Here’s the full interview of
@elonmusk with Ron Baron
0:13 - Exciting times ahead
0:21 - First principles and TerraFab
2:18 - Chip fabs geopolitical risk
5:51 - Terawatt scale ambition
6:14 - Trillion dollar phased build
7:36 - Why others don’t improve
7:49 - Austin research fab iteration
10:49 - Culture of speed and ideas
13:48 - Walking the floor hands-on
15:39 - Data centers pitchforks
16:44 - OpenAI origins Anthropic
18:09 - Building data centers fast
20:01 - Revenue exploding Jose meme
23:16 - Model Y best in China
23:28 - China ownership exception
24:50 - ARR to five hundred billion
27:45 - Digital AI economy boost
28:21 - Robotics five times productivity
30:10 - Rent robots not sell
30:41 - Memphis community benefits
32:55 - Data centers in space
33:35 - StarMind and space power
36:26 - Cost to orbit history
36:52 - Falcon nine reusability limits
39:09 - Hourly launches Starship size
40:25 - Chopsticks and heat shield
44:30 - Starship unlocks Starlink
46:49 - Agentic traffic thousand times
48:09 - Starlink V3 bandwidth explosion
51:26 - Spectrum and telcos
52:43 - Satellite replacement cycle
53:17 - Laser links hundred times
53:55 - Competing with China power
55:37 - Space intelligence advantage
57:19 - Demand from superintelligence
58:02 - Universal high income future
1:00:43 - Legacy contribution