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

EPISODE · Feb 7, 2026

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

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Cheeky Pint: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- 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.Timestamps00:00:23 Space GPUs00:35:39 Alignment00:58:48 xAI01:15:01 Optimus01:28:03 China01:40:46 Management02:16:38 DOGE02:34:58 Space GPUs redux

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

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