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

埃隆·马斯克谈DOGE、变形金刚、星链智能手机、与人工智能共同进化,为何西方世界正在崩溃

All-In with Chamath, Jason, Sacks & Friedberg

2025-09-10

44 分钟
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单集简介 ...

(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! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/ OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket: https://www.polymarket.com/ Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
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  • I believe Optimus is going to be the greatest product ever created by humans.

  • Elon Musk and his XAI startup have built the largest and most powerful artificial intelligence training supercomputer in the world.

  • As far as I know, there's only one person in the world who could do that, you know?

  • This is an arms race of epic proportions.

  • He's a big thinker!

  • You guys went on Fox the other day with the Doge team.

  • You saw Elon's face nodding while they were speaking with a here today.

  • He was proud.

  • XAI has acquired X in an old stock transaction.

  • Tesla's first robo taxis are officially on the road.

  • The company's board proposed a new compensation package for the CEO that could pay him just about a trillion dollars in stock.

  • He gets nothing if he doesn't hit the numbers.

  • SpaceX will buy wireless spectrum licenses from Echo Star for its Starlink satellite network for about 17 billion dollars.

  • How do you have time?

  • I never understand you.

  • Yeah, well, I do work a lot.

  • Ladies and gentlemen, please welcome Elon Musk.

  • All right, where are you?

  • Alto.

  • You're in Palo Alto and not Washington DC.