Elon Musk Podcast

Trump's AI Executive Order Has a $100 Million Lobby Behind It

Trump signed an executive order blocking states from enforcing AI regulations, creating a DOJ task force to sue states and threatening to withhold federal funding. Congress rejected this twice. Republicans are split. The courts will decide what happens next.

Why McDonald's Deleted Its AI Ad and the Defense of It

McDonald's Netherlands released a 45-second Christmas ad made entirely with generative AI. The internet called it creepy, soulless, and worse than Coca-Cola's AI ads. McDonald's disabled comments, pulled the video, and called it "an important learning." The production company defended the work, then deleted the defense. We break down what went wrong and why even the directors are distancing themselves.

The iPhone Fold: $2,400, No Face ID, and a Bet on Zero Crease

Apple has ordered 22 million display panels for its first foldable iPhone, targeting a fall 2026 launch at around $2,400. IDC forecasts Apple will capture 22% of the foldable market and 34% of market value in its first year. We cover the leaked specs, the crease-free display technology, the under-display camera breakthrough, and why Samsung is scrambling to launch new foldables before Apple arrives.

How Intel's CEO Got Richer While Rescuing the Company

Intel CEO Lip-Bu Tan pitched the company's board on buying an AI startup where he serves as chairman and holds a financial stake. The board said no, citing a conflict of interest. Then a bidding war with Meta drove up the price. This is one of at least three deals where Intel has pursued companies that benefit Tan personally. We break down the Rivos situation, the SambaNova talks, and what Intel's policies actually do to manage these conflicts.

AI Risk Is Off the Charts

At Abu Dhabi Finance Week, executives managing trillions of dollars debated whether AI stocks are worth their sky-high prices. Jenny Johnson of Franklin Templeton compared the frenzy to the gold rush. Chris Hohn of TCI said risk factors are off the charts. Stephen Schwarzman said we may need to double the electricity grid. We break down what each of them said.