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The Bunker – News without the nonsense

Elon Musk's A.I. gamble – Could it destroy him?

The Bunker – News without the nonsense

Podmasters

News, Government, Politics, Society & Culture

4.61K Ratings

🗓️ 5 March 2026

⏱️ 23 minutes

🧾️ Download transcript

Summary

Elon Musk is betting big on artificial intelligence. But is this a visionary leap forward, or a high-stakes gamble? His latest move is to merge SpaceX with his A.I. lab xAI, consolidating his companies’ finances and laying the groundwork for something even more ambitious: satellite data centres designed to push A.I. development into space.Zoë Grünewald is joined by The Economist’s US technology editor Henry Tricks to unpack Musk’s moves, what it means for the world’s richest man, and whether this enormous bet on A.I. could end up putting his empire on the line. www.patreon.com/bunkercast  Written and presented by Zoë Grünewald. Producer: Liam Tait and Sophie Clark. Audio production: Robin Leeburn. Music by Kenny Dickinson. Artwork by James Parrett. Managing Editor: Jacob Jarvis. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production. www.podmasters.co.uk  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Welcome to The Bunker News Without the Nonsense. I'm Zoe Grunewold. Has anyone checked in on everyone's

0:14.5

least favourite tech bro recently? Well, Elon Musk is back with a new plan to extend the light

0:20.5

of consciousness to the stars.

0:22.4

Yes, really.

0:23.6

The richest man in the world now wants to merge SpaceX, the rockets and satellite broadband giant

0:29.0

that already dominates low Earth orbit, with his AI lab, XAI, while simultaneously pivoting

0:35.7

Tesla away from traditional electric vehicles and towards

0:38.6

humanoid robots and self-driving taxis. It's ambitious, audacious and undeniably risky.

0:45.4

This isn't just another Musk side quest, but a gamble that ties together his space business,

0:50.9

his AI ambitions and the future of Tesla. In other words, much of his empire is

0:55.9

now riding on whether artificial intelligence turns out to be as transformative and profitable

1:01.0

as he believes. So how realistic is it? Could orbital data centers genuinely give Musk an edge

1:08.0

in the AI arms race? Will Tesla's robot taxis and humanoid machines ever

1:13.1

take to the roads? And what happens if regulators, all reality, decides to slam on the brakes?

1:19.5

Well, to help unpack all of this, we're joined by the Economist's US technology editor, Henry Tricks,

1:24.7

who wrote the recent deep dive on Musk's AI and Space Gambit.

1:28.7

Hello, Henry.

1:29.8

Hi, Zoe.

1:31.1

Okay, take our listeners through exactly what Musk is doing this time.

1:35.8

How is this merger between SpaceX and XAI supposed to work?

1:40.6

And what is the strategy behind it?

1:43.0

So in practice, what he's doing is trying to combine

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