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Cheeky Pint

Näringsliv Teknologi

Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method

2 tim 46 min•5 februari 2026

John Collison and Dwarkesh Patel sit down with Elon Musk to discuss why the future of AI isn’t on Earth, but in the "always sunny" vacuum of space. Between pints, they discuss the brutal physics of scaling—from the "farcically cheap" solar cells coming out of China to switching Starship from carbon fiber to stainless steel—as well as the “infinite money glitch” of humanoid robots, China, and DOGE.

Timestamps

00:00:23 Space GPUs

00:35:39 Alignment

00:58:48 xAI

01:15:01 Optimus

01:28:03 China

01:40:46 Management

02:16:38 DOGE

02:34:58 Space GPUs redux

Fler avsnitt av Cheeky Pint

Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta

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The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

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Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

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Garrett Langley of Flock Safety on building technology to solve crime

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Reiner Pope of MatX on accelerating AI with transformer-optimized chips

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Stripe’s 2025 annual letter

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Ramp founder Eric Glyman on the many ways AI is changing corporate spending

17 feb.•1 tim 11 min

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

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Julia DeWahl of Antares on building nuclear reactors for the US military

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