00:02:48.300Other issues with Isaacson's portrayal, Musk himself is obviously an unreliable narrator, not just in terms of, like, what happened and when, but also his motivations.
00:02:59.760And Isaacson seems to both know this and not fully process it.
00:03:05.520He will say, you know, he will point out that Elon has been misleading in certain ways, but he doesn't act like Elon is lying to him consistently.
00:03:14.340And at various points, he just sort of tells Elon's story, right?
00:03:17.920He interviewed many, many people for this, but he also spent a huge amount of time with
00:06:20.700Like, let's put our thinking caps on here.
00:06:22.960There was a camp in South Africa where the children of well-off families frequently died.
00:06:28.800Because this is probably just an urban legend that like the kids told each other that Elon has sort of changed in the retelling over the years.
00:06:34.460Eve Fairbanks, who wrote a piece about the portions of the book that pertain to South Africa, she says that Veld School was a wilderness camp that most white South African children attended under apartheid.
00:06:46.340She interviewed South Africans to see if anyone had a recollection similar to Elon's.
00:06:51.980She said, nobody with whom I spoke remembered hearing about deaths at Veld School.
00:06:56.280Feld School was all about discipline designed to prepare boys to join the military and, quote, fighting was discouraged.
00:07:06.120Isaacson says that as a teenager in the 80s, Musk and his brother Kimball were going to an anti-apartheid concert and, quote, had to wade through a pool of blood next to a dead person with a knife still sticking out of his brain.
00:16:10.500So The Hitchhiker's Guide to the Galaxy is like a sci-fi satire of capitalism.
00:16:16.300Like the entire thing is predicated around the demolition of the Earth to build an interstellar superhighway.
00:16:22.720The whole 42 thing, the idea that the answer to everything is 42, it's meant to be an absurdity.
00:16:29.500This really simple number is the answer to this grand question.
00:16:33.360Douglas Adams has said, I just thought of like what would be kind of the silliest number, right?0.99
00:16:38.800Anyway, so now we have this guy choosing presidents for us because he's too stupid to understand like a book that is widely read by children.0.99
00:16:47.960I was 12 years old when I read this.0.99
00:16:50.240Nobody show Elon Musk Starship Troopers.
00:17:08.340A myth has grown that Musk, because his father was on and off successful, arrived in North America in 1989 with a lot of money, perhaps pockets filled with emeralds.
00:17:17.200Errol at times encouraged that perception.
00:17:19.360But in fact, what Errol got from the Zambian emerald mine had become worthless years earlier.
00:17:23.960When Elon left South Africa, his father gave him $2,000 in traveler's checks, and his mother provided him with another $2,000 by cashing out a stock account she had opened with the money she won in a beauty contest as a teenager.
00:17:34.660Otherwise, what he mainly had with him when he arrived in Montreal was a list of his mother's
00:34:12.020Levchin also says, Elon will say crazy stuff, but every once in a while, he'll surprise
00:34:16.680you by knowing way more than you do about your own specialty.
00:34:19.720I think a huge part of the way he motivates people are these displays of sharpness, which0.96
00:34:23.960people don't expect from him because they mistake him for a bullshitter or goofball.
00:34:28.100I've never heard him say anything that shows any expertise.
00:34:31.240Maybe not, but I actually think this is really important to understand because Elon is a
00:34:35.640serial bullshitter right but he is in some ways very smart and capable he's a very fast learner0.94
00:34:41.420and he will hyper fixate on shit and focus on understanding it until he does and the result0.98
00:34:48.340is that he will often have a very detailed knowledge about certain projects and certain0.99
00:34:52.340aspects of his companies and the bullshitter and the guy who knows a lot of rocket science
00:34:59.940are the same guy right because he has the same amount of confidence whether he's lying or telling
00:35:04.040the truth. I actually think that almost like the magic of his appeal, right? Like when I look at
00:35:09.960the widespread appeal of Elon Musk circa 2015 or whatever, I'm a little bit baffled. But I think
00:35:17.200what's happening is a lot of people view his bullshitting and his like big dreams and the
00:35:23.680things that he's capable of as like part of like a mosaic, right? And I think that's how Isaacson
00:35:28.440views him too. It feels to me from the outside that the ratio of knowledge to bullshit has also0.96
00:35:34.880shifted over time. His ego has reached a different place. Right. Right. So Musk was too difficult to0.98
00:35:40.760deal with as CEO. And so they coup him out in 2000 per Isaacson. And this seems true. He doesn't
00:35:48.320really hold a grudge about this. He seems to accept that he was sort of outmaneuvered. That
00:35:51.760is actually interesting. But he becomes very interested in control of his companies in future
00:35:56.820projects because is he still friends with sax and teal and stuff yeah he maintains ties with them
00:36:01.040in 2002 paypal is acquired by ebay and musk of course still has shares and that leaves him very
00:36:08.700rich something in the ballpark of 250 million okay and so at this point he's sort of adrift
00:36:14.100he has a bunch of cash and grand ambitions he claims that he realizes that nasa has no plans
00:36:21.600to go to mars and that kind of shocks him he does some early research and then he founds spacex in
00:36:28.3802002 god and he starts hiring competent engineers people are so obsessed with mars for like no0.97
00:36:34.040fucking reason i just don't get like there's no reason to do it other than like dick measuring0.81
00:36:39.400no it's uh the next step in human civilization obviously the next planet to go to the key is to0.99
00:36:44.940start ruining this one as quickly as possible he's actually doing an incredible pr move of making
00:36:49.520himself so prominent on earth that the planet itself becomes intolerable and that we're like
00:36:56.700just send me to mars it is very funny that all these guys like we have we have a habitable planet
00:37:00.820and they don't seem to care about like the fact that we're destroying it they're really excited
00:37:04.220about this like there's like radioactive dust ball that's fucking six months on a spaceship away
00:37:10.520this is from isaacson spacex's goal he said in an early presentation was to launch its first rocket
00:37:15.820by September 2003 and send an unmanned mission to Mars by 2010.
00:37:21.840Thus continued the tradition he had established at PayPal, setting unrealistic timelines that
00:37:26.260transformed his wild notions from being completely insane to merely very late.
00:37:30.400And also he gets a bunch of headlines about these goals that he sets, which makes him
00:37:33.320seem like a visionary, but he never actually delivers on anything.
00:37:35.620He is laser focused on keeping down costs early on.
00:37:39.200Isaacson says his focus on cost, as well as his natural controlling instincts, led him
00:37:43.580to want to manufacture as many components as possible in-house rather than buy them from
00:37:47.900suppliers, which was then the standard practice in the rocket and car industries. At one point,
00:37:53.560SpaceX needed a valve, Mueller recalls, and the supplier said it would cost $250,000.
00:37:59.360Musk declared that insane and told Mueller they should make it themselves. They were able to do
00:38:04.060so in months at a fraction of the cost. Right. So you do see him producing some like genuine
00:38:08.520results here. This is something that Elon is very good at. He seems to have a good instinct
00:38:13.560for where costs can be drastically cut. And I think a real key component of Elon's business
00:38:20.940success is it just leads to a lot of vertical integration. Vertical integration is where you
00:38:26.720consolidate your supply chain in your own company, right? So instead of buying parts from a supplier,
00:38:32.720you make them yourself. Which is what NASA used to do before it started outsourcing everything to
00:38:37.280suppliers. And that is one of the things that caused the Challenger explosion.
00:38:40.480What was happening to them is that first they would find cheaper sources for their parts, but then those suppliers would catch on and jack up prices.
00:38:47.620So Elon's like, let's just start building this stuff ourselves, right?
00:40:00.020Like we wouldn't lionize somebody who just like based their company on essentially illegal
00:40:04.100behavior or certainly immoral behavior.
00:40:06.440Yeah. There's also like he sort of imagines that there's like a magic to this. Right. But it's not magical. They're getting together some really talented people like Elon hires top engineers. And then he just is like fucking do this in three days. And yes, sometimes they accomplish a lot. Right. I don't really understand what Isaacson thinks the magic is. And I went into this willing to engage with the idea that Elon has some like real genuine talent. Right.
00:40:34.960I think that there are too many people who are Elon haters in the Elon hater space, people0.99
00:40:40.680who imagine that he's like just a total bumbling fool.0.98
00:46:17.920But at the end of the day, what he's actually talking about is you pay a huge sum of money and then he sends you off to Mars where you will end your life.
00:52:52.340The argument over like who's the founder is sort of beside the point, right?
00:52:55.800Like they both have a real claim to that word, whatever it might mean.
00:52:59.400But yeah, it just seems like it's two egomaniacs who hate each other.0.95
00:53:03.200This is an everyone sucks here situation, to put it in Reddit.
00:53:06.180And again, very similar to SpaceX, what really sets Tesla apart is the extent to which he pursues vertical integration.
00:53:13.400Isaacson says one of the most important decisions that Elon Musk made about Tesla was that it should make its own key components rather than piecing together a car with hundreds of components from independent suppliers.
00:53:23.200That's also why it was hella expensive probably too, yeah.
00:53:25.260Yeah, getting off the ground, right? This not only allows for control of costs and control of
00:53:31.120supply chain logistics, but also it prevents their competitors from easily replicating what
00:53:36.260they're doing. If you're Ford, you can't just call up Tesla's suppliers and be like,
00:53:40.640we'll have what they're having, right? Because Tesla is the supplier, right?
00:53:43.840So the first car that they produce is called the Roadster. It launches in 2007. It's a
00:53:49.860two-door sports car and it's meant to be everything that a two-door sports car traditionally is,
00:53:56.680just electric. The idea is that you put out this expensive sports car and it's sort of like proof
00:54:02.220of concept. Like your sort of dream car could be electric. So you get some publicity, you sell a
00:54:08.340few of these, and then you have the cash to produce a more affordable version, which you can
00:54:12.680sell to the mass market. And also I wonder, I do think Elon was important to this because he was
00:54:18.020cool like he was seen as cool and electric cars at the time were like hippies and kind of like a
00:54:23.040joke like a punchline and that was very intentional like they were like this needs to be cool in a way
00:54:28.500that electric cars have not been but also he had a knack for certain types of pr they got like uh
00:54:35.580celebrities on their wait list okay george clooney was on the wait list right schwarzenegger was the
00:54:39.660governor of california at the time which is where the factory was he's at the prototype unveiling
00:54:44.080So this puts them on the map. They only sell like 2,500 of these, but the point wasn't to sell a
00:54:48.740ton. In 2012, they launched the Model S, which was their attempt at a fully electric family sedan.
00:54:58.760It's more affordable than the Roadster. It's still expensive. Base cost is like 57 grand,
00:55:03.780but the Model S gets some great reviews. It sells very well. And so now they're sort of a household
00:55:10.400name yeah brief interlude the factories where they like make all their shit uh elon calls them0.69
00:55:16.640giga factories okay and the worst part about reading this book is like he's obviously into0.95
00:55:22.820this nerd shit and thinks it's cool the like giant arms that the spacex rockets sit in he calls that0.87
00:55:31.120contraption mechazilla okay and like you're just sort of forced to deal with this as the book goes0.99
00:55:37.060where isaacson is like mechazilla and like you can tell that like isaacson kind of thinks it's
00:55:43.360charming or something yeah it's like so embarrassing and cringy oh but he had to cut
00:55:47.720like 300 lord of the rings references yeah like oh you call your conference room tom bombadil
00:55:52.280wow this is this is actually like an interesting blind spot for isaacson uh that i think is
00:55:58.640material and i'm not just trying to dunk he doesn't understand that elon is cringe i think
00:56:05.900He sort of takes for granted that Elon is kind of like funny and cool in a way, that
00:56:16.400The lowest is his puerile affection for poop emojis, fart sounds programmed into the Tesla,
00:56:22.120and other discharges of bathroom humor.
00:56:24.400Say the voice command, open butthole, to the console in a Tesla, and it opens the electric0.95
00:56:29.420charging port at the rear of the vehicle.
00:56:31.340He also has a mordant ironic strand of humor demonstrated by a poster on the wall of his cubicle at SpaceX.
00:56:37.800It shows a twinkling dark blue sky with a shooting star.
00:56:40.740When you wish upon a falling star, your dreams can come true, it reads.
00:56:44.500Unless it's really a meteor hurtling to the earth which will destroy all life, then you're pretty much hosed, no matter what you wish for, unless it's death by meteorite.
00:56:54.420Oh god, I'm like in an Airbnb by the airport.
00:56:57.140Like, Isaacson is like, yeah, he's got these poop jokes, but then he has this unbelievably hilarious, ironic sense of humor.
00:57:04.720It's like, no, these are just different types of cringe-ass, try-hard humor, dude.
00:57:09.140He has two kinds of family circus cartoons that he recites.0.77
01:07:13.300So whenever these guys are like, we can solve poverty, we'll solve poverty now, bitch.1.00
01:07:16.240Just because he cut USAID and killed 10 million people doesn't mean that his dream of robot butlers that do surgery is not real, Michael.0.99
01:08:12.120And then I would use that free time to think of ideas.
01:08:17.360So, you know, big picture, as concern about the core business of Tesla is rising, he very loudly pivots to this big new thing that's going to change the world, right?
01:08:28.120It's like it's hard not to see through this where like car sales are down and he's like car sales don't matter.
01:13:08.080This is Musk's company dedicated to creating a computer brain interface, which would be achieved by an implant in the brain.
01:13:16.900Which previously could only be achieved by getting a vaccine of which person putting a microchip inside of you.
01:13:21.500So Musk unveils an early version of the device that he has in mind in 2020.
01:13:27.400It's implanted into a pig and you could watch a computer pick up her brain signals.
01:13:33.000musk said i could have a neural link right now and you wouldn't know maybe i do in fairness if
01:13:39.700elon musk said he was being controlled by a pig this entire time i would believe him right what
01:13:44.380is the actual purpose of this thing in my brain so they teach they teach monkeys to play pong with
01:13:51.100their brains so there's one purpose right there so write that down michael i can teach a monkey
01:13:55.300video games okay isaacson barely spends time on this and he skips the fact that the testing on
01:14:00.780monkeys was an awful dystopian nightmare. This stuff came out after the book was ready for
01:14:07.160publication, I think. So I don't know how much blame Isaacson deserves here, but it was reported
01:14:11.600that a bunch of monkeys died. Musk said online that the deaths were not the result of the implant
01:14:16.820and that they purposefully chose subjects close to death for ethical reasons. Both of those things
01:14:22.780are untrue. Several monkeys were euthanized after complications from the implant. Wired talked to an
01:14:28.780employee about the close to death comment and the employee said it was ridiculous if not a complete
01:14:33.660fabrication the monkeys needed a year of training before they could get the implants so they could0.86
01:14:38.940not have been chosen if they were close to death those monkeys were no angels again you know isaacson0.94
01:14:44.000talks about musk's dishonesty as if he's just sort of like always bloviating making these big
01:14:50.140promises and he's like well it's not entirely dishonest right uh he just says unrealistic
01:14:55.340things, but he believes them to some degree. But he doesn't really explore things like this that
01:15:00.800are just flat out lies to the public. Also, even if this information was not available,
01:15:04.780you should know that this guy has a pattern of over promising things and lying in these tests,
01:15:10.220right? They lied in the prototype of self-driving cars. So if they're having this prototype of
01:15:14.600monkeys playing pong, you should just assume that it's a fucking lie to get publicity. Like he does0.99
01:15:18.720this over and over again. Also, what if my robot butler learns to control me? Using the Neuralink.
01:15:24.300Then I'm cleaning up after my robot butler.
01:15:26.720Black Mirror episode, your robot is making you play Pong with your brain.
01:15:30.900The other thing that Isaacson spends almost no time on is the Hyperloop.
01:15:35.660The Hyperloop, of course, an idea Elon had for a tunnel where a car would descend into a sort of sled that would be shot through the tunnel using magnets.
01:15:45.620Well, there were a couple of different ideas because there was also one where you would be in a pod and the pod would be going through and then eventually it became you're in the car.
01:15:52.200He like watered it down like 50 times.
01:21:35.220The United Auto Workers had failed to unionize Tesla's Fremont plant,
01:21:38.740Partly because of what the National Labor Relations Board deemed to be illegal anti-union actions by the company, and partly because its workers, as at the other new electric vehicle companies, Lucid and Rivian, got stock options, not usually part of union contracts.
01:21:52.260This makes it seem as though the fact that these workers got stock options somehow prevents them from unionizing.
01:22:03.160If you're in a union, you don't automatically forfeit stock options.
01:22:06.940And that could be part of the union contract that they're allowed.
01:22:09.660It could be part of a union contract that they're forbidden.
01:22:12.000Anything could be part of a union contract.
01:22:14.040What actually happened was that during the union vote, Elon tweeted, quote,
01:22:19.700nothing stopping Tesla team at our car plant from voting union.
01:22:24.120But why pay union dues and give up stock options for nothing?
01:22:28.360Which the NLRB said was illegal because it sounded a lot like he was threatening to eliminate
01:22:34.020their stock options if they unionized.
01:22:36.040It really seems like Isaacson doesn't understand what happened here and that he doesn't bother to look into it at all.
01:22:42.760Tesla was also said to have targeted union activists for termination, prohibited workers from talking about wages and working conditions, which is illegal.
01:22:51.400Isaacson doesn't talk about any of it.
01:22:52.880He also does not touch on the discrimination lawsuits that came out of Tesla factories in the late 2010s, which we've actually discussed before.
01:23:01.560The California Civil Rights Department alleged that black employees in the Fremont, California Tesla factory were subjected to discriminatory treatment and pay and promotions.
01:23:10.340There were allegations that supervisors use the N-word and other like all sorts of bigotry.
01:23:15.760The EEOC, the Equal Employment Opportunity Commission, brought a similar case alleging extensive discrimination.
01:23:22.360One man was awarded over $100 million initially based on the severity of the treatment.
01:23:26.800There were several lawsuits filed in 2021 alleging rampant sexual harassment, no mention from Isaacson at all.
01:23:33.920At one point, he mentions in passing that the injury rate at Tesla factories was about 30% higher than the rest of the industry, which is based on a report from like 2017 or so.