Elon Musk

also referred to as: elon

56 statements across 44 episodes · 26 bullish · 8 bearish · 31 people on the record · first statement Jan 2, 2019 by Benedict Evans · said 417 times in 118 episodes since 2017 · across every show →

Mentions by year

brought up most by Marc Andreessen (69), Ben Horowitz (59), Balaji Srinivasan (46), Erik Torenberg (37), Sonal Chokshi (16), Travis Kalanick (11), Alex Rampell (11), Martin Casado (10)

tap a year for its mentions
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020402017201820192020202120222023202420252026episodes it came up in
003206402017201820192020202120222023202420252026episodesmentions per episode
2026 89 mentions in 23 episodes 4 per episode
2025 154 mentions in 39 episodes 4 per episode
2024 59 mentions in 15 episodes 4 per episode
2023 33 mentions in 13 episodes 3 per episode
2022 16 mentions in 3 episodes 5 per episode
2020 1 mention in 1 episode
2019 59 mentions in 21 episodes 3 per episode
2018 4 mentions in 2 episodes 2 per episode
2017 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Jan 2, 2019 positive
Assertion Supported
Evans: Tesla built its full-stack strategy incrementally using off-the-shelf components
“It's even beyond that because they, you know, they started the first car. They didn't make half the components. So there's been a steady road. You know, they start with like, well, let's do a roadster and we'll buy in half the bits. And then you kind of step s…”
Benedict Evans Jan 2, 2019 ▶ 7:40 a16z Podcast | The Rise of Full Stack Startups
Jan 2, 2019 positive
Opinion
Andreessen: Elon Musk saving Tesla and SpaceX in 2008 was spectacular
“So to start, think about this, to start a new electric car company... Simultaneously to start the first new private rocketry company in the United States in probably 40 years... And then to go through the 2008 crash... And have both come out the other side, li…”
Marc Andreessen Jan 2, 2019 ▶ 13:51 a16z Podcast | Ben and Marc Explain (Practically) Everything – Part 2
Jan 2, 2019
Assertion Not checkable as stated
Thiel: Elon Musk spent one-third of his liquid net worth on a McLaren F1
“I think he had, it was like one third of it.”
Peter Thiel Jan 2, 2019 ▶ 30:12 a16z Podcast | The (Definite) Optimism of Peter Thiel
Jan 2, 2019
Assertion Not checkable as stated
Thiel: Investor passed on PayPal because Musk's car outvalued his condo
“There was one of the investors I talked to years later who talked to us in summer of 2000 and said he didn't want to invest in the company because the CEO, Elon was living in a one bedroom condo in Palo Alto at the time, and the CEO was clearly lying to him be…”
Peter Thiel Jan 2, 2019 ▶ 30:16 a16z Podcast | The (Definite) Optimism of Peter Thiel
Jan 2, 2019
Insight
Adam Grant: Founders should recruit skeptical optimists over blind believers
“I think, though, that the people that I would want to hire, and that I think Elon wants to hire, are skeptical optimists.”
Adam Grant Jan 2, 2019 ▶ 12:43 a16z Podcast | How to Be Original and Make Big Ideas Happen
Jan 2, 2019
Assertion Supported
Adam Grant: Elon Musk pitched SpaceX recruits on orbit before Mars
“This is exactly what Elon Musk did with SpaceX. He didn't recruit his team by saying, let's go to Mars. He said, let's see if we can get a rocket into orbit, and then back.”
Adam Grant Jan 2, 2019 ▶ 11:53 a16z Podcast | How to Be Original and Make Big Ideas Happen
Jan 2, 2019
Assertion Not checkable as stated
Grant: Thiel, Musk, Bezos, and Sandberg cite fantasy and sci-fi childhood favorites
“If you asked Peter Thiel and Elon Musk to name their favorite childhood books, they both picked Lord of the Rings. Jeff Bezos and Sheryl Sandberg both said A Wrinkle in Time.”
Adam Grant Jan 2, 2019 ▶ 28:19 a16z Podcast | How to Be Original and Make Big Ideas Happen
Jan 2, 2019 neutral
Opinion
Every Elon Musk business is fundamentally based on regulatory hacking
“Every one of his businesses is based on a regulatory hack.”
Evan Burfield Jan 2, 2019 ▶ 15:27 a16z Podcast | The Art of the Regulatory Hack
Jan 2, 2019 bullish
Prediction Held up
Russell: Current BCI tech will allow seamless thought-controlled computer actions
“And now with this current generation, it seems like between Elon, Facebook, probably something from Google that We're actually going to start to see these things that kind of invisibly actually just let you think something and have some kind of action show up …”
Kyle Russell Jan 2, 2019 ▶ 8:06 a16z Podcast | QR. AR. VR.
Jan 2, 2019 positive
Opinion
Elon Musk's genuine sincerity drives his ability to fund radical ideas
“Yeah, like, he's really good at packaging crazy sounding ideas and, like, Getting lots of governments, investors to throw lots of money into them, and while managing to keep control of them. Part of that is the narrative, right? He does hook it into, like, lar…”
Ross Anderson Jan 2, 2019 ▶ 29:03 a16z Podcast | Making a (Really) Wild Geo-Engineering Idea Real
Jan 2, 2019
Assertion Not checkable as stated
Dalio: Visionary leaders like Jobs and Musk prioritize mission over feelings
“The one that you're referring to is there's a test call in workplace inventory, which is called concern for others, and it doesn't really mean concern for others. What it means is that when faced with the choice of whether the mission is Or the individual's fe…”
Ray Dalio Jan 2, 2019 ▶ 39:20 a16z Podcast | Principles and Algorithms for Work and Life
Nov 9, 2022 bullish
Assertion Not checkable as stated
Andreessen: SpaceX hasn't found an upper limit on rocket reusability
“They have not yet discovered an upper limit on how many launches they can do with the same rocket.”
Marc Andreessen Nov 9, 2022 ▶ 1:10:12 Why Technology Still Matters with Marc Andreessen
Nov 9, 2022
Assertion Supported
Jah: SpaceX operates nearly 3,000 satellites at a 500-kilometer altitude
“Elon has almost 3000 satellites at 500 kilometer altitude, and it would be wise for you to talk to Elon before you try to go through the orbital shell that he has.”
Dr. Moriba Jah Nov 9, 2022 ▶ 35:37 Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah on the Data Highway Above
Mar 20, 2023
Insight
Sriram Krishnan: Famous podcast guests drive single-time acquisition, not audience retention
“And often a famous name can help with that, which is you get an Elon Musk, you know, A.R. Rahman, who's huge in India. A lot of people who have told you who you are will find you, right? But that is a one-time value. But how do you retain them? And what we hav…”
Sriram Krishnan Mar 20, 2023 ▶ 21:36 The Art and Science of Podcasting with Sriram and Aarthi
Mar 20, 2023
Disclosure
Sriram Krishnan Assisted Elon Musk During the Twitter Acquisition Transition
“I was briefly helping Elon at Twitter. I was there on the let it sink in day”
Sriram Krishnan Mar 20, 2023 ▶ 38:04 The Art and Science of Podcasting with Sriram and Aarthi
Jul 7, 2023 neutral
Opinion
Lee: Brutalizing a Business With Mandates Efficiently Forces Cultural Shifts
“However, It may be the way to cut the Gordian knot is to brutalize the business. I'm not suggesting this is the way forward, but it is clearly a method forward. And you do wonder how many leaders have been quietly inspired by this approach and may in fact be a…”
Hung Lee Jul 7, 2023 ▶ 34:12 Polarizing Talent: Navigating 2023's Landscape
Jul 7, 2023 negative
Assertion Supported
Hung Lee: Elon Musk reduced Twitter's headcount down to 20%
“Now what he managed to do was to obviously wipe out more than 70% of the company, I believe, Pre-Musk. Twitter was significantly bigger than it was now. They're down to 20%, I believe, in terms of headcount.”
Hung Lee Jul 7, 2023 ▶ 33:14 Polarizing Talent: Navigating 2023's Landscape
Feb 1, 2024 neutral
Assertion Supported
Andreessen: Elon Musk created a school for his kids inside a rocket factory
“Elon Musk, you know, famously created a new school for his kids, which was literally located in a rocket factory.”
Marc Andreessen Feb 1, 2024 ▶ 49:08 The Declining State of Higher Education
Apr 24, 2024 neutral
Assertion Partly supported
Horowitz: Twitter is sole major tech company enforcing strict return-to-office mandate
“We haven't seen a lot of companies, you know, other than Elon at Twitter go like, you have to come back or you're gone. Like that, that's the one kind of big case, but most of them have been okay with it.”
Ben Horowitz Apr 24, 2024 ▶ 19:48 Startup Building: Major Shifts in Tech & Culture
May 2, 2024 neutral
Assertion Supported
Horowitz: Elon Musk cut X headcount 80% versus 8-15% tech average
“It was really interesting to see Elon reduce X by 80%. And then everybody else had numbers like eight or 10 or 15%. And Companies of the same generation with the same kind of growth with the same basically profile.”
Ben Horowitz May 2, 2024 ▶ 30:33 Startup Building: Challenges & Opportunities
May 16, 2024
Disclosure
Horowitz: a16z backed stealth startup building 3D physics robotics models
“We've got a cell startup that's doing that, and then, you know, Elon is certainly doing that in exit.ai you know, pursuing that kind venue, whereas OpenAI with Sora is kind of going the other route”
Ben Horowitz May 16, 2024 ▶ 1:04:44 AI, Robotics & the Future of Manufacturing
Jun 28, 2024 neutral
Assertion Partly supported
Horowitz: Elon Musk arrived in the United States with $2,000
“When he showed up in the US with like 2000 dollars is the actual story, yeah.”
Ben Horowitz Jun 28, 2024 ▶ 4:17 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Oct 1, 2024
Assertion Supported
Schmidt: Elon Musk's xAI has acquired 100,000 NVIDIA H100 GPUs
“I think Elon's got a hundred, a 100,000 H 100 now.”
Jeff Schmidt Oct 1, 2024 ▶ 20:28 The Quest for Community-Trained Open Source AI Models
Oct 29, 2024 negative
Assertion Not checkable as stated
Horowitz: California essentially kicked Elon Musk out over automated manufacturing
“Most of the kind of issues that he's run into have been based on the fact that he is, you know, a modern manufacturing facility that's highly automated. And that's why California in particular has been You know, basically kicked them out of the state.”
Ben Horowitz Oct 29, 2024 ▶ 29:09 AI, Robotics & the New Global Arms Race
Oct 29, 2024 positive
Opinion
Andreessen: US government is hindering Elon Musk from fighting Chinese automakers
“The guy who, you know, has the highest odds of fighting off the, you know, the Chinese and the U S auto market is of course, you know, Elon is being tortured to death by his own government.”
Marc Andreessen Oct 29, 2024 ▶ 21:07 AI, Robotics & the New Global Arms Race
Nov 12, 2024 negative
Assertion Partly supported
Horowitz: DOJ sued Musk for refugee discrimination despite federal citizen-only mandates
“The DOJ suing him for discriminating against refugees when he had a contract with the US government that required he only hire citizens.”
Ben Horowitz Nov 12, 2024 ▶ 6:37 Trump is About to Change Everything For Tech Startups
Dec 12, 2024 positive
Opinion
Elon Musk, SpaceX, and Tesla trained a cohort of hardware-software engineers
“There's definitely a spectrum, and I would frankly really credit Elon Musk, both from the SpaceX and Tesla perspective, with a lot for really training up engineers that have fluency in hardware and software.”
Erin Price-Wright Dec 12, 2024 ▶ 3:12 Jobs of the Future: Where Hardware Meets Software
Apr 14, 2025 positive
Insight
Yudis: Software quality depends on the CEO's proximity to software expertise
“In the companies, and you can literally measure from the CEO, how many levels do you have to go to where they really know software? Those companies are, you take a Tesla in this example, Elon knows software. So you're right at the CEO level and therefore the p…”
Qasar Younis Apr 14, 2025 ▶ 27:58 Autonomy is no longer a moonshot—it’s a market
May 28, 2025 negative
Opinion
Marc Andreessen claims extreme progressives dominate most AI companies except Elon Musk's
“Yes, I think the demographic estimate is something like seven percent of Americans are like these sort of extreme progressives, which basically is the AI, you know, most of the AI companies except for, you know, maybe except for Elon. And so you've got seven p…”
Marc Andreessen May 28, 2025 ▶ 29:37 Rick Rubin: Vibe Coding is the Punk Rock of Software
Aug 1, 2025 bullish
Prediction Not checkable as stated
Balaji Srinivasan: Future democracy will replace two-party systems with a thousand-city model
“That's a future democracy, not a two-party system with the illusion of choice, but a thousand city system with the reality of choice. 97% for Elon, right? This is essentially a precursor to what's coming next, where you vote with your feet, your wallet, and yo…”
Balaji Srinivasan Aug 1, 2025 ▶ 1:41:10 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 1, 2025 positive
Opinion
Balaji Srinivasan: Musk's Twitter acquisition liberated Meta and YouTube from censorship
“X-Day was also the liberation of Meta and liberation of YouTube, right? All the countries that these racial fanatics at the NYT had occupied, right? All the networks they had occupied. That was like, you know how, like, the Nazi empire was at, like, its peak, …”
Balaji Srinivasan Aug 1, 2025 ▶ 34:45 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 1, 2025 positive
Assertion Not checkable as stated
Balaji Srinivasan: Elon Musk's X changes stripped journalists of traffic and status
“The ban on outbound links meant that suddenly X became the place you just go for the information, and you don't go to the journos anymore, right? So he stripped their status, he stripped their control over the central stream of media, he stripped their traffic…”
Balaji Srinivasan Aug 1, 2025 ▶ 36:51 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 20, 2025 positive
Opinion
Smith: Elon Musk is the only entrepreneur to scale US manufacturing
“Who's the only entrepreneur who's been able to successfully scale manufacturing in America, you know, even in the face of international competition, and it's been pretty credible because his supply chains are far more domestically sourced than most manufacture…”
Noah Smith Aug 20, 2025 ▶ 48:12 Oren Cass & Noah Smith Debate the True Impact of Tariffs
Sep 3, 2025 negative
Opinion
Casado: Bostrom's book primed Elon Musk and Eric Schmidt toward AI doomerism
“I just think that there was an existing intellectual legacy that came from Bostrom that had some very influential people, right? Like Elon was pilled by that. You know, Eric Schmidt.”
Martin Casado Sep 3, 2025 ▶ 38:45 Jack Altman & Martin Casado on the Future of Venture Capital
Sep 9, 2025 neutral
Assertion Not checkable as stated
Mark Cuban says Grok works well except on Elon Musk's pet topics
“If you go on X and you use Grok, it almost always, unless it's something that Elon is, is individually interested in, it comes up with a legitimate answer.”
Mark Cuban Sep 9, 2025 ▶ 7:55 Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics
Sep 22, 2025 neutral
Assertion Supported
Patel: Musk bought a Mississippi power plant to bypass energy constraints
“His facility's like a mile away from Mississippi, and he bought a power plant in Mississippi and he's putting turbines there. Yeah. The regulation is completely different, right?”
Dylan Patel Sep 22, 2025 ▶ 1:20:46 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Sep 22, 2025 positive
Assertion Partly supported
Patel: Elon Musk deployed 100,000 GPUs in Memphis within six months
“A hundred K GPUs in six months. He bought a factory in like February of 24 and had models training within six months, right?”
Dylan Patel Sep 22, 2025 ▶ 1:18:19 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Oct 2, 2025
Prediction Held up
Kupor: Federal workforce will shrink by 300,000 employees due to DOGE
“We've done a lot of work over the course of this year, a lot of which was catalyzed by Elon and the Doge team. As a result, we expect probably that we'll end up with somewhere around 2.1 million employees at the end of the year, so roughly about a 300,000 redu…”
Scott Kupor Oct 2, 2025 ▶ 3:42 The Person Who Runs HR For 2 Million Federal Workers
Oct 16, 2025 neutral
Prediction Open · timeframe Oct 2030
Rabois: Elon Musk will not fund non-conservative political parties
“Well, I don't know if he'll get back into politics, but he's not gonna fund non-conservative parties. Like, I think that's dead.”
Keith Rabois Oct 16, 2025 ▶ 7:50 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 22, 2025 positive
Assertion Not checkable as stated
Acharya: Elon Musk hires technical people across all business roles
“I think he typically has technical people in every role. Right. Marketing, comms, you know, you name it, there's a technical person there.”
Anish Acharya Oct 22, 2025 ▶ 1:16:00 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Nov 26, 2025 negative
Opinion
Top software engineers prefer Elon Musk over legacy auto executives
“A genius software engineer is not going to, they're going to want to work for Elon Musk. Like you can say about Elon Musk, whatever you want, but like a suave, well manicured executive from the car industry is like not really, like an, a talent magnet for soft…”
Margit Wennmachers Nov 26, 2025 ▶ 32:56 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Jan 7, 2026 bullish
Prediction Not checkable as stated
Andreessen: Routine Mars Trips Could Begin Within a Decade
“I think Elon's gonna pull it off. And so I think, you know, I don't know. I don't know exactly. I don't want to predict. This is not a prediction, but I, you know, I would not be surprised if within a decade there's routine trips back and forth.”
Marc Andreessen Jan 7, 2026 ▶ 1:20:35 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
Jan 15, 2026 positive
Assertion Not checkable as stated
Horowitz: Musk caught up in AI with money, unprecedented in tech
“Elon did an amazing job of throwing money at the foundation model problem, and he caught up very, very fast. And that's something that in the whole history of our industry could never have happened before.”
Ben Horowitz Jan 15, 2026 ▶ 47:14 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 26, 2026 bullish
Disclosure
George: a16z was the first outside investor in xAI after Elon Musk
“XAI. First outside money in beyond Elon.”
David George Jan 26, 2026 ▶ 46:25 The Biggest Bottlenecks For AI: Energy & Cooling
Mar 27, 2026 positive
Insight
Caldwell: Musk's aggressive deadlines force teams to prioritize critical paths
“When Elon sets, like, super aggressive targets, the goal is actually to get the team to think really deliberately. There's a thousand things that have to happen, but a hundred of them cannot be done in six months, so we have to go attack those hundred things.”
Turner Caldwell Mar 27, 2026 ▶ 0:16 Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z
May 4, 2026 negative
Assertion Supported
Rogers: EU official Thierry Breton threatened Elon Musk over Trump interview
“I think, you know, one key moment in August, 20, 24 was when a now former EC European Commission official, Terry Breton, Sent a letter to Elon Musk threatening him with regulatory penalties if he aired an upcoming interview on X with then presidential candidat…”
Sarah Rogers May 4, 2026 ▶ 9:13 Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z Show
May 4, 2026 positive
Opinion
Boyle: Elon Musk buying Twitter was most consequential free speech event
“I would argue that it's the most consequential moment in terms of Elon buying Twitter, kind of, you know, displacing the trust and safety team there and kind of, you know, changing, I would say, the kind of nature of free speech for a lot of the country with t…”
Katherine Boyle May 4, 2026 ▶ 18:49 Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z Show
May 4, 2026 positive
Assertion Not checkable as stated
Rogers: Elon Musk buying X catalyzed tech industry free speech shift
“We've really seen the tech industry kind of come to the side of free speech in ways that it hadn't before, Catalyzed significantly by Elon's purchase of X”
Sarah Rogers May 4, 2026 ▶ 20:24 Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z Show
Jun 19, 2026 positive
Opinion
Andreessen: Musk, Karp, Luckey, and Huang are today's great communicators
“If you watch what Palmer Luckey does, or if you watch what, you know, Alex Karp does, or if you watch what Elon does, or if you watch what any of the great communicators do, like, that's what they're doing. You know, I'd say put Jensen in the, in that rank, yo…”
Marc Andreessen Jun 19, 2026 ▶ 6:02 The Media Game Has Changed
Jul 22, 2026 negative
Opinion
Horowitz: US lost manufacturing skill outside of Elon Musk's companies
“We were the best in the world by far. We taught the world how to do was manufacture, and now we've basically forgotten how to do it as a country other than like Elon. Like if you need somebody who knows how to manufacture, you literally have to get them from E…”
Ben Horowitz Jul 22, 2026 ▶ 1:27:07 Building a Company in Stealth | Travis Kalanick with a16z
Aug 13, 2026 bullish
Opinion
Kalanick calls Elon Musk the undisputed leader in industrial AI
“Who's the best of the best at industrial AI? Anybody want to guess? It's really obvious. His name rhymes with Shmilon, ok? He's the best of the best. And he'll just keep going and keep doing lots more, even if what you do now is not what he does now. So if you…”
Travis Kalanick Aug 13, 2026 ▶ 49:44 Travis Kalanick: How AI Will Transform the Physical World
Aug 13, 2026 positive
Opinion
Kalanick: Musk buying Twitter enabled tech founders to speak their minds
“Elon buying Twitter is like the beginning of us being able to speak our minds and for disagreeing to not be illegal.”
Travis Kalanick Aug 13, 2026 ▶ 53:19 Travis Kalanick: How AI Will Transform the Physical World
Aug 27, 2026 bullish
Opinion
Casado: Cursor and Elon Musk's ventures are the best M&A fit seen
“I actually think that these two companies, I mean, we just like, you know, talk about the M&A little bit are very good fits. They're very good fits on, on like a technical level, right? Like Elon has a compute, they have the distribution and the data on a visi…”
Martin Casado Aug 27, 2026 ▶ 33:23 How Cursor Built One of AI’s Fastest-Growing Companies
Aug 28, 2026 bullish
Prediction Not checkable as stated
Casado: AI hardware startups will produce a transformational alumni founder wave
“Like, listen, we're gonna create a whole generation of, you know, founders that come from these new companies that will know how to do this, and, you know, they'll be hired in much more junior. Like, I would say, actually, one of the greatest legacies of Elon …”
Martin Casado Aug 28, 2026 ▶ 50:44 Why Top Founders Are Racing Into AI Infrastructure
Aug 31, 2026 bullish
Assertion Open · timeframe Dec 2027
Musk and Huang Co-Designed an Orbital NVIDIA Rubin Rack for 2027
“Elon said that he and Jensen have co-designed a Reuben rack. And there, it's gonna launch in the fourth quarter of 27.”
Gavin Baker Aug 31, 2026 ▶ 38:41 Why AI Demand Is Outrunning Compute Supply
Sep 3, 2026
Insight
Levchin: Seeing peers' human vulnerabilities inspired PayPal alumni to pursue massive ideas
“So if you know kind of the true base version of who we all are, as you watch one of these people go for something really big, like Elon Taking humanity to Mars, which is extraordinary. And yet, you know, he's a human being. Like, I've seen him sweaty and tired…”
Max Levchin Sep 3, 2026 ▶ 51:41 Why AI Agents Could Finally Reinvent the Credit Card
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