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November 24, 2025 29 mins

Elon Musk and Jensen Huang Make Future Predictions At U.S.-Saudi Arabia Forum

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
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(01:08):
So one second of your time to hit the subscribe button right
now would help the show tremendously.
Thank you so much. Well, it's mostly not
disruption, it's creation. So with say SpaceX with reusable

(01:29):
rockets, they really weren't anyreusable rockets.
But the essence of getting, of revolutionizing space travel is
reusability. If you throw the rocket away
every time, the cost of access to space is extremely high.
With respect to electric cars, that there weren't any electric

(01:50):
cars when we started making them, really, that you couldn't
buy any, to the best of my knowledge.
So with Tesla, we wanted to makeelectric cars compelling and
affordable. That was the goal.
The, you know, with respect to humanoid robotics, there are no
useful humanoid robotics robots at this point.

(02:10):
There are sort of gimmicks, but there are not.
There are no actually useful humanoid robots.
And I think Tesla's going to make the first actually useful
humanoid robots. And this will be quite a
revolution. And I think something that will
that everyone will want. Because I was thinking like, who
wouldn't want their own personalC3 POR 2D2?

(02:31):
Oh yeah, of course everyone would want one, right?
And, and then there would be many in industry providing
products and services. This is why I say that humanoid
robots will be the biggest industry or the biggest product
ever, bigger than cell phones oranything else, because
everyone's going to want one andor maybe wasn't more than one,

(02:53):
and there'll be many in industry.
I just want R2D2 in C3PO's body.Yeah, well, I mean, a humanoid
robot will be better than R2D2 and C3 VO combined times 10.
So the and and you know, people often talk about sort of

(03:14):
eliminating poverty and that kind of thing.
But really the how long have they been talking about that?
There's lots of talk, you know, lots of NGOs sort of trying to
do these things but but really not succeeding.
And and you know, the evidence speaks for itself.
But but but AI and humanoid robots will actually eliminate

(03:37):
poverty and Tesla won't be the only one that makes them.
I mean Tesla will pioneer this but there will be many other
companies that make humanoid robots.
But there there is only basically one way to make
everyone wealthy and that is AI and robotics.
And we can't talk about roboticswithout AI factories.
And yesterday was such a historic day for the two

(03:58):
nations, but also for all of us,where we celebrate the AI
strategic partnership with the US signed witnessed by the
honorable President and His Royal Highness about how we are
committing our capital energy land to energize the Aius

(04:18):
ecosystem, to be able to build inference node training nodes
and to be the most AI enabled nation.
With that announcement, tell me,what's what's next in AI
factories, Jensen? There's a, there's a beautiful
story about how Saudi Arabia's building AI refineries now
building AI factory oil refineries to AI factories.

(04:39):
I love that. You know, I've said that AI is
an infrastructure and the reasonfor that, of course we
understand AI from the perspective of the technology
and how it's revolutionizing every industry.
Digital intelligence, of course,has applications into every
field. And so it's going to be used by
every company, every industry, every country in that way.

(05:01):
It's foundational and therefore it's part of infrastructure.
What is new about AI from a computer science perspective is
that the way computing was done in the past was largely
retrieval based computing. Somebody typed in a story, or
somebody created a a piece of art, or came came up with four

(05:23):
versions of a digital ad, or it's all pre built by somebody
which is then using a system to retrieve the appropriate version
for you. It's a retrieval based computing
model. Hadoop and many of the the
frameworks and operating systemsof the past all designed to
retrieve the appropriate information for you.

(05:45):
But today software is going to be generated in real time.
It's generative based on the context, based on the
circumstance, based on who you are, based on the problem.
You ask that based on your prompt, it will generate unique
content for you every single time, for everybody.
It's unique when you use Grok, every time you use it is
different just based on the right, based on, based on the,

(06:07):
based on the prompt that you give it and based on the
circumstance and and so therefore it used to be
retrieval based. Today it's generative.
And if it's generative then and every time is different, then
you need AI factories all over the world to generate the
content in real time, which is the reason why you need AI
factories and and this is a unique way of doing computation.

(06:29):
But the benefit of course is that everything isn't
preconceived and pre documented and it's it's contextually sent,
contextually sensible and and therefore intelligent.
So AI factories and robotics, and we heard it yesterday from
His Royal Highness, His Vision, how to augment our workforce
with roughly 10s of millions of robotics to be able to infuse

(06:52):
the next wave of productivity and progress.
But this cares a lot of folks here when it comes to the future
of jobs. So let's hear about your
thoughts, Elan and Jensen on that.
Sure. Well, if you say like in the
long term, where will things endup long term?
I don't know what long term is, maybe it's 1020 years, something

(07:15):
like that. For me, that's long term.
My prediction is that work will be optional, optional, optional.
So. We'll take that.
Yeah, I mean, it'll be like playing sports or a video game
or something like that. If you want to work, you know,

(07:36):
in the same way like you can, you can go to the store and just
buy some vegetables or you couldgrow vegetables in your
backyard. It's much harder to grow
vegetables in your backyard, butsome people still do it because
I like growing growing vegetables.
That will be what work is like optional.
And between now and then there'sactually a lot of work to get to

(07:57):
that point. And always recommend people read
yen Banks culture books to get asense for what a probable
positive AI future is like. And interestingly, in those
books money is no longer doesn'texist.

(08:17):
It's kind of interesting and I my guess is in if you go out
long enough, assuming there's a continued improvement in AI and
robotics, which this seems likely, the money will will will
stop being relevant at some point in the future.
There will still be constraints on power like in it like
electricity and mass. The fundamental physics elements

(08:41):
will still be like, still be constraints, but I think at some
point currency becomes irrelevant.
Jensen, any thoughts? By the way, the NVIDIA earnings

(09:02):
calls later today. And by the way, since currencies
were relevant. Cheers Elon just wants to share
with you for breaking. News to.

(09:23):
Share some breaking news. Let's see.
I would say, I would say there there's a different horizons you
could look at everybody's jobs will be different that I think
that that's for sure how how thestudents learn will be
different. How people do their work will be
different, obviously, because a lot of the things that that we
do mundanely or arduously or very difficultly are going to be

(09:47):
done very simply and and so we're going to be more
productive from that sense from that sense.
One of the things that I will say is that for most people or
company, if some, if your life becomes more productive and if
the things that you're doing with great difficulty become
simpler, it is very likely because you have so many ideas,

(10:10):
you'll have more time to go pursue things.
It is my guess that Elon will bebusier as a result of AI.
I'm going to be.
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