In 1940, President Roosevelt tapped William S. Knudsen to run the government's production of military equipment. Knudsen had spent a pivotal decade at Ford during the mass-production revolution, and was president of General Motors, when he was drafted as a civilian into service as a three-star general. Not bad for a Dane, born just ten minutes on bike from where I'm writing this in Copenhagen!
Knudsen's leadership raised the productive capacity of the US war machine by a 100x in areas like plane production, where it went from producing 3,000 planes in 1939 to over 300,000 by 1945. He was quoted on his achievement: "We won because we smothered the enemy in an avalanche of production, the like of which he had never seen, nor dreamed possible".
Knudsen wasn't an elected politician. He wasn't even a military man. But Roosevelt saw that this remarkable Dane had the skills needed to reform a puny war effort into one capable of winning the Second World War.
Do you see where I'm going with this? Elon Musk is a modern day William S. Knudsen. Only even more accomplished in efficiency management, factory optimization, and first-order systems thinking.
No, America isn't in a hot war with the Axis powers, but for the sake of the West, it damn well better be prepared for one in the future. Or better still, be so formidable that no other country or alliance would even think to start one. And this requires a strong, confident, and sound state with its affairs in order.
If you look at the government budget alone, this is direly not so. The US was knocking on a two-trillion-dollar budget deficit in 2024! Adding to a towering debt that's now north of 36 trillion. A burden that's already consuming $881 billion in yearly interest payments. More than what's spent on the military or Medicare. Second to only Social Security on the list of line items.
Clearly, this is not sustainable.
This is the context of DOGE. The program, lead by Musk, that's been deputized by Trump to turn the ship around. History doesn't repeat, but it rhymes, and Musk is dropping beats that Knudsen would have surely been tapping his foot to. And just like Knudsen in his time, it's hard to think of any other American entrepreneur more qualified to tackle exactly this two-trillion dollar problem.
It is through The Musk Algorithm that SpaceX lowered the cost of sending a kilo of goods into lower orbit from the US by well over a magnitude. And now America's share of worldwide space transit has risen from less than 30% in 2010 to about 85%. Thanks to reusable rockets and chopstick-catching landing towers. Thanks to Musk.
This is not what people expected at the time of the take over! Not only did many commentators believe that Twitter was going to collapse from the drastic costs in staff, they also thought that the financing for the deal would implode. Chiefly as a result of advertisers withdrawing from the platform under intense media pressure. But that just didn't happen.
Today, the debt used to take over Twitter and turn it into X is trading at 97 cents on the dollar. The business is twice as profitable as it was before, and arguably as influential as ever. All with just a fifth of the staff required to run it. Whatever you think of Musk and his personal tweets, it's impossible to deny what an insane achievement of efficiency this has been!
These are just two examples of Musk's incredible ability to defy the odds and deliver the most unbelievable efficiency gains known to modern business records. And we haven't even talked about taking Tesla from producing 35,000 cars in 2014 to making 1.7 million in 2024. Or turning xAI into a major force in AI by assembling a 100,000 H100 cluster at "superhuman" pace.
Who wouldn't want such a capacity involved in finding the waste, sloth, and squander in the US budget? Well, his political enemies, of course!
And I get it. Musk's magic is balanced with mania and even a dash of madness. This is usually the case with truly extraordinary humans. The taller they stand, the longer the shadow. Expecting Musk to do what he does and then also be a "normal, chill dude" is delusional.
But even so, I think it's completely fair to be put off by his tendency to fire tweets from the hip, opine on world affairs during all hours of the day, and offer his support to fringe characters in politics, business, and technology. I'd be surprised if even the most ardent Musk super fans don't wince a little every now and then at some of the antics.
And yet, I don't have any trouble weighing those antics against the contributions he's made to mankind, and finding an easy and overwhelming balance in favor of his positive achievements.
Musk is exactly the kind of formidable player you want on your team when you're down two trillion to nothing, needing a Hail Mary pass for the destiny of America, and eager to see the West win the future.
He's a modern-day Knudsen on steroids (or Ketamine?). Let him cook.
