Elon Musk warns of electricity crisis | Lex Fridman Podcast Clips

Lex Fridman Podcast full episode: • Elon Musk: War, AI, Al...
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GUEST BIO:
Elon Musk is CEO of X, xAI, SpaceX, Tesla, Neuralink, and The Boring Company.
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[@LexClips]

Full podcast episode: kzbin.info/www/bejne/gH-WfIN8l7x2r5o Lex Fridman podcast channel: kzbin.info Guest bio: Elon Musk is CEO of X, xAI, SpaceX, Tesla, Neuralink, and The Boring Company.

[@Headinavise]

I worked for ATCO for 15 years. I thought I was going to retire working in the "electricity" business. After 5 years of unprecedented growth and massive hiring the company began lay offs. I can't believe I got laid off from an electric utility company. Nothing special about electricity or green energy... don't get excited.

[@HomesteadEngineering]

If you own a house with a roof that gets a lot of sun, then you can generate your own battery backed electricity. I recommend you do that.

[@Mars-1995]

Decentralized Energygeneration is surely the future. Everyone should do that

[@eugenetkachev]

You lost 90% of the world at 'if you own a house'.

[@RDplayz]

or solar panels

[@vikroy3777]

Great idea, let's move to the equator

[@Grozloo]

If only i wasnt in the cloudy PNW

[@newfie-dean5803]

Some people like the prime minister of Canada think that electricity is a magic horn of plenty, that there’s an endless supply that you just magically pull from the air.

[@terrymckenzie8786]

Site c dam in BC and plenty of hydro power in Canada will fill this demand.

[@festeradams3972]

You could add to that an aging infrastructure, since most here in this country dates to the 50's and 60's; and is extremely vulnerable to physical and "online" attacks to the software running most of it.

[@catherinethemba]

Living this reality in South Africa. We have to have solar panels and generators.

[@Dreadnought16]

Maybe Elon should start a utility company….cause tripling electricity capacity will take decades and I couldn’t even venture a guess as to cost….I was an electrical utility construction supervisor in Alberta for years….he would first need armies of nonexistent linemen, PSE’s and electrical engineers. He is right about the step down transformers, we used to source ours from Hyundai Heavy Industries in Korea…took one year for a single transformer….now imagine every one wanting one…..good luck.

[@sevencostanza3931]

Elon should have spent that $44 billion he paid for Twitter into a solar manufacture co, and start philanthropic en-devour so people who do not have money can have solar panels installed. I am middle class but even for me solar panels are too expensive and i live in NW WA where we do not get much sun more than half the year.

[@jamesspencer641]

@@sevencostanza3931 Tesla does sell solar. Tesla roof. Very nice solar actually and the battery and electronics for grid attached and off grid systems.

[@KidHorn7001]

@@sevencostanza3931 Someone needed to stand up to the tyranny from our government. I would rather live in a free country with more expensive electricity than the alternative.

[@slair_i]

@@KidHorn7001 Ah yes, because Elon buying Twitter will stop government tyranny

[@cbrew8775]

pretty sure elon only talking about buffering what the plant needs to do on a given time frame.. batteries that can hold a 48hour storage buffer nicely for spikes in demand, as power plant runs as usual

[@ywtcc]

It's hard to imagine a tripling of electricity capacity without nuclear being heavily involved. It might be worth looking at regulating small nuclear devices a little differently. If the amount of fuel is really small, the safety concerns are nowhere near as severe. I can imagine an economy of plug and play shipping container sized reactors having use in heavy industry. If they're convenient enough to transport, all the servicing and production could be done off site, in a central facility. So, there's an opportunity for an economy of scale there. And, if they're that size, then they could even power their own transportation! In terms of the physics involved, nuclear technology looks the most promising, to me. It's a very different source of energy that's an order of magnitude more concentrated than even the most powerful chemicals. I think it's a shame we haven't figured out a better way to harness it, yet. It seems like there's a lot of solvable problems in this area of energy production.

[@sevencostanza3931]

Problem is it takes many years for Nuclear plant to be built and commissioned.

[@ywtcc]

@@sevencostanza3931 That's exactly the problem.

[@sevencostanza3931]

@@ywtcc sorry, did not expand to read rest of your comment. The big nuclear is not going to help at this time, too late. Must be small scale like you wrote.

[@KidHorn7001]

In the short term, I agree. Long term, I think batteries and renewables are better. Nuclear is better than burning fossil fuels.

[@kubanaid5960]

​@@sevencostanza3931bro hydrogen power station is the future.

[@TheCLARKE9]

Electric cars were the solution to the very expensive "Fossil Fuel Crisis" and now we gonna have an Electicity "Crisis"

[@funplaymix7710]

Yup. Ironic isnt it?

[@funplaymix7710]

Now I kind of want Toyota to hurry the hell up and releasy Hydrogen Hybrid or new batteries

[@SCARFACE69247]

It's all about control. If you're forced onto the power grid, it cost money, which means everyone has to pay, which means everyone has to work, which means someone else can control you. No Billionaire or government actually wants you self-sufficient. That's why they are always talking about banning wood burning stoves.

[@zakaria2664]

@@funplaymix7710 hydrogen doesn't appear out of nowhere, it too needs energy to be made.

[@duxdawg]

@@zakaria2664 Very little and all of that can be solar. They've had working hydrogen on demand vehicles since the 1970s (check out the Popular Science articles back in the day) but with that... they cannot control us.

[@justaspivoriunas9416]

Do not forget, robots replacing workers also will need a lot of electricity.

[@vikroy3777]

Make them to eat turds

[@cbrew8775]

ha, probably less than your phone

[@mattb6001]

I think there’s a lot of low hanging fruit in replacing inefficient appliances with efficient ones in homes. For example, we replaced our electric water heater with a hybrid one in February of this year. Then in June we bought our first EV, a model Y. Between those two changes our electricity bill/usage is unchanged overall. Which would be the same as if neither of those upgrades ever happened, except now my transportation is electrified. We are currently doing some remodeling on our home such as new windows, replacing the sheathing on our south wall with zip r for more insulation, and after that we will look at a new AC that is much more efficient. Last, we just got solar panels which will reduce our strain on the grid by even more and even charge our EV directly by the sun.

[@KidHorn7001]

I got a hybrid hot water heater years ago. I bought it in an adjacent county that had a $500 rebate at point of sale and then got another $500 from my supplier by submitting the receipt. it cost me about $200. Plus $400 to install and haul away the old one. Works great. It keeps my basement utility room very cold. I bought a Model Y and 3 this year. My electricity provider put me on a special plan where I pay more during peak hours M-F 12-8 and pay less at all other times. So, I do all my heavy electrical stuff, like EV charging, running the dryer and dish washer, during non peak hours. I don't notice much difference in my electric bill. it's like getting free gas.

[@kristinahammond-ly4gm]

Well at least your helping the environment and OIL doesn't just keep appearing it WILL run out

[@RahYoRaijin]

Thank you guys for letting me listen to this conversation ❗️🔥

[@mattko]

you’re welcome

[@MichelleLyn84]

My bf is an electrical engineer and he’s already told me about this. Exactly why we are NOT getting electric cars. We also utilize a generator and we will be investing in a very large one. Electricity where we live is already very expensive. Only thing about batteries is there’s no good way to dispose of them.

[@KidHorn7001]

If electricity costs go way up, fuel costs will also go way up.

[@user-ix4ci9gy4o]

Been watching sky news I see

[@mattisvicious6069]

Wow! Amazing

[@zakaria2664]

why a generator instead of solar panels and batteries? unlike the generator, solar pays for itself overtime.

[@hallarcher5997]

Smartest thing to come out /in of your mouth is your BF

[@rugbyf0rlife]

Wow. I'm pretty on-point with global shifts, but I hadn't even considered this. Sure, I understood that electricity usage would grow as nations modernise, but I didn't really put 2 and 2 together and realize replacing all the cars with electric, and installing electric heating would pretty much triple local demand. Pretty nuts. We need more generation.

[@jamesknapp64]

California is already starting to see issues with this with all the electric cars it has. Its nothing big *yet* but in 20 or 30 years it could be a massive issue.

[@johndavidson1944]

Burn more fossil fuel to generate more electricity. I think people are blind to the fact that electricity is generated that way....they think it just magically gets generated nice and clean and harmless

[@kensJAMZ]

Instead of spending $300k on pulling power to my off grid cabin, it runs solely on Solar and Hydropower. Been the best thing yet and having Starlink is a huge game changer with being connected to the world still.

[@totallycv2388]

For those in northern climates: wait til they make woodstove use illegal. Its headed that way.

[@bl5608]

Solar technology and renewable energy will be so advanced , common and affordable before illegal use of wood stove. I'm not an expert, but I bet elon and scientists know what's best for the world. Is like a doctor knows what's best treating sick patients, trust the mechanics to fix my car. Listen to the experts with an open mind.

[@gary1213]

@@totallycv2388 That's not going to happen.

[@benjaminyoung5697]

We can build in capacitance firstly as well as battery and pumped storages. We can also build to scale by municipality rather than having such massive grid distances.

[@duxdawg]

Then you lose the Economy of Scale that comes with standardized parts...

[@johans7119]

Hopefully the AI will be smart enough to realise it was a bad idea and switch itself off. Which would be preferable to switching us off

[@kubanaid5960]

I dont it how selicon shortage could impact on transformers. If selicon is used as isolation then we have a whole bunch alternatives as oir isolation etc.

[@upvotecomment2110]

Green tech is not enough for USA Consumption Oil is what make Electricity right now (mostly comes from the Middle East and Russia)

[@ChristianStout]

EVs need to start carrying onboard diesel generators.

[@eugenetkachev]

You cannot triple an output of anything in few years, there is not enough lithium to produce energy for everything. Making heating electric instead of gas is insane.

[@cbrew8775]

ha, lithium pretty much anywhere.. probably got a ton in your yard

[@justlooking4202]

Saying there's not enough lithium is like saying there's not enough salt. Lithium is abundant and literally everywhere

[@eugenetkachev]

@@cbrew8775 you cant triple the production of anything in just a few years. Maybe some superior tech will come out, but then noone will want the current gen of electric cars and their value will plummet.

[@eugenetkachev]

@@justlooking4202 Do not forget the cobalt mined in Congo by slaves.

[@justlooking4202]

@@eugenetkachev It's only the unregulated small independent mines that are mined by slaves and that's largely thanks to China. There are mining corporations that Tesla and other companies use that don't do any of that but the media likes to conflate the two.

[@tonyalways7174]

How’s the EV market doing?

[@StrongerThanBigfoot]

Terrible

[@jamesspencer641]

Terrible for everyone but Tesla. The old automakers can't make good EV's. You can't put a battery in an old style car and have it work out, just like you can't stick wings on a caterpillar and call it a butterfly. It has to be designed from the ground up with new assembly techniques etc. Tesla makes 15 - 20% profit on their EVs. The legacy automotive companies lose money on every EV. Ford's loss per vehicle for each F-150 lightening is 75%. As interest rates have gone up Tesla has cut prices many times in the last year so that the car payment would still be affordable and that is why they are selling every car they make (for a profit). The Tesla Model Y is the best selling car model on earth - electric or otherwise. Tesla will be delivering the first Cybertruck on the 30th. They are building a factory for their $25,000 coupe which will be selling within a few years. They will sell almost 2 million vehicles this year and plan to reach 20 million per year by 2030.

[@MdHarun-hv9ol]

He is 100% correct,because of all the resources of fuel will be end within short time due to huge used of electronic devices.

[@Letsplay222]

Electric vehicle sales are languishing though. EVs are piling up on dealer lots. The vast, vast majority of cars on the road are still ICE. That is not going to change in 2 years. If anything there will be a push to scale back government mandated EVs as the consumers will start to buck under the strain. Batteries are not an economical option for energy storage. That too will probably not change in two years.

[@benr4978]

They cost a lot more to insure also

[@KidHorn7001]

EV sales are expected to increase 40% this year while gas sales will go down. And the current cost is about the same as comparable gas cars and the cost of EVs will keep going down. The trend towards EVs is going to accelerate.

[@fouried96]

I was really hoping he'd bring up loadshedding in South Africa😂

[@sobyntahondi]

He is thinking of us my g😂

[@ravenragnar]

Why is it not a national focus to make transformers? I have been hearing this for years now.

[@KidHorn7001]

Probably because it costs too much to make them here. Same reason we don't make lots of things we're dependent on.

[@Mikewazowski-xf8qu]

Vision of the impending voltage transformer and electricity shortages triggers my amygdyla a bit, not gonna lie. But he oversimplifies the complexity behind scaling up battery storage as a buffer-it's not just about buying more batteries but also about the integration of smart grids, utilizations of the batteries and much more technical problems that we haven't solved yet.

[@kristinahammond-ly4gm]

Yes

[@jeffpolman8466]

Great news for the Cobalt mines

[@alexforget]

Seem to me that EV are perfectly positioned to act as balancing load for the grid, they can with a software update become variable load based on gps position and need of grid. My guess is that it's already planned and will be very lucrative for Tesla once utilities are on their knees.

[@Danaman117]

Batteries are not the answer unless your selling them.

[@kalumw3983]

In cold climates, electricity is rediculous.

[@monothread]

I don't know how it works in the US, but in france our "buffers" are our dams.

[@RahYoRaijin]

Even when I couldn’t finish the video I check it out the next day 😂

[@WSmith_1984]

Thermal storage will also take off in the next decade...

[@Dilbert0123]

Damn right. But batteries li-io are far too expensive. So what is a good storage???

[@jamesspencer641]

The cost of lithium ion batteries has fallen almost 90% in the last 10 years. There is projected to be another 28% decline in costs over the next three years. That is the main reason that Tesla EVs are so affordable now. Tesla has also removed ALL rare earth elements from their motors and reduced the cost and increased performance at the same time. Together these will result in a Tesla EV roughly 50% cheaper than current models. They just broke ground on a factory to build their $25,000 model. All of this cost reduction applies to the grid batteries too. Taken together with super cheap solar it will make a huge difference to the grid. Also don't forget that every EV car has a massive battery in it. Bi-directional energy transfer from your car to your house will be commonplace. Your car will be able to provide backup power to your house for three to seven days depending on the car and your load!

[@Brandon-youtube]

And to think governments want to legislate away any viable (and proven) alternative in the transitory period. Regardless of your stance on electrification or the environment, no country has the infrastructure for a rapid transition. Not to mention we need to do a 180 regarding support for nuclear energy production.

[@ReflectionOcean]

- (0:11) Anticipate and plan for a voltage transformer shortage in about a year. - (0:57) Prepare for electricity shortages in approximately two years. - (1:06) Utility companies should plan for a tripling in electricity demand due to electrification. - (1:47) Invest in more batteries for energy storage to buffer the grid. - (2:17) Consider the role of batteries in balancing peak to trough power plant ratios.

[@SomeBodyIUsedToKnow8]

Why is gas heating no longer suitable?

[@shamisen131]

Save electricity

[@hassyg4083]

more power plants is good for the enviroment? ultimately gov and utilities companies will be powerful

[@Danaman117]

I'll stick to propane for heat.

[@shoemurai]

i just watched elon discuss about population collapse, according to some articles i read. he might be right. so eerie this video showed up after reading those articles. something is about to go down soon 😬

[@mck1343]

go take your meds kid

[@bicameralmind32]

​@@mck1343why lol you can just look this up yourself

[@MJ-yo8xk]

@@mck1343 He is right italy hasn't birth a a single child in 3 months

[@mortaldao8044]

That's what you get for empowering women. Collapsed fertility rates

[@shaggyterrell8460]

@@MJ-yo8xkThat’s complete bullshit 😂

[@sagitarius1591]

👍😎 There could be use other sources of energy than....But " Live is live"😎

[@user-uk1yd2tj4w]

Digital currency runs on what

[@eugenetkachev]

"Heating Homes With Natural Gas Is More Than 40% Cheaper Than Electricity: US EIA" So Elon proposes to raise heating expenses for 40% for hundreds of millions of struggling people?

[@pja8901]

This is a prediction, not a proposal.

[@Josh00]

Funny thing is they need more coal plants to power all that

[@Matthew-zv8qe]

guy who sells batteries asks people to buy more batteries

[@a.a.1245]

Biofuels as an alternative.

[@TherealEddyfroston]

Electric is sustainable?

[@franklyanogre00000]

Via nuclear? Absolutely.

[@mortaldao8044]

@@franklyanogre00000 they never talk about Nuclear... because it actually solves the problem and reveals Climate change to just be about communism and seizing the means of power production (control food, control energy and you control the world) But yeah man nuclear all the way! SMRs to minimise risk

[@corp1950]

Electrical shortage for the new tech Not for the home user

[@TC8787-yq7og]

Good job he's not the head of a company that is facilitating a copious and unsustainable demand for electricity then isn't it

[@btbtek]

or we could just build modern nuclear power plants that generate 24/7/365 and don't contribute to global climate change one iota.

[@Stig69]

Can't wait until I'm undervolting my house to improve performance

[@craigedwards2411]

He also predicted that he will have self driving cars by 2 years in like 2014... His prediction track record is rather poor so I would take anything Mr Musk says with a massive grain of salt

[@JarodShapiro]

So Invest in batteries?

[@jamesspencer641]

Yep. Tesla makes batteries.

[@StrongerThanBigfoot]

Diesel and Gas engines are tried and true. With basic consistent maintenance those engines will run forever. All you have to do is keep the fluids and filters changed on a consistent basis. Anyone can do basic maintenance plus it’s fun.

[@jamesspencer641]

Gas and diesel will dominate until a new technology arrives that can replace a combustion engine's thousands of parts with just say four or five. And if the fuel was 1/3 the cost of gas or diesel that would help a lot! Hahahahahaha!!! Fat chance! LOL! Oh wait, that is already true with a Tesla vehicle. My bad.

[@Oggydog313]

So I say, we stomp all the computers and all the bullshit and just stay with the cars. How about that?

[@SolarPowerMyRV]

Well my customers won’t be concerned. They all off grid somewhere

[@momentary_]

For places like the U.S., that has an abundance of land, gravity batteries will be a good solution for dealing with peak usage. Use the electricity generated during low usage to pump water to a higher elevation and then use gravity to convert that back into energy during peak usage.

[@louisfresen7762]

We have this in Cape Town. Look up Steenbras Dam.

[@matthewbroz25]

Need to get more smart electric that doesn’t use electricity hardly at all when not in use but can boost back when called upon without interruption. Every cell phone case should be inbeded with solar and heat generated power. I basically sleep with my phone by my side…use my 98.6 degrees to move some atom to create energy

[@brentftaylor]

Yup

[@777jones]

The extremists want all buildings to be heated with electric furnaces and boilers. This will consume incredible amounts of electricity.

[@danjohnston9037]

Make Every Windmill A Flak Tower

[@vikroy3777]

Why should I care about shortages

[@cole843]

Well this little clip is going to make selling solar that much easier for me 😂 all of you living near big cities and have a kwh cost less than 15 cents are likely in for a rude awakening over the next 5 years. SDGE and SCE are charging an average 40-50 cents now. Wouldn’t be surprised if other major cities are only 10 years away from paying this as well.

[@PyjamasBeforeChrist]

Solar powered servers in orbit can be 24/7

[@ethimself5064]

This is not a good sign at all

[@NOYFB982]

So what will fuel the power plants be using? Magic jelly beans? Or is this all so silly?

[@alistergray6773]

Spice is all you need!

[@spookerson]

Hes selling his battery tech!

[@bigrichdude]

Nuclear generated electricity power plants would take care of our needs. Safe. Green.

[@michaelserro3878]

What does Tesla and Elon use to make electricity, dumb question? Assuming they are pricing solar lower, but genuinely interested in what elon has on alt power, send me links if any. Elon fanchild. One love.

[@cavejohnson4054]

Bitcoin mining allows power buffering

[@user-dd7lt9du2n]

Between 18 to 14

[@Wookyung2752]

Elon You should recognize and take a step on superconductors in Korea. Superconductor is the only way to save next step and next generation. You'll do it . I bet.

[@kalebbruwer]

Oh look, South Africa is ahead of schedule for once!

[@sheep.herder]

X Ai cyborg doesn't just need your data, it will also need more POWER⚡️

[@Julian3vil]

Let's make all cars electric. All the Dino Juice we didn't burn, let's use it to generate electricity. Problem solved. Irony aside, there are lots of challenges ahead, from energy generation to storage. I don't think we have the luxury of battery storage, since we need the batteries for the electrification of cars/transports. Fusion is still too far. ATM there are countries decommissioning nuclear power plants and replacing them with coal power plants for the short term. So yeah, I wouldn't be surprised they ramp up fossil fuels for energy generation instead of decreasing it.

[@jdl9202]

I will happily live in the dark and drive my gas guzzling truck

[@jukesters123]

So....more coal plants.

[@lulufulu4867]

He’s good at tech, space and ev’s. Stick with that musk, keep the rest to yourself mate. Don’t fall for the cult of celebrity, people won’t respect you.

[@kubanaid5960]

As person who learning english . For me irs extremely hard to understand what Elon saying . Wowowowo .speak up Elon. Damn

[@andyphillips7435]

Turn the captions on👍

[@Makubule]

yeah, and Germany over here shuts down all the powerplants ..... Clown country i live in.

[@halholland1637]

All tansport going electric. That means "Your walking"

[@jrelevates1574]

I'm concerned about Elon. He is young and has money, but looks very tired. Get some rest, hun.

[@saintkevinofficial]

Young? He's in his 50s😂

[@kava8902]

This man is extremely intelligent but he has no idea what he's talking about when it comes to the electric grid. I've been running the electric grid for 16 years, distribution and transmission. Maybe in some pockets of the US he's correct but otherwise he's wrong. I'm not on a podcast so I can't explain why by posting a comment on KZbin but trust me he's wrong.

[@user-wf1gu7ds3n]

❤

[@RahYoRaijin]

⚡️❗️🔥🙌

[@ruvanefriebus-cv6td]

Whooopsss

[@michaelharrison7072]

Sure what does he think.tje heavy draw of energy.to.charge his EV.s is going to do ?😮

[@3chordsnmore]

Sounds like Elon spruiking to sell more of his batteries

[@shawnharris9067]

So you made fully electric cars and your warning us about an electricity crisis.... lmao

[@Th3Chuzzl3r]

Did you not even listen? Its because he knows all transports besides rockets will eventually be electric and heat will also become electric. Therefore increasing the demand, which we currently cannot sustain.

[@ziggs123]

Meanwhile any other company would never say anything remotely negative about their field

[@mortaldao8044]

Don't forget self driving cars from years ago, and the debunked hyperloop and underground roadways. Great hypeman though.

[@KatanaFPV]

If we acknowledge the fact that tech becomes more efficient yet powerful over time then we may not have as big of a crisis than anticipated, however we should always prepare for the worst and hope for the best.

[@Art-is-craft]

@@mortaldao8044 Hyperloop still may come.

[@cogniterra]

This much fancied electric future comes at a cost--to biology, too. Most of the biological research on electromagnetic fields in the last 30 years has been showing a propensity for these fields to impact the functioning of the body's cellular processes. Oxidative stress, formation of free radicals, neurological and genetic effects--they are all part of the downside. And no one is paying attention to mitigating the potential for those effects in the design of electric cars, the delivery of electricity, or in communication technologies.

[@nebojsa1976]

Electric cars???? Let me tell you and I'm smarter then Elon 10 times. You won't see all electric cars ever. Even now, people are going back to gas.

[@StrongerThanBigfoot]

Exactly!!! The ice engine is tried and true. With consistent basic maintenance those engines will literally run forever.

[@sevencostanza3931]

@@StrongerThanBigfoot no engine runs forever. I have a cummins engine in my truck which is one of the best passenger diesel engines made and that is rated to just last 300K miles before needing extensive repairs.

[@ronaldluning4010]

Make ai solve the problem.

[@MrCREWCRUSHIN95]

If your using FOSSIL FUELS- You don;t have to worry about this shite. Btw- the electricity to power your electric car is produced by Diesel engines..

[@sevencostanza3931]

Yes sadly this is true for many areas of the world but most use natural gas now anyways, not diesel. Also batteries need to improve a lot, which has not been happening, just tricking upwards in range every year by few miles is not enough.

[@jamesspencer641]

Not true. Diesel generation on the grid is almost non-existent. Only used to start up much bigger generators once in a great while. You must be thinking of natural gas.

[@emzee586]

Electricity crises created by electric cars. 🤔

[@truthhub7395]

Hey, Elon, how long until we can get our brain chips!?

[@user-bx6cj3tt6t]

Christina hicks..

[@joegeezly9613]

NUCLEAR ☢️