Here's the deal. I feel the same way about it as you do Walter.

I don't really care about all those people who will die because of Musk's actions at Doge with USAID. Poor Americans, poor Africans, In the context of getting humanity to space are all just fuel for the fire -- just like the slaves in mittelwerk and Von Braun. You don't need to convince me that you care about human life and that Elon Musk does too with some nebulous numbers that indicate that Tesla cars save a smattering of lives through reduced collisions and emissions.

My criticism of Musk isn't that he's hurting people -- that's just what shitty people do and I can't stop him -- my criticism is that he's not actually going to do the cool shit that he said he was going to do. It's all a con.

I think they'll get Starship mostly figured out but it'll end up underdelivering on payload. I don't just mean like the way it already has but they claim to be fixing it in v2 and v3, I mean the final version that does launch and comes back to Earth will have a relatively underspecced payload compared to what he sold us as a bill of goods all those years ago. It won't facilitate going to Mars as he sells it but it will enable amazing orbital stuff that can maybe one day serve as a springboard to further space exploration.

But Mars, it just ain't happening.

If you listen to his recent interview with Dwarkesh[0] you'll see that Mars is off the table now. The moon is actually where the cool kids have always wanted to go to and not Mars. And we're building data centres in space now -- terawatts worth -- and robot taxis with robot chauffers or something?

Do you actually think that space will be the cheapest place to locate data centres by 2029? If not then, will it ever be? It seems pretty bogus to me. Why would he make such an outrageous claim? The physics seem to work out, but I'm not certain about the radiation issue in LEO. I don't know enough about it, but it seems to me that it will ultimately require redesigned hardware architectures that can handle this kind of stuff, the workload certainly seems amenable to it, so it should be doable. But designing new chip architectures, and producing and testing all this in three years, on top of everything else that will go into one of these satellites, on top of everything else that his companies are doing sounds too good to be true. This ain't happening in three years.

Do you actually think that Musk's companies will actually be fabbing terawatts of photovoltaics? He says they plan to do it all in house, so what does that mean? Are they going to make their own wafers? Their own ingots? Source their own sand? How long will take to scale up? I don't see hown they can ever compete with China and I'm sure China will knee-cap them at every turn to prevent a competitor in the solar market. I just don't see an American company ever producing a significant quality of solar panels ever again. Just like America is the pornography producing capital of the world and always will be I think it's going to be the same with solar for China. People specialize in what they're good at. That's just comparative advantage.

As for the Optimus Robot -- do you actually think humanoid robots are going to be a household item in the next five years? Worth shutting down to automobile assembly lines to convert into robot production lines? Seems a bit foolish to me when you could be selling cars, a proven product with a known market. I don't think I need to say too much about the robotaxi stuff -- this list of claims about self driving speaks for itself.[0]

When you listen to Elon Musk talk about these things in the interview and you look at his facial expressions and mannerisms, do you actually get the impression that he knows what he's talking about and not just blowing smoke up the host's ass? Because when I look at this stuff, I see a con-man. I see a flim-flam man doing the interview circuit to drum up some press for his impending IPO.

The way I see it Walter, you and others are still in denial about getting duped by Musk. I think on some level you're aware but pride prevents you from expressing doubts and you're still a ways off from admitting the possiblity that you could have been duped. I was duped too. It's okay to admit it.

[0] https://en.wikipedia.org/wiki/List_of_predictions_for_autono...