Robotics and AI are taking over. Make sure you invest accordingly. #haste.com 

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Elon Musk — founder of Tesla, SpaceX, xAI, Neuralink, and The Boring Company, owner of X, and the first individual in history to surpass $400 billion in personal net worth — appeared on Nikhil Kamath’s People by WTF podcast on November 30, 2025 for a two-hour unfiltered conversation.

Nikhil Kamath is the co-founder of Zerodha, India’s largest stock brokerage with over 7 million active clients, and True Beacon, a hedge fund. His podcast has hosted guests including Bill Gates and Indian Prime Minister Narendra Modi.

Musk was direct from the start: he does not invest in stocks. He builds companies. He doesn’t look for things to put money into — there happens to be stock in the companies he creates, and that’s his exposure. But Kamath pressed him on a hypothetical: if he were forced to invest in companies outside his own ventures, where would he put his money?

Two companies. One category.

On Google: “I think Google is going to be pretty valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint.”

On Nvidia: “NVIDIA is obvious at this point.”

On the category that everything else should be understood relative to: “Companies that do AI and robotics — and maybe spaceflight — are going to be overwhelmingly almost all the value.”

And then the sentence that puts the scale of the prediction in full view:

“The output of goods and services from AI and robotics is so high that it will dwarf everything else.”

He is not describing a tech sector that will outperform other sectors over the next decade. He is describing an economic shift in which the productive capacity of AI and robotic systems becomes so enormous that the relative contribution of everything else — agriculture, manufacturing, services, human labor broadly — contracts to a fraction of the overall economy.

Google was his pick for foundational AI infrastructure — DeepMind, Gemini, TPUs, and two decades of data advantage built into the substrate of the internet. Nvidia was his pick for the hardware layer that makes all of it possible.

Musk’s timing predictions are frequently wrong. His directional predictions are rarely wrong. He has spent his entire career — Tesla, SpaceX, Neuralink, xAI — betting in exactly the direction he described on this podcast.

The question for anyone building or investing is not whether this shift happens. It is what side of it you are on when it does.

👉 @entrepreneursanctuary

#haste.com #crypto #memecoins #trading

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