Elon Musk is taking a stand in favor of making child care more accessible. Earlier today he tweeted that he’s planning to increase childcare benefits in his companies. He also said that the Musk Foundation will help families directly. In another tweet, he replied to Sara Mauskopf, the CEO and co-founder of Winnie.
Winnie focuses on helping parents to find local daycares and preschools while also providing details on these schools such as photos, detailed descriptions of the programs, and tuition information.
Agreed, this needs to be addressed
— Elon Musk (@elonmusk) July 8, 2022
Sara Mauskopf’s thread started with an article by CNN that covered the surging child care costs that are forcing providers to raise their prices. As she continued her thread, Sara Mauskopf pointed out that there is record low labor force participation among women with young children who don’t have a college degree. She continued.
“So this is further exacerbating the problem because many of these women who would be taking jobs in the care economy are not participating in the labor market – hence why hiring is such a challenge right now for child care providers.”
She added a quote from a New York Times article, that highlighted the issue of a shortage of childcare and elder services that are preventing workers, especially women, from being able to work.
“For women, that’s the double whammy — most of those workers are women, and most of the people who need those supports to enter the workforce themselves are women.”
4/ And in 10 months we’re going to start seeing the impact of abortion bans on our strained child care system. Remember that we have no federal paid leave so as soon as these babies are born, we’ll have 📈 parents who need child care they can’t afford https://t.co/xSiQmUAhge
— Sara Mauskopf (@sm) July 8, 2022
She added that within the next ten months, we will start seeing the impact of abortion bans on the strained child care system.
“Remember that we have no federal paid leave so as soon as these babies are born, we’ll have 
parents who need child care they can’t afford.”
She then added that Elon Musk spoke about population collapse.
“I believe that if we want to encourage big families, we have to make child care more accessible. Elon, I’d love to talk more about how we make this a reality.”
To this, Elon Musk replied, “Agreed, this needs to be addressed.”
Addressing The Elephant Head On
This is what I've been saying for a while now: raising children for average people is very expensive. Our youngest (child #4 btw) is entering High School now. From oldest to youngest we've been paying for raising them from 1994 to at least 2026. 3+ decades is a lot of expenses
— DrKnowItAll (@DrKnowItAll16) July 8, 2022
One common criticism of Elon Musk’s stance on population is that people can’t afford to have kids. I’ve seen it, heard it, and I also agree with that–somewhat. I have spoken about my own thoughts and experience on this matter already. Several of my friends who do have children have highlighted this problem. Single parents have it more intensely than those who have a partner. This is why childcare services are so important.
Vox shared an interesting article as to why many in America don’t want to have kids in 2022. The infant formula shortage, the high cost of providing nutritious food, and taking care of the child are challenging problems. Especially for single parents with little or no support system. The US doesn’t have paid parental leave and the article noted that child care costs more than college in many states–if the parent can find a provider.
If we want women to work, we have to have a support system in place for their children. The article listed other problems such as school shootings, and the U.S. being ranked worst for maternal mortality in a group of 10 similarly wealthy countries. You can read the full article in Vox here.
Elon Musk Using His Influence To Address Some Of These Problems
Seeing Elon Musk use his influence on Twitter to address some of these problems today was refreshing. He is definitely worried about the population decline. And he advocates for having more children. It’s good to see him want to take on the problems that many Americans, especially single parents, have.
This is important and I think some good will come from this.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
