back to indexE69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
Chapters
0:0 Bestie Guestie Elon Musk joins the besties via Zoom at the All-In Summit!
0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration
13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company
21:42 Concerns around the Twitter deal, crypto payments on Twitter
30:19 Building vs. acquiring, early Tesla stories
39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar
56:37 Moving from CA to TX, fixing California, macroeconomic takes
70:20 American exceptionalism, a new immigration strategy
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So live from an undisclosed location with the sultry filter on 00:00:10.960 |
Having a great hair day. Yeah, that is a good hair day for you. Great hair day my pal 00:00:20.360 |
Favorite CEO and Twitterer, Mr. Elon Musk. How you doing pal? 00:00:26.040 |
Appreciate you coming to the event and coming zooming in. Yeah, what's new in your world? 00:00:52.700 |
Well, let's see, I guess right now I'm sort of debating the number of bots on Twitter 00:01:07.960 |
The currently I'd like the what I'm being told is that the there's just no way to know the number of bots 00:01:15.220 |
It's like as unknowable as the human soul basically 00:01:23.120 |
You have no idea what level of witchcraft and alchemy is needed to determine these buzz bot percentage 00:01:30.620 |
I said like why not try calling people but I haven't got a response, you know, like if you try calling people or something, you know 00:01:40.740 |
But I think like that would be one of the things to do to say like 00:01:43.500 |
Have you tried calling them as opposed to trying to read the tea leaves here? That's like impossible, you know 00:01:49.060 |
Obviously you can have an account that looks exactly like a human account or is being operated where one person is operating a thousand accounts or something 00:01:56.700 |
But that person can only buy one toaster. They're not gonna buy a thousand toasters 00:02:01.220 |
So you care about like number of unique real people that are on the system 00:02:05.520 |
It's extremely fundamental and anyone who uses Twitter is well aware that 00:02:08.840 |
the comment threads are full of spam scam and 00:02:21.940 |
Beyond reasonable for Twitter to claim that the number of 00:02:28.580 |
Essentially the number of real said another way the number of real unique humans 00:02:33.580 |
That you see making comments on a daily basis on Twitter is above 95% 00:02:38.460 |
That is what they're claiming. Does anyone have that experience? 00:02:57.480 |
There's a bridge I'd like to sell you, you know 00:03:15.480 |
I think it's a number that is probably at least 00:03:21.480 |
I'd say at if you did sort of the lowest estimate would be probably 20% 00:03:29.480 |
And this is a bunch of quite smart outside firms have done analysis of Twitter and looked at the sort of daily users and their conclusion is also about 20% but that's a lower bound it's not an upper bound 00:03:59.480 |
Having the most liked tweet of any living human 00:04:33.480 |
It's clearly something that the public really wants 00:04:39.480 |
Should really think about going back to their roots 00:05:11.480 |
The sort of monetizable daily active users is 00:05:35.480 |
The most popular tweets generally are clustered around that 00:05:47.480 |
And technically monetizable daily active users 00:06:05.480 |
What do what's the total user base of YouTube 00:06:43.480 |
I certainly know there's some real people on Twitter 00:06:51.480 |
And that's obviously an incredibly material number 00:07:07.480 |
But for brand advertising which is really just awareness advertising 00:07:09.480 |
It matters if real humans are seeing that or not 00:07:49.480 |
You have to have something that is as broadly inclusive as possible 00:08:07.480 |
This is why I think it's important to put the algorithm on 00:08:35.480 |
Where you don't know what the heck is going on 00:08:41.480 |
Is it the algorithm? Did someone manually intervene? 00:09:31.480 |
The point I'm trying to make is that this is not some sort of attempt to 00:10:09.480 |
This is what I think it's very important that we have that 00:10:47.480 |
When someone you don't like says something you don't like 00:11:05.480 |
But it's indicative of the fact that even though 00:11:29.480 |
And to everybody probably never voted Republican 00:11:53.480 |
What does it feel like to have that experience 00:12:01.480 |
They should be celebrating the work you're doing 00:13:17.480 |
You take the concerns of the unions into account 00:14:27.480 |
All these companies inside this super company 00:14:29.480 |
Just so folks have a sense of what had to be done 00:14:35.480 |
And I'll probably be leaving out quite a few things 00:15:33.480 |
Sort of the electric equivalent of gas stations 00:15:35.480 |
So we built an entire global supercharger network 00:16:03.480 |
Right now with the Tesla supercharger network 00:16:23.480 |
We actually make so much of the car internally 00:16:29.480 |
There's some religious reason to be vertically integrated 00:16:31.480 |
But because the pace at which we needed to move 00:16:33.480 |
Was just much faster than the supply chain could move 00:16:59.480 |
So we have sort of a car, a Tesla OS in the car 00:17:41.480 |
Join the beta or look at the videos of those who are in the beta 00:17:43.480 |
There are probably 100,000 people in the beta 00:18:17.480 |
And take a massive amount of power and cooling 00:18:19.480 |
Just to be able to do what the Tesla designed 00:18:39.480 |
That's coming in from billions of miles of data 00:18:47.480 |
And they have all these people doing searches all the time 00:18:55.480 |
Ultimately tens of billions of miles of training data 00:19:21.480 |
And he says, guys we're not actually building 00:19:33.480 |
If you were, you know, you were like a layout engineer 00:19:39.480 |
You know, you walk in and you see what's happening 00:19:41.480 |
And you have an insurance company now you're doing insurance for Tesla 00:20:27.480 |
Even if you're a very good driver like you could 00:20:35.480 |
You either can't get insurance or it's extremely 00:21:05.480 |
Insurance rate by simply driving better and looking at 00:21:09.480 |
Lowering your insurance in real time and people 00:22:09.480 |
Are they refusing to tell you or you don't think they really know 00:22:19.480 |
And they claim that they've got this complex methodology 00:22:33.480 |
You stir this cauldron and then you throw the 00:24:01.480 |
For something that is much worse than they claimed 00:24:37.480 |
And without revenues collapsing along the way 00:24:49.480 |
That is like more complex than the human soul 00:24:57.480 |
I think we can apply the scientific method to this 00:25:17.480 |
There's not a purchase that results from that 00:25:27.480 |
As opposed to something where you can directly measure the outcome 00:25:31.480 |
That means that they're somewhat going on faith 00:25:53.480 |
Elon did you have a chance to ask these questions 00:26:55.480 |
I don't know it's sort of speculative at this point 00:27:01.480 |
Would be that they don't want to look too closely 00:27:03.480 |
At the thing because they might not like the answer 00:27:21.480 |
It does seem as though it should be a lot easier 00:27:35.480 |
Limit the amount of obviously scammy accounts 00:29:01.480 |
And all roll into one with actually a great interface 00:29:33.480 |
It could be done from something that's created from scratch 00:29:49.480 |
Digital town square where important ideas are debated 00:30:07.480 |
That's incredibly useful and that people love using 00:30:39.480 |
Your own version which one are you leaning towards 00:30:43.480 |
Couple of companies and the products have turned out 00:30:47.480 |
For someone like you to just start from scratch 00:31:17.480 |
Everhard who's the worst guy I've ever worked with 00:31:19.480 |
Who tries to claim like sole credit essentially 00:31:23.480 |
And if he's so damn great why don't he just go 00:31:25.480 |
You know create another car company when he was fired 00:31:31.480 |
Well I mean that's a pretty good story I mean 00:31:37.480 |
I mean no but I remember having this conversation with you 00:31:39.480 |
We were having a conversation about the roadster