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Elon Musk talks AI, free speech with Israel PM Benjamin Netanyahu

Credit: Benjamin Netanyahu | X

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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

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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.

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“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.

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What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk reveals big plans for Tesla Optimus at the Supercharger Diner

Will Optimus deliver my Tesla Club on roller skates? I’m hopeful.

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Credit: Elon Musk | X

Elon Musk revealed on X on Wednesday that Tesla Optimus will soon be getting a job at the Supercharger Diner in Los Angeles, and its role will be right on par with what we believed the humanoid bot would be perfect for.

While Optimus was spotted serving popcorn at the Diner on Monday as it opened for the first time, that’s its only job, at least for now. Musk said Optimus will be getting a promotion in 2026, and it will be a food runner, bringing your order straight to your car, eliminating the need to go inside yourself.

It will complete what Tesla hopes is a full-fledged 50s diner experience, curated by the imagination of the future. In the 1950s, drive-in diners were a common hangout to grab a bite and watch a movie. Tesla opened its Supercharger Diner in Los Angeles earlier this week, but it has a futuristic twist to it.

You can order food directly from your car, sync your center touchscreen and speakers to the two massive projection screens that Tesla is playing movie scenes on at the Diner, and even go inside for a true break from your car.

Next year, Tesla will take it a step further, Musk confirmed:

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The Diner features 80 Superchargers that can be used by both Tesla and non-Tesla EVs, provided that the manufacturer of the electric car has access to the company’s robust network. It is also available to non-EV owners, as they can park their cars and stop in for a quick bite to eat.

Tesla’s full menu at the Diner is available here, and its focus for the restaurant was to provide healthier options by sourcing most of its food from local, organic, and humane farms:

Optimus’s capabilities seem to be progressing to a point where Tesla feels confident that the humanoid robot can handle carrying food and delivering it to customers at their cars. Whether it will be put on roller skates is another question, but we’re hopeful Optimus can do it when it gets its promotion next year.

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Investor's Corner

Tesla Q2 2025 earnings: What Wall Street expects

The company has faced mounting pressure this year, with TSLA stock down 19% year-to-date.

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Credit: Tesla Asia/X

Tesla (NASDAQ:TSLA) is set to release its second-quarter 2025 financial results after markets close on Wednesday, July 23. The company has faced mounting pressure this year, with TSLA stock down about 19% year-to-date. 

What Wall Street expects

As noted in a TipRanks report, Wall Street has remained cautious about the electric vehicle maker due to concerns about the EV segment in general, competition, reduced margins, federal EV regulations, and CEO Elon Musk’s political activities. 

Overall, Wall Street expects Tesla to post earnings per share of $0.39, down 25% from a year ago. Tesla’s revenue is forecasted to fall 13% to $22.19 billion, and analysts also expect the electric vehicle maker to post lower margins this quarter.

Analyst expectations

Tesla delivered approximately 384,120 vehicles in Q2, a 13.5% drop year-over-year, as per Main Street Data. The company also produced over 410,000 vehicles and deployed 9.6 GWh of energy storage products during the quarter. 

Ahead of the earnings call, Cantor Fitzgerald analyst Andres Sheppard reiterated a Buy rating and a $335 per share price target. He also adjusted his Q2 revenue forecast to $21 billion, down from his previous estimate of $24.1 billion. Despite short-term softness, Sheppard maintained his 2025 and 2026 projections, citing confidence in Tesla’s high-margin Robotaxi business model.

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Barclays analyst Dan Levy kept a Hold rating with a $275 price target. He stated that the company faces “increasingly weaker fundamentals,” but he also suggested that Tesla’s Robotaxi story could drive optimism. Levy expects modest gross margin improvement quarter-over-quarter and flagged the full-year EPS estimate drop from $3.20 to $1.84. Delays in launching the affordable Tesla model remain a downside risk, Levy noted.

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Tesla expands FSD Transfer offer to Europe and the Middle East

Tesla’s FSD transfer offer has long been used as a quarterly sales lever in North America.

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Credit: Tesla Europe & Middle East/X

Tesla has extended its Full Self-Driving (FSD) transfer promotion beyond North America, opening the door for owners in Europe and the Middle East to carry over their existing FSD systems to a new vehicle. 

The move comes days after Elon Musk acknowledged a user’s request for FSD transfers in Europe on X, which the CEO called a “fair” ask. Tesla Europe later confirmed the offer via its official X account.

FSD transfers reaching new markets

FSD transfers have been used as a quarterly sales lever in North America, with its most recent availability in April 2025, as noted in a Not a Tesla App report. While this incentive had remained exclusive to the U.S. and Canada, Tesla’s latest announcement marks the first time the program has been rolled out internationally. 

Interestingly enough, the offer hasn’t yet been extended to other FSD-enabled regions like China. This suggests that Tesla may be prioritizing markets where regulatory approval for FSD remains pending. European Tesla owners, after all, have been waiting literal years for FSD to be rolled out into their countries. 

https://twitter.com/teslaeurope/status/1947332091160449119

How the program works

The process for FSD transfers is straightforward. Existing Tesla owners with FSD must place a new vehicle order and complete delivery during the active promotion period. During checkout, customers are instructed not to add FSD to the new car. Instead, they must notify a Tesla advisor of their intent to transfer their existing vehicle’s FSD. 

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On delivery day, FSD will be deactivated on the old vehicle and activated on the new one. Customers are not required to trade in or sell their original Tesla that had FSD, though once the license is moved, the old vehicle reverts to just Basic Autopilot features.

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