But it was Thiel’s thoughts on his friend Elon Musk that were arguably the most illuminating for those of us interested in the current collision of politics, business, and tech—especially since Thiel suggested Musk doesn’t actually believe in a lot of what he’s saying.

Tesla’s stock shot higher after Sunday’s launch of the EV maker’s eagerly anticipated — and recently delayed — robotaxi service in Austin, Texas.

The CEO’s embrace of nascent AI technology is a shift from the company’s early days when it used off-the-shelf technology for electric cars.