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Elon Musk talks AI, free speech with Israel PM Benjamin Netanyahu
Israel Prime Minister Benjamin Netanyahu met with Tesla CEO Elon Musk on Monday in a live-streamed conversation on subjects like artificial intelligence (AI), free speech, and more. Most prominently, the two parties discussed the emerging landscape of AI and how to mitigate potential risks from the technology.
Netanyahu live-streamed the roughly 40-minute conversation, which took place in San Francisco, California, on X on Monday morning. The meeting was a part of a series of discussions Netanyahu plans to have with world AI leaders.
During the conversation, Netanyahu asked Musk how he thought the global rewards of AI could be maximized while minimizing its potential risks.
“I’ve actually met with a number of world leaders to talk about AI risk, because I think for a lot of people, unless you’re really invested in the technology, you don’t know just how significant the risk can be,” Musk responded.
Elon Musk: AI poses a ‘civilizational risk’ if not regulated
Musk and Netanyahu also discussed various applications of AI, including potential uses like senior care and precision agriculture. Additionally, Musk noted that AI might look different than some people imagine, highlighting the massive, heat-producing data centers required to power artificial general intelligence (AGI) systems.
“If you see a movie like, say, Terminator, the intelligence appears to be in the robot,” Musk said. “But actually, the intelligence is in large data centers, large server centers. And you see some of these data centers, you just see computers, like, you can practically see the curvature of the Earth. That’s how long the corridors are.”
Musk described the “gigantic, massive warehouses” that are needed to house these kinds of servers, saying that, in some cases, these buildings could hold hundreds of thousands of computers. He went on to explain that this is what would be needed for “extreme digital superintelligence.”
Hundreds of protestors also gathered outside the San Francisco meeting, criticizing Netanyahu’s recent judicial overhaul plan, which seeks to cancel a key “reasonableness standard” in the country. When the meeting was first announced, Musk said he got “the most amount of negative pushback from people at Tesla about this interview than anything else” he has done in the past.
In the meeting, Netanyahu also asked Musk to condemn anti-semitism within the confines of free speech, commenting that free speech was a “foundational” part of democracy. The question came after the Tesla CEO threatened to sue the Anti-Defamation League in recent weeks over a study claiming that X has seen a rise in hate speech since Musk took over.
“I hope you find within the confines of the First Amendment, the ability to stop not only anti-semitism, or roll it back as best you can, but any collective hatred of a people that anti-semitism represents,” Netanyahu said. “And I know you’re committed to that, and I hope you succeed in it. It’s not an easy task, but I encourage you and urge you to find the balance — it’s a tough one.”
“I’m sort of against attacking any group,” Musk responded. “Doesn’t matter who it is, I’m in favor of that which furthers civilization and which ultimately leads us to become a space-faring civilization, where we understand the nature of the universe.”
“We can’t do that if there’s a lot of infighting and hatred and negativity, so obviously I’m against antisemitism,” Musk added.
Following the one-on-one meeting, Netanyahu and Musk also had an AI roundtable discussion with OpenAI President Greg Brockman and MIT physicist Max Tegmark, which was also streamed on X.
You can watch the full conversation between Israel’s Prime Minister Benjamin Netanyahu and Tesla CEO Elon Musk below on X, or watch the roundtable discussion on AI here.
LIVE: Speaking with @elonmusk about how we can harness the opportunities and mitigate the risks of AI for the good of civilization. https://t.co/XiAQwOXzcP
— Benjamin Netanyahu – בנימין נתניהו (@netanyahu) September 18, 2023
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Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
News
Tesla FSD (Supervised) is about to go on “widespread” release
In a comment last October, Elon Musk stated that FSD V14.2 is “for widespread use.”
Tesla has begun rolling out Full Self-Driving (Supervised) V14.2, and with this, the wide release of the system could very well begin.
The update introduces a new high-resolution vision encoder, expanded emergency-vehicle handling, smarter routing, new parking options, and more refined driving behavior, among other improvements.
FSD V14.2 improvements
FSD (Supervised) V14.2’s release notes highlight a fully upgraded neural-network vision encoder capable of reading higher-resolution features, giving the system improved awareness of emergency vehicles, road obstacles, and even human gestures. Tesla also expanded its emergency-vehicle protocols, adding controlled pull-overs and yielding behavior for police cars, fire trucks, and ambulances, among others.
A deeper integration of navigation and routing into the vision network now allows the system to respond to blocked roads or detours in real time. The update also enhances decision-making in several complex scenarios, including unprotected turns, lane changes, vehicle cut-ins, and interactions with school buses. All in all, these improvements should help FSD (Supervised) V14.2 perform in a very smooth and comfortable manner.
Elon Musk’s predicted wide release
The significance of V14.2 grows when paired with Elon Musk’s comments from October. While responding to FSD tester AI DRIVR, who praised V14.1.2 for fixing “95% of indecisive lane changes and braking” and who noted that it was time for FSD to go on wide release, Musk stated that “14.2 for widespread use.”
FSD V14 has so far received a substantial amount of positive reviews from Tesla owners, many of whom have stated that the system now drives better than some human drivers as it is confident, cautious, and considerate at the same time. With V14.2 now rolling out, it remains to be seen if the update also makes it to the company’s wide FSD fleet, which is still populated by a large number of HW3 vehicles.
Tesla analyst maintains $500 PT, says FSD drives better than humans now
SpaceX Starship Version 3 booster crumples in early testing
