Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 10 September 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience

(2:47) Optimus: Progress and potential, the “hands problem”

(12:20) Tesla: AI5 chips, impact on FSD

(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update

(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia”

(31:29) Evolving alongside AI, implosion of the West, the religion vacuum

(37:36) Understanding the universe, going to the Moon, what happens on Mars?

Thanks to our partners for making this happen!

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Intro Music Credit:

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Intro Video Credit:

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Transcript

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0:00.0	I believe Optimus is going to be the greatest product ever created by humanity.
0:05.6	Elon Musk and his XAI startup have built the largest and most powerful artificial intelligence
0:11.9	training supercomputer in the world.
0:15.1	As far as I know, there's only one person in the world who could do that, you know?
0:18.5	This is an arms race of epic proportions.
0:21.5	He's a big thinker.
0:23.3	You guys went on Fox the other day with the Doge team.
0:26.9	You saw Elon's face nodding while they were speaking with a grin here to hear.
0:30.9	He was proud.
0:32.1	He is proud.
0:32.4	X-A-I has acquired X in an all-stock transaction.
0:36.0	Tesla's first robotaxies are officially on the road.
0:39.2	The company's board proposed a new compensation package for the CEO that could pay him just about a trillion dollars in stock.
0:45.3	He gets nothing if he doesn't hit the numbers.
0:48.3	SpaceX will buy wireless spectrum licenses from Echo Star for its Starlink satellite network for about
0:56.1	$17 billion.
0:58.6	Three, two, one.
1:00.7	There's a Boeing.
1:05.7	There's a booing.
1:13.0	There's a flashdown.
1:16.6	How do you have time?
1:18.4	I never understand you.
	...

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