Elon Musk Podcast

Bolt fires HR after valuation collapse

13 min · 23. Mai 2026
Episode Bolt fires HR after valuation collapse Cover

Beschreibung

While Breslow reports his company is better off without HR, I’d argue the art and science of managing humans is more important than ever—and it’s also evolving fast. I recently spoke to Himanshu Palsule, the CEO of Cornerstone OnDemand, a learning and talent software company. With 140 million users and 7,000 enterprise customers who are taking a hard look at their own HR spend, Palsule has a vested interest in the conversation. But I’m impressed by the agentic platform it launched yesterday that leverages AI to help assess, train, and mobilize employees. “People will enable agents to take over the enterprise,” he told me at a customer event in New York. “If you lose your people, those agents aren’t doing anything in your company—they’re just creating chaos.” Other thoughts:

Kommentare

0

Sei die erste Person, die kommentiert

Melde dich jetzt an und werde Teil der Elon Musk Podcast-Community!

Loslegen

2 Monate für 1 €

Dann 4,99 € / Monat · Jederzeit kündbar.

  • Podcasts nur bei Podimo
  • 20 Stunden Hörbücher / Monat
  • Alle kostenlosen Podcasts

Alle Folgen

1381 Folgen

Episode The Nerdy Escorts Cashing In on Silicon Valley's AI Boom Cover

The Nerdy Escorts Cashing In on Silicon Valley's AI Boom

A Forbes investigation by Anna Tong put a number on something Silicon Valley wasn't talking about: a small group of high-end escorts charging AI founders thousands an hour, and selling intellectual conversation about GPUs, crypto, and longevity alongside the sex. This episode breaks down the reporting and the economics behind it. The rates are the headline. Aella, an escort and self-described data scientist, charges $6,000 an hour, the highest rate in the piece, and is credited with coining the "nerd-first" label. Meida Marek charges $3,500 an hour and says she's booked months out. Talia Sable, a former programmer who lists Dungeons & Dragons and supply chain logistics among her interests, charges $3,000. Forbes cites figures up to $23,000 a day and $30,000 a weekend, where five years ago it was rare to charge more than $1,000 an hour. The why is the part worth sitting with. It's a lens on how the AI gold rush is reshaping social life in the Valley, where founders raising at huge valuations and working 100-hour weeks deprioritize ordinary relationships, and a market fills the gap with transactional intimacy that doubles as founder therapy. There's also a labor angle that ties this directly to the AI story. Marek left an entry-level finance job because she grew anxious that AI would automate her career, then pivoted to a relational skill she figured a model couldn't replicate. We cover that bet, whether it holds, and the obvious risks around discretion when founders talk freely in private. A note on the numbers: most of these rates are self-reported marketing, and people in adjacent corners of the industry have publicly called them inflated. Treat them as claimed, not audited. Silicon Valley AI boom, nerdy escorts, intimacy as a service, AI founders, Aella, Meida Marek, Anna Tong Forbes, AI economy, automation, future of work, tech wealth.

10. Juni 202619 min
Episode Musk's $119 Billion Chip Plant: ASML CEO Says He's 'Very Serious Cover

Musk's $119 Billion Chip Plant: ASML CEO Says He's 'Very Serious

Elon Musk is in direct talks with ASML to build TeraFab, a Texas chip plant with a potential price tag of $119 billion. ASML CEO Christophe Fouquet confirmed he's spoken directly with Musk and called him "very serious" about the project and his broader semiconductor and satellite ambitions. This episode breaks down what TeraFab actually is and why it depends on one Dutch company. A Texas filing puts the initial investment at $55 billion, with total costs reaching up to $119 billion, one of the most expensive semiconductor projects ever proposed on US soil. Musk announced it in March with an initial $20 billion stake, aiming to produce logic chips, memory, and advanced packaging under one roof. Intel joined in April and plans to contribute its 14A process node, targeting 2-nanometer production. The catch: there's no path to 2nm chips that doesn't run through ASML. Every major chipmaker (Nvidia, TSMC, Samsung, SK Hynix, Micron, Intel) relies on ASML's lithography systems. We cover the supply crunch Fouquet is warning about ("demand on AI is coming so strongly that we will be in a supply-limited market for quite a while"), the next-gen High-NA EUV tools with first logic chips expected within months and Intel as the earliest adopter, ASML's projection that the chip market could hit $1.5 trillion by 2030, and Fouquet's warning that Europe risks falling behind on AI because of regulatory complexity. SpaceX, xAI, and Tesla all stand to draw from the same constrained chip supply, which is the thread tying this to Musk's whole empire. TeraFab, Elon Musk, ASML, semiconductor manufacturing, High-NA EUV, Intel 14A, 2nm chips, AI compute, chip shortage, Christophe Fouquet.

Gestern27 min
Episode WWDC 2026: Everything Apple Announced (Siri Now Runs on Gemini) Cover

WWDC 2026: Everything Apple Announced (Siri Now Runs on Gemini)

Apple rebuilt Siri from the ground up at WWDC 2026, and the surprise is what's under the hood: Google Gemini. The newly renamed "Siri AI" gets a standalone app and real-time screen awareness, with Gemini-based models integrated into Apple Intelligence through Private Cloud Compute. This episode covers everything from the keynote. The Siri overhaul and what running on a competitor's models means for Apple. iOS 27, which brings up to 30% faster app launches and supports every device back to the iPhone 11. macOS 27 "Golden Gate," which drops Intel support and refines the Liquid Glass design. The expanded parental controls, including mandatory child accounts for under-13s. Two things the headlines almost missed: Siri AI won't launch in Europe or China because of regulatory challenges, and this was Tim Cook's final WWDC as CEO. He steps down September 1, handing the role to hardware chief John Ternus. WWDC 2026, Apple Siri AI, Google Gemini, iOS 27, Apple Intelligence, macOS Golden Gate, Tim Cook, Apple AI partnership, Liquid Glass.

Gestern23 min
Episode SpaceX IPO: $1.75 Trillion, Still Losing Money Cover

SpaceX IPO: $1.75 Trillion, Still Losing Money

SpaceX is set to go public on June 12, 2026 at a $1.75 trillion valuation, the largest IPO in history. The company is targeting a $75 billion raise at $135 per share. But the S-1 filing reveals a contradiction: Starlink generates billions while the company posts a net loss, driven by the xAI merger and a massive bet on AI compute. This episode breaks down the SpaceX IPO filing. xAI posted a $2.47 billion operating loss in Q1 2026, and Starlink revenue is covering most of it. Then two compute deals changed the math. Anthropic agreed to pay $1.25 billion a month to rent xAI's Colossus 1 data center, and Google signed a $920 million per month deal, both running through 2029. Together that's about $75 billion in contracted future revenue. We cover how SpaceX shifted from running GPUs internally for Grok to operating as an AI cloud infrastructure provider, the multi-class share structure that keeps Elon Musk in control, the possible Tesla merger tying together chips, data centers, and robotics, and the FCC filing for a million-satellite "space cloud." Plus where the $600-700 billion premium above Starlink and launch is actually coming from, and what a generational liquidity event means for employees and VC backers. SpaceX IPO 2026, xAI merger, Starlink revenue, Elon Musk, $1.75 trillion valuation, Google compute deal, Anthropic Colossus, AI infrastructure, orbital computing.

8. Juni 202619 min
Episode $2 Trillion for a Company That Loses Money on Purpose Cover

$2 Trillion for a Company That Loses Money on Purpose

The SpaceX initial public offering scheduled for June 2026. The company is reportedly targeting a fixed share price of $135, aiming for a historic $1.75 trillion valuation while raising approximately $75 billion. Major brokerages like Robinhood, SoFi, and Fidelity detail their specific participation requirements, such as account minimums and policies regarding share flipping. The articles also highlight significant investment risks, including the company's high capital expenditures and the potential for a short squeeze on index funds due to a limited public float. Additionally, the texts explain the broader mechanics of IPO access, including random allocation models and the difference between primary and secondary markets. Detailed guides assist retail investors in navigating the complex process of requesting allocations for this record-breaking market debut.

6. Juni 202619 min