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In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power on Earth, what it would take to manufacture humanoids at high-volume in America, xAI’s business and alignment plans, DOGE, and much more.
𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒
* Transcript: https://www.dwarkesh.com/p/elon-musk
* Apple Podcasts: https://podcasts.apple.com/us/....podcast/dwarkesh-pod
* Spotify: https://open.spotify.com/episo....de/4nah0x1qQF2hxgJnv
𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
- Mercury just started offering personal banking! I’m already banking with Mercury for business purposes, so getting to bank with them for my personal life makes everything so much simpler. Apply now at https://mercury.com/personal-banking
- Jane Street sent me a new puzzle last week: they trained a neural net, shuffled all 96 layers, and asked me to put them back in order. I tried but… I didn’t quite nail it. If you’re curious, or if you think you can do better, you should take a stab at https://janestreet.com/dwarkesh
- Labelbox can get you robotics and RL data at scale. Labelbox starts by helping you define your ideal data distribution, and then their massive Alignerr network collects frontier-grade data that you can use to train your models. Learn more at https://labelbox.com/dwarkesh
To sponsor a future episode, visit https://dwarkesh.com/advertise.
𝐅𝐔𝐑𝐓𝐇𝐄𝐑 𝐑𝐄𝐀𝐃𝐈𝐍𝐆
Notes on Space GPUs — turned my Elon prep into a blog post:
https://www.dwarkesh.com/p/notes-on-space-gpus
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
0:00:00 - Orbital data centers
0:36:46 - Grok and alignment
0:59:56 - xAI’s business plan
1:17:21 - Optimus and humanoid manufacturing
1:30:22 - Does China win by default?
1:44:16 - Lessons from running SpaceX
2:20:08 - DOGE
2:38:28 - TeraFab
Billionaires Michael and Susan Dell pledged $6.25 billion Tuesday to provide 25 million American children under 10 an incentive to claim the new investment accounts for children created as part of President Donald Trump’s tax and spending legislation.
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Little Simz - “NO THANK YOU”. Directed by @gabrielomoses. Produced by DIVISION.
Follow Little Simz:
Spotify: https://open.spotify.com/artis....t/6eXZu6O7nAUA5z6vLV
Apple Music: https://music.apple.com/us/art....ist/little-simz/6276
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TikTok: https://www.tiktok.com/@reallittlesimz
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Artist @littlesimz
Director of Photography @jake_gabbay
Label @foreverlivingoriginals
Label Management @tillaarce, Yasemin Hassan, Jason Flavien & Ella Red
Label BTS @karolina.wielocha, Abu Dumbuya
Executive Producer @julesdvsn
Producer @alice.wills
Line Producer @lolaburelle
Production Assistant @claraavazeri
1st AD @hlebaillif
2nd AD @kamiltahiri
Director’s Interns @maeetrix & @roug_i
Unit manager @geoffroyhassoun
Unit location Clément Lepoix
Runners @flora_blin, Julia Le Clerc, Pierre Boussiquet, Marjorie Richard, Joseph Voituriez & Mathis Boisson
Craft Gilles Paquette
Lodge Truck Franck Parize
1st AC @anastasiamatouskoff
2nd AC @eli_yancy
3rd AC @juliette.tilly
Gaffer @thurotfrederic
Electricians Olivier Caroff, @elliott.fromentin, @julesbecu, @eva.baldit & Philippe Pantanella
Groupman Sébastien Gaulon
Key Grip Vathana Khang
Grips Rémy Bertelli, Bertrand Motte, @swann_barbier, Hugo Morin & Kenny Koummarasy
Set Designer @jeromedaudel
Set Design Assistants @margaux_bez, @prudencepalle, @thiboumery, @gefoner2122, @sunz.ck & @william_wrf
Stunt Manager @kevincauder
Stunt @stuntmanpoolet
Simz’ Stylist @luciellis
Simz’ Make-up Artist @nibrasmakeup
Simz’ Hair Stylist @amirahhaliyah_
Extras Stylist @levinkanoy
Styling Assistants @eliemerveille, @rouxjesuis, @yungracer & PC
Casting Director @vickyschouk
Teen Casting Director @agenceteen
Extras Make-Up Artist @flavie_terrakhol
Make-Up Assistants @bettyhmua, @laurine_mac, @anthony_morineau & @purpillar
Extras Hair Stylist @itssoame
Hair Styling Assistants @mariegougeon_, @lafeemarine, @kevyncharo, @math_muah, @__akico__hairmake, @orystella.mua & @jasonthomas.pro
Hero Car Compagnie des Remisages & Raphael Brunet
Hero Animal Valentine Au Petit
Horse Guerillero
Craft Gilles Paquette
Lodge Truck Franck Parize
Editor @j.tilla @the_assembly_rooms
Edit Assistant @edenraeread & @rob.mcguire.edits
Edit Producer @joshahwawa
Colour Grader @johnlowe.xyz
Sound Designer @j.tilla
VFX @studio_private
VFX Supervisor Luke Bird
VFX Lead Adrian Rogers
VFX Artists Joanna Pilcher & @louisiane____
VFX Assistants Miles Gibson
Archive Footage @kinolibrary
Motion Graphics Designer @zoe.deutsch
Security One Foot Forward @onefootforwardltd
Featuring
Masoda Tohi Mahol Tamnga, Abdoul Bamba , Arnaud Dauphin, Celine Richard, Claire, Biju-Duval, Claudine Bertin, David Benhamou, Dominique Vannod, Elisa Daughty, Emilie Ollandois, Hendry Leton, Ibrahim Alabi, Isaac Siwatala, Junior Mabika, Keyla Ramos, Leonard Barbier, Loudjy Hermelin, Marina Chechel, Marvin Silene, Nathalie Thurin, Nicolas Ginetti, Nicolas Roussiau, Romuald Bourdon, Sophia Violleau, Stéphane Boissier, Stephane Davanture, Stephanie Boré, Sylvain Saint Jalmes, Thibault Simon, Abdou Diouck, Abdoulaye Keita, Kevin Dorvillier, Pierre Élie Boma, Deborah Tetea, Elène Coulibaly, Fanny Crepin, France Albert, Ines Berndt, Ines Derbak, Ariana Di Maria, Hawa Ba, Fleur Thuram,Mia Joseph, Berenice Busquet
With thanks to Inflo, Cininter, Vantage, TSF and Silverway
143rd Prairie View A&M University Spring Commencement
Top Most RICHEST COMPANIES Of The World 2025 and the top most valuable Companies in the world 2025.