Elon's $5 Trillion Bet, the End of Human Drivers, and Chamath's Market Warning | EP #242

Moonshots with Peter Diamandis

PHD Ventures

Business

4.8 • 605 Ratings

🗓️ 26 March 2026

⏱️ 130 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, the mates discuss Elon’s TeraFab: 1 terawatt/year chip factory (50x global AI compute), CyberCab fleets crushing rideshares, eVTOLs redesigning cities, garages-to-gyms real estate pivot, and moon disassembly for Dyson swarms amid robotaxi abundance. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter _ Connect with Peter: X Instagram Connect with Dave: X LinkedIn Connect with Salim: X Join Salim's Workshop to build your ExO Connect with Alex Website LinkedIn X Email Substack Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on March 23rd, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Without question for me, the number one story this week was Elon's announcement of the TerraFab.
0:06.0	This is the most important endeavor in human history by far.
0:10.0	In order to understand the universe, you must explore the universe.
0:14.0	He's basically building a galactic factory.
0:18.0	On the left is 20 gigawatts. It's the current global output and just the audacity of Elon's vision.
0:24.6	It has tremendous geopolitical implications, as we discussed on the last pod.
0:28.6	This could either accelerate or more hopefully mitigate World War III in a Chinese invasion of Taiwan.
0:34.6	We're going to need all the compute we can create.
0:36.6	In fact, I'm actually kind of worried.
0:38.7	A self-driving car uses up basically a full GPU.
0:41.7	When is it going to become illegal for humans to drive?
0:44.5	I think the thing that would make it later
0:46.5	is purely the shortage of chips.
0:48.6	Like the technology will be there and the demand will be there long before the chips are
0:52.4	there.
0:52.7	Figure out how to do more compute with less silicon
0:56.0	for this exact use case and you'll be an instant billionaire. I mean, we're heading towards a hundred
1:00.8	trillion dollar company, maybe the largest most important company on and off the planet. Can we get there?
1:08.7	Now that's the moonshot, ladies and gentlemen.
1:13.7	Everybody, welcome to Moonshots.
1:15.3	Another episode of WTF here with my incredible Moonshot mates, DB2 in Boston.
1:22.3	AWG looks like you're on your home base as well.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from PHD Ventures, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of PHD Ventures and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.