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Elon Musk and the electric (VTOL supersonic jet) plane that could
Elon Musk is a lot of things to a lot of people, but there’s something very interesting about him that drives most others: If he thinks something is worth improving, there’s more than a coin’s toss of a chance he’s going to make a go of it.
Now, Musk is a fantastically creative guy and all, but I’m not here to shower him with accolades (today anyhow). I’m setting the stage to discuss the next so-called improbable thing he might take on in the near future.
“I have an idea for a vertical takeoff and landing supersonic jet.”
— Elon Musk, every time the subject of electric planes comes up, to include almost never using the VTOL abbreviation for some reason that’s probably very unimportant. —
At this point, I’ve seen a few video montages of our serial entrepreneur saying this very thing word-for-word without fail to the point that it’s amusing. Wait, that’s not totally correct. In Musk’s Iron Man 2 cameo, he tells the (fake) Tony Stark that he (the real Tony Stark) has an idea for (just) an electric jet. I’m not sure if I cringe at the scene because it’s so awkward or because he went off-script on the plane’s usual description, but I digress.
Following Musk’s lead, the Tesla crowd has jumped on this electric plane idea a few times now, hashing out the particular advantages and hiccups that would be involved in battery-electric flight. It turns out that, along with reductions in carbon emissions (air travel is estimated to globally contribute 12% of the transportation-based carbon being pumped into the atmosphere), electric planes are fairly cost-effective even with the current state of battery technology.
Swapping Jet A (kerosine plane fuel) for a battery can bring a reduction of 60-80% in operating costs, 80% lower emissions and noise, and a 40% reduction in runway needs (not including VTOL), according to numbers crunched by one of the startups in the nascent electric aviation industry, Zunum Aero. Also, around 75% of all flights are domestic, and out of those, around half are under 700 miles and 20% are under 350 miles. Those mileage stats work out very well for current electric aircraft hopefuls as their planes have proposed travel distances of around 350-700 miles.
A few companies have thrown their hats in the ring along with Zunum Aero such as Airbus/Siemens, Eviation, and BYE Aerospace, but one has specifically cited Tesla as an inspiration for its business model. Los Angeles-based Wright Electric announced plans last year to bring to market a 9-seat electrified aircraft with a range of at least 340 miles, covering a distance of nearly 44% of all flights. CEO Jeff Engler spoke with Teslarati about Wright’s development plans last July:
“Our plan is similar to the Tesla approach, in the sense that they started with the Roadster and then scaled up to larger more mass market vehicles. Our first plane to market will be a premium aircraft meant to travel short distances with a small number of passengers… perfect for intercity flights and recreational activities like skydiving. This initial program is the springboard for development of larger longer-range aircraft.”
With so many players already on board with electric flight, the next question then becomes whether Elon Musk is still interested in developing an electric vertical takeoff and landing supersonic jet. He’s led on so much technology already, perhaps word has finally gotten out on the (global) street that it’s okay to be stubborn about making big changes where they’re needed.
He’s certainly still thinking about it at least. Last week the CEO had a discussion about the concept on Twitter (Musk’s go-to idea playground), commenting that while yes, electric planes are possible, the range is still too limited. Battery density is the hangup, and they need about 400 Wh/kg energy density or better to really be viable.
Tesla’s current battery density is about 250 Wh/kg (300 Wh/kg on a high cycle), but their recent acquisition of Maxwell Technologies could indicate some serious progress in that direction is around the corner. The new Tesla addition is known to use dry electrodes to reach higher levels of energy density and has identified a “path” to reaching 500 Wh/kg. Or in other words, Maxwell and Tesla together could make electric planes a commercially viable idea.
On Musk’s infamous sit-down with Joe Rogan last September, however, he kind of dismissed the idea for the near future. “I have a lot on my plate,” he explained on the podcast. “The electric airplane isn’t necessary right now. Electric cars are important. Solar energy is important. Stationary storage of energy is important. These things are much more important than creating an electric supersonic VTOL.”
Let’s assume for a minute that he’s definitely going to go for it. Maybe Musk gets stuck at an airport one day because his plane can’t take off thanks to a late fuel tanker delivery or something. The tweet storm we’d see might go something like…
The question then becomes what, exactly, is Musk’s idea? This talk about the technology needing energy density is great and all, but as seen with Wright Electric and similar ventures, regional air travel is doable without Tesla’s shock-jock-of-sorts guiding the way.
Musk seems hung up on the “supersonic” aspect that no one’s really talking about, but supersonic passenger jets haven’t been around since Concord waved goodbye in 2003, and sonic boom complaints are an inescapable matter of physics (as are all complaints, really). Also, I highly doubt he’s thinking air taxis, although Uber has a foot in that door and he’s taking them on with the Tesla Network eventually.
What do you think Musk has in mind? And, whatever his idea…will he actually do it? Let me know in the comments below!
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Elon Musk
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
SpaceX has secured an option to acquire Cursor AI for $60 billion ahead of its historic IPO.
SpaceX announced today it has struck a deal with AI coding startup Cursor, securing the option to acquire the company outright for $60 billion later this year, while committing $10 billion for joint development work in the interim. The announcement described the partnership as building “the world’s best coding and knowledge work AI,” and comes just days after Cursor was separately reported to be raising $2 billion at a valuation above $50 billion.
The move makes strategic sense given where each company currently stands. Cursor currently pays retail prices to Anthropic and OpenAI to the same companies competing directly against it with Claude Code and Codex. That means every dollar of revenue Cursor earns partially funds its own competition. With SpaceX bringing computational infrastructure to the Cursor platform, that could reduce Cursor’s dependence on OpenAI and Anthropic’s Claude AI as its providers. Access to SpaceX’s Colossus supercomputer, with compute equivalent to one million Nvidia H100 chips, gives Cursor the infrastructure to run and train its own models at a scale it could never afford independently. That one change restructures the entire unit economics of the business.
Elon Musk teases crazy outlook for xAI against its competitors
Cursor’s $2 billion in annualized revenue and enterprise reach across more than half of Fortune 500 companies gives SpaceX something its xAI subsidiary currently lacks, which is a proven, fast-growing software business with real enterprise distribution.
For Cursor, SpaceX’s $10 billion in joint development funding is transformational. Cursor raised $3.3 billion across all of 2025 to reach that $2 billion in revenue. A single $10 billion commitment from SpaceX, even as a development payment rather than an acquisition, dwarfs everything Cursor has raised in its entire existence. That capital accelerates product development, enterprise sales infrastructure, and proprietary model training simultaneously.
The timing is deliberate. SpaceX filed confidentially with the SEC on April 1, 2026, targeting a June listing at a $1.75 trillion valuation, in what would be the largest public offering in history. The company is expected to begin its roadshow the week of June 8, with Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley serving as underwriters. Adding Cursor to the portfolio before that roadshow gives IPO investors a concrete enterprise software revenue story to price in, alongside rockets and satellite internet.
The deal also addresses a weakness that became visible after February’s xAI merger. Several xAI co-founders departed following that acquisition, and SpaceX had already hired two Cursor engineers, signaling where its AI talent strategy was heading. Cursor, for its part, faces a pricing disadvantage competing against Anthropic’s Claude Code.
Whether SpaceX exercises the full acquisition option before its IPO or after remains the open question. Either way, this deal reshapes what investors will be buying into when SpaceX goes public.
Elon Musk
Tesla is sending its humanoid Optimus robot to the Boston Marathon
Tesla’s Optimus robot is heading to the Boston Marathon finish line
Tesla’s Optimus humanoid robot will be stationed at the Tesla showroom at 888 Boylston Street in Boston, right along the final stretch of the Boston Marathon today, ready to cheer on runners and pose for photos with spectators.
According to a Tesla email shared by content creator Sawyer Merritt on X, Optimus will be at the Boston Boylston Street showroom on April 20, coinciding with Marathon Monday weekend. The Boston Marathon finishes on Boylston Street, and the surrounding area draws hundreds of thousands of spectators along with international broadcast coverage. Placing Optimus there puts it in front of a massive public audience at zero advertising cost.
Just got this email. @Tesla’s Optimus robot is coming to Boston.
“Join us from April 19 to 20, 2026, at Tesla Boston Boylston Street showroom to meet Optimus, our humanoid robot, for Marathon Monday. Optimus will be cheering with you on the sidelines and posing for photos.” pic.twitter.com/chxoooO2xV
— Sawyer Merritt (@SawyerMerritt) April 18, 2026
The Tesla showroom is at 888 Boylston Street, between Gloucester Street and Fairfield Street. The final mile of the marathon runs directly along Boylston Street, with runners passing the big stores before reaching the finish line at Copley Square.
Optimus was first announced at Tesla’s AI Day event on August 19, 2021, when Elon Musk presented a vision for a general-purpose robot designed to take on dangerous, repetitive, and unwanted tasks. In March 2026, Optimus appeared at the Appliance and Electronics World Expo in Shanghai, where on-site staff stated that mass production of the robot could begin by the end of 2026. Before that, it showed up at the Tesla Hollywood Diner opening in July 2025 and at a Miami showroom event in December 2025.
Tesla’s well-calculated display of Optimus gives the public a low-pressure first encounter with a robot that Tesla is preparing to soon deploy at scale. The company has previously indicated plans to manufacture Optimus robots at its Fremont facility at up to 1 million units annually, with an Optimus production line at Gigafactory Texas targeting 10 million units per year.
Tesla showcases Optimus humanoid robot at AWE 2026 in Shanghai
Musk has said that Optimus “has the potential to be more significant than the vehicle business over time,” and separately that roughly 80 percent of Tesla’s future value will come from the robot program. Whether that holds depends on production execution. For now, Boston gets a preview of what that future looks like, standing at the finish line on Boylston Street while 32,000 runners pass by.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
