“We've only had one real case of attrition at Speechify of someone who, like, worked with us for a long time, and that person went to work for Elon Musk directly.”
Cliff Weitzman May 9, 2026 ▶ 53:52 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
May 14, 2026 positive
Prediction Open · timeframe May 2031
O'Driscoll: OpenAI will emerge from Musk lawsuit with deal intact
“My gut continues to be that even though everyone will look crappy that, you know, open AI get escape with their deal intact.”
Rory O'Driscoll May 14, 2026 ▶ 1:04:32 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
May 21, 2026 negative
Prediction Open · timeframe May 2031
O'Driscoll: Elon Musk's OpenAI Lawsuit Appeal Will Fail
“He's going to appeal it. It won't get a second past Appeal, and it'll go away, right?”
Rory O'Driscoll May 21, 2026 ▶ 1:14:20 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
May 26, 2026 negative
Opinion
Feldman says Elon Musk sold outdated H100 hardware in suboptimal deals
“They got H 100. They didn't get the B 200. They didn't get the most current. They are a generation and a half, maybe two generations behind. So the, this was not a great deal. It was a good deal for Elon. He had them sitting around, but they were forced to tak…”
Andrew Feldman May 26, 2026 ▶ 6:48 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
May 26, 2026 positive
Opinion
Feldman says Sam Altman and Elon Musk uniquely envision 500-gigawatt AI infrastructure
“And by the way, that, that is exactly where, where I think Sam is the best in the world. Maybe Elon is where everybody else's brain shuts down, right? When you're trying to think about a hundred gigawatts or 500 gigawatts, those guys, they have sort of this ab…”
Andrew Feldman May 26, 2026 ▶ 25:50 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
May 28, 2026 negative
Assertion Supported
Lemkin: X Revenue Has Shrunk 50% Since Musk's Acquisition
“Twitter's, Twitter's just, growth has fallen off, it's shrunk 50% since he bought it.”
Jason Lemkin May 28, 2026 ▶ 48:56 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
May 28, 2026 bullish
Assertion Partly supported
Lemkin: SpaceX Is Allocating 30% of Its IPO to Retail Investors
“Elon's putting 30% of the, you know, this massive IPO, the largest in history so far, into retail.”
Jason Lemkin May 28, 2026 ▶ 43:50 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
Jun 11, 2026 positive
Assertion Partly supported
O'Driscoll: Musk earns $2B monthly selling compute to Anthropic and Google
“He found two of his biggest competitors who want to buy from him. You know, he's getting two billion a month, 1.25 from an topic and nine 50 from, no, the other way around, nine 50 from a topic, 1.25 from Google, the other way around, two billion a month. Two …”
Rory O’Driscoll Jun 11, 2026 ▶ 52:22 SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
Jun 18, 2026 positive
Insight
O'Driscoll: Musk's low cost of capital enables AI bets no one else can make
“Because his cost of capital is low. That's right. Because no one else could have built, I mean, if you got into your local bank and said, I think AI is going to take off, I have a crackerjack engineering team, I really can build Colossus I and II in less than …”
Rory O'Driscoll Jun 18, 2026 ▶ 14:54 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Jun 18, 2026 positive
Assertion Not checkable as stated
Randle: Everyone blindly loyal to Elon Musk has become stupidly rich
“Anyone that has been blindly loyal to Elon, they've all got stupidly rich.”
Everett Randle Jun 18, 2026 ▶ 0:00 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
Aug 7, 2026 positive
Assertion Supported
Frankel: Tesla received massive non-dilutive government funding under Biden
“Is the non-dilutive government funding that Musk got for Tesla from the Biden administration was huge.”
David Frankel Aug 7, 2026 ▶ 1:13:41 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
Aug 12, 2026 neutral
Assertion Supported
Intel completes first equity raise since 1971 IPO for TerraFab consortium
“Intel is part of the TerraFab consortium in such a way, and I just saw it today. I did not know this. Intel completed an equity round, which I read someone, I haven't verified it. It was the first time they raised equity since, like, they went public in seven …”
Rory O'Driscoll Aug 12, 2026 ▶ 58:34 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
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