Here’s the video of Elon Musk’s exclusive interview with China—packed with insights! (Full version) Musk isn’t too concerned about which model wins next; he’s thinking about what human society will look like after AI takes over the real world. China’s AI computing power is limited, but Musk believes China might already be the most efficient player in terms of unit computing power. Plus, the chip and computing power restrictions could be quickly resolved within 2-3 years. The more critical factor is electricity. China’s power generation capacity has already reached an astonishing level. In the end, AI isn’t just about models; it’s about who can continuously power millions or even tens of millions of chips. Then he mentioned something I think is even more noteworthy: Grok is about to start using real-world engineering data from SpaceX and Tesla. Anthropic has already made AI pretty strong at writing code, but getting AI to truly understand why rockets explode, why cars break down, or why factories shut down—no one has really cracked that yet. The real-world engineering data that Tesla and SpaceX have might be the hardest asset for xAI to replicate. Musk predicts that within 10 years, there will be at least 1 billion humanoid robots. In 15 years, it could be 10 billion, and in 20 years, it might even reach 100 billion. Robots don’t need to grow up, retire, or sleep—they can work 168 hours a week. Once robots start building other robots, productivity growth won’t be linear anymore. So he said: In the future, money might not even matter that much. It’s not that currency will disappear, but goods and services will become so cheap they’ll be almost infinitely available. You want a house? Robots will build it for you. Elderly need care? Robots will take care of them. Kids need teachers? Everyone will have their own personal AI. An ordinary person could even manage hundreds or thousands of digital agents and physical robots. Musk’s vision for the next stage is: electricity powers AI, SpaceX and Tesla provide real-world experience, and robots give it a body. When we reach that point, AI won’t just be a software industry anymore. It will become the economy itself.