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Elon Musk — "In 36 months, the cheapest place to put AI will be space”

Dwarkesh Podcast

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Robots Require New Supply Chains, Then S-Curves

  • Optimus production will follow an S-curve; initial ramp is slow due to custom parts and nonexistent supply chains.
  • Elon expects Optimus Gen3 can reach ~1M units/year once manufacturing scale is achieved.
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