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Dwarkesh Podcast
Deeply researched interviews.
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Elon Musk – "In 36 months, the cheapest place to put AI will be space”
Musk predicts space will be the cheapest place to put AI within 30-36 months, as terrestrial electricity stays flat while orbit delivers roughly 5x solar power without batteries.Gas turbines are sold out through 2030, making power the near-term bottleneck before chips; TeraFab, SpaceX’s hyperscaler ambition, and xAI’s MacroHard remain contingent on execution and China’s industrial lead.
Sarah Paine – How Hitler almost starved Britain
Narrow seas constrain China and Russia: Ukraine showed drones, shore ordnance, and planes can force a navy from Sevastopol to Novorossiysk.A Taiwan war could destroy the chip foundry, while sanctions cutting Chinese growth by 1–2pp would stretch doubling time from 25 to 75 years.The Atlantic’s outcome depended on radar, cryptography, escorts, production, and alliances, making coalition cohesion the live variable.