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Elon Musk

also referred to as: elon

219 statements across 105 episodes · 91 bullish · 61 bearish · 29 people on the record · first statement Dec 4, 2020 by Jason Calacanis · said 2,374 times in 297 episodes since 2020 · across every show →

On the record as a speaker too: Elon Musk's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Jason Calacanis (902), David Sacks (392), Chamath Palihapitiya (363), David Friedberg (250), Howard Lutnick (50), Brad Gerstner (42), Gavin Baker (23), Mark Cuban (22)

tap a year for its mentions
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040802020202120222023202420252026episodes it came up in
0054010802020202120222023202420252026episodesmentions per episode
2026 395 mentions in 53 episodes 7 per episode
2025 683 mentions in 77 episodes 9 per episode
2024 477 mentions in 54 episodes 9 per episode
2023 232 mentions in 36 episodes 6 per episode
2022 365 mentions in 39 episodes 9 per episode
2021 196 mentions in 29 episodes 7 per episode
2020 26 mentions in 9 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Dec 4, 2020 negative
Assertion Partly supported
Calacanis: Elon Musk banned Salesforce at his companies over pricing dispute
“So much so, That I don't know if you remember Elon getting into a public spat with him where he's like, Salesforce is horrible software. Get it out of the organization. He basically banned it because they came to him with the bottom up people using of Salesfor…”
Jason Calacanis Dec 4, 2020 ▶ 10:43 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
Dec 18, 2020 bullish
Prediction Held up
Sacks: Elon Musk is on track to become the world's first trillionaire
“Elon seems to be on track to be not only the world's richest man, but the world's first trillionaire.”
David Sacks Dec 18, 2020 ▶ 18:05 E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
Jan 30, 2021 positive
Insight
Chamath: Tesla investors buy Elon Musk like a trading card
“People were buying Elon, like they would buy a trading card. And Tesla is a manifestation of Elon.”
Chamath Palihapitiya Jan 30, 2021 ▶ 1:10:22 E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
May 13, 2021 positive
Assertion Partly supported
Calacanis: Elon Musk's SNL episode had third-highest ratings of season
“Third best show of the season so far, I think, not counting all the YouTube views and the international views. I think Chappelle's the only person who beat him.”
Jason Calacanis May 13, 2021 ▶ 21:49 E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
May 13, 2021
Disclosure
Calacanis says he was a punch-up writer for Elon Musk's SNL episode
“I was a punch up guy. I wrote some lines without, you know, taking anything away from the writers there who do the bulk of the work and the actors and the set designers.”
Jason Calacanis May 13, 2021 ▶ 5:45 E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
May 13, 2021 positive
Opinion
Sacks: Elon Musk made Saturday Night Live culturally relevant again
“Well, I mean, Elon, Elon made it Culturally relevant for the first time in like a decade.”
David Sacks May 13, 2021 ▶ 10:29 E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
May 31, 2021 bullish
Prediction Not checkable as stated
Sacks: Elon Musk's Starlink will disrupt traditional telecom companies
“What Elon is doing with Starlink is going to disrupt them.”
David Sacks May 31, 2021 ▶ 56:14 E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
Jul 16, 2021 positive
Opinion
Palihapitiya: Elon Musk is a class act who is not zero-sum
“Elon, Elon was so fabulous. I mean, it just shows you like what a class act he is and what he cares about, which is like, he cares about advancing humans and our ability to do things that are incredible and inspiring. And when other people do it, he's not zero…”
Chamath Palihapitiya Jul 16, 2021 ▶ 1:11:52 E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
Jul 23, 2021 bullish
What-if
Sacks: The electric car industry would not exist without Elon Musk
“It's indisputable that Elon, the electric car industry would not exist without Elon”
David Sacks Jul 23, 2021 ▶ 1:10:02 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
Jul 23, 2021 positive
Opinion
Calacanis: Elon Musk reduced carbon emissions more than anyone in private sector
“Elon has done more for global warming with Tesla than anybody in the in the battery packs, I think in modern society, I can't think of somebody In the private sector, who's done more?”
Jason Calacanis Jul 23, 2021 ▶ 1:08:08 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
Aug 6, 2021 positive
Opinion
Friedberg: Elon Musk is the only hype man who delivers in deep tech
“There's only one hype man on planet Earth that is good enough to pull this off and actually deliver the goods at the end of the day. It's probably Elon, like, because, you know, he funded these businesses that were deep tech businesses, Tesla and SpaceX. For m…”
David Friedberg Aug 6, 2021 ▶ 40:00 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 28, 2021 positive
Opinion
Chamath: Elon Musk is the most important business mind today
“And I think Elon is the most important technical product and business mind of our lifetime.”
Chamath Palihapitiya Aug 28, 2021 ▶ 1:23:28 E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
Sep 14, 2021 neutral
Insight
Sacks: Business success breeds imitation, while political success breeds opposition
“When you're successful as the leader of a company, everyone imitates you. So now because Elon successful, everyone else is trying to Introduce their own electric cars. Whereas in politics, whenever you start a political organization, you know, an equal and opp…”
David Sacks Sep 14, 2021 ▶ 1:01:17 E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
Oct 2, 2021 positive
What-if
Friedberg: Musk couldn't have funded Tesla and SpaceX without selling PayPal
“Elon sold PayPal and he was able to use that money to reinvest in Tesla and SpaceX. I think Elon's putting all the money back into two companies that are solving two major issues for humanity. He wouldn't have been able to do that if he hadn't sold in the firs…”
David Friedberg Oct 2, 2021 ▶ 56:50 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Nov 13, 2021
Assertion Supported
Chamath: Musk and Bezos sold over $11B in stock in 2021
“Elon Musk and Jeff Bezos have collectively sold more than eleven billion dollars of their holdings this year alone.”
Chamath Palihapitiya Nov 13, 2021 ▶ 10:37 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
Nov 13, 2021 bearish
Assertion Not checkable as stated
Chamath: The two smartest men in the world are selling
“Everything is at all time highs. And the two smartest men in the world are selling.”
Chamath Palihapitiya Nov 13, 2021 ▶ 23:25 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
Apr 9, 2022 positive
Prediction Not checkable as stated
Friedberg: Elon Musk will ignore complaints from Twitter employees, regulators, and shareholders
“I don't think he'll care what employees kind of gripe about. I don't think he'll care what regulators gripe about. And I don't think he'll care what other shareholders gripe about. He'll talk about the long-term opportunity, the philosophical alignment with mi…”
David Friedberg Apr 9, 2022 ▶ 51:37 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
Apr 9, 2022 positive
Opinion
Palihapitiya: Twitter free speech impact could exceed Tesla and SpaceX
“I think that if he is able to make free speech cool again, he'll, he'll actually do more doing that than potentially through SpaceX and Tesla, and that's already saying a lot.”
Chamath Palihapitiya Apr 9, 2022 ▶ 45:14 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
Apr 9, 2022 positive
Opinion
Palihapitiya: Twitter's structure uniquely allows Musk to enforce free speech
“You know that none of the other big tech companies will ever even do that. And the capital structures of those companies will never allow a single strong voice like his to enforce that idea. So this is the only company where that could happen.”
Chamath Palihapitiya Apr 9, 2022 ▶ 46:37 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
Apr 16, 2022 bearish
Prediction Held up
Sacks: Agrawal will be ousted immediately if Musk buys Twitter
“If Elon wins this battle, Parag is going to have the shortest executive career since that Pope who got poisoned.”
David Sacks Apr 16, 2022 ▶ 14:29 E76: Elon vs. Twitter
Apr 16, 2022 bearish
Prediction Partly held up
Chamath: Twitter board will fail to find a competing bidder
“They have to take Elon's offer and they have to create a go shop. I will go and try to get a better price. They won't be able to. And the reason they won't be able to is not a single person who is capable of stepping up with forty three billion dollars would e…”
Chamath Palihapitiya Apr 16, 2022 ▶ 24:54 E76: Elon vs. Twitter
Apr 16, 2022 positive
Prediction Not checkable as stated
Calacanis: Tesla AI engineers could solve Twitter's bot problem in days
“If he took one of the AI people working on self-driving and dropped them into Twitter, one, they would solve the bot problem, the spam problem in 30 days with one. And if, God forbid, he sent three. They would solve it in the weekend.”
Jason Calacanis Apr 16, 2022 ▶ 42:11 E76: Elon vs. Twitter
Apr 16, 2022 negative
Opinion
Sacks: Media exhibits hypocrisy covering Bezos versus Musk acquisitions
“Back in 2013, Business Insider's headline was, Billionaire Jeff Bezos, Washington Post Buy, marks a fascinating cultural transition in America. So these guys are completely hypocritical. When it's a billionaire that they like, they praise it. When it's a billi…”
David Sacks Apr 16, 2022 ▶ 31:48 E76: Elon vs. Twitter
Apr 16, 2022 bullish
Prediction Not checkable as stated
Palihapitiya: Free speech Twitter could be Elon Musk's biggest societal contribution
“I think if he does get a control of Twitter, and there is A strong, reliable moral force for free speech. I think that's actually going to be his biggest contribution to society”
Chamath Palihapitiya Apr 16, 2022 ▶ 45:05 E76: Elon vs. Twitter
Apr 16, 2022 positive
Prediction Not checkable as stated
Sacks: Musk running Twitter will reduce harassment by eliminating bots
“There'd be less harassment because he'd get rid of all the bots. He'd, he'd impose an authenticity requirement.”
David Sacks Apr 16, 2022 ▶ 42:51 E76: Elon vs. Twitter
Apr 16, 2022 bearish
Prediction Not checkable as stated
Sacks: Twitter board will reject Musk bid to protect jobs
“And the reason it's not going to happen is not because of superior economics or a magical plan. It's gonna be cause the board members on this country club, they call a board. Their interest is to stay on that board. Parag's interest is to stay as CEO.”
David Sacks Apr 16, 2022 ▶ 35:04 E76: Elon vs. Twitter
Apr 16, 2022 bearish
Prediction Didn’t hold up
Friedberg: Twitter board will reject offer and Musk will walk away
“They're gonna try and find the best price. They're gonna reject his offer. I don't think he's gonna up the offer significantly to the point to get it to get it done. They're gonna go out and run a long strategic process. Three months from now, we're still gonn…”
David Friedberg Apr 16, 2022 ▶ 51:22 E76: Elon vs. Twitter
Apr 16, 2022 bullish
Prediction Didn’t hold up
Calacanis: Musk will buy Twitter at a lower price by year-end
“My prediction is the Board tries to fight it. Stock collapses. Nobody thinks it's going to get done. Elon lowers his offer, and he wins it by the end of the year, and gives him a lower offer.”
Jason Calacanis Apr 16, 2022 ▶ 55:26 E76: Elon vs. Twitter
Apr 16, 2022 bearish
Prediction Didn’t hold up
Sacks: Twitter stock will fall to pre-offer level if takeover rejected
“The stock is going right back to that previous level. If they turn down this proposal.”
David Sacks Apr 16, 2022 ▶ 21:20 E76: Elon vs. Twitter
Apr 16, 2022 bearish
Prediction Didn’t hold up
Sacks predicts elites and media will stop Musk from acquiring Twitter
“Elon is gonna be thwarted by these folks. He's not gonna get control of this company. They're, the vested interest in stopping him by the board, by the new CEO, and by the corporate media and the political elites is too great. They will find a way to stop him.”
David Sacks Apr 16, 2022 ▶ 48:53 E76: Elon vs. Twitter
Apr 16, 2022 neutral
Prediction Not checkable as stated
Chamath: Musk will use public pressure on Twitter shareholders
“And I think what Elon will try to do is essentially use the public pressure that's going to build and the existing shareholders who own stock at 40 some odd dollars A chance to basically get, you know, a 20% payday by selling it to Elon for 54 bucks or 53, wha…”
Chamath Palihapitiya Apr 16, 2022 ▶ 7:18 E76: Elon vs. Twitter
Apr 30, 2022 neutral
Prediction Open · timeframe Apr 2027
Palihapitiya: Musk will eventually donate Twitter to a foundation and trust
“I think he's going to donate it into a foundation and a trust.”
Chamath Palihapitiya Apr 30, 2022 ▶ 1:31:15 E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
Apr 30, 2022 bullish
Prediction Open · timeframe Apr 2029
Palihapitiya: Musk will acquire Twitter and double its valuation to $100B
“I think he's going to buy Twitter. I think he's going to clean it up. I think he's probably going to generate something like a two X on this. You know, we talked about how, you know, that's like a good terminal valuation in six or seven years that basically, y…”
Chamath Palihapitiya Apr 30, 2022 ▶ 1:30:39 E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
May 16, 2022 negative
Insight
Elon Musk: Purpose of a company is making useful products, not politics
“Look, I think it, you know, the point of a company is to produce useful products and services for your fellow human beings. It is not you know, some political gathering place or a thing where it, that's the point of a company.”
Elon Musk May 16, 2022 ▶ 1:24:36 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022 bearish
Disclosure
Musk refuses to pay agreed Twitter price if public filings are inaccurate
“So, in, in making the Twitter offer, I was obviously reliant upon the truth and accuracy of their public filings, and if those filings are not accurate. It's simply not, that's, that it's not, you can't pay the same price for something that is much worse than …”
Elon Musk May 16, 2022 ▶ 23:46 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022
Assertion Supported
Musk: Tesla closed 2008 round on Christmas Eve hours before bouncing payroll
“And then we closed that round at six PM Christmas Eve, 2008. It was last hour of the last day that it was possible because after that people were like, I'm breaking for the holidays and we would have bounced payroll two days after Christmas.”
Elon Musk May 16, 2022 ▶ 35:49 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022
Assertion Partly supported
Musk: Tesla had no employees or IP when he joined
“I, when I joined, there were no, no employees, there was no intellectual property, there was no prototype, there was no nothing.”
Elon Musk May 16, 2022 ▶ 33:58 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022
What-if
SpaceX and Tesla avoided 2008 bankruptcy by paying suppliers late
“I mean, both SpaceX and Tesla in 2008, if we'd simply paid our suppliers on time, we would have gone bankrupt immediately.”
Elon Musk May 16, 2022 ▶ 36:31 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022 bearish
Prediction Didn’t hold up
Musk predicts a US recession lasting 12 to 18 months
“But I think we probably are in a recession and that that recession will get, get worse. But you know, these things pass and then there will be boom times again. So that'll probably be some tough going for, I don't know, a year maybe, maybe, you know, 12 to 18 …”
Elon Musk May 16, 2022 ▶ 1:08:47 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022 neutral
Disclosure
Musk says he will vote Republican after historically voting for Democrats
“I have voted, voted overwhelmingly for Democrats historically overwhelmingly, like I, I'm not sure. I might never have voted for Republican, just to be clear. Now, now this election, I will.”
Elon Musk May 16, 2022 ▶ 9:02 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 16, 2022 bearish
Prediction Not checkable as stated
Musk: Terrestrial nuclear fusion is probably uncompetitive by an order of magnitude
“A fusion earth fusion is not competitive economically. I think that is I would say it's probably not competitive economically by an order of magnitude.”
Elon Musk May 16, 2022 ▶ 49:22 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
May 26, 2022 bearish
Prediction Held up
Rabois: Elon Musk acquiring Twitter will be a bad financial investment
“Yes, Elon should buy Twitter to save the world, but it's not going to be a good financial investment.”
Keith Rabois May 26, 2022 ▶ 36:11 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
May 28, 2022 negative
Opinion
Calacanis: Democrats are incompetent for failing to court Rogan and Musk
“The Democrats are so incompetent to not court the two most influential people in America today, Joe Rogan and Elon Musk.”
Jason Calacanis May 28, 2022 ▶ 32:51 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
May 28, 2022
Assertion Not checkable as stated
Greenwald: Elon Musk voted for Obama and is a top ACLU donor
“And even now Elon Musk, who voted for Barack Obama in 2012 over Mitt Romney and is one of the largest donors to the ACLU.”
Glenn Greenwald May 28, 2022 ▶ 3:24 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
Aug 5, 2022
Disclosure
Sacks denies coordinating with Elon Musk prior to podcast media appearances
“I had no coordination with Elon before appearing on any of those shows. I just went on those shows and said what I think.”
David Sacks Aug 5, 2022 ▶ 7:43 E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
Aug 26, 2022 bullish
Opinion
Sacks: Whistleblower complaint is a legal windfall for Elon Musk
“I do think that this whole thing is a windfall for Elon's case. Because it does seem to provide substantiation for Elon's assertion that there's a bot problem at Twitter now.”
David Sacks Aug 26, 2022 ▶ 18:48 E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
Aug 26, 2022 neutral
Prediction Didn’t hold up
Chamath: Twitter-Elon lawsuit will end in settlement or price cut
“The most likely outcome here is a settlement where you have to pay the economic difference between where the stock is now and 54 20, which is more than a billion dollars, or you close at some number below 54 dollars and 20 cents a share.”
Chamath Palihapitiya Aug 26, 2022 ▶ 13:56 E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
Oct 7, 2022 bullish
Prediction Held up
Chamath: Elon Musk's acquisition of Twitter will probably close within weeks
“And so I think this deal is going to close. It's probably going to close in the next few weeks.”
Chamath Palihapitiya Oct 7, 2022 ▶ 21:58 E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
Oct 29, 2022 neutral
Assertion Supported
Sacks: Elon Musk chose single-class stock over dual-class for Twitter
“If you look at Elon's Twitter deal, there is no dual class. Everybody has, there's this one class of security. This is one type of stock. So it's simple majority voting. Elon actually had the choice of doing dual class and he decided not to.”
David Sacks Oct 29, 2022 ▶ 46:53 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 bullish
Prediction Not checkable as stated
Calacanis: Elon Musk will quickly turn Twitter around and make it profitable
“There's no doubt that I think Elon can turn this around pretty quickly. And to make it massively profitable, I think, and clean up the bot problem very quickly.”
Jason Calacanis Oct 29, 2022 ▶ 6:18 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 bullish
Prediction Not checkable as stated
David Sacks predicts Starlink will be a phenomenal business
“And I think Starlink's going to be A phenomenal business.”
David Sacks Oct 29, 2022 ▶ 12:45 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 bullish
Prediction Not checkable as stated
Chamath: Twitter's value per active user could double or triple under Musk
“I think the best way to think about it is he bought a quarter of a billion mouths for forty four billion dollars, and in the grand scheme of things, that is, I think, going to turn out to be pretty reasonably cheap, especially if he can layer in a few of his b…”
Chamath Palihapitiya Oct 29, 2022 ▶ 6:57 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 positive
Assertion Not checkable as stated
Chamath: Elon Musk eschews dual-class stock to ensure accountability
“Elon has never cared about that stuff because it's like, if I'm not doing well, vote me out, which is so clarifying because he realizes that that's actually the best check on him making bad decisions.”
Chamath Palihapitiya Oct 29, 2022 ▶ 49:51 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Oct 29, 2022 positive
Opinion
David Sacks calls Tesla the best car in the world
“He created the world's best car, not just the world's best electric car, but I just think it's the best car in the world.”
David Sacks Oct 29, 2022 ▶ 13:03 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Nov 5, 2022 neutral
Disclosure
Sacks denies leaving Craft Ventures for a permanent role at Twitter
“I've gotten all sorts of inbound from people asking me if I'm like leaving craft ventures to do something at Twitter. No, it's not true. We're just, Jason and I are just pitching in and helping out while Elon establishes his permanent team at that company.”
David Sacks Nov 5, 2022 ▶ 1:31 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 5, 2022 positive
Prediction Not checkable as stated
Friedberg: Successful Twitter cuts could trigger wave of software buyouts
“If Elon is successful in making Twitter a much more profitable enterprise, it could set a new model that catalyzes a lot of other M&A activity, a lot of other buyout activity of these distressed small and mid-cap companies by other actors.”
David Friedberg Nov 5, 2022 ▶ 20:55 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 5, 2022
Assertion Supported
Sacks: Musk did not change Twitter content moderation rules post-acquisition
“The truth is Elon hasn't even had a chance To change anything about the content moderation policies. He's posted that, like, guys, I haven't even, I haven't changed anything about content moderation. Whatever the rules are, they're the same rules that existed …”
David Sacks Nov 5, 2022 ▶ 3:49 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 5, 2022
Assertion Partly supported
Sacks: Twitter's racist post surge was a 4chan bot attack
“What happened is that within hours of Elon taking over the company on Friday, there was a four Chan attack where basically people from this message board created bots to post hundreds of thousands of spam messages that contained Racist words and epithets.”
David Sacks Nov 5, 2022 ▶ 2:35 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 5, 2022 positive
Opinion
Friedberg: Elon Musk's Twitter cuts set a new standard for tech layoffs
“This is what I think the Elon action this week really sets a standard. He shows the entirety of Silicon Valley that you can cut deep and you can turn a profit and you can do it fast. And it could set a new standard for how folks are managing this.”
David Friedberg Nov 5, 2022 ▶ 46:44 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Dec 10, 2022 positive
Opinion
Sacks: Elon Musk is the only billionaire willing to fight for free speech
“I think, look, I think we got, I think we basically got extremely lucky that Elon Musk happened to care about free speech and decided to do something about it and actually had the means to do something about it. He's just about the only billionaire who has tha…”
David Sacks Dec 10, 2022 ▶ 23:22 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
Dec 10, 2022 negative
Opinion
Sacks: NYT reporters on strike are running a 'clickbait farm'
“The same reporters who couldn't stop writing About the oppressive working conditions that Elon Musk was supposedly creating because he simply wanted the employees to go back to the office and work hard. And if they didn't, he'd give them a generous three month…”
David Sacks Dec 10, 2022 ▶ 2:52 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
Dec 16, 2022 negative
Opinion
Friedberg: Musk suspending jet-tracking account shows deep hypocrisy
“I think it was a bad decision, and I think that it represented on the least generous statement would be that it represents deep hypocrisy in that not just a few weeks ago did he say he would never delete that account, but he also said he was buying Twitter to …”
David Friedberg Dec 16, 2022 ▶ 2:43 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Dec 16, 2022 positive
Opinion
Sacks: Musk's free speech mission at Twitter is vital for humanity
“If you define what he's doing in the larger sense as restoring free speech to the most important town square social network, hopefully thereby inspiring other tech companies to move in the direction of opening things up, then I actually think it's a pretty goo…”
David Sacks Dec 16, 2022 ▶ 8:11 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Dec 16, 2022 neutral
Assertion Partly supported
Chamath: Elon Musk sold $3.8B of Tesla stock
“We saw yesterday that he had to sell another 3.8 billion dollars of Tesla stock.”
Chamath Palihapitiya Dec 16, 2022 ▶ 6:10 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Dec 24, 2022
Disclosure
Musk personally apologized to Paul Graham for his Twitter suspension
“The Paul Graham suspension was definitely a mistake, and I actually called Paul Graham to apologize personally for that one.”
Elon Musk Dec 24, 2022 ▶ 1:14:45 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 neutral
Assertion Not checkable as stated
Friedberg: VCs and CEOs are adopting Musk's Twitter restructuring as a model
“Nearly every VC I speak with, every CEO, every board is looking to Elon's behavior for right or for wrong, for, you know, moral, moral or not, and saying that's a model for how you can challenge your team to achieve the impossible.”
David Friedberg Dec 24, 2022 ▶ 43:39 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 negative
Opinion
Friedberg: Elon Musk Suffered Major Reputational Damage From Buying Twitter
“I think his reputation has gotten really hurt because of, you know, that role. He's not making a lot of friends, and he's not, he's causing a lot of reputational damage.”
David Friedberg Dec 24, 2022 ▶ 2:11:15 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 negative
Assertion Not checkable as stated
Musk: Almost every conspiracy theory about Twitter turned out true
“Almost every conspiracy theory that people had about Twitter turned out to be true. So far, they've all turned out to be true, and if not, more true than people thought.”
Elon Musk Dec 24, 2022 ▶ 1:21:41 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022 bearish
Prediction Not checkable as stated
Musk: Economic recovery will begin roughly in Q2 2024
“And my best guess is that, you know, we have Sort of stormy times for a year to a year and a half, and then things start to, dawn breaks roughly in Q to 24.”
Elon Musk Dec 24, 2022 ▶ 1:20:30 E109: 2022 Bestie Awards Live from Twitter HQ
Dec 24, 2022
Assertion Not checkable as stated
Musk: Twitter maintains roughly 2,000 employees and 5,000 contractors
“We still have 2000 people. It's not nothing. And actually if you, there's actually on the order of like almost 5000 contractors.”
Elon Musk Dec 24, 2022 ▶ 1:06:26 E109: 2022 Bestie Awards Live from Twitter HQ
Feb 4, 2023 negative
Assertion Not checkable as stated
Sacks: Over 50% of Twitter engineers hadn't checked in code in months
“The first question he asked in the engineering department is who's checked in code. And they looked at the code repository and over 50% of the engineering department had not checked in code in months.”
David Sacks Feb 4, 2023 ▶ 29:42 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Feb 17, 2023
Assertion Partly supported
Calacanis: Elon Musk donated $50 million to OpenAI, not $1 billion
“No, he contributed fifty million, I think. I don't think it was a billion.”
Jason Calacanis Feb 17, 2023 ▶ 1:29:19 E116: Toxic out-of-control trains, regulators, and AI
May 19, 2023 positive
Opinion
Chamath: The most knowledgeable AI figures favor regulation over free-market approaches
“And I just think that on a spectrum, it's, this is a unique moment where the most knowledgeable people across every single political spectrum, persuasion, for-profit, nonprofit, Democrat, Republican, right? Elon and Sam, I'll just use those as the two canonica…”
Chamath Palihapitiya May 19, 2023 ▶ 33:40 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 19, 2023 positive
Assertion Supported
Chamath: Elon Musk leads companies with female top executives across Tesla, Twitter, SpaceX
“He has a female chairman at Tesla, a female CEO at Twitter, and a female president at SpaceX.”
Chamath Palihapitiya May 19, 2023 ▶ 46:35 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 19, 2023
Assertion Supported
Chamath: Tim Cook famously refused to meet with Elon Musk about acquiring Tesla
“Tim Cook famously wouldn't take the meeting. Elon said it. He wouldn't meet with them.”
Chamath Palihapitiya May 19, 2023 ▶ 1:05:56 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 19, 2023 neutral
Assertion Supported
Calacanis: Linda Yaccarino will run Twitter except product and CTO
“She's gonna take over everything but product and CTO. Elon's gonna stick with that.”
Jason Calacanis May 19, 2023 ▶ 43:48 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 26, 2023 neutral
Disclosure
Sacks co-hosted Ron DeSantis's 2024 presidential campaign launch on Twitter Spaces
“The DeSantis campaign connected with Twitter and Elon and I agreed to kind of co-host the space.”
David Sacks May 26, 2023 ▶ 5:06 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 neutral
Disclosure
Sacks: DeSantis campaign initiated Twitter Spaces launch with Musk and Sacks
“Look, the DeSantis people reached out to Elon on Twitter. They also reached out to me about it, and we discussed it, and they were excited to break new ground and do something different”
David Sacks May 26, 2023 ▶ 21:43 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
Jun 24, 2023 bearish
Opinion
Sacks: Department of Energy loan portfolio is all Solyndras without Tesla
“So Elon was basically a fluke. I mean, you get like a once in a generation entrepreneur who happened to be working on this EV problem and he got that loan. If you're to take Elon out of that government portfolio, it all looks like Solyndra.”
David Sacks Jun 24, 2023 ▶ 1:23:10 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jun 24, 2023
Assertion Supported
Sacks says Elon Musk required neck surgery after a sumo match
“Also, Elon has a neck injury that he got from that sumo thing years ago. And he's had to have surgeries on it”
David Sacks Jun 24, 2023 ▶ 13:20 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jul 9, 2023 bullish
Prediction Not checkable as stated
Chamath: Users quitting Twitter over Elon Musk will eventually return
“Rage quitting Twitter because you're not a fan of the product right now or Elon isn't a successful long-term use case because all of those people will eventually come back.”
Chamath Palihapitiya Jul 9, 2023 ▶ 11:01 E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
Sep 1, 2023 positive
Prediction Not checkable as stated
Chamath: Attorney Alex Spiro will win most lawsuits brought against Elon Musk
“Alex Spiro is gonna have a job for the rest of his life, that's his lawyer from Quinn Emanuel, and Alex is gonna beat these things back, and generally Alex will win most lawsuits.”
Chamath Palihapitiya Sep 1, 2023 ▶ 15:50 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 13, 2023 neutral
What-if
Musk: Would have activated Starlink in Crimea if requested by Biden
“If I had received a presidential directive to turn it on, I would have done so, because I do regard the president as the chief executive officer of the country, whether I want that position If I'm not, I still respect the office, and so, if, you know, if we've…”
Elon Musk Sep 13, 2023 ▶ 8:55 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 neutral
Assertion Supported
Musk: Starlink coverage in Crimea was disabled due to US sanctions
“At the time this happened, the region around, you Crimea was actually turned off. Now, the reason it was turned off was, actually, originally, was because the United States had sanctions and we're not allowed to actually, and that includes Crimea in the sancti…”
Elon Musk Sep 13, 2023 ▶ 7:11 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 bullish
Prediction Not checkable as stated
Musk: Probably over 50% chance Starship reaches orbit on second test
“So I'd say maybe it's like a, you know, above, I'd say probably above a 50% chance of getting to orbit this time, whereas previously I said below 50.”
Elon Musk Sep 13, 2023 ▶ 3:45 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 positive
Assertion Contradicted
Musk: Starlink is the only communications network working on Ukrainian front lines
“Starlink is the fundamental communication backbone of the Ukrainian government and essential services, like first responders and that kind of thing. And, you know, it's used, we hope peacefully, relatively peacefully on the war front. It is the only thing that…”
Elon Musk Sep 13, 2023 ▶ 11:43 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Sep 13, 2023 positive
Prediction Partly held up
Musk: X will soon open-source its entire recommendation algorithm
“The algorithm is, ah, I think almost all of it is open sourced, and we will, ah, I think quite soon have the entire thing open sourced.”
Elon Musk Sep 13, 2023 ▶ 23:51 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Dec 1, 2023 positive
Opinion
Carlson: X is the only major platform without mass censorship
“It's the only platform at scale in the world that's pretty, you know, there's censorship on it, but there's not mass censorship, actually, there isn't, and That's the only platform of its kind at scale. It's the only one.”
Tucker Carlson Dec 1, 2023 ▶ 1:09:23 Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
Dec 1, 2023 positive
Assertion Not checkable as stated
Elon Musk claims he has done more for the environment than anyone
“It would be fair to say that, therefore, as a leader of the company, I've done more for the environment than everyone else, any single human on Earth.”
Elon Musk Dec 1, 2023 ▶ 1:29:59 Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
Dec 16, 2023 negative
Opinion
Calacanis: Biden targets Elon Musk primarily because his companies are non-union
“Cause he's non-union. It's obvious. That's the beginning and end of it. I mean, I'm sure the freedom of speech things and, you know, Twitter doesn't help, but this predates Biden is a union guy and he will not have non-union people. He will not support non-uni…”
Jason Calacanis Dec 16, 2023 ▶ 42:34 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Feb 2, 2024 negative
Prediction Not checkable as stated
Palihapitiya: No CEO will ever accept an incentive-laden plan like Musk's
“No CEO, as Sack said, will ever want an incentive-laden plan like this, ever.”
Chamath Palihapitiya Feb 2, 2024 ▶ 51:07 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Feb 2, 2024 neutral
Assertion Supported
Calacanis: 73% of Tesla shareholders approved Musk's 2018 pay package
“In 2018, Tesla's board approved a performance-based compensation package for Elon. It was approved by 73% of shareholders.”
Jason Calacanis Feb 2, 2024 ▶ 36:28 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Feb 23, 2024
Assertion Supported
Sacks: Elon Musk fired 85 percent of Twitter's workforce after acquisition
“I saw what Elon did at Twitter. He went in and he fired 85% of the employees.”
David Sacks Feb 23, 2024 ▶ 1:03:55 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Feb 23, 2024
Disclosure
Sacks: Craft Ventures makes a specific portfolio allocation for Elon Musk
“No, in our portfolio allocation, we say this much early stage, this much late stage, this much Elon.”
David Sacks Feb 23, 2024 ▶ 42:19 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Mar 8, 2024 neutral
Assertion Partly supported
Sacks: Elon Musk provided OpenAI's initial $40 million funding
“He put in the first forty million.”
David Sacks Mar 8, 2024 ▶ 31:54 E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
Mar 8, 2024
Assertion Supported
Chamath: Elon Musk was instrumental in recruiting Ilya Sutskever to OpenAI
“They used his name pretty aggressively to get more money, and he was very instrumental in getting some of the early critical hires, particularly Ilya, which has been, I think, well-documented, to leave Google, right?”
Chamath Palihapitiya Mar 8, 2024 ▶ 6:09 E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
Mar 16, 2024 positive
Prediction Not checkable as stated
Chamath: Next-generation winning tech CEOs will act more like Elon Musk
“This next generation of winning companies seems to have CEOs that will take a different path. They'll be maybe closer to an Elon than closer to a politician.”
Chamath Palihapitiya Mar 16, 2024 ▶ 14:27 E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
Mar 16, 2024 positive
Opinion
Sacks: Other tech CEOs' statements don't match Elon Musk's political risks
“I just don't put any of the things that they're saying or doing in the same category. As say what Elon has been doing in terms of taking on the powers that be in terms of rolling back censorship and promoting free speech on, on X. I mean, Elon, I think has tak…”
David Sacks Mar 16, 2024 ▶ 10:57 E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
Mar 16, 2024 bullish
Prediction Not checkable as stated
Friedberg: A US TikTok ban will significantly benefit Meta, Instagram, and X
“If TikTok gets banned in the US, it's going to benefit Meta. It's going to benefit Instagram. It's going to benefit a few other, you know, social networks. It's going to benefit Elon at Twitter. There's a few folks that are going to benefit pretty significantl…”
David Friedberg Mar 16, 2024 ▶ 56:30 E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
Apr 9, 2024 negative
Opinion
David Sacks: The New Yorker's depiction of Elon Musk is upside down
“There's an article in Today's New Yorker calling you a super villain because you're advocating peace and protecting the First Amendment. I mean, it's like completely upside down.”
David Sacks Apr 9, 2024 ▶ 9:57 All-In Summit 2023 Recap
Apr 26, 2024 bearish
Prediction Didn’t hold up
Sacks predicts second Biden term will force Elon Musk to divest X
“So I think that in a second Biden term, they will open an investigation and just start ratcheting up the pressure on Elon to get rid of X, because that's clearly what they want.”
David Sacks Apr 26, 2024 ▶ 1:17:26 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 neutral
Prediction Open · timeframe Apr 2034
Calacanis: Autonomous ride-hailing at scale is 5 to 10 years away
“I think a lot of people are going to get there at the same time. Wouldn't be surprised if Elon gets there first, but I think that's five or 10 years out, if I'm being totally honest, you know, in terms of getting to scale.”
Jason Calacanis Apr 26, 2024 ▶ 39:47 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Jun 14, 2024 positive
What-if
Friedberg: Rejecting Musk's pay would have reduced Tesla stock price further
“And the reality is that by him getting the pay package, the certainty of him sticking around at the company caused the stock to go up by 10%. So they actually had the calculus wrong that if they had gotten their way, the stock would have declined by more than …”
David Friedberg Jun 14, 2024 ▶ 34:32 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Jun 14, 2024 negative
Prediction Not checkable as stated
Sacks: Delaware risks losing premier corporate status over Tesla pay rulings
“If that happens, I mean, Delaware can kind of kiss its status as the premier corporate law state away.”
David Sacks Jun 14, 2024 ▶ 28:52 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Jul 19, 2024 neutral
What-if
Sacks: Twitter could not restore free speech without firing staff
“Imagine if Elon had bought Twitter, but he wasn't allowed to fire anybody. Do you think he would have been able to restore free speech? Do you think he'd be able to restore innovation? No.”
David Sacks Jul 19, 2024 ▶ 34:20 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Aug 30, 2024 negative
Assertion Contradicted
RFK Jr.: EU Commissioner Thierry Breton ordered Elon Musk not to interview Trump
“Two weeks before that, you had this crazy European commissioner, Thierry Breton, saying that he ordering, ordering Elon Musk to not interview Donald Trump, a former president of the United States, the nominee of a, of one of the two major political parties”
Robert F. Kennedy Jr. Aug 30, 2024 ▶ 1:36:48 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Aug 30, 2024
Assertion Not checkable as stated
Hoffman: Musk demanded firing CEO Bill Harris right after X.com merger
“Pre the merger closing you know, Elon is, is saying, oh, I got the CEO of Bill Harris. He's the best ever. That's part of the reason why you should give so much percentage of the company to x.com and the merger, you know, dah, dah, dah, dah, dah, dah. And then…”
Reid Hoffman Aug 30, 2024 ▶ 6:02 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Aug 30, 2024
Assertion Not publicly verifiable
Hoffman: Sam Altman offered Elon Musk full participation in OpenAI's commercial round
“I know Sam offered him as much of the investment round as he wanted. Right? Like, he could have done the whole thing. He could have let it.”
Reid Hoffman Aug 30, 2024 ▶ 23:10 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Aug 30, 2024 negative
Opinion
Elon Musk's lawsuits against OpenAI are driven by sour grapes
“Frankly, I think probably the most charitable thing to say is sour grapes because, you know, for example, I know Sam offered him as much of the investment round as he wanted. Right? Like, he could have done the whole thing. He could have let it. You know, it w…”
Reid Hoffman Aug 30, 2024 ▶ 23:10 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Sep 10, 2024 negative
Assertion Partly supported
Musk: Three recent articles called for my imprisonment
“But it wasn't just him, it was three different articles. Three different articles. Calling for me to be imprisoned. In the guardian, you know.”
Elon Musk Sep 10, 2024 ▶ 6:24 Elon Musk | All-In Summit 2024
Sep 27, 2024 negative
Opinion
Sacks: OpenAI converting to for-profit without equity for Elon Musk is ridiculous
“You're making it into a for-profit. You're giving everyone shares, but the guy who puts in the original seed capital doesn't get anything. That's ridiculous.”
David Sacks Sep 27, 2024 ▶ 47:11 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Sep 30, 2024 neutral
Prediction Not checkable as stated
Humanoid robots will be confined to dangerous industrial settings, contradicting Musk
“I am not of the belief, I guess, that when Elon talks about, you know, two times the amount of robots as humans, that you'll see them in society, actually, as much as you maybe, maybe you'd think. I think they're actually gonna be found mostly in these, like, …”
Jake Loosararian Sep 30, 2024 ▶ 28:23 Jake Loosararian, Gecko Robotics | All-In Summit 2024
Oct 3, 2024 negative
Opinion
Mark Cuban calls Elon Musk an intentional troll on X
“As a Twitter user, he's a troll. And I mean, he just trolls to troll to troll, and every good troll deserves a foil, right?”
Mark Cuban Oct 3, 2024 ▶ 1:52:07 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 3, 2024 positive
Opinion
David Sacks says Elon Musk bought X to promote free speech
“I truly believe that his core conviction and the reason he bought Twitter X is because he wanted to unlock it as a free speech platform.”
David Sacks Oct 3, 2024 ▶ 1:54:24 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 3, 2024 neutral
Prediction Not checkable as stated
Calacanis predicts X will be viewed as a gift but challenged business
“I do think that that will be looked at as a beautiful thing that he gave to society as a gift. And it will be looked at as a really challenged business.”
Jason Calacanis Oct 3, 2024 ▶ 1:58:20 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 3, 2024 positive
Opinion
Cuban: Elon Musk goes all-in without hedging more than anyone else
“The one thing I respect the most about Elon Musk, and he does more than anybody I've ever seen, and that is he goes all in. He doesn't just, you know, he takes every cent he has, and he believes in it, and he goes all mother in. He never hedges his bet at all.”
Mark Cuban Oct 3, 2024 ▶ 2:00:13 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 18, 2024 negative
Assertion Supported
Friedberg: Coastal Commission cited Musk's tweets to block SpaceX launches
“I will comment on the California Coastal Commission ruling that was based on Elon's political tweets, which is why they stopped additional launches out of Vandenberg.”
David Friedberg Oct 18, 2024 ▶ 1:11:52 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Oct 18, 2024 bullish
Prediction Not checkable as stated
Calacanis: Self-driving technology will save 30,000 US road deaths annually
“The guy's like gonna save 30,000 road deaths a year in the United States with self-driving”
Jason Calacanis Oct 18, 2024 ▶ 24:23 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Nov 6, 2024 positive
Assertion Not checkable as stated
Don Jr.: Elon Musk cut 80% of Twitter staff and it ran better
“I mean, Elon did that with Twitter when he took it over, he cut 80% of the workforce and it functioned better.”
Donald Trump Jr. Nov 6, 2024 ▶ 9:45 2024 Election Night Livestream with the Besties!
Nov 6, 2024 positive
Opinion
Don Jr.: 2024 election would not be close without Elon Musk's X
“By the way, I don't think this race would even be close if it wasn't for what Elon's doing with X and just showing people what's going on, enabling them to communicate even today”
Donald Trump Jr. Nov 6, 2024 ▶ 12:43 2024 Election Night Livestream with the Besties!
Nov 8, 2024 negative
Prediction Held up
Sacks doubts Congress will pass $2 trillion in spending cuts
“Are we gonna get two trillion in cuts like Elon wants? I would love that. I doubt you're gonna be able to pass that through Congress”
David Sacks Nov 8, 2024 ▶ 54:05 Trump wins! How it happened and what's next
Nov 8, 2024 positive
Insight
Sacks: A startup founder can outexecute professional political operatives
“What Elon showed is that a smart person can come in who basically, like you said, can go into demon mode, has a startup or innovation mentality, is willing to spend money, but wants to do it smartly, but is really hardcore, can come in and beat the supposed pr…”
David Sacks Nov 8, 2024 ▶ 1:04:46 Trump wins! How it happened and what's next
Nov 23, 2024 bearish
Prediction Not checkable as stated
Sacks: Legacy media will attack DOGE as self-serving regardless of strategy
“That story that you told is gonna be told by the legacy media and all the haters and the enemies, regardless of what Elon and Vink do.”
David Sacks Nov 23, 2024 ▶ 36:40 DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
Nov 23, 2024 positive
Opinion
Palihapitiya: Musk and Ramaswamy's DOGE essay created $100B in market value
“So, so I think that it was probably a hundred billion dollar essay just writing it.”
Chamath Palihapitiya Nov 23, 2024 ▶ 31:50 DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
Dec 7, 2024 positive
Opinion
Baker: Musk saved Nvidia during Blackwell delays by proving Hopper cluster scale
“I actually think you can argue that Elon doing that in a lot of ways kind of saved Nvidia from a tough six month period when Blackwell was delayed because everyone who was waiting for Blackwell and thought it was impossible to make a 100,000 hoppers coherent r…”
Gavin Baker Dec 7, 2024 ▶ 53:50 New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
Dec 20, 2024 negative
Opinion
Levie: Democrats reflexively oppose initiatives associated with Elon Musk
“There's a classic, you know, sort of reflex within, within probably Democrat Party on, on, at this point, just because of Elon's support of Trump, that, that if something is a, is an Elon project, they're gonna, they're sort of gonna instantly respond no matte…”
Aaron Levie Dec 20, 2024 ▶ 32:12 DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
Dec 20, 2024 bullish
Prediction Not checkable as stated
Chamath: Big tech and Elon Musk will win the AI hardware war
“In a capital war, I think the big companies like Google, Amazon, Microsoft, Meta, And brands like Elon will always be able to attract effectively infinite capital, and their cost of capital goes to zero, which means they'll be able to win this hardware war.”
Chamath Palihapitiya Dec 20, 2024 ▶ 1:01:34 DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
Dec 25, 2024
Insight
Chamath: AI models hit a wall; proprietary data like X will win
“I think the quality of these models have hit a wall, and it's the folks that own private information, for example, what Elon owns through X, that is going to make the game changer in the quality of the models.”
Chamath Palihapitiya Dec 25, 2024 ▶ 1:03:03 The All-In Holiday Spectacular
Dec 25, 2024 bearish
Prediction Not checkable as stated
Chamath: Musk's 900,000 Nvidia GPU order will restrict rivals' hardware access
“He's actually bought now not just the largest NVIDIA cluster, but he's promised to buy 900,000 more. Do you know what happens when you buy a 100,000 and then buy, promise to buy 900,000? Not only are you at the front of the line, you consume NVIDIA's attention…”
Chamath Palihapitiya Dec 25, 2024 ▶ 1:03:22 The All-In Holiday Spectacular
Jan 4, 2025 bearish
Prediction Not checkable as stated
Friedberg predicts pro-war neoconservatives will lose influence to Vance and Musk
“I'm going to predict the pro war neocons who are going to go Head to head with the JD Vance and Elons and others of the world, and I think that they're gonna lose, and I think that there's gonna be this kind of big crack in the establishment of this neocon mov…”
David Friedberg Jan 4, 2025 ▶ 11:12 2025 Predictions: Tech, Business, Media, Politics!
Jan 11, 2025 positive
Opinion
Chamath: Elon Musk bought Twitter out of moral conviction, not shareholder value
“Elon didn't make a value maximizing function. He made a moral decision. He did it when it was unpopular and where the winds were clearly blowing in the opposite direction.”
Chamath Palihapitiya Jan 11, 2025 ▶ 1:05:48 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Feb 7, 2025 neutral
Prediction Not checkable as stated
Friedberg: Reducing government deficit below 3% of GDP will drop interest rates
“Elon and Besant and others in the administration have echoed trying to get government deficit below three percent of GDP. That seems to be the economic magical number. And if you can do that, rates drop.”
David Friedberg Feb 7, 2025 ▶ 2:02 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Feb 7, 2025
Assertion Supported
Chamath: Federal judge issued TRO barring DOGE from Treasury payments data
“The federal judge just put a temporary restraining order on Doge and has barred Elon and his team from accessing US Treasury payments data.”
Chamath Palihapitiya Feb 7, 2025 ▶ 1:03:05 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Feb 15, 2025 bullish
Disclosure
Naval Ravikant is starting a hardware company and stepping away from investing
“It makes us, that's why I'm doing a hardware company now. It makes me want to do something useful with my life. You know, Elon always makes me question, am I doing something useful enough with my life? It's why I don't want to be an investor.”
Naval Ravikant Feb 15, 2025 ▶ 1:47:34 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Feb 15, 2025 positive
Assertion Partly supported
Chamath: Elon Musk moved into the Roosevelt Building for four months
“He moved into the Roosevelt building for the next four months.”
Chamath Palihapitiya Feb 15, 2025 ▶ 1:46:50 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Feb 22, 2025 positive
Insight
Chamath: Grok 3 proves cluster scaling in pre-training still yields superior outcomes
“He basically proved that there was still value in pre-training where size actually led to better outcomes.”
Chamath Palihapitiya Feb 22, 2025 ▶ 1:29:26 The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
Mar 1, 2025 positive
Opinion
Chamath: Elon Musk does not suppress free speech on X
“Despite all the conspiracy theories, I don't think he suppresses free speech in the least. In fact, I think it's a literal free for all inside of X.”
Chamath Palihapitiya Mar 1, 2025 ▶ 1:12:21 Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
Mar 8, 2025 neutral
Opinion
Chamath: Trump and Elon's political honeymoon period ended this week
“I think that Trump and Elon were very much in a honeymoon period until this week. And I think there was the benefit of the doubt.”
Chamath Palihapitiya Mar 8, 2025 ▶ 10:28 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 15, 2025 positive
Prediction Not checkable as stated
Schulz: Elon Musk will behave well in Trump's administration
“So I think he's going to behave really well because now he's in the most powerful position he will ever be in.”
Andrew Schulz Mar 15, 2025 ▶ 1:31:58 Fixing the American Dream with Andrew Schulz
Mar 20, 2025 positive
Assertion Partly supported
Lutnick: Elon Musk is building U.S. customs software
“He's building it.”
Howard Lutnick Mar 20, 2025 ▶ 1:14:48 Howard Lutnick | All-In DC
Mar 20, 2025
Disclosure
Lutnick reveals MSG rally plan for Musk and himself to pledge trillions
“The deal was he's going to cut one trillion dollars. And then he's supposed to say, and how much are you going to earn? And I'm supposed to say one trillion dollars. And then we're supposed to say together, we're going to balance the budget.”
Howard Lutnick Mar 20, 2025 ▶ 39:53 Howard Lutnick | All-In DC
Mar 22, 2025 neutral
Assertion Not checkable as stated
Chamath: Elon Musk's White House office contains only a desk, screen, and phone
“Elon works in one of the smallest offices I've ever seen. All he has is a desk with an enormous screen and his phone.”
Chamath Palihapitiya Mar 22, 2025 ▶ 9:15 White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
Apr 4, 2025 neutral
Disclosure
Gracias: Elon Musk directed him to audit Social Security before the VA
“Yeah, no, what happened was I had actually volunteered to go to the VA because that's kind of, as you guys know, close to my heart. And Elon said to me, look, great, you can do that next, but will you go to SSA first and see what's going on there? Cause it's t…”
Antonio Gracias Apr 4, 2025 ▶ 3:16 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Apr 11, 2025 bearish
Prediction Not checkable as stated
Sacks: Abundance agenda will fail without disrupters like Musk or Trump
“You'll never get the abundance agenda that you want. Because it's people like Elon or Trump who get things done.”
David Sacks Apr 11, 2025 ▶ 1:40:21 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
Apr 24, 2025 bullish
Insight
Elon Musk: AI improvement rate is faster than any prior technology
“The rate of improvement of AI is faster than any technology I've ever seen by far.”
Elon Musk Apr 24, 2025 ▶ 8:33 Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
Apr 26, 2025 bullish
Assertion Supported
Sacks: Musk says DOGE has identified $160B in annual federal spending cuts
“Well, he says they're at a hundred and sixty billion right now. I think that's, by the way, that's an annual number as far as I understand it.”
David Sacks Apr 26, 2025 ▶ 1:09:14 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 neutral
Assertion Supported
Sacks: Elon Musk is limited to 130 days per year as an SGE
“As an SGE, he's limited to a 130 days a year anyway.”
David Sacks Apr 26, 2025 ▶ 1:06:54 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
May 16, 2025 positive
Opinion
Pichai: Elon Musk's ability to build future tech into existence is unparalleled
“His ability to build future technologies into existence, I think it's just unparalleled.”
Sundar Pichai May 16, 2025 ▶ 31:43 Sundar Pichai, CEO of Alphabet | The All-In Interview
May 21, 2025
Assertion Not checkable as stated
Chamath: Musk has a predisposition to favor less credentialed talent
“The less credentials you are, he has a predisposition to think you're more right.”
Chamath Palihapitiya May 21, 2025 ▶ 14:36 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025
Assertion Not checkable as stated
Calacanis: Musk recruits talent directly from X posts and cold emails
“What he does is he responds to emails or tweets. Twitter, people will say, like, I have a solution to this. We should do that. And then I've been cc'd on messages where he sends them to the right person. He has people to vet them and see if this idea Actually …”
Jason Calacanis May 21, 2025 ▶ 14:15 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 25, 2025 negative
Disclosure
Sen. Johnson: Elon Musk said DOGE cuts do not need congressional approval
“He doesn't seem to have the time and quite honestly, in a personal conversation, he said, well, we don't have to do that.”
Senator Ron Johnson May 25, 2025 ▶ 29:40 Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview
Jun 4, 2025 positive
Opinion
Isaacman agrees his NASA nomination withdrawal was likely aimed at Elon Musk
“I mean, you know, people can draw their own conclusions, but I think the direction that people are going is or thinking on this seems, seems to check out to me.”
Jared Isaacman Jun 4, 2025 ▶ 53:39 Jared Isaacman: What went wrong at NASA | The All-In Interview
Jun 4, 2025
Assertion Not checkable as stated
Isaacman: I have only spoken to Elon Musk a couple dozen times
“I've only spoken to him you know, a couple dozen times, maybe over the years and almost entirely related to my commercial space missions, inspiration, Ford, and Polariston.”
Jared Isaacman Jun 4, 2025 ▶ 8:19 Jared Isaacman: What went wrong at NASA | The All-In Interview
Jul 4, 2025
Prediction Not checkable as stated
Friedberg: Trump and Musk will recognize mutual dependency and cool tensions
“And I do think that both sides have heads that are going to be cooler that will prevail here. And I do think that these two are going to recognize the importance of being codependent, if you will, in being able to progress their respective agendas.”
David Friedberg Jul 4, 2025 ▶ 31:43 Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
Jul 7, 2025 neutral
Assertion Supported
Calacanis: Elon Musk put $250M and massive effort into Trump's campaign
“What that two hundred fifty million dollars and all that effort he put in, you know, what that did in terms of Trump's chances.”
Jason Calacanis Jul 7, 2025 ▶ 6:59 "What The F Are We Doing?" David Friedberg On BBB’s Deficit Increase & Trump vs. Elon
Jul 7, 2025 positive
Prediction Not checkable as stated
Chamath: The Trump-Musk alliance will hold and find common ground
“I think the reality is that when push comes to shove, I think that they agree on more things than they probably disagree. And I think when everybody realizes that the alternative is essentially some insane form of socialism and redistribution, I think the Alli…”
Chamath Palihapitiya Jul 7, 2025 ▶ 5:55 "What The F Are We Doing?" David Friedberg On BBB’s Deficit Increase & Trump vs. Elon
Jul 11, 2025 negative
Opinion
Calacanis: Sam Altman corrupted OpenAI's mission and betrayed Elon Musk
“Individuals, which by the way, was what he backed before Sam Altman corrupted the original missionary basis of opening. I made a closed AI in a, you know, this is nothing derogatory towards him, but he did hoodwink and stab Elon in the back.”
Jason Calacanis Jul 11, 2025 ▶ 42:57 Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Jul 11, 2025 neutral
Prediction Open · timeframe Jul 2030
Rabois: Musk's America Party can win House seats but not Senate races
“I think you can win a few house races. I think that's doable. I don't think you can win a Senate race.”
Keith Rabois Jul 11, 2025 ▶ 1:12:40 Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Jul 19, 2025 negative
Opinion
Baker: Political involvement is not the best use of Elon Musk's talents
“I think the American party is a great idea. I just don't know that it is the highest and best use of Elon's talents at this moment in time with what's happening with AI. And just, you know, to the extent Elon is a friend of the pod, I just think staying focuse…”
Gavin Baker Jul 19, 2025 ▶ 17:22 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Aug 21, 2025 negative
Assertion Supported
Sacks: Pre-acquisition Twitter admin tools had checkboxes to shadowban accounts
“So anyway, he calls, and basically what he told me was that all the conspiracy theories are true, that we've now gone into the admin tools that the trust and safety team was using, and they literally have check boxes to throttle accounts based on, exclude them…”
David Sacks Aug 21, 2025 ▶ 14:40 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 21, 2025 negative
Opinion
Calacanis: Zuckerberg prioritizes Meta's stock price over free speech principles
“He's the anti-Elon in that respect. He's the anti-Elon. He cares about his stock price. He cares about money. This is my interpretation, and he's going to protect the franchise and the stock price.”
Jason Calacanis Aug 21, 2025 ▶ 12:48 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Sep 8, 2025 bearish
Prediction Open · timeframe Sep 2075
Wright: Solar will never reach 10 percent of global energy
“He has a wildly exaggerated view of where solar and batteries will go. And I'd love, if we could make a bet 50 years out, I'll make a bet, solar never gets to 10% of global energy.”
Chris Wright Sep 8, 2025 ▶ 13:15 The Hidden Truth About the US Energy Grid: Subsidies, Demand & Rising Prices - Chris Wright
Sep 10, 2025 bullish
Prediction Open · timeframe Sep 2050
Musk: Mars could become self-sustaining in roughly 25 to 30 years
“I think it can be done in, in 30 years. Provided there's an exponential increase in the tonnage to Mars, with each successive Mars transfer windows, which is every two years. So every two years, the planets align, and you can transfer to Mars. So I think in, R…”
Elon Musk Sep 10, 2025 ▶ 43:47 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 10, 2025 positive
Assertion Not checkable as stated
Musk: Multi-planetary life opportunity exists for first time in Earth's history
“The window of opportunity to make life multi-planetary exists now for the first time in the four and a half billion year history of Earth.”
Elon Musk Sep 10, 2025 ▶ 41:31 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 10, 2025 positive
Disclosure
Musk spends more mental cycles on Optimus than any other project
“It might be more of my mental cycles than anything, anything else, any other single thing on Optimus.”
Elon Musk Sep 10, 2025 ▶ 4:08 Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
Sep 19, 2025
Assertion Supported
Sacks: Rutgers poll shows 50% of left-of-center respondents justify Trump or Musk murder
“50% of left of center said yes. 14% of right of center said yes. Even that number is shocking to me.”
David Sacks Sep 19, 2025 ▶ 18:48 Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Sep 19, 2025 negative
What-if
Chamath: YouTube restriction buried Tulsi Gabbard video behind only Elon Musk's
“This would have been the second most viewed video, I guarantee you, after the Elon video.”
Chamath Palihapitiya Sep 19, 2025 ▶ 1:02:09 Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Sep 27, 2025 positive
Assertion Contradicted
Chamath: Musk, Pichai, and Nadella entered US on H-1B visas
“Elon came in on an H-B, Sundar Pichai came on an H-B, Satya Nadella came in on an H-B.”
Chamath Palihapitiya Sep 27, 2025 ▶ 7:12 H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
Oct 30, 2025 positive
Assertion Partly supported
Calacanis: SpaceX reduced space launch costs to 5% of former levels
“We now can get to space for, you know, five percent of the cost that we used to, thanks to Elon Musk and SpaceX.”
Jason Calacanis Oct 30, 2025 ▶ 19:17 Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
Oct 31, 2025 bullish
Prediction Open · timeframe Oct 2030
Musk: Tesla fleet will probably reach 100 million vehicles eventually
“If ultimately there's a Tesla fleet that is a hundred million vehicles which I think we probably will get to at some point a hundred million vehicle fleet”
Elon Musk Oct 31, 2025 ▶ 56:45 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 positive
Disclosure
Musk: X will add semantic search across text, images, and video
“We'll have semantic search where you can just ask a question and it will show you all content whether that is text, pictures, or video that matches your search query semantically.”
Elon Musk Oct 31, 2025 ▶ 9:39 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 positive
Disclosure
Musk: X to launch AI-curated Following tab powered by Grok
“Now something we're going to be adding is the ability to have a curated following tab, because the problem is, like, if you follow some people and they're maybe a little more prolific than you're, you know, you follow someone and some people are much more, you…”
Elon Musk Oct 31, 2025 ▶ 7:06 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 neutral
Assertion Not checkable as stated
Musk: X receives about 100 million English posts per day
“The really big change, which is where Grok literally reads everything that's posted to the platform which would actually, there's about a hundred million posts per day. I think that's actually just maybe just in English. I think it goes beyond that if it's out…”
Elon Musk Oct 31, 2025 ▶ 8:11 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 positive
Disclosure
Musk says Grokipedia will add AI-generated explanatory videos via Grok Imagine
“Yeah, we're gonna add a lot of video. So using Grok Imagine to create videos And so if you're trying to explain something Grok Imagine can take the text from Grokpedia and then generate a video an explanatory video.”
Elon Musk Oct 31, 2025 ▶ 17:26 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Assertion Not checkable as stated
Musk: Pre-acquisition Twitter paid millions for pedestrian tracking in empty offices
“There was millions of dollars a year being paid for, yes, but for analysis of pedestrian, like software that used cameras to analyze the pedestrian traffic to figure out where you can alleviate pedestrian traffic jams in an empty building.”
Elon Musk Oct 31, 2025 ▶ 32:21 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 bullish
Assertion Open · timeframe Oct 2028
Musk: Every car Tesla currently produces is capable of being a robotaxi
“I mean, all of the cars we make right now are capable of being a robotaxi.”
Elon Musk Oct 31, 2025 ▶ 1:00:38 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 neutral
Disclosure
Musk: X's policy is strictly to adhere to local laws
“The policy is really just, adhere to the laws in any given country.”
Elon Musk Oct 31, 2025 ▶ 37:24 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Assertion Contradicted
Musk: UK released violent offenders to imprison people over social media posts
“They have, in a lot of cases, released people who have committed violent crimes in order to imprison people who have simply made posts on social media.”
Elon Musk Oct 31, 2025 ▶ 42:19 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025
Prediction Didn’t hold up
Musk predicts OpenAI lawsuit will go to jury trial in February or March
“Yes, I believe that will go to jury trial in February or March.”
Elon Musk Oct 31, 2025 ▶ 48:12 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 positive
Assertion Not checkable as stated
Musk: Other social platforms reduced censorship after Twitter changed policy
“Once Twitter broke ranks, the others had to it became very obvious what the others were doing. And so they had to mitigate their censorship substantially as because of what Twitter did.”
Elon Musk Oct 31, 2025 ▶ 39:35 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 positive
Assertion Not checkable as stated
Musk: Nuclear fission is safe, as proven by US Navy submarines
“And, but Fission is actually very safe. They obviously have this on you know, the Navy, US Navy has this on submarines and aircraft carriers, and with people really walking right, I mean, a submarine's a pretty crowded place, and they have a nuclear-powered su…”
Elon Musk Oct 31, 2025 ▶ 1:19:49 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Opinion
Musk: Terrestrial fusion reactors are just science projects compared to solar energy
“If people want to have fun with reactors, you know that's fine. Have fun with reactors. But it's not a serious endeavor compared to the sun. You know, it's sort of a fun, it's a fun science project to make a nuclear reactor, but it's not it's not, it's just pe…”
Elon Musk Oct 31, 2025 ▶ 1:27:57 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 neutral
Disclosure
Musk: OpenAI was created as a counterweight to Google's AI monopoly
“The reason I wanted to create OpenAI was to serve as a counterweight to Google, because at the time Google was sort of, essentially had unilateral power in AI, that all the AI, essentially.”
Elon Musk Oct 31, 2025 ▶ 52:43 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025
Assertion Not checkable as stated
Musk: Larry Page discovered and acquired DeepMind after Musk showed it to him
“I showed him some stuff from Deep, from DeepMind, and I think that's how he found out about it and acquired them, actually.”
Elon Musk Oct 31, 2025 ▶ 54:03 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Assertion Contradicted
Musk: UK has 2,000 to 3,000 people imprisoned for social media posts
“My understanding is that in the UK, there's something like two or 3000 people in prison for social media posts.”
Elon Musk Oct 31, 2025 ▶ 42:00 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 neutral
Disclosure
Musk: Journalists had direct, unsupervised access to Twitter Files
“I was not looking over their shoulder at all. They just had direct access to everything.”
Elon Musk Oct 31, 2025 ▶ 35:46 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 bullish
Prediction Not checkable as stated
Musk: The future will feature solar-powered AI satellites
“So it's like, you know, the future is like a whole bunch of solar powered AI satellites.”
Elon Musk Oct 31, 2025 ▶ 1:24:56 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Assertion Not checkable as stated
Musk: Larry Page called him a 'speciesist' for favoring human over machine intelligence
“He called me a speciest like racist or something for being pro human intelligence instead of machine intelligence.”
Elon Musk Oct 31, 2025 ▶ 53:27 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Disclosure
Musk texted Sundar Pichai over Google Search omitting Grokipedia at launch
“I did send, I did text Sundar because, you know, even sort of a day after launch, if you typed in Grokipedia, Google would just say, did you mean Wikipedia? Wikipedia, yeah, yeah. And it wouldn't even bring Grokipedia up at all.”
Elon Musk Oct 31, 2025 ▶ 16:07 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Disclosure
Musk: Refuses to build Tesla robot army without voting control protection
“Let's just say I'm not going to build a robot army if I can be easily kicked out by activist investors.”
Elon Musk Oct 31, 2025 ▶ 47:02 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Oct 31, 2025 negative
Assertion Not checkable as stated
Musk claims Twitter's effective cafeteria lunch cost was $400 per meal
“In this giant cafeteria, you know, this is where we discovered that the actual price of the lunch was 400 dollars.”
Elon Musk Oct 31, 2025 ▶ 27:20 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Nov 5, 2025 neutral
Prediction Not checkable as stated
Ari Emanuel predicts AI and robotics will create three-day workweeks
“It's kind of like a four-day work week now, probably going down to three. I was seeing Elon and seeing the robots, probably three-day work week for full employment.”
Ari Emanuel Nov 5, 2025 ▶ 10:54 AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment
Dec 24, 2025 positive
Assertion Not checkable as stated
Sacks: Elon Musk buying Twitter first shifted momentum against censorship
“And then, frankly, Elon bought Twitter, and that was the first event that shifted the momentum.”
David Sacks Dec 24, 2025 ▶ 34:17 All-In x Kill Tony: A Hilarious Holiday Special
Dec 24, 2025 neutral
Assertion Partly supported
Friedberg: European Union fined Elon Musk 120 million euros
“They fined him a hundred, twenty million euro yesterday.”
David Friedberg Dec 24, 2025 ▶ 34:27 All-In x Kill Tony: A Hilarious Holiday Special
Dec 31, 2025 positive
Opinion
Palihapitiya: Jensen Huang's industry insight rivals only Elon Musk
“He is operating at a level of insight about what's happening in this industry that I've really never seen with other folks in other industries, other than Elon and his industries.”
Chamath Palihapitiya Dec 31, 2025 ▶ 1:38:56 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Dec 31, 2025 positive
Opinion
Calacanis: Elon Musk was 100% right about government waste and fraud
“Elon was a hundred percent right. Everybody who attacked him, they may not have liked his tactics, and how fast he was going, and locking doors, and turning off credit cards. His techniques they may not have liked, but we as Americans can all get behind not al…”
Jason Calacanis Dec 31, 2025 ▶ 29:31 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Jan 10, 2026 bullish
Prediction Didn’t hold up
Chamath: SpaceX will reverse merge into Tesla instead of IPOing
“I don't think SpaceX will IPO. I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.”
Chamath Palihapitiya Jan 10, 2026 ▶ 1:00:30 All-In's 2026 Predictions
Jan 14, 2026 bullish
Prediction Not checkable as stated
Calacanis: Tesla will produce 1B Optimus robots and won't be remembered for cars
“I can tell you now, nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those.”
Jason Calacanis Jan 14, 2026 ▶ 39:13 Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
Jan 22, 2026 negative
Assertion Partly supported
Rogers: Leaked emails show NGO's top priority was killing Musk's X
“We have emails that have leaked from some of these NGOs. So one of them, the Center for Countering Digital Hate, Which is a British NGO whose leader was the target of some of our visa sanctions. There are emails exchanged with Democratic politicians in the Uni…”
Sarah B. Rogers Jan 22, 2026 ▶ 35:26 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Jan 22, 2026 negative
Assertion Supported
Rogers: US sanctioned former EU official over Elon Musk enforcement threat
“We recently issued some sanctions, which we'll get into, and one of the individuals we sanctioned, ah, was a former EU official who threatened Elon Musk with enforcement action because X within the United States had said that it was going to host on a live, ah…”
Sarah B. Rogers Jan 22, 2026 ▶ 7:18 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Jan 24, 2026 negative
Assertion Not checkable as stated
Calacanis: Twitter was paying for software subscriptions that were never used
“And, so we sit there and we're like, yeah, cancel the cards. Immediately, I get three back channels from software companies who are like, hey I know you're helping Elon. I saw a story in the New York Times. Our bill stopped getting paid. Can we come in? And I'…”
Jason Calacanis Jan 24, 2026 ▶ 47:05 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Feb 7, 2026 negative
Opinion
Sacks: NYT selectively targets right-coded tech figures in Epstein coverage
“The New York Times clearly has a list of people they consider approved targets. They're all right-coded. People like Elon or Peter Thiel and even J. Cal, Because of his association with us, I guess, and they become the targets, but the people who've donated hu…”
David Sacks Feb 7, 2026 ▶ 15:06 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Feb 28, 2026 positive
Assertion Partly supported
Calacanis: Tesla Built Its Texas Gigafactory in Under 18 Months
“Elon built his factory here, the Gigafactory, in under, like, 18 months.”
Jason Calacanis Feb 28, 2026 ▶ 48:30 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Mar 23, 2026 negative
Opinion
Mahan opposes step-up in basis tax loophole for Elon Musk's wealth
“I don't think Elon Musk should be able to pass on five hundred billion dollars of appreciated but untaxed stock wealth to his children.”
Matt Mahan Mar 23, 2026 ▶ 57:09 How Matt Mahan Thinks He Can Save California
Apr 10, 2026 positive
Assertion Supported
Gerstner: X operates with 70% fewer employees than when Musk took over
“They have 70% fewer employees. Then they had the day Elon walked into the building.”
Brad Gerstner Apr 10, 2026 ▶ 1:24:29 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Apr 17, 2026 bullish
Assertion Supported
Calacanis says Musk is expanding xAI Colossus for 18 billion dollars
“He's expanding to 555,000 GPUs across three buildings, eighteen billion in investment.”
Jason Calacanis Apr 17, 2026 ▶ 30:21 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
May 1, 2026 neutral
Assertion Supported
Palihapitiya: Polymarket odds place Elon Musk's chance of winning at 42-43%
“It's effectively at 42 or 43% that Elon wins.”
Chamath Palihapitiya May 1, 2026 ▶ 34:36 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 1, 2026 neutral
Disclosure
Sacks: Deposed for six hours after commenting on past Elon Musk litigation
“The last time I weighed in on some Elon litigation, I got deposed for six hours.”
David Sacks May 1, 2026 ▶ 37:12 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 1, 2026 neutral
Prediction Didn’t hold up
Calacanis predicts Elon Musk vs. OpenAI lawsuit will end in settlement
“My guess is, like most of these things, there'll be some sort of settlement or something here, but maybe he takes it to the mat, who knows.”
Jason Calacanis May 1, 2026 ▶ 38:24 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 1, 2026 neutral
Prediction Not checkable as stated
Friedberg: Consumer AI will be a ChatGPT-Google fight, Anthropic third
“The consumer market looks like it's trending towards a chat GPT slash Google fight for first place and second place, and then probably anthropic in third place, and maybe Elon emerges and takes off enabled by his compute capacity.”
David Friedberg May 1, 2026 ▶ 13:58 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 8, 2026 bullish
Prediction Open · timeframe Jun 2027
Chamath predicts Tesla and SpaceX will merge by mid-next year
“When Tesla and SpaceX merge and we have all things, Elon and Elon Corp. Okay. Which will happen. Probably by the end of the year, maybe it'll happen in the middle of next year.”
Chamath Palihapitiya May 8, 2026 ▶ 24:46 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
May 15, 2026 positive
Assertion Supported
Benioff: Tesla is sole foreign automaker in China without local partner
“Elon has Tesla in China. No partnership. He's the only one.”
Marc Benioff May 15, 2026 ▶ 11:14 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Jun 3, 2026 positive
Opinion
Ackman: Elon Musk's army of online followers enabled Tesla to be built
“He builds an army of believers and followers that enabled Tesla to be built,”
Bill Ackman Jun 3, 2026 ▶ 26:09 Bill Ackman: Here's What the Market is MISSING
Jun 19, 2026 bullish
Prediction Not checkable as stated
Sacks: Musk will hold SpaceX stock past one-year lockup
“He's under a one-year lockup, and I predict that he'll hold on for much longer than that because creating SpaceX is his life's work.”
David Sacks Jun 19, 2026 ▶ 19:25 World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
Aug 7, 2026 bullish
Prediction Not checkable as stated
Friedberg: Direct-to-cell Starlink could double quarterly subscriber additions to 4M-5M
“And if he launches the handset thing, that subscriber growth is going to go, right now he's adding two million subscribers on the consumer side a quarter. You could see that going to four to five million a quarter.”
David Friedberg Aug 7, 2026 ▶ 28:59 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Aug 13, 2026 negative
Disclosure
Gavin Baker: Generally avoids investing in Elon Musk's competitors
“I don't generally invest in Elon's competitors. I don't think it's a wise course of action.”
Gavin Baker Aug 13, 2026 ▶ 4:49 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 bullish
Assertion Partly supported
Baker: Elon Musk is building a $10B solar plant in Texas
“Elon's building a ten billion dollar new solar manufacturing plant in Texas.”
Gavin Baker Aug 13, 2026 ▶ 22:34 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 neutral
Assertion Not checkable as stated
Sacks: Musk's compute deal includes a 90-day cancellation clause
“Both sides have a 90 day cancellation, which means that if the spot price of compute goes up, he benefits. If it goes down, by the way, it could hurt him because either side could renegotiate within 90 days, right? So basically Elon is able to charge spot -90.”
David Sacks Aug 13, 2026 ▶ 1:33:12 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 21, 2026 negative
Assertion Not checkable as stated
Sacks: Elon Musk opposes FINRA-style AI regulation, prefers MPAA model
“I've talked to Elon about this. Elon does not support a FINRA for AI. What he could get behind is an MPA for AI.”
David Sacks Aug 21, 2026 ▶ 14:45 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
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