back to indexAll-In Summit: Elon Musk on Ukraine, X, the creator economy, China, AI, & more
Chapters
0:0 Besties welcome Elon via Starlink
5:31 Ukraine and Starlink
19:10 green shoots of X
22:24 the creator economy and optimizing the X experience
26:43 the ADL, free speech, and advocating for peace
32:41 China
37:20 AI
44:30 where are we with self-driving?
00:00:11.080 |
I'll just read off all of your companies, Elon. 00:00:21.040 |
CEO, product architect, and chairman of Tesla, 00:01:02.760 |
So, this is a Starlink and flight connection. 00:01:08.000 |
That's, oh yeah, that works pretty well, huh? 00:01:21.520 |
- There's only one of those in existence, right? 00:01:25.800 |
- There are a number of airliners that have Starlink, 00:01:52.240 |
I think for some people, the Starlink connection 00:02:04.480 |
but I understand you're closing in on the second. 00:02:06.520 |
I know you've been working really hard on that, 00:02:09.660 |
When do you think you're gonna get the next one up, 00:02:12.480 |
and what are the chances it makes it to orbit? 00:02:14.780 |
- Well, we have the second one stacked at starbase, 00:02:25.120 |
We believe we've completed the remaining items 00:02:44.480 |
in terms of the probability that it gets to orbit? 00:02:54.200 |
So that's really up to the FAA at this point. 00:03:00.840 |
- We are doing a new staging technique called hot staging, 00:03:05.080 |
where you light the upstage engines, or the ship engines, 00:03:15.920 |
And this is the most efficient way to do stage separation 00:03:35.000 |
And maybe a close to 50% chance of getting to orbit 00:04:07.400 |
that is more than twice the size of the Saturn V, 00:04:19.760 |
And the orbit's designed to be fully and rapidly reusable, 00:04:22.640 |
whereas the Saturn V was completely expendable. 00:04:27.640 |
And with Falcon 9, we still expand the upper stage, 00:04:34.440 |
as people have probably seen the rocket landing videos. 00:04:43.040 |
But these things do land typically out to sea. 00:04:45.600 |
So it takes a while to bring them back to board 00:05:00.720 |
They get caught by these giant Godzilla arms. 00:05:33.000 |
was it last weekend, the whole Ukraine Starlink thing? 00:05:35.640 |
Can you give us the tick-tock of what's going on 00:05:56.080 |
Whatever you can share about what that was like, 00:05:59.720 |
- Yeah, so I think someone was actually mistaken 00:06:03.800 |
a little bit in his understanding of the situation. 00:06:06.960 |
Obviously, SpaceX have provided Starlink connectivity 00:06:14.560 |
for, to Ukraine really since the beginning of the war. 00:06:19.120 |
We're really within a few days of the war starting. 00:06:26.480 |
the Starlink was instrumental in the defense of Ukraine. 00:06:44.000 |
It's gonna take a while to get that right, yeah. 00:07:07.480 |
We've gotten out of pocket very significantly to help them. 00:07:17.520 |
the region around Crimea was actually turned off. 00:07:25.400 |
actually originally was because the United States 00:07:35.120 |
And we're not allowed to actually turn on connectivity 00:07:39.360 |
to a sanctioned country without explicit government approval. 00:07:43.640 |
Which we did not have from the US government. 00:07:50.360 |
look, Ukraine didn't give us any advance warning 00:08:04.160 |
It's like in the middle of the night, basically. 00:08:20.800 |
kind of like a Pearl Harbor type attack on this festival, 00:08:27.680 |
So they're really asking us to really practically 00:08:41.520 |
Ukrainian government is not in charge of US people 00:08:56.920 |
although I'm not President Biden's biggest fan, 00:08:59.040 |
if I had received a presidential directive to turn it on, 00:09:06.160 |
as the chief executive officer of the country, 00:09:08.640 |
whether I want that to be the president or not, 00:09:14.080 |
And so if I'd gotten a request from the president 00:09:37.840 |
I saw there was Jake Tapper the other day on CNN 00:09:51.080 |
Secretary Blinken was actually quite supportive, 00:09:54.200 |
despite the absurd accusations and leading questions 00:10:01.080 |
- Yeah, he didn't take the bait, to his credit. 00:10:32.800 |
to the Ukrainian government for free, voluntarily, 00:10:50.960 |
was exactly the reason the Biden administration 00:11:19.040 |
and yet, and you're being attacked for that now. 00:11:40.760 |
like a lot of people contributed to the effort. 00:11:43.240 |
Stalingrad is the fundamental communication backbone 00:11:46.480 |
of the Ukrainian government and essential services, 00:11:49.760 |
like first responders and that kind of thing. 00:11:56.880 |
It is the only thing that works on the war front. 00:11:59.000 |
Everything else has been jammed by the Russians. 00:12:08.560 |
But I think you have to sort of think of, say, 00:12:20.320 |
and say, well, how did that work out for Japan? 00:12:25.560 |
because it was a tactical victory, a strategic defeat. 00:12:47.680 |
with results in a mass escalation of hostilities. 00:12:58.240 |
- Do you donate the network, or do they pay you for it? 00:13:05.480 |
- So I'm actually not sure what the final accounting is 00:13:12.240 |
at one point, you recalculated our sort of cost 00:13:15.440 |
of supporting things that are roughly $100 million. 00:13:17.600 |
Now, the $100 million does not count the massive risk 00:13:24.120 |
because Russia would like to have the entire thing deleted. 00:13:37.480 |
our control center were take down in a cyber attack, 00:13:41.480 |
they, you know, they could command all the satellites 00:13:49.880 |
So, you know, these are, this is a pretty significant risk 00:13:56.000 |
for which we have not received any compensation. 00:14:07.160 |
- Elon, do you think the current government administration-- 00:14:17.560 |
as you've seen this, there's a very large amount of money 00:14:23.880 |
You know, I'm not sure what the total is at this point, 00:14:26.920 |
but it must be a hundred, close to a hundred billion 00:14:29.680 |
or somewhere between 80 and a hundred billion. 00:14:36.880 |
other sort of providers, the US providers of support 00:14:49.360 |
and yet aren't getting the least money in the system, sir. 00:14:58.080 |
- Elon, does the Biden administration have it out for you? 00:15:13.440 |
- I don't know if the whole administration has it out for you. 00:15:16.000 |
I think there's probably aspects of the administration 00:15:18.480 |
that are not, or, you know, aspects of, you know, 00:15:34.160 |
I don't know, you know, really what their issue is, 00:15:38.680 |
but there does seem to be a significant increase 00:15:51.120 |
of prosecutorial discretion in many areas where, 00:15:55.640 |
and I think this is really a dangerous thing for, 00:16:04.040 |
for there to be partisan politics with government agencies. 00:16:10.120 |
It's just really, and then I think from, you know, 00:16:15.120 |
from say, you know, a Democratic Party standpoint 00:16:27.960 |
a significant misuse of prosecutorial discretion, 00:16:31.560 |
let's say one says, okay, everyone's equal under the law. 00:16:37.000 |
And if you're pursuing what appear to independent voters 00:16:42.400 |
to be trivial cases while ignoring serious crimes, 00:16:48.400 |
it's hard to imagine that a lot of independent voters, 00:16:53.400 |
that's gonna win over a thoroughful independent voters. 00:17:04.840 |
You know, our goal with the sort of, you know, 00:17:10.800 |
the X platform is really to be a level playing field, 00:17:16.000 |
a public square that is supportive of, you know, 00:17:21.000 |
most of the country, let's say that the middle 80% 00:17:24.480 |
Now, that has not been the case really for all social media. 00:17:30.640 |
All social media have been really very left leaning, 00:17:34.040 |
far left leaning, and really Twitter was far left leaning. 00:17:37.000 |
You know, the suspensions of say Republican candidates 00:17:43.360 |
or interests or voices was really at least 10 times 00:17:47.880 |
the rate of suppression of left wing voices on all Twitter. 00:17:52.880 |
So, you know, what we're trying to do is move it 00:18:00.320 |
to the middle, which from standpoint of say the left 00:18:04.320 |
appears, it is moving to the right, everything's relative, 00:18:10.800 |
But it's not, it's simply moving to the middle, that's all, 00:18:15.000 |
in an attempt to actually represent the whole country 00:18:27.280 |
So I think there's really nothing to be alarmed about here. 00:18:29.840 |
It's just that it's intended to be a town square 00:18:34.840 |
inclusive of the whole country and the world, that's all. 00:18:44.480 |
on Halloween weekend, if I remember correctly, 00:18:47.880 |
when you got to the building and you got the keys. 00:18:53.240 |
when you got the keys and we got to check things out. 00:18:59.880 |
and it wasn't a high functioning organization, 00:19:04.640 |
Where is the company at now and are you pleased with, 00:19:20.760 |
- Yeah, well I should say we've recently seen 00:19:24.320 |
a significant increase in advertising, which is great. 00:19:31.400 |
I think the company will be in very good financial shape 00:19:48.960 |
I think we might have delivered more new features 00:20:21.760 |
how complicated is a system like the X Twitter platform? 00:20:26.760 |
How different is it from a group chat, frankly? 00:20:34.080 |
So I don't think you need an army to maintain a group chat. 00:20:49.360 |
and it had maybe 10 times as many people working on it 00:20:53.200 |
as the self-driving platform at Tesla, which seems crazy. 00:20:58.200 |
- The entire self-driving AI software team is 200 people. 00:21:03.400 |
And what they're doing is much more complex than Twitter. 00:21:12.200 |
- There's other things that obviously need to be done, 00:21:25.840 |
I don't even know what I mean for what we're doing here. 00:21:29.560 |
And I think, you know, people that are still at the company 00:21:39.560 |
And, you know, we keep seeing sort of breadboard usage. 00:21:44.920 |
And the most rigorous number is really the user seconds 00:21:49.720 |
as reported by the mobile device, especially iOS. 00:22:09.600 |
I'm pretty optimistic about where things are headed. 00:22:11.760 |
And I feel like the company's just, you know, 00:22:18.240 |
- You know, it's been, well, at least moderate prosperity 00:22:23.080 |
- Tell us about the success of sharing revenue. 00:22:30.840 |
and what you want that to evolve into and build into. 00:22:36.800 |
if you're a creator and you need to make a living 00:22:44.480 |
So there's gotta be, you know, fair compensation, 00:22:54.440 |
writing or pictures, video, whatever the case may be. 00:22:58.680 |
And so we're not really advancing anything new here. 00:23:05.000 |
We're just, you know, as YouTube does with creators, 00:23:10.800 |
And so we're doing rev share with advertising. 00:23:15.800 |
obviously they have enabled direct subscription 00:23:18.400 |
to accounts where whatever that somebody, you know, 00:23:21.880 |
you could be doing audio, video, long form text, anything, 00:23:29.520 |
obviously that's where you're first subscriber 00:23:48.400 |
about like sort of the algorithm and whatnot. 00:24:04.000 |
is because we're somewhat embarrassed with the code 00:24:07.280 |
before putting something extremely embarrassing out there. 00:24:11.040 |
But the point is that like we want transparency builds trust. 00:24:15.080 |
And if you've got, if you can recreate the results, 00:24:20.760 |
on the X platform of how viral a post is gonna be, 00:24:40.560 |
Now I should say that we are trying to optimize 00:24:51.040 |
What this naturally means is that posting content 00:24:59.520 |
is gonna get higher priority than content that is short. 00:25:03.520 |
Just because the system is trying to maximize, 00:25:21.800 |
and you want to, and after having spent that time, 00:25:31.760 |
they spent a lot of time on TikTok and they regret it. 00:25:36.800 |
we want it to be that you spent a lot of time 00:25:42.840 |
you were entertained and you don't regret it. 00:25:50.280 |
and like I said, aspirationally unregretted user minutes, 00:25:53.280 |
if you, the more content that you post on the system, 00:26:02.400 |
oh, the user is spending more time on the platform 00:26:08.680 |
or reading a long form article or watching some video. 00:26:15.840 |
That's going to get a lot more time than say, 00:26:23.080 |
that's just, that means you'll see people feel that post 00:26:37.280 |
than actually posting content natively on the system. 00:27:03.680 |
They don't call it a boycott, they call it a pause. 00:27:05.920 |
But you know, a pause that is never ending is boycott. 00:27:12.840 |
So, and we just, we saw a massive drop in US advertising. 00:27:17.840 |
We saw basically no change in advertising in Asia, 00:27:39.920 |
including third party analysis of the system, 00:27:42.720 |
which actually showed that the number of views 00:27:49.200 |
So, you know, the third parties who have all the data 00:27:54.920 |
analyzed and said, actually, there's less hate speech. 00:28:03.400 |
It's not a question of anti-Semitism, obviously. 00:28:06.000 |
It's that the ADL and a lot of other organizations 00:28:12.640 |
which are acting far beyond their stated mandate 00:28:36.080 |
And then when we, you know, we restored the account 00:28:43.720 |
that they regarded simply restoring his account 00:28:46.280 |
on Twitter and Alex, that constituted hateful speech. 00:28:51.280 |
I mean, he hasn't even said anything, you know. 00:28:55.000 |
He hasn't at least said something or posted something 00:29:04.120 |
And what's this got to do with anti-Semitism? 00:29:17.800 |
The problem is that a lot of these organizations, 00:29:24.600 |
by the woke agenda and they're pushing, you know, 00:29:27.880 |
a series of beliefs and values that I think are often 00:29:40.480 |
that you've taken that have brought the most heat on you, 00:29:56.560 |
- I feel like I'm in the opposite world or something. 00:29:58.120 |
- Yeah, we're living in an upside down world. 00:30:02.400 |
calling you a super villain because you're advocating peace 00:30:11.960 |
- Do you want people to eat their vegetables? 00:30:27.120 |
- And change the banner to, you know, Babylon Bee, 00:30:37.800 |
- Yeah, super villains normally advocate for peace. 00:30:43.600 |
- We wanna get rid of all the nuclear weapons. 00:30:53.160 |
- The funniest skit that didn't make it on SNL 00:30:57.120 |
that we were workshopping was probably "Woke James Bond." 00:31:01.400 |
And we wanted to do like this "Woke James Bond" 00:31:29.280 |
the conspiracy theories that haven't come true list 00:31:39.520 |
And we really need more conspiracies generated 00:32:14.960 |
You have several businesses that have deep supplier 00:32:24.360 |
the mood has changed with respect to US policy 00:32:30.680 |
and how everyone talks about the relationship 00:32:33.560 |
It's pretty crazy how quick things have changed. 00:32:36.480 |
As a business leader with all these business relationships 00:32:43.080 |
And how do you think about where this is headed? 00:32:46.480 |
- Sure, well, I mean, let's just clarify here. 00:32:51.040 |
SpaceX and Starlink have no business in China whatsoever. 00:33:04.720 |
So, to be clear, SpaceX, Starlink, zero business in China. 00:33:31.880 |
if I were purely mercantile, which I aspire not to be, 00:33:35.120 |
are outside of China, let's just be clear about that. 00:33:42.040 |
now, that said, I think I understand China well. 00:33:52.080 |
And so, I think I've got a pretty good understanding, 00:33:57.880 |
So, and Tesla has been very successful domestically in China. 00:34:21.280 |
that their policy has been to sort of reunite 00:34:29.400 |
it may be analogous to like Hawaii or something like that. 00:34:58.040 |
where China's military strength is increasing, 00:35:05.920 |
you can imagine trying to defend Taiwan is not easy, 00:35:10.920 |
'cause it's very close to the coast of China. 00:35:17.680 |
you know, probably in the not too distant future, 00:35:20.840 |
where China's military strength in that region, 00:35:23.480 |
or it's at exceeds US military strength in that region. 00:35:26.680 |
And if one is to take China's policy literally, 00:35:57.640 |
and you've seen, you know, this in many areas, 00:36:15.560 |
So, that's why you're seeing increasing restrictions 00:36:39.520 |
China's gonna respond with some reciprocal sanctions, 00:36:42.760 |
and I think you'll see this kind of a tip for a cap, 00:36:45.920 |
reciprocal sanctions increasing in the next few years. 00:37:01.320 |
to reunification or a non diplomatic solution? 00:37:13.320 |
- You mentioned Nvidia, so let me just talk about AI 00:37:29.160 |
- Well, the AI discussion is certainly a long one, 00:37:49.600 |
that might be the most significant technology 00:37:54.280 |
And it has the potential to be more dangerous 00:38:08.560 |
it was to, how they're not be a unipolar world 00:38:16.040 |
you know, would control an overwhelming amount 00:38:36.400 |
or two out of three, have control over Alphabet, 00:38:45.080 |
based on some conversations I had with Larry Page, 00:38:54.040 |
And, so I'm like, what side are you on, Larry? 00:39:05.320 |
I felt like uncomfortable having the entire future 00:39:09.720 |
of digital super intelligence be in the hands 00:39:27.960 |
it should be renamed Closed for Maximal Profit AI. 00:39:43.320 |
for some vast amount of compute to create digital God. 00:39:50.440 |
in a comma-separated value file, by the way, so. 00:40:07.440 |
it's also very closely aligned with Microsoft. 00:40:48.680 |
And even if Microsoft does break some contract, 00:40:50.680 |
they'll just be tied up in litigation for years. 00:41:27.520 |
has an amazing track record in moral decision-making. 00:41:48.560 |
I do think Tesla is underrated from an AI standpoint, 00:41:55.320 |
So, you know, hopefully between XAI and Tesla, 00:42:06.720 |
- Look, you've done, you open-sourced your patents at Tesla. 00:42:10.000 |
You are very pro-open-source, your source code at X. 00:42:13.200 |
Would you ever considering releasing Dojo and FSD 00:42:16.280 |
more as a platform substrate for everybody else, 00:42:28.440 |
or our work inference hardware that's in the car, 00:42:34.680 |
which is actually a lot more compute than Dojo, by the way. 00:43:03.240 |
they'll need ones that actually use those chips, 00:43:32.080 |
Tesla is one of the world's leading AI companies, 00:43:43.880 |
and actually reacting to that with self-driving. 00:43:46.280 |
And I think that will become part of a solution 00:44:00.360 |
I think we've got a sort of a good governance structure, 00:44:30.000 |
Just on FSD, before we wrap, I'll let you go. 00:44:34.640 |
and you said, hey, maybe chat GPT 4.0-like moment 00:44:48.800 |
Because some of the rides it's been doing for me 00:45:01.560 |
But now I'm using it increasingly on the streets. 00:45:06.840 |
And I guess you made a lot of predictions on it 00:45:19.120 |
even if there's no human oversight or intervention, 00:45:21.400 |
that the probability of a safe journey is higher 00:45:40.440 |
So, the miles we see driven under the FSD beta 00:46:24.160 |
transition from about 300,000 lines of C++ code 00:46:37.440 |
And that's kind of the final piece of the puzzle 00:46:40.200 |
for full self-driving being significantly better than human.