Elon Musk, every mention
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every year anyone Jason Calacanis 902David Sacks 392Chamath Palihapitiya 363David Friedberg 250Howard Lutnick 50Brad Gerstner 42Gavin Baker 23Mark Cuban 22Mark Pincus 20Andrew Ross Sorkin 19
Verbatim, from the transcripts: the passages where Elon Musk comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 1:30 Jason Calacanis Elon said he was going to put the cocaine back in Coca-Cola, which I think was the number one tweet of all time. 2 times in the scene
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 9:26 Jason Calacanis And then you want to give a Elon a 30 X on revenue?
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 6:10 Jason Calacanis By the way, Optimus, have you guys, has, have you guys seen the latest Optimus videos from Elon by chance? 6 times in the scene
- ▶ 45:43 Jason Calacanis He sent Elon in there. 2 times in the scene
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
- ▶ 1:09:33 Eric Weinstein The solar system is an escape room, and Elon is focused, was focused on Mars. 3 times in the scene
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 12:39 David Friedberg It seems to me that the proposal from Demis that Dario signed up to, Sam signed up to, Elon all signed up to, 5 times in the scene
- ▶ 23:10 Jason Calacanis Elon said, you're not going to have to work.
- ▶ 54:07 David Sacks So for example, Elon says that the way to keep AI or AGI aligned is to make it maximally truth seeking.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 4:49 Gavin Baker I, I don't, uh, generally invest in Elon's competitors. 4 times in the scene
- ▶ 17:57 Jason Calacanis And then Elon, I understand there was a news report that he bought a turbine company. 4 times in the scene
- ▶ 27:18 Jason Calacanis And I think Elon, um, explicitly 3 times in the scene
- ▶ 1:03:32 David Sacks And in the same way that we had dark fiber after the dot com crash, if you had dark GPUs, that'd be a disaster for everyone, especially if you built out your computer infrastructure expecting a spot price of 30 to 50 dollars a lot, as you… 2 times in the scene
- ▶ 1:30:22 Jason Calacanis Elon has caught up, in other words, and if you were to attribute why he's caught up, 8 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 10:21 David Sacks Now, Elon is still in the hunt.
- ▶ 12:45 Jason Calacanis Elon Musk 7 times in the scene
- ▶ 22:15 Brad Gerstner I thought his guides were pretty extraordinary. 6 times in the scene
- ▶ 27:09 David Friedberg Because of the lack of compute available in the market today, and people that need compute are paying Elon a premium for that compute. 12 times in the scene
- ▶ 33:34 Brad Gerstner And now you have a company at 1.4 trillion that I think if you take a three or four year view, you can see yourself tripling your money in this business at a very reasonable valuation on the Morgan Stanley numbers or on the Elon numbers or… 9 times in the scene
- ▶ 51:24 David Sacks Bending spoons can go in here and do what Elon did at Twitter.
China Outbuilds America 230-to-1. Saronic Has a Plan
- ▶ 17:17 Jason Calacanis You know, a friend of the pod, Elon Musk, with the Teslas, over time, he eventually built the full stack. 4 times in the scene
- ▶ 38:30 Jason Calacanis As opposed to, hey, uh, you know, F off, like they told, uh, Elon in California, and he got the message received reply, uh, to that lunatic. 2 times in the scene
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 24:47 Chamath Palihapitiya I don't know if you guys saw Elon and Vaibhav, who's the CEFO of Tesla in their future earnings call.
- ▶ 32:14 Chamath Palihapitiya So by the time all these ding-dongs build these SMRs on the earth, Elon will have built a completely new engine on Mars and the moon.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 56:36 Jason Calacanis But if you've ever been to one of Elon's factories or Toyota's factories, there are lines. 2 times in the scene
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:06:59 Jason Calacanis We'll also have the Brad Gerstner, Bill Gurley, Elon Musk, and other titles coming, so we'll have those on future episodes, more, more titles coming.
- ▶ 1:08:12 Jason Calacanis Obviously, they went public at two trillion, got a big pop, uh, the Elon pop, and, um, there could be more downward pressure, or it could have found a bottom.
- ▶ 1:14:15 David Friedberg The worst, worst, worst case scenario is they have the lowest cost infrastructure in the world to run other people's models as a service, like Elon did with Grok, with the Colossus. 2 times in the scene
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 33:36 Jason Calacanis You got Travis Sacks, myself, Elon, just a bunch of folks have all of a sudden just shown up.
- ▶ 40:24 Jason Calacanis I mean, my only chance is to call like Elon and be like.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 2:36 Jason Calacanis Looks like, uh, on the positive side, we have Elon, who said it was thoughtful, Sam at OpenAI, Jack Clark at Anthropic, Sundar, Satya, Jack Dorsey from Block, 3 times in the scene
- ▶ 27:49 Chamath Palihapitiya And, and I will say that there's a certain individual that must look very closely at putting in a competitive bid. 2 times in the scene
- ▶ 39:24 Jason Calacanis Screwed Elon, his first benefactor.
- ▶ 43:42 Jason Calacanis Elon Musk, friend of the pod, promised on X that all previously uploaded data has been deleted, I guess. 3 times in the scene
- ▶ 57:49 Chamath Palihapitiya And he, he, Elon needed to do this by the way, just so you know, because there's an issue in Memphis where he was very clever about how he was able to get Colossus off the ground. 4 times in the scene
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
- ▶ 45:52 Max Junestrand Because if you go to Wachtell, and a litigator at Wachtell, the best law firm in the world, says I'm gonna use this to, to, you know, go after Elon or, or do a billion dollar case, you better make sure you have all the cases.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 4:23 Jason Calacanis You said, hey, good idea for Elon to get out first. 2 times in the scene
- ▶ 1:18:34 Brad Gerstner We do, we, I, I've said on CNBC, you know, I've obviously talked with Dario and Sam and Elon and others about making those donations.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 19:19 Jason Calacanis We're now going to be competing with Sam, Dario, Elon, uh, Sergey.
- ▶ 30:44 Andrew Feldman When, when Elon was talking about building rockets and driving the cost to, to, to near zero of, of, of a launch vehicle, you're like, what?
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 26:02 Jason Calacanis But suddenly, after OpenAI announced their jalapeno chips, after Anthropix started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, NVIDIA is taking the gloves off,…
- ▶ 42:46 Jason Calacanis Elon is explicitly building Optimus for this purpose, and when I say it's future, I have always contended it's future, Saks.
- ▶ 47:30 Jason Calacanis I spent time with Elon.
- ▶ 1:15:30 Jason Calacanis We'll take an unlimited number of Elon Musk, David Freeburg, David Sachs, and Chamath Palihapitiya's in my America as a seventh, eighth generation American, and speaking for the people who've been here the longest, we'll take an unlimited…
- ▶ 1:37:37 David Sacks Because remember how they told us that it was because of Elon Musk's greed that he refused to hand over? 2 times in the scene
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading, President AOC?!
- ▶ 45:56 Jason Calacanis And obviously after Elon took over Twitter, libs, a lot of celebrities decided to leave. 4 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 19:51 Gavin Baker You know, I've said on the show many times, Elon has done more to decarbonize the planet than every activist combined.
- ▶ 46:32 Jason Calacanis Z.ai founder told Elon Musk, open weight 3 times in the scene
- ▶ 1:04:03 Gavin Baker Elon is focusing the TerraFab on memory, because he sees it as the most important bottleneck. 3 times in the scene
- ▶ 1:26:47 Jason Calacanis And you put a Starlink on your roof, and now you've got a distributed system where you get a couple of these, um, powerwalls with their own silicon in it, and a Starlink, and now Elon's created an infinite number of home battery backup… 2 times in the scene
- ▶ 1:30:53 Gavin Baker So I just, you know, I would be careful with assuming, I don't think Elon's a seller.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 14:28 Jason Calacanis Friend of the pod, Elon Musk took space at ex-public last Thursday, a 135 dollars a share. 22 times in the scene
- ▶ 30:33 David Sacks Why are there so many people who are influential, who are resentful of what Elon's done or what other capitalists do?
- ▶ 57:23 Jason Calacanis We need to have a set of tests that Google, Microsoft, Amazon all agree to, Elon,
- ▶ 1:10:42 David Friedberg None of us, and by the way, no one's immune to this arrogance from Elon to Sam to Dario to all of us.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 23:06 Jason Calacanis They want to work for Elon and Grok.
- ▶ 41:25 Jason Calacanis Including Elon, Elon said. 3 times in the scene
- ▶ 47:54 Jason Calacanis So you disagree with Dario, Elon, and Sam that on the jobs thing, just to be clear, and that's totally fine.
- ▶ 57:12 David Sacks Remember why Elon created OpenAI in the first place?
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 24:31 David Friedberg These traditionally long investment cycle, capital intensive, high risk, like Elon is one of the few entrepreneurs that have successfully tackled, uh, deep tech business model with SpaceX and Tesla.
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 8:42 Jason Calacanis Elon. 2 times in the scene
- ▶ 11:40 Jason Calacanis Yeah, but if you're, how do you convince Elon specifically to give you access to that when he wants to do it himself, and he has a team, and every six months he runs it himself. 5 times in the scene
- ▶ 36:25 Jason Calacanis One is what is Elon helping put into space as the price goes down.
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 16:07 Will Marshall Uh, Elon might say it's next week, but at least realistically a couple of years.
- ▶ 28:46 Will Marshall Now, I know Elon has those sort of ambitions, but you really have to believe in that, uh, to get, you know.
Bill Ackman: Here's What the Market is MISSING
- ▶ 24:13 Bill Ackman And the, you know, Elon's done an amazing job keeping the cost of capital of his companies really low.
- ▶ 25:57 Bill Ackman Because it lowers the cost of capital, it gives you more flexibility, gives you the ability to issue stock, raise capital, acquire other businesses, and so, you know, getting back to the Elon example, 3 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 13:11 Jason Calacanis Elon has some. 2 times in the scene
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 28:20 Bill Gurley You remember when Elon had that conversation with Larry Page where Larry called him a speciesist? 9 times in the scene
- ▶ 40:53 David Sacks And by the way, that was Elon's instinct in creating open AI.
- ▶ 52:14 Chamath Palihapitiya I don't know if you guys saw yesterday, but Elon was like, we've rewritten the entire training complex in C, and it's an order of magnitude increase, and we can run it on 220,000 GPUs. 3 times in the scene
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 15:22 Jason Calacanis We can point out, hey, Yuan has said we're going to move to a world of incredible abundance and working will be optional. 2 times in the scene
- ▶ 49:29 Jason Calacanis So that means Elon might want his compute back, or Anthropic may find another solution. 5 times in the scene
- ▶ 58:17 Jason Calacanis Yeah, if you, most people don't remember this, but when Elon was starting SpaceX, the original idea 4 times in the scene
- ▶ 59:27 Jason Calacanis Well, conceptually, of course, they're physically different, but conceptually, Elon put 10,000 Starlinks up. 10 times in the scene
- ▶ 1:07:58 Gavin Baker That's not enough for what Elon wants to achieve of, you know, a moon base, a colony on the moon, a colony on Mars, mass drivers on the moon.
- ▶ 1:19:20 Chamath Palihapitiya That was my takeaway from the quarter as well, which is like, holy these guys actually have domain specific architectures because they're doing these design programs with every, this is why back to sort of the, you know, when he does DC to…
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 8:52 Marc Benioff We have our absolute best salespeople there, not just our president, who has to be one of the best salespeople I've ever met, but also we've got Elon, we've got Jensen selling chips. 6 times in the scene
- ▶ 26:33 Jason Calacanis I talked to Elon, he said it doesn't give empathy more.
- ▶ 49:22 Marc Benioff You had Elon, he went out, he had Grok, and he kind of started building these companions and sex bots and all this kind of stuff going on, and that was a huge focus of his, the sex bot focus.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 4:39 Jason Calacanis Elon just leased all of Colossus One. 10 times in the scene
- ▶ 13:17 David Sacks Elon's now able to have a frontier model company, but he's able to now not have these massive unpaid for 7 times in the scene
- ▶ 23:07 Brad Gerstner One of the things I just, same response, Jason, to what you just said about Elon. 8 times in the scene
- ▶ 30:02 Brad Gerstner I thought after the Elon anthropic detente, where Elon said, you know, complimented anthropic, and David started off with a bit of a compliment. 2 times in the scene
- ▶ 1:18:48 David Sacks I want to congratulate all of our innovators, and I want to congratulate Elon and, um, Dario D. 2 times in the scene
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 5:09 David Sacks And then in addition to that, they've also had the lawsuit with, with Elon happening this week. 2 times in the scene
- ▶ 11:23 Chamath Palihapitiya But if I were Elon now, I'd be running all over this market because if the models catch up in quality, I think he could also do something really crazy with Anthropic or OpenAI right now. 2 times in the scene
- ▶ 13:58 David Friedberg So, you know, 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… 2 times in the scene
- ▶ 31:03 Jason Calacanis In other OpenAI news, Musk versus Altman, the trial of the century, maybe the decade, has started. 9 times in the scene
- ▶ 36:31 Jason Calacanis and we've got Elon who's considered, you know, a bit right wing and people don't all agree in that area in terms of his politics. 10 times in the scene
- ▶ 1:16:38 Jason Calacanis Um, he gave us the pass, but I think it was like very, um, I think at the Elon versus opening eye case, there's, you can line up and then the judge gave like 30 tickets to the press.
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
- ▶ 6:41 Jason Calacanis Is that Elon has 550,000 GPUs in Colossus. 8 times in the scene
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 29:55 Jason Calacanis Then you have Elon who said he's got something called Grok computer coming out of macro hard, which is a play on words for Microsoft.
- ▶ 1:01:29 Brad Gerstner Elon is absolutely in this game. 2 times in the scene
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 51:42 Jason Calacanis And now here we have the world's greatest entrepreneur at this time, uh, tied with you, uh, Elon Musk doing, well, that was a good save, I hope. 2 times in the scene
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 17:45 David Friedberg I mean, it started with Elon and it was like, yeah, he was, we don't, we don't want to Elon here. 2 times in the scene
- ▶ 39:57 Jason Calacanis Elon had a great experience when he was building the, the gigafactory over here. 3 times in the scene
“This is Bibi’s War” - Harvard’s Graham Allison on the Influences and Endgame of the Iran War
- ▶ 37:19 Graham Allison Good question, and this is more in your space than mine, because I've tried to follow, but Elon says there's going to be more robots than people, ok?
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 52:11 Emil Michael For all lawful use cases across all classified and unclassified networks, as you'd expect, because, and, you know, Elon's truth seeking.
- ▶ 1:04:55 Chamath Palihapitiya Elon said something with respect to Grok, which was that he expects it to exceed all of these coding models, probably in the May spin, but for sure by June. 2 times in the scene
- ▶ 1:09:47 unnamed speaker Look what happened when Biden excluded Elon.
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