Elon Musk Stuns in New Interview with Predictions & Opens up (With Timestamps)

Full interview: Elon Musk with Ron Baron, 33rd Annual Baron Investment Conference, Nov 6 2026

0:00 A 100-MILLION-sq-ft building no one has ever attempted

1:44 Elon starts speaking

1:45 Elon's chip warning: America could end up with "no chips at all"

4:12 Funny: Terafab: "terr_r," "terra" or "tera"? Elon: all three apply

4:54 World: ~25 GW of AI chips a year. Elon's plan: 1,000 GW from ONE plant

5:40 One factory = a top-10 country's GDP? Cost: $1 TRILLION (probably more)

6:42 Inside a chip fab, chips spend most of their time doing NOTHING

8:24 The Texas lab that could turn a YEAR of chip work into a MONTH

11:17 Intel's CEO: most visitors stay 90 minutes. Elon stayed 4.5 HOURS

12:02 Ex-Ford boss: 6 levels of approval vs. "walk upstairs to Elon"

12:50 Elon LIVES in an Airstream next to the power plant

13:39 Power plant built 5X faster, and Elon hauls "anaconda" cables himself

16:20 OpenAI became the opposite of what Elon started (+ his shot at Altman)

17:14 Elon's OpenAI mic drop: "...but apart from that, nothing"

17:45 Their data center: 2.5 years & $60B. Musk's: 8 months & $35B

19:17 Build for $35B, rent for $50B a year? + SpaceX revenue up 80% in ONE quarter

20:01 "I aspire to be José" — why so many AI data centers sit half-built

22:05 "Best hardware companies on Earth outside China" + Model Y's China shocker

23:04 Chinese officials YELLED at Elon (spit flying)… then changed the law

24:27 SpaceX revenue: $15B → $100B → $500B+ next year?! ($1T "not out of the question")

26:46 Superintelligence = +$25 TRILLION to the global economy, "very fast"

27:58 1 robot = 5 workers. 20–30M robots = ALL of America's output

30:16 Data center backlash? Elon: Memphis is BOOMING, paying up to 2X wages

32:31 Data centers in SPACE: "10 years away"? It's already happening

34:14 Why Earth can't power the AI future

35:36 Starship: getting to orbit cheaper than air freight to Australia?!

37:38 Rocket "chopsticks" → one launch per HOUR, 10,000+ a year

39:09 The largest flying object ever made: "they looked at me like I lost my mind"

41:00 "One of the hardest technical problems humans have ever tried to solve"

42:43 The ship's already been "caught" by an invisible tower. Real catch in ~a week

44:12 The jeans-wearing, F-bomb-dropping engineer running Starship

45:46 Starlink: not 20,000 satellites… 100,000. Why? AI agents (1,000X human traffic)

47:02 Is Starlink alone worth $15 TRILLION? (All of SpaceX: under $2T)

48:26 Elon: "Things I've said sound extremely crazy" + the truth about his deadlines

50:21 Space AI could add $1–5 TRILLION in revenue… EVERY year

51:11 Could SpaceX just BUY a telecom company?

53:36 China has 3X America's power, and it's heading for 4X

54:49 "Only SpaceX stands between my grandkids and speaking Mandarin"

56:58 Who needs all this AI? Universal HIGH income & a castle on demand

59:09 Why today's money will look like SEASHELLS

1:00:22 Ron Baron (83) asks Elon: how do you want to be remembered?