Elon Musk

also referred to as: elon

94 statements across 59 episodes · 43 bullish · 17 bearish · 21 people on the record · first statement Oct 24, 2024 by John Coogan · said 1,814 times in 246 episodes since 2024 · 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 John Coogan (703), Jordi Hays (224), Delian Asparouhov (26), Tyler Cosgrove (15), Mike Isaac (13), Shaun Maguire (12), Logan Bartlett (8), Zach Kukoff (7)

tap a year for its mentions
00500751,000150202420252026episodesmentions
075150202420252026episodes it came up in
007.57515150202420252026episodesmentions per episode
2026 709 mentions in 102 episodes 7 per episode
2025 813 mentions in 119 episodes 7 per episode
2024 292 mentions in 25 episodes 12 per episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Oct 24, 2024 positive
Assertion Supported
Coogan: Elon Musk is a top 30 Diablo player globally
“Elon Musk has been playing Diablo relentlessly. I mean, the guy is one of the top 30 Diablo players in the world right now. Something like that.”
John Coogan Oct 24, 2024 ▶ 51:20 Crypto is Back Baby (ep5)
Nov 6, 2024 positive
Opinion
Elon Musk Practices Targeted Impact Investing Over Diffuse Non-Profit Philanthropy
“He's doing impact investing, even though, like, some people might not like the impact that he's having. Like, his, he's putting his wealth to work in, like, very specific targeted ways. Essentially, much more than, like, You know, oh, diffusing a billion dolla…”
John Coogan Nov 6, 2024 ▶ 2:42:23 Trump's Secret Career (ep7)
Nov 6, 2024 neutral
Assertion Contradicted
Elon Musk Does Not Participate in Angel Investing
“Elon doesn't like angel invest.”
John Coogan Nov 6, 2024 ▶ 2:27:22 Trump's Secret Career (ep7)
Nov 14, 2024 neutral
Opinion
Hays: Musk's Political Push Stemmed from Disrespect and Business Scale
“He, everything we just saw over the past however many months was just a reaction to being disrespected. As A person as a businessman, and it was almost a, with his level of ambition, it was a, it was something that he needed to do to reach his full potential b…”
Jordi Hays Nov 14, 2024 ▶ 2:55:11 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 positive
Opinion
Hays: Tech Aligned with Republicans Because the Party Became More Pro-Technology
“It became obvious this election cycle that the Republican party was more oriented around technology, right? And big part of that is because some of the biggest donors to the Republican party are technologists, Peter Thiel Elon Musk. And so I think that a lot o…”
Jordi Hays Nov 14, 2024 ▶ 22:49 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 bullish
Prediction Open · timeframe Nov 2034
Hays: Sequoia Will Make Money on Its X Investment in 10 Years
“I would be willing to bet my house that they'll make money on this investment in 10 years.”
Jordi Hays Nov 14, 2024 ▶ 2:35:23 Low T levels at Y-Combinator (ep9)
Nov 15, 2024 bullish
Prediction Not checkable as stated
Hays: Elon Musk's DOGE will attract top young talent to government
“Smart, young people are going to want to work in the government for the first time just so that they can work under that sort of Elon religion, right?”
Jordi Hays Nov 15, 2024 ▶ 46:57 Fact-Checking The Information (ep10)
Nov 16, 2024 positive
Insight
Coogan: Video game skill predicts founder success, contrasting Musk and SBF
“Many, many cases, and we've talked about this before, but very interesting correlation between the great gamers, Elon, one of the greatest Diablo players of all time, SBF, One of the worst League of Legends players of all time.”
John Coogan Nov 16, 2024 ▶ 1:47:26 What is the TRUMP BUBBLE? (ep11)
Nov 19, 2024 positive
Opinion
Coogan: Gwynne Shotwell Is the Crucial Operational Counterweight to Elon Musk
“She's been super critical, took a whole ton of career risks going in super early, and has just You know, just driven that company and just executed, executed, executed, and just fantastic public speaker, fantastic counterweight to Elon's, you know, experimenta…”
John Coogan Nov 19, 2024 ▶ 2:54:13 Who's Getting Rich Off Ozempic? (e12)
Nov 23, 2024 positive
Opinion
Elon Musk Cut 80% of Staff and X Runs Better Than Before
“Elon cut 80% of X and it runs better than it did before.”
Jordi Hays Nov 23, 2024 ▶ 1:05:52 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 positive
Assertion Contradicted
Lulu Cheng Meservey's Anti-Woke Substack Recruiting Post Reached 100 Million Views
“Well, it's because they took a very contrarian position on free speech. And Lulu had that insanely viral recruiting post. Do you remember this? She was like when Elon bought Twitter, She said, if you have a problem with Elon bringing free speech to Twitter, do…”
John Coogan Nov 23, 2024 ▶ 1:01:27 FACT CHECKERS vs. tech article (ep14)
Nov 30, 2024 bullish
Prediction Not checkable as stated
Hays: The Boring Company will eventually lead the Elon Musk conversation
“The boring company, I think will, you know, every Musk company goes through the oscillates in terms of attention, but the boring company will be at the forefront of the conversation.”
Jordi Hays Nov 30, 2024 ▶ 1:48:03 Taylor Lorenz Trades Teams (ep16)
Dec 11, 2024 bullish
What-if
Coogan: PayPal Would Be Worth $1 Trillion If Musk or Thiel Stayed
“Run the counterfactual where Peter or Elon is running PayPal. It's a FinTech giant worth a trillion dollars, like no doubt.”
John Coogan Dec 11, 2024 ▶ 50:59 How we became the fastest growing podcast (ep20)
Dec 11, 2024 neutral
Insight
Hays: At Musk or Thiel's Scale, Government Alignment Is Highest Leverage
“You get to a scale, like, Teal scale or Elon scale. And yeah, the highest and best use of your energy is making sure the government is, is, is working in your interests and towards the same goals.”
Jordi Hays Dec 11, 2024 ▶ 51:48 How we became the fastest growing podcast (ep20)
Dec 11, 2024 neutral
Assertion Supported
Hays: Shaun Maguire Led Sequoia's Investment into X
“He led the deal into X from Sequoia. Yep. Has a very close relationship with Elon.”
Jordi Hays Dec 11, 2024 ▶ 28:37 How we became the fastest growing podcast (ep20)
Dec 12, 2024 bullish
Prediction Open · timeframe Dec 2027
Tesla will soon manufacture and deliver the delayed second-generation Roadster
“I'm also extremely bullish on the Tesla roadster second generation. You get them the allocation. Now I think it's going to happen. It's been way delayed, but Elon is on top of the world. The stock's ripping. He, Knows where the regulation is going. I think he'…”
John Coogan Dec 12, 2024 ▶ 18:36 Billionaires XMAS list (ep21)
Jan 8, 2025 bullish
Prediction Didn’t hold up
Coogan: Tesla will finally deliver the new Roadster in 2025
“I think this is the year he's going to deliver it. It's been forever delayed, but now like everything's clear. Stocks at all time highs. Like he's got all the approvals and stuff. Like he needs a new halo car.”
John Coogan Jan 8, 2025 ▶ 1:16:07 How to WIN in 2025? (INSANE Predictions List)
Jan 9, 2025 positive
Assertion Supported
Coogan: Elon Musk Distributes Starlink Units in Disaster Areas
“Elon's giving out a bunch to people that are in affected disaster areas and hopefully keeping people Online and communicating.”
John Coogan Jan 9, 2025 ▶ 2:37 Can This Man Save Los Angeles? (Rick Caruso)
Jan 23, 2025 neutral
Prediction Not checkable as stated
Coogan: Elon Musk will have to out-raise Project Stargate
“I think it's going to be incredibly interesting to see what Elon's reaction is going to be because he's definitely going to have to out raise.”
John Coogan Jan 23, 2025 ▶ 31:29 Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
Jan 25, 2025 bullish
Opinion
Hays: Elon Musk's infrastructure track record makes xAI a standout
“The reason to be extra bullish on XAI is that Elon is the only founder mode model, you know, CEO. I don't know if he's actually CEO or, but whatever chairman, at least who has done large scale infrastructure projects over and over and over the factories at Tes…”
Jordi Hays Jan 25, 2025 ▶ 1:12:40 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Feb 5, 2025 neutral
Assertion Supported
Elon Musk Is a Special Government Employee With a .gov Email
“As a point of clarification, I, it came out yesterday, Elon is a special employee of the government. He does have a dot gov email address.”
John Coogan Feb 5, 2025 ▶ 37:11 BREAKING: DOGE Just Added a GAME CHANGER
Feb 12, 2025 negative
Opinion
Altman: Musk uses lawsuits and takeover bids to slow OpenAI down
“I think he's probably just trying to slow us down. He obviously is a competitor. It's, you know, he's working hard, and he's raised a lot of money for XAI, and they're trying to compete with us from a technological perspective, from you know, getting the produ…”
Sam Altman Feb 12, 2025 ▶ 0:53 Elon Musk vs. Sam Altman Continues (WHO’S WINNING?)
Feb 12, 2025 negative
Opinion
Altman: Musk operates from personal insecurity and is not happy
“Probably his whole life is from a position of insecurity, I feel for the guy. Do you feel better? I do, actually. I don't think he's, like, a happy person. I do feel for him.”
Sam Altman Feb 12, 2025 ▶ 1:25 Elon Musk vs. Sam Altman Continues (WHO’S WINNING?)
Feb 12, 2025 negative
Disclosure
Altman: OpenAI and its mission are not for sale
“OpenAI is not for sale. The OpenAI mission is not for sale.”
Sam Altman Feb 12, 2025 ▶ 0:41 Elon Musk vs. Sam Altman Continues (WHO’S WINNING?)
Feb 19, 2025 neutral
Assertion Partly supported
Coogan: Grok 3 adapts opinions to confirm users' existing timeline biases
“It's fine tuning on the person who queries it, their timeline. And so Grok three when Elon prompts it knows Elon doesn't like the information. Let's give him an answer that confirms what he believes. And it's the same thing for Paul Calcraft.”
John Coogan Feb 19, 2025 ▶ 29:37 How Does GROK Compare? (Full Analysis)
Feb 19, 2025 bullish
Opinion
Coogan: Musk's AI edge is rapid heavy infrastructure execution
“That's really Elon's like edge here for sure.”
John Coogan Feb 19, 2025 ▶ 27:18 How Does GROK Compare? (Full Analysis)
Mar 7, 2025 bullish
Disclosure
Maguire: Sequoia invested $800 million in X's take-private transaction
“Yes, eight hundred million dollars, guys, and no victory laps until it's exited in Liquid”
Shaun Maguire Mar 7, 2025 ▶ 3:52 "Don't listen to anyone" - Shaun Maguire talks Elon, Robots, Space, and the Mars Mission.
Mar 7, 2025 positive
Assertion Not checkable as stated
Maguire: X suffered no major outages and lowered costs under Musk
“If you use your own eyes, it's like the whole thing is operating, no major outages, Elon at the helm, product innovation happening, and like lowering costs.”
Shaun Maguire Mar 7, 2025 ▶ 5:03 "Don't listen to anyone" - Shaun Maguire talks Elon, Robots, Space, and the Mars Mission.
Mar 7, 2025 positive
Opinion
Maguire: Elon Musk takes antitrust compliance more seriously than anyone else
“Elon has probably the biggest target on his back from a like regulatory perspective of anyone. And there's no one I'm aware of who takes like antitrust and all that more seriously than him.”
Shaun Maguire Mar 7, 2025 ▶ 24:20 "Don't listen to anyone" - Shaun Maguire talks Elon, Robots, Space, and the Mars Mission.
Mar 24, 2025 negative
Assertion Contradicted
Asparouhov: Biden Admin Rejected Early SpaceX Return Due to Musk's Politics
“What's incredibly clear is SpaceX offered to bring the astronauts back sooner And because it was in the middle of the election cycle, and because Musk was campaigning for Trump, the Biden administration turned down that offer.”
Delian Asparouhov Mar 24, 2025 ▶ 3:47 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
Mar 24, 2025 bullish
Prediction Not checkable as stated
Maguire: X's infrastructure rebuild is done, visible product progress is imminent
“There's been like a few years of like fixing the foundation of the company and we're starting to enter the era where like the foundation is strong and they get to now like actually build on top of this new strong foundation. And so I think we're going to see i…”
Shaun Maguire Mar 24, 2025 ▶ 27:08 Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
Mar 25, 2025 negative
Insight
Meservey: Brands boycotting X over Elon Musk hurt their own balance sheets
“I think there, there's some brands that are like, Boycotting X because of Elon, whatever, but you're just kind of hurting yourself. Like, it's like you're owning your own balance sheet to try to own Elon. You're owning your own cash flow because you're mad at …”
Lulu Cheng Meservey Mar 25, 2025 ▶ 2:02 Lulu Cheng Meservey on Founder Mode, Attention as Currency, and Building the Future.
Apr 1, 2025 bearish
Opinion
Asparouhov: Mediocre Anduril copycats will fail to shift military procurement budgets
“Look, like even Elon isn't able to convince the Air Force that we shouldn't have human rated fighter jets. Like, you think your fucking thing that's like a mediocre copycat of Anderle is somehow going to convince them that they should spend like, you know, mon…”
Delian Asparouhov Apr 1, 2025 ▶ 6:42 Delian Asparouhov on Defense Startups, NASA, Continuing Resolution and More
Apr 6, 2025 bullish
Prediction Not checkable as stated
Handmer: Musk's Government Efficiency Work Will Be a Massive US Net Positive
“I think ultimately, I think history will show this is going to be a massive net positive for United States. You know, obviously there's going to be some mistakes and some struggles and pain along the way.”
Casey Handmer Apr 6, 2025 ▶ 4:03 Casey Handmer (Terraform) on Turning Sunlight and Air into Fuel
Apr 25, 2025 positive
Opinion
Srinivas: Musk made X much better by charging $8 for verification
“Like in, in some sense, Elon has turned X into some, something like that. There are a lot of trolls, a lot of random accounts and all that stuff, but by forcing people to have the blue mark and paying eight dollars a month and all that stuff, I think he's alre…”
Aravind Srinivas Apr 25, 2025 ▶ 14:07 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Apr 26, 2025
Opinion
Leading Freeform is more stressful than reporting directly to Elon Musk
“Truthfully, I'm probably more stressed now than I was when I was sitting face to face with Elon three times a week.”
Erik Palitsch Apr 26, 2025 ▶ 14:46 The Hidden Power of AI in Metal 3D Printing | Erik Palitsch on TBPN
May 31, 2025
Assertion Not publicly verifiable
Hays: Polymarket Gives 1% Odds on Tesla Naming New CEO
“Yeah, it's at a one percent chance. As of today, so.”
Jordi Hays May 31, 2025 ▶ 3:00 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
Jun 7, 2025 neutral
Assertion Supported
Asparouhov: Senate Package Restores NASA Funding for SLS Rocket
“It was released that the Senate reconciliation package re-added budget back into NASA, largely for the SLS program, which was basically the program that, you know, sort of Jared and Elon We're, you know, sort of largely advocating to, you know, sort of complet…”
Delian Asparouhov Jun 7, 2025 ▶ 22:33 Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Jun 7, 2025 negative
Assertion Not checkable as stated
Trump: Musk Opposed Spending Bill Because EV Mandates Were Cut
“All of a sudden he had a problem, and he only developed the problem when he found out that we're going to have to cut the EV mandate, because that's billions and billions of dollars, and it really is unfair.”
Donald Trump Jun 7, 2025 ▶ 19:59 Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Jun 7, 2025 bearish
Prediction Held up
Trump: Musk will criticize me personally next
“He hasn't said bad about me personally, but I'm sure that'll be next.”
Donald Trump Jun 7, 2025 ▶ 20:21 Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Jul 19, 2025 positive
Insight
Hays: Musk's brand legitimizes NSFW AI spending for mainstream users
“The unique thing about this launch is that there has never, you know, clearly many people around the world spend money on OnlyFans or other NSFW content, and, but Elon has never created a product for those type of people. And so I think the sort of latent dema…”
Jordi Hays Jul 19, 2025 ▶ 27:41 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 26, 2025 positive
Opinion
Coogan: Elon Musk made X a better product by restoring startup speed
“I mean, my take when he bought Twitter and turned it into X was that it was exciting. I thought that he could make it a lot better. He has in many ways made it a better product. We stream on it now and it feels like it's still a vibrant community and there's a…”
John Coogan Jul 26, 2025 ▶ 1:36:30 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Aug 8, 2025 positive
Assertion Not checkable as stated
Andreessen: Elon Musk Eliminated the Research-Product Distinction at xAI
“Elon, as usual, of course, is provoking this question, is, I'm sure you guys talked about, but, you know, he has now, you know, with NXAI, he's now collapsed, you know, he's eliminated the distinction between research and product”
Marc Andreessen Aug 8, 2025 ▶ 6:11 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
Aug 8, 2025 positive
Assertion Supported
Andreessen: Elon Musk Reconfirmed Plans to Open-Source Older Grok Models
“Elon reconfirmed overnight that he's going to, you know, open source, you know, start open sourcing previous versions of Grok.”
Marc Andreessen Aug 8, 2025 ▶ 17:15 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
Aug 9, 2025 neutral
Assertion Supported
Andreessen: Musk eliminated research vs product division at xAI
“Within XAI, he's now collapsed, you know, he's eliminated the distinction between research and product.”
Marc Andreessen Aug 9, 2025 ▶ 1:11:46 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Aug 16, 2025 neutral
Opinion
Hays: Sam Altman and OpenAI are not shadowbanned on X
“And so I don't believe that he's like shadow banned. I don't believe that anyone in open AI is like shadow banned or being held back in the algorithm.”
Jordi Hays Aug 16, 2025 ▶ 8:08 Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
Sep 6, 2025 neutral
Prediction Not checkable as stated
Elon Musk's new Tesla pay package could lead to merging xAI.
“Part of setting up this pay package could set up a scenario where XAI gets just merged into Tesla and it becomes a standalone. It just all gets rolled in.”
Jordi Hays Sep 6, 2025 ▶ 1:28:55 Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
Oct 15, 2025 neutral
Opinion
Andrew Ross Sorkin Compares 1920s Financier John Raskob To Elon Musk
“John Raskob is Elon Musk. I mean, I got to tell you, John Raskob Created credited General Motors became a amazing investor, then takes all of his winnings, decides to get into politics, a little Elon-like decides to back Al Smith against President Hoover. By t…”
Andrew Ross Sorkin Oct 15, 2025 ▶ 6:47 Andrew Ross Sorkin on Why 1929 is Happening Again
Oct 15, 2025
Insight
Modern Celebrity CEO Culture Began With Time Magazine Covers In The 1920s
“This was also a period where all of these guys also became celebrities for the first time that happened in the 19 twenties when, you know, time magazine would put these guys on the cover the same way they'd put Babe Ruth and Charles Lindbergh on the cover. So …”
Andrew Ross Sorkin Oct 15, 2025 ▶ 4:28 Andrew Ross Sorkin on Why 1929 is Happening Again
Oct 28, 2025
Assertion Partly supported
Nadella: Azure was OpenAI's first cloud provider after Musk requested credits
“Azure was the first cloud provider. When OpenAI got started. In fact, I think Elon sent me The mail asking for Azure credits.”
Satya Nadella Oct 28, 2025 ▶ 1:20 Microsoft CEO Satya Nadella Live on TBPN
Nov 8, 2025 bullish
Disclosure
Elon Musk: Tesla will probably have to build a gigantic chip fab
“I can't see any other way to get to the volume of chips that, that we're looking for. So, I think we're probably gonna have to build a gigantic chip app.”
Elon Musk Nov 8, 2025 ▶ 18:49 Elon's Trillion Dollar Pay Package | Diet TBPN
Nov 15, 2025 neutral
Insight
Coogan: SpaceX moved faster than Blue Origin by prioritizing modular components
“One of the reasons the Blue Origin moved a little bit slower than SpaceX is that they leaned a little bit harder on the exquisite system going really big, and Elon had this idea of, like, let's try and make a whole bunch of small things that we bundle together…”
John Coogan Nov 15, 2025 ▶ 6:41 Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
Nov 19, 2025 positive
Prediction Open · timeframe Nov 2030
Musk: AI and humanoid robots will eliminate global poverty
“But AI and humanoid robots will actually eliminate poverty.”
Elon Musk Nov 19, 2025 ▶ 14:13 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Dec 12, 2025 bullish
Prediction Open · timeframe Dec 2030
Coogan: SpaceX will achieve fully reusable Starship with rapid turnaround
“He's also predicted fully reusable Starship with rapid turnaround. It's a little too soon to tell he's behind some of the early dates, but you know, in general, that project seems like it's real. It's going to happen.”
John Coogan Dec 12, 2025 ▶ 5:18 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Dec 12, 2025 bullish
Opinion
Coogan: SpaceX leads competitor space companies by two orders of magnitude
“Well, he's the only candidate for everything in space because he has the leading space company by like, it's two orders of magnitude.”
John Coogan Dec 12, 2025 ▶ 8:29 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Dec 17, 2025 negative
Insight
Elite corporate storytellers cannot be hired because they are founder-CEOs
“The problem is that it's impossible to hire the most elite storytellers because they are founders. Think Elon, Karp, And Palmer”
Jordi Hays Dec 17, 2025 ▶ 7:21 Ford PULLS BACK EV Investment
Jan 8, 2026 neutral
Opinion
Coogan: Musk absorbs less capital than Sam Altman right now
“He's not as much of a capital sponge as Sam Altman at this moment.”
John Coogan Jan 8, 2026 ▶ 6:37 xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Jan 8, 2026 positive
Assertion Supported
Coogan: Tesla valuation is up 22x since the 2018 take-private proposal
“So at that time, Tesla was worth sixty four billion dollars, and he was proposing to take it private at seventy one billion dollars. It's worth 1.44 trillion today. So the stock is up 22 X since that.”
John Coogan Jan 8, 2026 ▶ 4:18 xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Jan 8, 2026 bullish
Assertion Supported
Musk says xAI will exceed all combined AI compute in five years
“Elon Musk says that XAI will have more AI compute than everyone else combined in less than five years.”
John Coogan Jan 8, 2026 ▶ 6:21 xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Jan 20, 2026 bearish
Assertion Supported
Musk Legal Team Seeks $134B in Damages from OpenAI
“It's gonna be a hundred and thirty four billion dollars in damages is what Elon is seeking. Musk's legal team argues that his early funding and involvement materially contributed to OpenAI's rise, which is now valued at five hundred billion, and he wants a sli…”
John Coogan Jan 20, 2026 ▶ 28:30 X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
Jan 20, 2026
Assertion Supported
Kalshi Markets Give Musk 60% Odds to Win OpenAI Lawsuit
“There's an update to the Elon Musk OpenAI lawsuit, which is sitting at about 60% chance that Elon wins on Kalshi right now on the prediction market.”
John Coogan Jan 20, 2026 ▶ 28:02 X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
Jan 23, 2026 bullish
Prediction Open · timeframe Jan 2029
Elon Musk: Space will be cheapest location for AI compute in 2-3 years
“The lowest cost place to put AI will be space. And that'll be true within two years. Maybe three. Three at the latest.”
Elon Musk Jan 23, 2026 ▶ 9:37 Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
Jan 30, 2026 bullish
Assertion Supported
Hays: Tesla is transitioning Fremont to produce 1M Optimus robots yearly
“Elon and Tesla are transitioning their Fremont Facility to make Optimus. And they plan to scale that facility up to be able to make a million of these things a year on a relatively near term time horizon.”
Jordi Hays Jan 30, 2026 ▶ 19:50 Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
Jan 30, 2026 neutral
Assertion Supported
Hays: SpaceX and xAI in merger talks ahead of planned IPO
“So, they're in discussions ahead of a blockbuster IPO planned for later this year. The combination would bring Musk's rockets, Starlink satellites, and X social media platform, and the Grok AI chatbot under one roof.”
Jordi Hays Jan 30, 2026 ▶ 21:11 Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
Feb 3, 2026 neutral
Assertion Supported
Coogan: SpaceX confirms plans to merge with xAI before IPO
“SpaceX confirms plans to merge with XAI before the IPO. Elon Musk plans to merge SpaceX with XAI.”
John Coogan Feb 3, 2026 ▶ 28:25 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
Feb 11, 2026 negative
Assertion Contradicted
Hays: Only three original xAI co-founders remain at the company
“This isn't looking good, and it's the original XAI co-founders. There was one, two, three, four, five, Five, six, seven, eight. There's three remaining. Elon plus Manuel and Toby.”
Jordi Hays Feb 11, 2026 ▶ 10:02 Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
Feb 19, 2026 neutral
Assertion Contradicted
Musk: xAI is pivoting Grok away from academic benchmarks toward engineering
“Elon Musk announced that XAI is moving away from traditional academic benchmarks like humanity's last exam to focus Grok on maximal utility for real world engineering and Software development.”
Jordi Hays Feb 19, 2026 ▶ 16:50 The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
Mar 13, 2026 positive
Opinion
Elon Musk's Twitter Acquisition Created Space for Tech Optimism
“Elon owns Twitter now. It's X. Yeah. Right. Pre post is like a massive difference in the mix of sort of ideas that can get out there. And again, you're allowed to be optimistic about things where maybe before everything had to be negative”
Travis Kalanick Mar 13, 2026 ▶ 8:32 FULL INTERVIEW: Uber Founder Travis Kalanick is Back with a New AI Startup
Mar 14, 2026 positive
Assertion Not checkable as stated
Elon Musk leverages SpaceX equity to recruit talent for xAI
“Elon has the advantage of being able to use SpaceX stock to recruit people.”
Jordi Hays Mar 14, 2026 ▶ 11:27 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
Mar 23, 2026 positive
Prediction Not checkable as stated
Hays: xAI will eventually offer cloud services to other companies
“I think I think it will make sense over time for XAI to start offering cloud services to other companies.”
Jordi Hays Mar 23, 2026 ▶ 7:04 SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
Mar 23, 2026 bearish
Opinion
Hays: Elon Musk's lunar mass driver keynote is an IPO pump
“But still, this seems like a, just kind of a blatant sci-fi pump going into the IPO.”
Jordi Hays Mar 23, 2026 ▶ 7:13 SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
Mar 30, 2026 bearish
Opinion
Kim: ASML and Applied Materials lack capacity for Elon Musk's TerraFab
“TerraFab, I'm not that optimistic. I mean, it's so hard to do with that. Because TSMC is so short that, you know, Elon needs to find, but even then, like, how are they going to buy, like, semi-cap equipment from ESML and AMAT? Like, there, there's just no capa…”
Tae Kim Mar 30, 2026 ▶ 15:25 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 positive
Prediction Held up
Kim: Elon Musk will pitch space-based GPU satellites for SpaceX IPO
“I think Elon's pitch with the SpaceX IPO, and we'll see it in the coming months, is the AI compute, it's gonna be so, there's gonna be so much demand over the next five, 10 years, that you're gonna have to use these SpaceX satellites that have GPUs in them. To…”
Tae Kim Mar 30, 2026 ▶ 19:00 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Apr 1, 2026 neutral
Assertion Supported
Cosgrove: Musk Tried Absorbing DeepMind in 2014 and OpenAI in 2018
“He tried to absorb DeepMind into Tesla in 2014, then OpenAI in 2018.”
Tyler Cosgrove Apr 1, 2026 ▶ 28:32 AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
Apr 27, 2026 neutral
Assertion Supported
Elon Musk's $134B Lawsuit Against Sam Altman Goes to Court in Oakland
“The first is Elon Musk's hundred and thirty four billion dollar lawsuit against Sam Altman goes to court today in Oakland.”
Jordi Hays Apr 27, 2026 ▶ 0:18 China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
May 1, 2026 neutral
Assertion Supported
Elon Musk and Ari Emanuel submitted a bid to buy OpenAI
“Musk made a bid with Ari Emanuel and some other companies. That's right, to buy the whole company.”
Mike Isaac May 1, 2026 ▶ 23:10 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 neutral
Assertion Supported
Isaac: Burchall Testified Musk's OpenAI Bid Aimed to Establish Valuation
“Burchall in court was saying this was us trying to sort of establish a pricing mechanism to like value the actual entity itself”
Mike Isaac May 1, 2026 ▶ 24:18 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026
Assertion Not publicly verifiable
Judge publicly berated a spectator for illegally recording the OpenAI trial
“So one woman in the overflow room who was just not just, it was a civilian going to attend and watch it, Started recording, which is again, against the rules, if not the law in a federal courthouse. So the judge brings her in, and in front of a room of like a …”
Mike Isaac May 1, 2026 ▶ 10:17 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 positive
Opinion
Isaac: Courtroom vibe over facts benefits Elon Musk against OpenAI
“Just, it makes the dynamic of the facts don't necessarily always matter, but the vibe can really matter, which I think is a benefit for Elon, honestly.”
Mike Isaac May 1, 2026 ▶ 7:59 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 positive
Assertion Not checkable as stated
Isaac: Judge in OpenAI-Musk trial grants unusual level of press access
“This is actually a very permissive judge, just because she believes in, like, press access and stuff, and we've had, there's way more access than you would normally get in federal court cases.”
Mike Isaac May 1, 2026 ▶ 2:59 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 neutral
Assertion Supported
Judge prohibited AI extinction and doomerism arguments in Musk-OpenAI trial
“The judge prohibited, like, going too far into, like, Doomerism into the world stuff, and she's like, look, that's kind of a sideshow distraction, like, extinction humanity stuff is not the point of this case”
Mike Isaac May 1, 2026 ▶ 27:30 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 neutral
Opinion
Isaac: Musk leaned into his 'existential' persona on the stand
“Elon, I think from day one, has leaned into the persona of Elon, and just from him being on the stand and saying, I care about humanity, I mean, he says he does whatever he does or doesn't, but like, just leaning into this, like, I'm a world-changing entrepren…”
Mike Isaac May 1, 2026 ▶ 12:39 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 negative
Opinion
Hays: Musk-OpenAI Infighting Harms Already Negative Public AI Perception
“It's just kind of depressing to see these groups like fighting in this way. When we have so much bigger problem, like we have so many bigger problems as an industry, right? The big problem being like public perception of AI is like already so bad. Like people,…”
Jordi Hays May 1, 2026 ▶ 31:08 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 neutral
Assertion Not checkable as stated
Isaac: AI Model Distillation Across Competitors Is an Industry Open Secret
“Elon went out of his way to say, Everyone kind of does this. It's like an open secret in the industry, which I think is like, also kind of true, but that doesn't make it, there's like, it's fraught, I guess is what I would say.”
Mike Isaac May 1, 2026 ▶ 15:07 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026
Assertion Not checkable as stated
Musk was openly antagonistic during cross-examination by OpenAI's litigation counsel
“Elon went from, like, I am a entrepreneur, sort of like, Rosalie explaining to you what I think the future should look like, and like, very concerned for the future of the human race, to like, openly antagonistic to Savitt's questioning”
Mike Isaac May 1, 2026 ▶ 19:40 Inside the OpenAI vs. Elon Musk Courtroom
May 1, 2026 neutral
Assertion Supported
Isaac: OpenAI-Musk Trial Courtroom Limits Outlets to One Reserved Seat
“So there are reserved seats in the front row for press, but the issue is only one person per outlet gets it, and we are doing, like, live blogging for, like, the big moments, like, opening statements, and for Elon, and so myself and my colleague Cade came on t…”
Mike Isaac May 1, 2026 ▶ 1:04 Inside the OpenAI vs. Elon Musk Courtroom
May 5, 2026 negative
Assertion Not checkable as stated
Elon Musk's Memphis AI cluster operates at 11% utilization, wasting $12 billion
“In fact, Elon's like got 500,000 GBP hundreds in Memphis. And running an 11% MFU and less than 60% node allocation. I mean, this is twelve billion dollars of compute being wasted.”
Anjney Midha May 5, 2026 ▶ 8:39 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 negative
Opinion
Cohen: Advertisers Conspired Against Twitter Due to Politics, Not Cuts
“What really happened at Twitter was that the advertisers, you know, I don't know what the situation is now, but they pretty much conspired against him, and, you know, it had nothing to do, my understanding is it really had nothing to do with the cost cuts, mor…”
Ryan Cohen May 5, 2026 ▶ 8:49 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 29, 2026 positive
Assertion Supported
Gerstner: Elon Musk's compute service signed Anthropic as its first major customer
“So that's why Elon has launched EWS, right? Elon Web Services you know, with his computer, you know, signed up a big first customer with Anthropic.”
Brad Gerstner May 29, 2026 ▶ 22:53 Where Brad Gerstner Is Investing Billions
Jul 30, 2026 positive
What-if
Coogan: US probably wouldn't have a rocket company without Elon Musk
“If he hadn't worked on that, probably wouldn't have a rocket company in America.”
John Coogan Jul 30, 2026 ▶ 8:27 U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
Jul 30, 2026 bearish
Opinion
Coogan: US humanoid robotics risks failing without massive capital and will
“The American humanoid robotics industry feels much more fragile in the sense that if you don't have this massive hammer of capital and will coming to bear, you could just wind up with it never happening, which I worry about.”
John Coogan Jul 30, 2026 ▶ 9:26 U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
Jul 30, 2026 positive
What-if
Coogan: US would be 10 years behind in EVs without Elon Musk
“Like, yeah, GM had the EV-one. There were a couple other companies that were sort of like testing things, but we'd probably be 10 years behind if he hadn't sort of like sheer force of willed that into existence.”
John Coogan Jul 30, 2026 ▶ 8:34 U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
Aug 12, 2026 neutral
Assertion Supported
Coogan: $8.5T Acquisition Triggers Full 423M Share Pay Package for Musk
“If that figure reached 8.5 trillion, all 12 tranches Tronches could qualify, putting Musk in line for the full four hundred and twenty three million share award without Tesla ever having to accomplish many of the pay packages operational milestones.”
John Coogan Aug 12, 2026 ▶ 25:19 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Aug 12, 2026 neutral
Assertion Supported
Coogan: Tesla Acquisition Eliminates Musk's Operational Pay Milestones
“If Tesla undergoes a change of control, essentially, if Tesla is acquired, the operational requirements disappear. You no longer have to hit a million robotaxis or a million optimists to unlock those new tranches of stock for Elon. If there's a change of contr…”
John Coogan Aug 12, 2026 ▶ 24:12 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.