Making Sense - Sam Harris - October 09, 2026


#497 — The Confidence Man

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Guests
Mentioned
#496 — The Oldest Lie

Episode Stats


Length

21 minutes

Words per minute

176.94

Word count

3,884

Sentence count

203


Transcript

Transcript generated with Whisper (turbo).
Hosts, guests, and mentioned names generated with spaCy (en_core_web_sm), reconciled against Wikidata.
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00:00:24.580 I am here with Alex Gibney.
00:00:26.560 Alex, great to see you again.
00:00:28.300 Good to see you, Sam.
00:00:29.060 I've turned the tables on you. Last time you were talking to me, now I'm talking to you.
00:00:33.720 Yeah, it's your turn.
00:00:35.380 Well, so we're going to talk about that project. You have this new documentary on Elon Musk,
00:00:40.140 titled Musk, which at the time we release this will be out in theaters everywhere,
00:00:45.440 and then eventually on HBO. I got to think my audience is pretty deeply familiar with your
00:00:50.900 work. You are on the very short, maybe two or three fingered list of most famous documentarians
00:00:57.600 in America at this point. You made Going Clear about Scientology, The Inventor about Elizabeth
00:01:03.600 Holmes, The Armstrong Lie about Lance Armstrong, Enron, The Smartest Guys in the Room about Enron,
00:01:08.880 that debacle. You made many other films, but the ones I just mentioned really focus on some
00:01:15.220 very selfish and deluded people creating a fair amount of harm. And that is a theme in your
00:01:21.420 current effort. It sounds like a segue. Yeah. It sounds like a segue.
00:01:23.920 So I've seen the film. You sent me a link to a screener and it's four hours long. It's really great. And I can tell you about my experience watching it in a minute. But I have to think it was hard to cut down even to that length. And I'm wondering why you didn't decide to do a 10-part series or a format like that, which would have given you even more time.
00:01:48.540 It's a good question.
00:01:49.720 I mean, ultimately, I think we decided that for all sorts of reasons that we would explore
00:01:55.940 a theatrical release, a kind of immersion in a theater.
00:01:59.980 That's the way it was originally planned.
00:02:02.180 And actually, I had a version of the film in the spring of 2024 that was virtually done,
00:02:09.260 a two-hour version.
00:02:10.820 We were going to release for the fall festivals, but then Trump was nearly assassinated.
00:02:15.460 Elon Musk hitched his wagon to Trump and my pals at HBO said, you're not done. Keep going. And so
00:02:23.660 it reminded me a little bit of a comment that it's in the longer version of the film that
00:02:29.340 Elon Musk said. It said, they say, if you're going to hell, keep going. Or if you're going
00:02:33.120 through hell, keep going. So I kept going. Well, yeah. So that's a very interesting
00:02:38.480 starting point because so you started this film really kind of back in the time where
00:02:44.340 somewhat analogous to Walter Isaacson's biography, right? I mean, he wrote this
00:02:48.680 five, 600-page essentially hagiography of Elon, which predates virtually all of the controversy
00:02:56.180 of him lurching into right-wing politics and his misadventures on Twitter. And so things just
00:03:03.020 started to get interesting after you had, in some sense, finished your film. Obviously,
00:03:08.260 you don't totally align with Isaacson's effort. I mean, you were covering the Twitter stuff from
00:03:12.640 the beginning. But what was your perception of Elon when you started the project and how did that
00:03:20.560 change? I mean, are there really two different Alex Gibneys associated with this project?
00:03:26.080 Well, there is a place where I started and there is a place where I ended up.
00:03:29.560 I wouldn't say they're two different Alex Gibneys. And it was interesting, the debate
00:03:34.000 that we had always about Elon was, did he change in some radical way or did a part of his personality
00:03:43.560 simply become more exaggerated? It was a debate we were constantly having. Because when I entered
00:03:48.580 the story, I owned a Tesla Powerwall at home. I had Tesla solar panels on my house. And I found
00:03:56.140 him to be a kind of intriguing sort of maverick inventor. Now, he was starting to go off the rails
00:04:01.200 you know prior to this project starting you know there was the pedo guy episode with the
00:04:07.060 with the diver who's trying to rescue the Thai cave kids and and Twitter well Twitter hadn't
00:04:13.400 really happened yet that was 2023 so I was intrigued by him and when I was approached
00:04:18.500 to do a doc about him I wasn't sure actually I really wanted to do it but a friend of mine said
00:04:23.760 no no no you should do it it's about 21st century power and he was accreting a lot of power even
00:04:29.420 then. He was at the time the richest man in the world. So I dug in in part because he had a
00:04:35.920 similarity to some of the characters that I had looked at in the past. And so I just thought I'd
00:04:43.840 start and see where the journey took me. I didn't really think it was going to take me here, but it
00:04:49.160 did. So yeah, I found the experience watching it a little disorienting because you cover all of
00:04:58.260 the years of his public life really. And some considerable portion of that period, I was friends
00:05:04.160 with him, but I wasn't, and I should say if I haven't already, that you interviewed me for the
00:05:09.820 film and so I'm in there to some extent. And I think when you interviewed me at the time, I was
00:05:16.960 more on the side of thinking that Twitter and his, you know, his engagement with his own algorithm
00:05:23.380 them and kind of growing fame and wealth and power had deranged him more than revealed him,
00:05:29.280 right? Because I find this guy unrecognizable. But in watching your film, so much of the footage
00:05:37.140 is contemporaneous with my friendship with him. And I realized I wasn't watching most of his
00:05:42.460 press coverage at all. I mean, so I was having a private experience with the guy, but I wasn't
00:05:48.060 seen so much how he was showing up in public, and I certainly didn't see him in all of his roles
00:05:54.140 in life, right? So I was not seeing him as a bully and a narcissist and a fame and power-seeking
00:06:02.640 monster of any kind, really. And yet some of that evidence was available had I been watching the
00:06:12.280 footage that is in your film. And I want to go into, I mean, I certainly want to go in, I want
00:06:17.440 to be as fair as we can be to Elon here. And I want to explore, you know, whether you're as fair
00:06:23.080 as you should be in your film. Sure. But before we dive into it, what's been the experience of
00:06:29.480 making the film and releasing the film and dealing with any pushback from Elon? Has this
00:06:35.040 been a kind of a standard documentarian's story or has this been an unusual experience for you?
00:06:42.820 Well, it's been both unusual and to some extent, par for the course. I mean, there are a lot of films I started where I didn't have access to the central subject, even though they were the central subject. Elizabeth Holmes never sat down for an interview with me. I found a workaround in that case. You know, in the case of Lance Armstrong and Elliot Spitzer, I spent a lot of time with them.
00:07:04.060 The Enron guys never sat down with me, though I did get some high-ranking Enron executives. So that aspect was always a little, you never exactly know how it's going to work out. I had some exchanges with Julian Assange, but he never agreed to a sit-down interview.
00:07:18.780 The thing that was odd about this one was, you know, there was a producer on my team, Jesse Dieter, who had worked on two docs with Elon. And so we had an actual entree to him. And Jesse wrote him a number of letters, you know, that were convivial and urged him.
00:07:34.940 But his exchange with me was very frontal and it was, you know, I mean, it's chronicled in the film, but his response to our entreaties was to go on Twitter and say, Gibney is a douche.
00:07:49.520 And this was just at the first mention that you were making the film in the first place, the first time around?
00:07:54.080 Not exactly. There had been an earlier mention of it where he said it was a hit piece, but this was a second mention, I think accompanied by our invitation. Because of course I wanted him to be interviewed. That was my initial instinct. So yeah, but it was early. And I was guessing at that point that I probably wasn't going to get the interview with Elon that I had hoped for. So I just tweeted back, douche. And that was the end of our exchange.
00:08:24.080 And then, you know, I faced a bigger problem, which is how do you get to the heart of a portrait of a person without the central person participating?
00:08:32.700 But I'd been there before, so I just had to go through the journey and see how it turned out.
00:08:38.960 Were there people who had a lot to say but weren't willing to go on camera to say those things?
00:08:45.060 Yes. A lot of them either were close to Elon and didn't get his permission, or there were people who knew Elon reasonably well from a workplace standpoint. Some were inclined toward him, some weren't, but they were all terrified of appearing on screen because they were afraid that Elon might sue them or there would be other professional repercussions.
00:09:09.100 And I think also among the higher echelons of either Silicon Valley investors or executives, you know, there's kind of a club. You don't speak out against other people. The one exception to that rule appears in the film, Reid Hoffman.
00:09:22.020 Yeah. But that was kind of like, well, I'll talk to you off the record or on background. And some of that conversation was useful, but I found it, particularly for the men who always like to be big, swaggering characters in real life or in public life, you know, when it came to appearing on this documentary, shriveled into the shadows.
00:09:43.760 right right so did you reach out i mean so i guess since elon took the position that the film
00:09:50.160 was going to be a hit piece early on no one who would who still counts themselves among his friend
00:09:56.040 group would be inclined to have have sat down with you because they would feel they were betraying a
00:10:01.280 friend there even even just to sing his praises in that context yeah and i found that odd i mean
00:10:06.100 there was a one person i'm thinking of in particular i went to who i know rather well
00:10:10.980 and it was friends with Elon.
00:10:12.900 And he said, come on, sit down with me just off the record,
00:10:15.900 you know, because, and tell me how great Elon is, you know,
00:10:18.720 just give me your view, your perspective,
00:10:21.080 so that it's something that I can take into account.
00:10:24.340 He said, I would never betray a friend like that.
00:10:26.900 I thought that, that seems odd.
00:10:28.340 Like, why would you, why would you take that stance?
00:10:32.140 Why wouldn't you stick up for your friend
00:10:35.920 by telling me how great he was?
00:10:37.620 But he refused to talk to me.
00:10:40.980 Well, you essentially make the case in the film that Elon is a con man of sorts.
00:10:46.980 I mean, he's not, he's by no means a standard con man because he accomplishes so much.
00:10:52.600 So if you compare him to someone like Elizabeth Holmes, about whom you also made a film,
00:10:58.180 in that case, I mean, it's still not entirely clear to me just how fully she was a fraud.
00:11:04.380 I mean, I have to think in the very beginning, she demonstrated enough understanding of the
00:11:08.820 relevant biology so as to entice her professors at Stanford to support her. But it did seem that
00:11:15.120 in the end she had this black box that was not doing much of anything. No. And it really wasn't.
00:11:22.200 It was called the Edison, who, by the way, was in his own way a kind of huckster,
00:11:27.260 you know, though he did really invent stuff, but he did exaggerate his accomplishments a lot.
00:11:32.000 Yeah. Yeah. Yeah. So Elizabeth Holmes was engaged in the end in a kind of elaborate
00:11:38.560 fraud. I mean, Elon has transformed multiple industries and he's, I mean, you make it clear
00:11:46.860 that he is a self-mythologizer and a liar. And we can sort of go through the evidence for all of
00:11:53.400 that as we get deeper into your film. But at a minimum, he is an amazing entrepreneur and
00:12:01.160 industrialist in the sense of being able to recruit brilliant people, you know, mostly
00:12:05.820 engineers who can really build stuff. And he's, I mean, he transformed the electric car industry
00:12:10.940 and I mean, resurrected it or even beyond resurrecting it. He transformed it into something
00:12:16.460 that it never was, which is, you know, some of the most desirable cars in the world are now electric
00:12:23.340 because he built them. I mean, he was built, he built a, you know, with the Model S, he built a
00:12:27.620 four-door sedan that, that outperformed Lamborghinis and Ferraris on the racetrack, right? So, I mean,
00:12:32.460 That was something real, and so it is with SpaceX.
00:12:36.420 I mean, he's put more satellites into orbit than the rest of humanity combined, right?
00:12:42.580 So it's hard to simply call him a fraud, and yet there's so much evidence of fraudulence
00:12:50.400 and deception and dishonesty here.
00:12:53.760 Again, this is something that I've learned only after falling on the wrong side of him
00:12:59.600 as a former friend.
00:13:01.080 but how do you resolve that tension as a, as a storyteller?
00:13:06.800 Well, you're right that he's not Elizabeth Holmes. Elizabeth Holmes didn't have a product,
00:13:10.080 you know, that box, as we discussed, it was, it was a joke. And you're right. He,
00:13:15.140 he was a, well, and is a great industrialist in some ways. I mean, you know, let's acknowledge
00:13:20.640 some of his superpowers. You know, he had an extraordinary determination to succeed.
00:13:24.820 He put his money where his mouth was. He turned out to be an incredible money raiser. Now,
00:13:30.280 later on when we get to the other side i'll describe some of the fraudulent ways he raised
00:13:35.560 money but he really did raise a lot of money and also at both of those key companies tesla and
00:13:41.240 spacex he created a sense of mission that i think did attract an extraordinary number of very
00:13:47.240 talented engineers and executives and there's a woman now who runs spacex really gwynne shotwell
00:13:53.640 who was critical and i also interviewed a you know a guy who was there at the foundation well i
00:13:58.440 interviewed two people who were at the foundation of both companies, both interesting in many ways,
00:14:03.120 but, you know, on the SpaceX side, he attracted a lot of, you know, extraordinary engineers,
00:14:08.760 and he got it done. You know, Tesla became a going concern and really helped to push other
00:14:17.040 car companies around the planet to succeed. Now, I think a lot of companies have since eclipsed
00:14:22.680 tesla because elon took his eye off the ball and for a lot of other reasons but to say that that he
00:14:29.560 really launched it he wasn't the first in fact in many important ways he was almost always the
00:14:34.980 second to do something but he he managed a a way forward that really was propulsive in a way that
00:14:43.700 was massively successful you can't take that away from him that's a fact so what has he actually
00:14:49.660 lied about i don't know if you want to organize this that your your thoughts on this you might
00:14:56.340 track through the specific companies i don't know how i don't know how you want to enter it
00:15:00.180 i think the best way is is to look at tesla because that's kind of where we started
00:15:04.260 and i think also the best way to understand this is it's kind of there's the self mythologizing
00:15:10.900 we could start there and then we can start with tesla the company and how he was able to get
00:15:16.780 money for it. Because in order to get money for it, he had to go to the stock market. And in order
00:15:21.500 to get to the stock market, he had to exaggerate certain aspects of the company in ways that were
00:15:26.940 deeply fraudulent. But let's start with the founding of Tesla. Because Elon Musk is not
00:15:31.100 the founder of Tesla. The founder of Tesla was a guy named Martin Eberhardt and his partner,
00:15:35.640 Mark Tarpening. But they were the ones who came up with the essential technology, the lithium-ion
00:15:42.600 battery pack that gave the cars so much torque i mean that's why they were faster or or had
00:15:49.800 greater acceleration the lamborghini yeah and also they had the business model laid out in
00:15:56.280 their original plan for tesla which was start at the high end of the market you know get people
00:16:01.000 excited about the car because before that time you know electric cars were mostly like sewing
00:16:05.560 machines on wheels right yeah but but get people excited about the car and then and it's expensive
00:16:11.360 initially, but then as more people start to like it, you can drive costs down as you increase your
00:16:17.120 market share. So all of that was done by Martin and Mark initially. Elon comes in as an investor
00:16:23.660 and he's spending most of his time at SpaceX. But somewhere along the line, as Tesla began to
00:16:30.620 succeed, Elon bristled over this idea that he wasn't getting as much credit for the company as
00:16:36.540 Mark and Martin. And ultimately, he pushed Martin out of the company. And in a lawsuit where Martin
00:16:43.000 tried to claw back what he felt he was owed, Elon would only agree to settle the lawsuit
00:16:48.480 when Martin agreed to say that Elon was what he wasn't, which was a founder of Tesla.
00:16:53.620 Now, that's kind of an odd moment. Of course, we can all agree that CEOs are credit hogs.
00:16:58.680 But I think to insist in a document that there is a kind of foundational lie at the heart of who you are is an interesting moment because it starts the mythologizing that Elon Musk is not an investor, he's an inventor.
00:17:14.920 And that would become the essence of the pitch that he would use with people in order to shower him with really high stock valuations based on what he was going to deliver in the future, but way out of proportion to the kind of pitiful economic fundamentals that the company for much of its time evidenced.
00:17:36.120 So there's that. And then starting with Tesla, there's an interesting moment of which I discovered by talking to a few people and they pointed me to a video, which was a kind of a demonstration, a sort of Steve Jobs-like demonstration where he's demonstrating something called the battery swap.
00:17:51.480 And, you know, we can all agree that the first question that anybody asks you, if you drive an electric car, and I do drive one, it's not a Tesla, it's a Polestar.
00:18:00.080 But, you know, the first question people ask me is what's the range?
00:18:03.420 Because it's like, even though most people only drive 15 to 20 miles a day, nevertheless, that's the obsession that people have.
00:18:11.440 So, okay, if you could solve the range problem of a car, of an electric car, that would be great.
00:18:17.360 So Elon comes up with this technique for a battery swap where, and he has a big demonstration with a BMW on one side pulling up to a gas tank and then a Tesla coming into some sort of vague opening in the floor.
00:18:32.240 And the idea is that you can swap out a Tesla battery faster than you can fill up a BMW with gas.
00:18:38.880 Yeah.
00:18:39.400 Well, that would be, that would fix everything, right?
00:18:42.940 And he demonstrates this, and you think, whoa, he's just solved the essential problem of
00:18:48.580 the electric car.
00:18:50.140 Then he says he's going to launch these things all over California, and he does have a battery
00:18:54.540 swap station.
00:18:56.240 But it turns out that no swaps ever occur.
00:18:59.780 And also, the whole swap idea ends up being preposterous because, you know, a Tesla battery
00:19:05.720 weighs over 1,000 pounds.
00:19:08.000 And when it comes out of the factory, it's covered with sealant.
00:19:10.720 everybody's scratching their heads. It's like, what's this all about? Well, it turned out he
00:19:14.680 was reward hacking a peculiar program in California that said, in effect, if you can
00:19:20.520 demonstrate just once, you know, an extraordinary efficiency of electric cars will give you a
00:19:25.740 massive subsidy. So he was doing it for the subsidy and it was a con because it didn't
00:19:32.700 really intend to do it. He just intended to satisfy the conditions of the subsidy and then move on.
00:19:39.600 Yeah, well, so much of the story of Tesla and SpaceX's success is a story of government loans and subsidies, which makes his depredations running Doge all the more hypocritical and galling, which we'll get to.
00:19:56.320 But I mean, there, there still is this bit about there being a blurry boundary between faking it until you make it or just, just, um, you know, just being optimistic about your, your own prospects and actual fraudulence, right.
00:20:13.460 Actually being a con artist.
00:20:15.560 I mean, so like, and, and you spend some considerable time on this piece and in the film, the, the claims about self-driving.
00:20:23.920 Yes.
00:20:24.400 Which, again, I really had a front row seat for a lot of this. I mean, I saw what he was claiming. I owned a Model S. I saw what it could do. And, you know, I think he's admitted that he's been overly optimistic in the timeframe he's always put out there, you know, perhaps only retrospectively aware of that.
00:20:44.980 And you can, there's a lot of footage of him, you know, confidently saying at the end of this year, we'll have full autonomy and it's, it's 2017 or whatever.
00:20:52.780 Right.
00:20:53.040 But, um, well, let's just stipulate that at some point, Tesla will get to perfect, whatever there's level five, you know, autonomy in its cars.
00:21:02.180 It just won't, wasn't in 2017.
00:21:04.620 What are you inclined to say about that being a fraud or just a kind of the carnival barker's path to opening a genuinely thrilling carnival?
00:21:16.840 Members can hear the full conversation by subscribing at SamHarris.org.
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00:21:26.000 I think what Elon Musk did at USAID, in that kind of performative cruelty,
00:21:30.420 because, you know, he was warned about the effects of this and went ahead and did it anyway.
00:21:34.900 And honestly, you can have a debate about whether or not we want foreign aid,
00:21:39.020 but it was the instant cutting of it, where they were literally stopping food
00:21:44.080 that had already been paid for going to starving children.
00:21:47.000 Literally burning that food up.
00:21:55.080 You