Elon Musk

also referred to as: elon · musk

74 statements across 38 episodes · 15 bullish · 33 bearish · 27 people on the record · first statement Jun 16, 2021 by Andrew Ross Sorkin · said 886 times in 123 episodes since 2021 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (606), Ranjan Roy (49), Stephen Morris (35), Anthony Scaramucci (26), Dick Costolo (21), M.G. Siegler (14), David Cahn (14), Chris Hayes (14)

tap a year for its mentions
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03060202120222023202420252026episodes it came up in
007.5301560202120222023202420252026episodesmentions per episode
2026 235 mentions in 36 episodes 7 per episode
2025 402 mentions in 51 episodes 8 per episode
2024 150 mentions in 20 episodes 8 per episode
2023 19 mentions in 9 episodes 2 per episode
2022 62 mentions in 5 episodes 12 per episode
2021 18 mentions in 2 episodes 9 per episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Jun 16, 2021
Prediction Not checkable as stated
Sorkin: SEC Chair Gary Gensler might target Elon Musk and SPAC promoters
“And so could he go after some individuals? I wouldn't be surprised if he weren't, and I wouldn't be surprised if he even went after an Elon Musk. I wouldn't be surprised if he tried to go after some of the people some of the higher profile people involved in S…”
Andrew Ross Sorkin Jun 16, 2021 ▶ 17:56 Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
Sep 21, 2021
Assertion Not checkable as stated
Elon Musk was more respected than Peter Thiel during PayPal's coup
“Oh, this coup happened, but at the time, you know, Elon was a much more better respected, more famous entrepreneur than Peter Thiel. Elon had already sold a company at, he had Mike Moritz, who is the, you know, most respected venture capitalist in Silicon Vall…”
Max Chafkin Sep 21, 2021 ▶ 42:41 Unraveling The Mystery Of Peter Thiel — With Max Chafkin
Sep 21, 2021 neutral
Opinion
Chafkin: Musk and Thiel have opposite temperaments regarding risk and emotions
“I think that Elon and Peter are basically just almost complete opposites, like, temperamentally. You know, Musk is this kind of very emotional, all, you know, he, if he's gonna bet on something, he's going all in. He, you know, wears his heart on his sleeve. H…”
Max Chafkin Sep 21, 2021 ▶ 41:30 Unraveling The Mystery Of Peter Thiel — With Max Chafkin
Nov 6, 2022 negative
Prediction Didn’t hold up
Enjeti predicts Elon Musk will keep Chinese state media labels on Twitter
“And so, on the Chinese thing, I just think it would be so insane for him to remove those labels that he, I don't think that he would do that.”
Saagar Enjeti Nov 6, 2022 ▶ 51:16 Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine
Nov 9, 2022 neutral
Prediction Not checkable as stated
Balmain: Musk will likely make concessions to appease Twitter advertisers
“It's potentially quite likely that concessions will have to be made by him in order to, you know appease brand advertisers in, in certain ways that some of these people who were very jubilant and joyful about this might have a very quick turn of heart about th…”
Simon Balmain Nov 9, 2022 ▶ 27:23 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 negative
Opinion
Jack Dorsey was an active participant in Elon Musk's Twitter takeover
“Jack is, is certainly not an innocent bystander in, in this turn of events. He's, you know, a very active participant in this turn of events even having not been at the company for, you know, a year and not been on the board since I think May is when he steppe…”
Simon Balmain Nov 9, 2022 ▶ 18:12 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 negative
Opinion
Balmain: Musk's firing of Twitter executives made sweeping layoffs clearly inevitable
“When I think the real mood shift came On the day that, you know, the deal was closed and he, you know, showed up at the office and fired all the executives. Right. You know, these are incredible people that, that, you know, most people in the company have had …”
Simon Balmain Nov 9, 2022 ▶ 8:43 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 neutral
Prediction Held up
Balmain: Twitter will prioritize paid features and creator monetization cuts
“There will be a large focus on products that directly drive revenue to the company in that the user will need to pay to do X or Y. And then the other one will be a high priority attempt at sort of creative programs, influencer programs where users pay other us…”
Simon Balmain Nov 9, 2022 ▶ 14:00 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 negative
Assertion Partly supported
Twitter owes over $1 billion in annual interest, exceeding its historical revenue
“A billion plus in interest payments alone to the financiers every year. You know, that's more revenue than it has been making.”
Simon Balmain Nov 9, 2022 ▶ 13:05 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 neutral
Assertion Supported
Balmain: Musk denied 75% layoff rumor at Twitter SF office
“He did he did say when he went into the San Francisco office that that number was not accurate and he didn't know where it came from.”
Simon Balmain Nov 9, 2022 ▶ 10:11 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 negative
Assertion Not checkable as stated
Twitter employees learned of internal company moves from reporters on Twitter
“On pretty much on platform, following the news, following, yeah, following, you know, following the resources of deep diving investigators like, you know, Casey Newtons and people like that. Yeah, we're finding out a lot of stuff at the same time everybody els…”
Simon Balmain Nov 9, 2022 ▶ 9:39 Elon Musk Laid Me Off At Twitter: Simon Balmain
Nov 9, 2022 bearish
Prediction Not checkable as stated
Balmain: Surviving Twitter employees will likely quit soon
“And I think that there are people who, even if they have, you know, survived this probably very likely to leave their own accord in, in the not too distant future.”
Simon Balmain Nov 9, 2022 ▶ 12:31 Elon Musk Laid Me Off At Twitter: Simon Balmain
Jun 27, 2023 neutral
Assertion Not checkable as stated
Pogue: Stockton Rush often compared himself to Steve Jobs and Elon Musk
“He fancies himself, fancied himself with a little bit of Elon Musk, a little bit of Steve Jobs, to whom he compared himself often.”
David Pogue Jun 27, 2023 ▶ 28:38 My Experience Aboard The OceanGate Sub — With David Pogue of CBS
Nov 7, 2023 neutral
Assertion Not publicly verifiable
Ray Dalio pitched his employee rating software to Elon Musk, Jack Dorsey
“His great dream is that the principles and the dot collector would be adopted by other companies, and he went to other, to some of the most famous men in business. You know, he told people inside Bridgewater. He was talking to Elon Musk about doing this at Tes…”
Rob Copeland Nov 7, 2023 ▶ 27:24 The Secrets Of Ray Dalio And His Dot Collector Transparency Software
Nov 23, 2023
Prediction Not checkable as stated
Kantrowitz: The real AI rivalry is Zuckerberg versus Altman, not Musk
“And if you thought that Elon Musk Zuckerberg cage match was the main event. No. That was a side show. Him versus Sam Altman. That's where the real fight is going to happen, and he's betting on narrow.”
Alex Kantrowitz Nov 23, 2023 ▶ 14:06 AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
Dec 13, 2023 negative
Assertion Not checkable as stated
OpenAI is not maximum-profit seeking or controlled by Microsoft
“You know, we're definitely not maximum profit seeking, although you could talk to Elon about some of his ventures for that one. And we open source a lot of stuff, we'll open source more in the future, and we're certainly not controlled by Microsoft.”
Sam Altman Dec 13, 2023 ▶ 4:29 OpenAI CEO Sam Altman: As We Get Closer to Superintelligence, Everyone Gets More Stressed & Anxious
Apr 20, 2024 positive
Opinion
Swisher: Musk deserves more credit than anyone for pushing EVs forward
“There's no one you could give more credit to than him in pushing forward the electric vehicle thing. Google tried a little bit, but he really did it, right? And so a lot of people tried and he did it.”
Kara Swisher Apr 20, 2024 ▶ 8:24 Kara Swisher Rates Tech Leaders
Apr 20, 2024 negative
Opinion
Swisher: The Government Should Run Critical Infrastructure Like Starlink
“I think the government should be running it. I just don't understand why our government allowed this to happen, just like a lot of, I believe in public-private partnerships, but at some point, these are in the public interest. The public part should be driving…”
Kara Swisher Apr 20, 2024 ▶ 13:43 Kara Swisher Rates Tech Leaders
Apr 20, 2024
Assertion Not checkable as stated
Swisher: I warned Don Lemon that Elon Musk would fire him
“I told him Elon was gonna fire him the minute that interview came out, and he did, and I was like, you're wrong, and I'm like, okay, I'm sorry.”
Kara Swisher Apr 20, 2024 ▶ 52:48 Kara Swisher Rates Tech Leaders
Apr 20, 2024
Assertion Not checkable as stated
Swisher: Insiders close to Elon Musk text her about his personal problems
“I have a lot of people close to Elon who are texting me, which I'm like, oh, I don't want to hear about this, you know, about his personal problems.”
Kara Swisher Apr 20, 2024 ▶ 49:29 Kara Swisher Rates Tech Leaders
Apr 20, 2024 negative
Opinion
Swisher: Musk's Antics Make Zuckerberg Look Better by Comparison
“Musk is like playing a Bond villain. It's like, he's moving into Bond villain territory, but and Mark was sort of adjacent Bond villain adjacent kind of thing.”
Kara Swisher Apr 20, 2024 ▶ 15:20 Kara Swisher Rates Tech Leaders
Apr 20, 2024 negative
Opinion
Swisher: Elon Musk taking credit for everything is Trumpian
“Just like Elon taking credit for everything, like, you can't do anything without taking credit. It's so Trumpian, like, I, Only I can do this”
Kara Swisher Apr 20, 2024 ▶ 33:45 Kara Swisher Rates Tech Leaders
Apr 20, 2024 neutral
Assertion Supported
Swisher: There are 10 companies working on brain tech like Neuralink
“Well, no, let me just tell you, there are 10 companies like Neuralink. He's not the only one.”
Kara Swisher Apr 20, 2024 ▶ 11:14 Kara Swisher Rates Tech Leaders
Apr 20, 2024 negative
Opinion
Swisher: Musk dropped the ball on Tesla innovation and alienated buyers
“I think he dropped the ball on innovation at the company. I think he alienated most of his natural buyers by being such an asshole.”
Kara Swisher Apr 20, 2024 ▶ 10:30 Kara Swisher Rates Tech Leaders
Jul 29, 2024 positive
Opinion
Diamandis: Elon Musk's ambitious ventures make him extraordinarily net-positive for humanity
“I think he's a thousand X better for humanity and the things that he's taking on the world's a better place because he's here investing his brilliance and his mind.”
Peter Diamandis Jul 29, 2024 ▶ 27:35 Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
Jul 29, 2024 bullish
Prediction Open · timeframe Jul 2027
Diamandis: X will become a bank, wallet, and crypto platform
“And X now, X.com will become not only a platform for communications and for conversations like this. It'll become a bank. It'll become, you know, wallets. It'll become crypto. It'll become all of those things.”
Peter Diamandis Jul 29, 2024 ▶ 24:41 Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
Jul 29, 2024 bullish
Prediction Held up
Diamandis: Elon Musk will become the world's first trillionaire
“Elon will be the first trillionaire out there.”
Peter Diamandis Jul 29, 2024 ▶ 24:55 Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
Nov 20, 2024 positive
Opinion
Scaringe: Musk's relationship with Trump is helpful for vehicle electrification
“Tesla and Elon, ah, having a relationship with President Trump is actually helpful to electrification. It's certainly going to provide the perspective of, ah, the importance of EVs.”
RJ Scaringe Nov 20, 2024 ▶ 1:24 Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
Nov 27, 2024 positive
Opinion
Benioff: Musk is unprecedentedly running multiple companies and the US government
“He's a great guy. He's doing incredible things. He's brilliant. He's running like 2000 companies and the US government all at the same time. So, you know, it's like, we've never seen anybody like this in my, in our careers, right? It's just like, this person c…”
Marc Benioff Nov 27, 2024 ▶ 39:33 Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job
Jan 29, 2025 positive
Assertion Contradicted
Hoffman: Musk agreed with Sam Altman not to target OpenAI politically
“Sam has tweeted that you know, he doesn't anticipate Elon, you know, engaging in that kind of behavior, and Elon has retweeted those sections saying, yep, that's totally right.”
Reid Hoffman Jan 29, 2025 ▶ 48:04 Reid Hoffman: Why The AI Investment Will Pay Off
Jan 29, 2025 neutral
Assertion Not checkable as stated
Hoffman: Elon Musk approved OpenAI's closed-model strategy as co-CEO
“Elon was part of that decision for you know, as kind of co-CEO in terms of making that decision. And so that's how open AI has always operated.”
Reid Hoffman Jan 29, 2025 ▶ 10:49 Reid Hoffman: Why The AI Investment Will Pay Off
Feb 19, 2025 negative
Opinion
Enjeti: Tech CEOs Align With Trump Purely for Business, Except Elon Musk
“Like, we can all understand that outside of Elon, the rest of them are doing this purely for Business purposes.”
Saagar Enjeti Feb 19, 2025 ▶ 1:45 Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
Feb 19, 2025 negative
Prediction Not checkable as stated
Kantrowitz: Public Narrative Will Frame Musk as Controlling Trump
“The narrative that will come up if this goes longer is that Trump is old, and Elon is basically controlling him, and he's really the president.”
Alex Kantrowitz Feb 19, 2025 ▶ 21:42 Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
Feb 19, 2025 bearish
Prediction Not checkable as stated
Enjeti: A Future Democratic Administration Will Cancel Musk's Federal Contracts
“Yeah, if you're whoever, if you're Gavin Newsom administration, you're done. Like, it's, I'm gonna use the exact executive order precedent, and all of those contracts are getting canceled.”
Saagar Enjeti Feb 19, 2025 ▶ 15:44 Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
Feb 26, 2025 negative
Opinion
Hayes: Public attention changed Elon Musk far more than Donald Trump
“I think Musk has been changed by it more than Trump has. I think, well, no, I just think he's been this way from an early time. For a long time. Whereas Musk, there's an interesting, over the trajectory of his career, it was very hard to, like, get Musk to tal…”
Chris Hayes Feb 26, 2025 ▶ 49:48 The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
Feb 26, 2025 bearish
Prediction Not checkable as stated
Hayes: Musk is about to face downside risks of political polarization
“Even though this has been very effective for him so far, he's about to learn a little bit more about the downside risk.”
Chris Hayes Feb 26, 2025 ▶ 54:35 The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
Feb 26, 2025 neutral
Opinion
Hayes: Musk's Media Play Mirrors Rupert Murdoch's Strategy
“I don't, in some ways I don't think what Musk is doing is that different than what Rupert Murdoch has done. Are both attentional plays, right?”
Chris Hayes Feb 26, 2025 ▶ 15:12 The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
Feb 26, 2025 negative
Opinion
Hayes: X Serves Elon Musk's Political Project Rather Than Pure Attention
“X very clearly has an objective other than attention, which is the political project of its owner. You know what I mean? So like, there's a place where like, yes, that attention is being aggregated for a specific political process. Project. That political proj…”
Chris Hayes Feb 26, 2025 ▶ 13:24 The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
Feb 26, 2025 negative
Opinion
Hayes: Musk's Twitter takeover converted political power into financial gains via Trump
“What it did was it created a kind of political power That then created financial rewards on the backside, because once you get Donald Trump elected, all of a sudden everyone wants to be your buddy, and your stock price goes up.”
Chris Hayes Feb 26, 2025 ▶ 53:55 The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
Mar 14, 2025 bullish
Prediction Not checkable as stated
Albergotti: True autonomous technology will drive Tesla sales despite Elon Musk backlash
“If Tesla starts, if they start updating their cars and they're selling cars that allow you to, you know, not have to pay attention at all, like not even look at the road. I mean, I think that company, if people are still going to buy that product, no matter wh…”
Reed Albergotti Mar 14, 2025 ▶ 29:45 Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
Mar 28, 2025 positive
Opinion
Hendrycks: Elon Musk's X successfully reduced self-censorship in US discourse
“I think that overall in terms of cultural influence and people being more disagreeable and doing less self-censoring has been has been successful. I think that was the main objective of it. And so I think I think that X had a large role to play there. So I don…”
Dan Hendrycks Mar 28, 2025 ▶ 44:14 AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
Apr 2, 2025 positive
Opinion
Musk's merger of X into xAI was brilliant financial engineering
“I think it was a great buy for Elon Musk from a business standpoint because he still owns it, no cash changed hands, and he got to just label A valuation that he wanted to on a property that is not worth that. So that kind of financial engineering, I think we …”
Ranjan Roy Apr 2, 2025 ▶ 59:03 OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
May 7, 2025 bearish
Opinion
Marcus: Grok 3 delivers minimal gains despite 10x compute
“So he built Grok three and by his own testimony, it was 10 times the size of Grok two. It's a little better, but it's not night and day, right? Grok two was night and day better than the original Grok. GPT four was night and day better than GPT three. GPT thre…”
Gary Marcus May 7, 2025 ▶ 7:51 Are We at the End of Ai Progress? — With Gary Marcus
Jun 3, 2025 negative
Assertion Supported
Roy: DOGE failed to deliver its promised trillions in savings
“Certainly in terms of the savings that were promised, the trillions, none of that happened.”
Ranjan Roy Jun 3, 2025 ▶ 42:07 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 3, 2025 bearish
Opinion
Roy: Musk's political role caused lasting reputational damage to Tesla
“I don't see the repute, the brand and reputational damage. You can't just undo, especially with Tesla being a, like, if it was a more progressive brand before the typical owner, at least was more progressive and environmentally focused. I don't see how you get…”
Ranjan Roy Jun 3, 2025 ▶ 42:23 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 4, 2025 neutral
Prediction Not checkable as stated
Scaramucci: Trump will not turn Elon Musk into an adversary
“But I did predict that Trump would never go after him. There wouldn't be a Pyrrhic demise to Elon like there was to Steve Bannon, or me, or Mark Esper, or General Kelly, because Elon's a loaded guy. And Trump got several hundred million dollars out of him to h…”
Anthony Scaramucci Jun 4, 2025 ▶ 15:08 Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
Jun 9, 2025
Prediction Not checkable as stated
Kantrowitz: Tech right will side with Trump over Musk if pressed
“I think many will land with Trump over Musk if you really press them. He is the president after all”
Alex Kantrowitz Jun 9, 2025 ▶ 46:04 Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
Jun 9, 2025
Prediction Not checkable as stated
Roy: Tech right will move toward Musk and reject Trump
“I think overall, like, people move back towards Musk and definitely not choose Trump over Musk”
Ranjan Roy Jun 9, 2025 ▶ 46:30 Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
Jun 9, 2025 negative
Opinion
Roy: The Elon Musk and Donald Trump Bromance Is Dead
“Bromances are dead, Alex. Musk and Trump, the bromance is dead.”
Ranjan Roy Jun 9, 2025 ▶ 0:40 Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
Jun 30, 2025 negative
Opinion
Albergotti: Anti-Musk Bias Seeps Into Coverage of Tesla Robotaxis
“I think there's a lot of anti-Elon stuff that sort of, I think seeps into the coverage of this stuff. Unfortunately, it was just hard to do as a reporter. Like you know, it's hard to take your, to take the emotion out of the reporting, but I think it does kind…”
Reed Albergotti Jun 30, 2025 ▶ 1:01:47 The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
Jul 9, 2025 bearish
Opinion
Siegler: Musk will struggle to succeed politically without backing Trump
“I'm not so sure how much success even someone as wealthy with the resources of Elon Musk will have when he, when he's not pouring those resources behind Donald Trump. I think like, I just think he's I don't know that he's necessarily underestimating him, but I…”
M.G. Siegler Jul 9, 2025 ▶ 44:34 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
Jul 9, 2025 negative
Opinion
Kantrowitz: Elon Musk has completely lost control of Grok's political alignment
“Elon, who's like, say what you want about him, one of the most successful tech entrepreneurs of our time, if not the completely lost control of his AI.”
Alex Kantrowitz Jul 9, 2025 ▶ 40:37 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
Jul 9, 2025 bearish
Opinion
Siegler: Musk miscalculated Tesla's resilience against losing EV tax credits
“What he majorly mis made the mistake with was not recognizing the potential that Tesla itself could fall as a result of his, both his affiliation, you know, with the administration and also just like the, you know, the ever oncoming Chinese EV revolution and s…”
M.G. Siegler Jul 9, 2025 ▶ 47:44 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
Jul 28, 2025 neutral
Assertion Supported
Morris: Tesla Board Is Preparing a New Pay Package for Musk
“We reported that far from looking for a new CEO the board is actually looking at giving him a new pay package.”
Stephen Morris Jul 28, 2025 ▶ 54:39 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
Jul 28, 2025 bearish
Opinion
Morris: Musk's Politics and Trump Fallout Make Him a Liability for Tesla
“There's no delaying that through his politics and his fallout with Trump, he's become a bit of a liability to the company.”
Stephen Morris Jul 28, 2025 ▶ 54:10 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
Sep 5, 2025 neutral
Assertion Supported
Mager: Dr. Ben Rapoport co-founded Neuralink with Elon Musk
“Ben was also one of the co-founders of Neuralink with Elon Musk and several others and left to approach this technology in a different way for reasons that we'll get into.”
Michael Mager Sep 5, 2025 ▶ 2:35 Brain Computer Interface Frontier: Depression, Coma, AI Merge
Nov 10, 2025 neutral
Opinion
Roy: Tesla is no longer a car company; vehicle sales are secondary
“Tesla is no longer a car company in any way. Elon is not pretending it's a car company in any way. We should all stop looking at actual vehicle sales. That should be an afterthought. That should be like the least important part of the overall business, and peo…”
Ranjan Roy Nov 10, 2025 ▶ 39:12 OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
Nov 10, 2025 bearish
Prediction Open · timeframe Nov 2030
Kantrowitz doubts Elon Musk will ever receive his full trillion-dollar payout
“I doubt he'll ever get the trillion.”
Alex Kantrowitz Nov 10, 2025 ▶ 41:27 OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
Dec 23, 2025 bullish
Prediction Not checkable as stated
Cramer: Tesla's battery division will solve major clean energy cost problems
“I think that battery division is going to solve a lot of what we have in terms of, like, you know, one of the things, why did, the obsession with clean power, I love it, but clean power is really, really expensive. I prefer battery power, and if Musk does what…”
Jim Cramer Dec 23, 2025 ▶ 20:41 CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
Jan 28, 2026 positive
Opinion
Taylor: Elon Musk is probably the greatest entrepreneur of our time
“Probably the greatest entrepreneur of our time. I mean you know, he's a company, he's created everything from SpaceX and look at the impact of Starlink, let alone Tesla and X. So you know, had some complicated interactions, but sort of the undisputed leader in…”
Bret Taylor Jan 28, 2026 ▶ 59:02 Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
Feb 3, 2026 bullish
Prediction Held up
Siegler: xAI and SpaceX merger sounds likely and may be announced this week
“If they really do merge with SpaceX, which it does sound like now, is gonna happen, and may even be announced this week, which is insane how fast that that came together, if it comes together in that way.”
M.G. Siegler Feb 3, 2026 ▶ 41:57 The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
Mar 16, 2026 negative
Opinion
Ranjan Roy: AI backlash is driven by disdain for Altman and Musk
“I think so much of this branding problem is around when it is Sam Altman and Elon Musk, and even, I mean, I guess Dario is kind of seeming to be the good guy in the narrative over the last couple of weeks, but it's who the spokespeople are, how they're speakin…”
Ranjan Roy Mar 16, 2026 ▶ 7:19 AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
Apr 6, 2026 neutral
Assertion Supported
Kantrowitz: Elon Musk and SpaceX have filed for an IPO
“Elon Musk and co have filed for that IPO.”
Alex Kantrowitz Apr 6, 2026 ▶ 28:56 OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
Apr 6, 2026 neutral
Assertion Partly supported
Kantrowitz: SpaceX's xAI acquisition valued SpaceX at $1.25 trillion in February
“The company's acquisitions of Musk's XAI company valued SpaceX at 1.25 trillion in February.”
Alex Kantrowitz Apr 6, 2026 ▶ 31:02 OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
Apr 6, 2026 neutral
Prediction Not checkable as stated
Hoffman: SpaceX Is Going Public to Eventually Merge with Tesla
“I think one of the underappreciated reasons that, that they are taking SpaceX public is to merge it with Tesla ultimately, right? Like Elon Musk has been collapsing his empire. And just as a practical matter, it's pretty hard for a private company, even a big …”
Liz Hoffman Apr 6, 2026 ▶ 34:53 OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
Apr 29, 2026 bearish
Prediction Not checkable as stated
Cuban: AI will displace jobs but will not cause 50% unemployment
“There's gonna be displacement, there's no question about it, but I'm not, you're one of those people that says, jobs will be optional, like Elon Musk said, or 50% unemployment, no.”
Mark Cuban Apr 29, 2026 ▶ 41:22 Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
May 4, 2026 negative
Prediction Not checkable as stated
Alex Kantrowitz predicts OpenAI could face fines payable to nonprofit arm
“I mean, maybe there should, maybe there will be a fine to open AI because they'll have to end up paying that money to the nonprofit.”
Alex Kantrowitz May 4, 2026 ▶ 25:02 OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
May 4, 2026 negative
Prediction Held up
Alex Kantrowitz predicts Elon Musk will fail to oust OpenAI leaders
“Now, I know Musk is trying to get Musk and Sam Altman, sorry, he's trying to get Sam Altman and Greg Brockman removed from the top of opening. I don't think that's going to happen.”
Alex Kantrowitz May 4, 2026 ▶ 25:41 OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
May 4, 2026 neutral
Assertion Supported
Elon Musk donated over $30 million to OpenAI for zero equity
“He gave 30 plus million dollars to found this thing. And he currently has like no share in it at all.”
Alex Kantrowitz May 4, 2026 ▶ 25:12 OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
May 11, 2026 neutral
Assertion Not checkable as stated
SpaceX data center leased to Anthropic cost $5B to $6B in GPUs
“The data center that they are going to be able to lease from Elon Musk is a five to six billion dollar data center. That's fully built. Right? That's just from the GPU cost alone. It's fully built and ready to work to help Anthropik deliver these services.”
Alex Kantrowitz May 11, 2026 ▶ 7:58 The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
May 27, 2026 neutral
Prediction Not checkable as stated
Costolo: OpenAI will pop on IPO day but face intense quarterly scrutiny
“It will still do really, really well on day one because people are going to be like, it's the next stigma. It's the next Cerebrus. I can't, I, you know, I haven't been able to buy secondary before I want to be an investor. You have to own one of these things, …”
Dick Costolo May 27, 2026 ▶ 15:00 Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
May 27, 2026 positive
Prediction Held up
Costolo: Elon Musk will become the first trillionaire
“Elon's gonna be the first trillionaire.”
Dick Costolo May 27, 2026 ▶ 50:55 Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
Jul 20, 2026 bearish
Prediction Not checkable as stated
Kantrowitz: OpenAI alienating tech allies will eventually cause severe consequences
“OpenAI's loss of these friends over time is going to add up to something really bad. Who knows what that exactly is, but there's gonna come a time where OpenAI's gonna need Satya, or it will need John Ternus, or it will need Elon. And they won't be there for t…”
Alex Kantrowitz Jul 20, 2026 ▶ 53:24 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
Jul 27, 2026 bullish
Prediction Open · timeframe Jul 2029
Roy: Tesla and SpaceX will inevitably have to merge
“Giving that little nugget to the world, starting to seed that idea, and I think it's almost, it has to happen, because these two companies, again, Tesla has a car business, SpaceX kind of has a space business, still has an internet satellite business, but they…”
Ranjan Roy Jul 27, 2026 ▶ 54:04 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
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