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Elon Musk’s detractors need to stop the character assassination
Elon Musk’s detractors, especially those working in the mainstream media, need to stop the character assassination.
As a writer, I feel that we should not use our positions to tear down individuals just because we may not like them. And this, I believe, is what many in the mainstream media are doing.
The WSJ article, to me, seems like character assassination
The recent article published in the Wall Street Journal claiming that Elon Musk had an “alleged affair” with the wife of Google co-founder, Sergey Brin, is what I think is one example of a character assassination attempt.
Yeah, the character assassination attacks have reached a new level this year, but the articles are all nothing-burgers.
I work crazy hours, so there just isn’t much time for shenanigans.
None of the key people involved in these alleged wrongdoings were even interviewed!
— Elon Musk (@elonmusk) July 25, 2022
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Although I shared my thoughts about this, it’s been over a day now and I find it incredibly disturbing that many in the media seemed to not care about the truth. Even after Elon Musk shared a photo of himself with Sergey Brin on friendly terms, taken after the supposed falling out.
Character assassination over truth
It seems that the collective hatred of Elon Musk takes priority over the truth. What I mean by this is that many people seem to not care about the facts. The facts are that Elon Musk wrote that this incident never happened and he showed photographic proof of his friendship with Sergey Brin.
Yet these unknown sources that WSJ cited didn’t even have any photographic evidence. Or if they did, they kept it to themselves for whatever reason and I doubt this is the case.
And although the majority of the reports have been either revised or updated, the damage has already been done.
Elon Musk Warned Of This
Elon Musk warned that this would happen. No, not that the WSJ piece itself would happen, but he did say that there would be political attacks on him that will escalate dramatically in the coming months.
Political attacks on me will escalate dramatically in coming months
— Elon Musk (@elonmusk) May 18, 2022
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Although this attack on him over his personal life isn’t political, there have been many other character assassination attempts on Elon Musk over the past several years. And these attempts influence the average person.
Whether it’s on TikTok, Facebook, or in person, people seem to think that Elon Musk is a bad person. I’ve had friends disown me over my support for him and tell me that I am a bad person. Or that I’ve lost touch over a “billionaire who doesn’t care about you.”
For someone who doesn’t care about me, Elon sure cared when I told him I was nervous when I met him. You can listen to what he said to me in the tweet below.
Short & sweet sound bite from my interview with Elon that won’t be in the podcast.
I was nervous and he was opening fudge I got him from Buccees (hence loud paper sounds)
He wanted to feed @GailAlfarATX and me lol.
-Elon is so nice. Good ppl. pic.twitter.com/tbWty5BoEe
— Johnna (@JohnnaCrider1) June 27, 2022
New level of character assassination attacks
Elon Musk pointed out that the character assassination attacks on him have reached a new level this year. This is true and I’ve seen it with my own eyes. He pointed out that the articles aren’t that important and regarding the WSJ article, none of the key people mentioned were even interviewed.
Yeah, the character assassination attacks have reached a new level this year, but the articles are all nothing-burgers.
I work crazy hours, so there just isn’t much time for shenanigans.
None of the key people involved in these alleged wrongdoings were even interviewed!
-— Elon Musk (@elonmusk) July 25, 2022
Elon shared another thought on Twitter about this.
He said that the amount of attention on him has gone supernova. He added that he will do his best to focus on doing useful things for civilization, which is a passion of his.
The amount of attention on me has gone supernova, which super sucks. Unfortunately, even trivial articles about me generate a lot of clicks 🙁
Will try my best to be heads down focused on doing useful things for civilization.
— Elon Musk (@elonmusk) July 25, 2022
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Elon Musk cares about humanity and civilization.
During my interview with Elon Musk earlier this month, he spoke fervently about helping people. We spoke about his work with the Musk Foundation, Starlink, and disaster relief. He shared that one key way to help with poverty is to improve literacy.
“Literacy and access to internet, I think, are fundamentally helpful. Really, we’ve got to think beyond the United States. There are billions of people who have no internet connectivity at all–nothing. Or it’s like a very low bandwidth and it’s insanely expensive. For many parts of the world, this is the case–billions of people.”
He spoke more at length about these topics and you can listen to our interview here.
The Character Assassination of Elon Musk needs to stop.
To be quite honest, I find it disturbing that so many in the media are consumed with hatred of Elon Musk to the point that they seem to have lost all of their senses. They complain about his “behavior” while not even acknowledging that most of the time, Elon is standing up for himself.
Elon Musk isn’t the type of person to let people just walk all over him or mistreat him. He fights back and his detractors don’t like this. This is why many of us in the Tesla community is referred to as a cult.
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This is a tactic often used by many of Elon Musk’s detractors. They use these terms to dehumanize supporters so that our thoughts and opinions are rendered valueless.
This needs to stop.
Disclaimer: Johnna is a partial Tesla shareholder with under 1 share currently. She plans on buying more and supports Tesla and its mission.
If you have a tip, feel free to send them to johnna@teslarati.com
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Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
