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Elon Musk explains why he is pro-nuclear energy

Tesla CEO Elon Musk wears a Plaid Mode jacket at the company's Model S Plaid Delivery Event on June 10th, 2021. (Credit: Tesla)

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Elon Musk is arguably the world’s biggest clean energy advocate, and his company, Tesla, has built some of the biggest battery storage systems on the planet. Yet in recent comments, Musk has highlighted that he believes it’s a mistake to stigmatize nuclear energy today, especially as renewables like solar and batteries are still ramping up. 

Apart from leading Tesla into new milestones, Musk is also funding the $100 million XPRiZE Carbon Removal competition. The competition is well on its way, with XPRIZE revealing its 15 “milestone round” winners last April. Musk reiterated the importance of carbon capture in his recent interview on the Getting Stoned podcast, stating that it is also important to find ways to store carbon. 

“We need to get the parts per million level of CO2 in the atmosphere down to a lower level. We’re going to have to pull it out of the air and store it somewhere. And I think storing it in some solid form is going to make sense. You know, in a form that you know after you store it, it doesn’t gradually sort of evaporate and return to the atmosphere. It needs to be ‘you’ve got to extract the CO2 and store it,’” Musk said. 

To accomplish this, Musk noted that a lot of energy would need to be used. And when it comes to energy, he believes that using nuclear energy — at least for now — is an excellent way to power carbon capture projects. Musk noted that unless locations are at risk of natural disasters, using nuclear power is a pretty good energy solution

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“I’m actually pro-nuclear as well. I think nuclear has a bad rap. People shouldn’t be shutting down nuclear power stations, in my view unless they’re in a location that’s prone to natural disasters. In which case, you know you can’t just be like, “we’re just waiting for the real but once in a century situation.” 

“Like the Fukushima situation. Well, you know there’s a lot of tsunamis and stuff, so it’s probably not great to have nuclear where there’s natural disasters. But for example, in like France or Germany and many parts of theUS, there’s really no meaningful risk of a natural disaster that could affect nuclear power plants. So we shouldn’t shut them down in that case,” Musk said. 

Over time, Elon Musk noted that batteries and solar would probably be the solutions that will power the world. But for now, while the transition is still taking place, solutions such as nuclear power are not a bad alternative at all. It certainly beats the use of dirtier forms of energy like coal and fossil fuels. 

Listen to Musk’s comments on nuclear power below. 

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Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Apple is developing the missing link for Tesla to get CarPlay: report

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Credit: Michał Gapiński/YouTube

A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.

Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.

A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.

CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.

Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:

The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.

Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.

This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.

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Tesla deliveries get a big boost in expectations from Wall Street

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Credit: Tesla

Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.

Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.

The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.

Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.

Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.

Tesla reports Q1 deliveries, missing expectations slightly

This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.

The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.

Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.

We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.

For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.

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SpaceX makes first acquisition post-IPO with coding leader Cursor

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Credit: SpaceX

SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.

Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.

Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.

Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.

Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.

The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.

The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.

This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.

For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.

Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.

The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.

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