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Stage Zero

The Elon Musk Podcast takes an in-depth look into the world of the visionary entrepreneur. From SpaceX's mission to colonize Mars, to the revolutionary underground transportation network of the Boring Company, to the cutting-edge technology of Neuralink, and the game-changing innovations of Tesla, we cover it all. Stay up to date with the latest news, events and highlights from the companies led by Elon Musk.

Elon Musk Podcast

The artificial intelligence firm Anthropic is preparing for a significant initial public offering that could take place as early as September or October 2026. To secure investor confidence ahead of this debut, the company has recently finalized a $9 billion infrastructure deal with Riot Platforms to expand its data center capabilities. While the organization faces challenges such as regulatory scrutiny and global competition, its tools are already demonstrating practical utility in the software engineering sector. This aggressive move toward the public market contrasts with competitors like OpenAI, which has focused on internal share buybacks rather than immediate listings. Ultimately, Anthropic aims to capitalize on its trillion-dollar potential by establishing itself as a dominant, publicly traded leader in the AI industry.

Anthropic's Nine Billion Dollar Power Grab

Meta has launched Muse Code, a terminal-based AI coding agent built to handle software-development tasks and compete with other major AI coding tools.

In this episode, we look at why the fight for developers is becoming one of the most important battles in AI. The companies that help people build faster may shape the next generation of software businesses.

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Meta Just Entered the AI Coding-Agent War

SK Hynix plans to spend $38 billion building two new memory-chip plants, a major bet on future demand for the hardware that powers AI systems.

In this episode, we break down why the AI race is not only about software. It is also a massive manufacturing story, where the companies building the underlying chips may hold enormous leverage.

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SK Hynix Is Betting $38 Billion on the AI Chip Boom

Software companies are rethinking their strategies as fears grow that AI could disrupt traditional subscription-software businesses.

In this episode, we explore why established software firms are under pressure to evolve. The question is no longer whether AI will change SaaS—it is which companies can reinvent themselves before customers find a faster alternative.

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The SaaS World Is Bracing for an AI Reckoning

A recent Government Accountability Office (GAO) report asserts that the Department of Government Efficiency (DOGE), led by Elon Musk, significantly exaggerated its financial impact on federal spending. Investigators found that the group’s "Wall of Receipts" included inaccurate data, such as claiming credit for lease cancellations that were already underway before the initiative began. The audit revealed that thousands of supposedly terminated contracts remained active, while other reported savings were mathematically overstated or entirely unverifiable. This congressional inquiry suggests that the Trump administration's claims of massive fiscal reform were built on unreliable metrics and lacked transparency. Consequently, the GAO recommends that the public be warned about the data-quality issues present on the official DOGE website.

GAO audit finds DOGE inflated budget savings

During Flight 13, the Starship upper stage achieved a successful soft splashdown, validating its thermal protection system, while the Super Heavy booster experienced a hard impact due to engine relight failures. 

Flight 14 marks a transition to orbital-class capability, featuring the first attempt to catch the returning ship using the "Mechazilla" launch tower arms. To support this mission, the Federal Aviation Administration is evaluating expanded contingency landing zones across the Pacific Ocean to ensure public safety during reentry. SpaceX is also implementing dual-flow logistics at its Texas facility to increase launch frequency and streamline the production of its Block 3 architecture. Ultimately, these documents detail the regulatory and engineering milestones required to transform Starship into a routine commercial asset.

Can SpaceX catch a Starship Falling From Orbit

Google is reorganizing DeepMind leadership as Demis Hassabis moves into a chairman role and other senior AI leaders depart to launch a new venture.

In this episode, we look at what happens when a company’s most important research division enters a new phase. The story is not just about titles—it is about talent, focus, and the race to lead the next era of AI.

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Google Just Reshuffled the Team Building Its AI Future

SpaceX delivered a blockbuster first earnings report, with quarterly revenue up sharply and Starlink driving much of the growth. But investors focused on a much bigger number: the company’s enormous AI spending.

In this episode, we unpack the collision between huge AI ambitions and short-term investor expectations. SpaceX may be growing fast, but the market is asking a tougher question: how quickly can massive infrastructure spending turn into durable returns?

It is a sharp reminder for founders and business leaders that growth alone is not enough. When investment runs far ahead of proof, even strong results can trigger a backlash.

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SpaceX’s AI Spending Just Spooked Wall Street

Eli Lilly raised its full-year outlook after strong demand for its diabetes and obesity treatments drove a major jump in revenue and profit.

In this episode, we look at how GLP-1 drugs have become one of the most important growth engines in health care—and why the competition to own this market is only getting fiercer.

The bigger story is what happens when one product category grows so fast that it reshapes an entire company’s strategy, valuation, and future.

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Eli Lilly’s Weight-Loss Boom Is Rewriting Big Pharma

Disney reported higher revenue, stronger streaming profits, and continued momentum from its parks and cruise business. Then it added an unexpected twist: a new partnership with TikTok designed to bring more short-form, creator-driven content into the Disney ecosystem.

In this episode, we explore what happens when one of entertainment’s biggest legacy brands leans into the culture and format of the internet. Disney is not simply chasing attention—it is testing a new path between premium content, creator culture, and streaming distribution.

The bigger lesson is that established companies cannot rely on their old distribution models forever. The winners will be the brands that can protect their value while adapting to where audiences are actually spending time.

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Disney and TikTok Are Rewriting the Streaming Playbook

Disney has agreed to sell its stake in A+E Global Media to Hearst, giving Hearst full ownership of brands including A&E, History, and Lifetime. The move reflects Disney’s effort to reduce its exposure to traditional cable television as the media landscape continues to shift.

In this episode, we look at why big media companies are reshaping their portfolios and what this deal says about the changing value of legacy television assets.

The larger takeaway is simple: even iconic companies have to decide what businesses no longer fit the future they are building. Strategic focus often means letting go of familiar brands to make room for the next chapter.

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Disney’s $1.2 Billion Exit Signals the End of an Old Media Era

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