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New Elon Musk essay: Tesla CEO’s current thoughts on technology and humanity

U.S. AIR FORCE ACADEMY, Colo. -- Tesla Inc. Chief Executive Officer Elon Musk poses for a photograph with U.S. Air Force Academy Cadets in Mitchell Hall during a tour hosted by Superintendent Lt. Gen. Richard Clark on April 7, 2022. Musk met with Academy senior leadership and delivered remarks to a crowd of cadets and faculty. (U.S. Air Force photo by Justin R. Pacheco)

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It’s been a while since Elon Musk published an extensive blog post outlining his stance on a specific topic. On the official Tesla website, his last blog post was on August 24, 2018, when he explained his decision to keep Tesla a publicly-traded company. Fortunately, a new Elon Musk essay has been posted in China, outlining the Tesla CEO’s thoughts on a number of topics — from sustainability, the Tesla Bot’s real-world use, Neuralink’s focus on the disabled, and SpaceX’s exploration aspirations.

The new Elon Musk essay was published in China Cyberspace, the Cyberspace Administration of China’s (CAC) flagship magazine. A translation of the essay was posted by Yang Liu, a journalist from the state-owned news agency Xinhua, on the Beijing Channel blog. As could be seen in Liu’s post, Musk actually discussed a number of topics in detail. 

In a way, the publication of the new Elon Musk essay in the CAC’s flagship magazine is significant. As noted by The Register, Musk’s essay suggests that Chinese authorities approve of the Tesla CEO’s positions on the topics he discussed. Only a few other foreign entrepreneurs would likely be given the same honor. 

Following is the full text of Elon Musk’s new essay. 

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Believing in Technology for a Better Future

Thank you for the invitation from China Cyberspace magazine. I am pleased to share with my Chinese friends some of my thoughts on the vision of technology and humanity.

Posted by Elon Musk

As technology accelerates, it may one day surpass human understanding and control. Some are optimistic and some are pessimistic. But I believe that as long as we are not complacent and always maintain a sense of urgency, the future of humanity will be bright, driven by the power of technology. It is like a self-fulfilling prophecy: if humans want to make the future good, they should take action to make it good.

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I want to do everything we can to maximize the use of technology to help achieve a better future for humanity. To that end, any area that contributes to a sustainable future is worthy of our investment. Whether it’s Tesla, Neuralink, or SpaceX, these companies were all founded with the ultimate goal of enhancing the future of human life and creating as much practical value for the world as possible—Tesla to accelerate the world’s transition to sustainable energy, Neuralink for medical rehabilitation, SpaceX for making interstellar connections possible.

Clean Energy: The Future of Sustainability

The starting point for my thinking about clean energy is how to create and store energy sustainably and for the long term, and how to provide a constant source of power for the future of productive life. In my view, the future of sustainable energy involves three components.

The generation of sustainable energy. The sun is like a giant fusion generator, from which mankind currently exploits a tiny amount of energy. In the long run, solar energy will become the main source of energy for human civilization. Of course, wind, hydroelectric, geothermal, and nuclear power are also useful energy supplements.

The storage of sustainable energy. Given the change of day and night and the change of weather, we need a lot of fixed battery banks to store solar and wind energy, because the sun does not shine all the time, and the wind does not blow all the time, energy needs to be stored in a large number of fixed battery banks.

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Electrified transportation. Full electrification of transportation, including cars, planes, and ships. Electric rockets may be more difficult, but we may be able to manufacture the propellant used in rockets from sustainable energy sources. Eventually, the world economy will be run entirely by sustainable energy sources.

The world is on track for a sustainable energy transition, and humanity should continue to accelerate the process. The faster this transition is achieved, the less risk humanity poses to the environment and the more it will gain. When clean energy is available, carbon sequestration and desalination will be cheaper, climate change and water shortages will be solved, and when fossil fuels are out of the picture, the skies will be cleaner, the world will be quieter, the air will be fresher, and the future will be brighter. 

Solar power, battery packs, and electric vehicles paint a rosy picture. Next, we need to focus on the limiting factors. The electrification of cars has become a consensus among nations, but battery support on a terawatt-hour scale is needed to roll out pure electric vehicles around the globe. According to our estimates, the world needs about 300 TWh of battery storage to achieve a transition to sustainable energy. The biggest difficulty in advancing sustainable energy lies in the large-scale production of lithium battery cells. Specifically, from the mining and element refining to battery cells coming off of the production line and finally assembled into battery packs, this is a complex process that is restraining the rapid development of a sustainable energy economy.

As a pioneer and innovator focusing on energy innovation technology, Tesla was founded to solve the problem of energy innovation. On the one hand, we create integrated sustainable energy products from the three segments of energy production, storage and use; on the other hand, we are committed to redefining battery manufacturing by innovating and developing advanced battery technology to remove restrictions on battery capacity. I believe that the world will transition to a sustainable future through a combination of solar and wind energy plus battery storage and electric vehicles. I am pleased to see more and more companies joining this field. Chinese companies will be a force to be reckoned with in the cause of energy innovation.

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Humanoid Robots: Doing What Humans Do

Today’s cars are increasingly like smart, web-connected robots on wheels. In fact, in addition to cars, humanoid robots are also becoming a reality, with Tesla launching a general-purpose humanoid robot (Tesla Bot) in 2021. The Tesla Bot is close to the height and weight of an adult, can carry or pick up heavy objects, walk fast in small steps, and the screen on its face is an interactive interface for communication with people. You may wonder why we designed this robot with legs. Because human society is based on the interaction of a bipedal humanoid with two arms and ten fingers. So if we want a robot to adapt to its environment and be able to do what humans do, it has to be roughly the same size, shape, and capabilities as a human.

Tesla Bots are initially positioned to replace people in repetitive, boring, and dangerous tasks. But the vision is for them to serve millions of households, such as cooking, mowing lawns, and caring for the elderly.

Achieving this goal requires that robots evolve to be smart enough and for us to have the ability to mass produce robots. Our “four-wheeled robots” – cars – have changed the way people travel and even live. One day when we solve the problem of self-driving cars (i.e., real-world artificial intelligence), we will be able to extend artificial intelligence technology to humanoid robots, which will have a much broader application than cars.

We plan to launch the first prototype of a humanoid robot this year and focus on improving the intelligence of that robot and solving the problem of large-scale production. Thereafter, humanoid robots’ usefulness will increase yearly as production scales up and costs fall. In the future, a home robot may be cheaper than a car. Perhaps in less than a decade, people will be able to buy a robot for their parents as a birthday gift.

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It is foreseeable that with the power of robots, we will create an era of extreme abundance of goods and services, where everyone can live a life of abundance. Perhaps the only scarcity that will exist in the future is for us to create ourselves as humans.

Neuralink: Empowering the Disabled

Some of our Chinese friends may not be as familiar with Neuralink as with electric cars. These companies focus on developing computer-human brain fusion technologies, developing brain chips the size of coins, similar to wearable devices such as smartphones, except that they integrate more deeply with the user’s body—recording and stimulating brain activity through implants in the cerebral cortex.

At this stage, the technology is helping injured people on an individual level. We have received many saddening letters: a 25-year-old young man was in the prime of his life when he had a motorcycle accident that left him unable to eat on his own, which is a great grief for the individual and the family. In light of this, brain-machine interface technology will be focused on curing or alleviating brain injury and other related disorders in the years to come. For example, it could help restore sensory or motor function to limbs of those with spinal injuries and mental system disorders or allow quadriplegics to use their brains to easily operate computers or cell phones.

This technology can also improve a wider range of brain injury problems, whether these disorders are congenital or accidental, or caused by age and external stressors, including severe depression, morbid obesity, sleep problems, and underlying schizophrenia, all of which are expected to be alleviated by human-computer devices.

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With the development of brain-machine interface technology, in the long term, this connection is expected to expand the channels of communication between the outside world and the human brain, “accessing” more brain regions and new neural data. This technology could allow humans to effectively integrate with artificial intelligence and ultimately expand new ways for humans to interact with the world, themselves and others. Even if the goal of human-machine integration is difficult to achieve, brain-machine interface technology could be of great value in the field of medical rehabilitation.

Space Exploration: The Possibility of Cross-Planet Habitats

Finally, my greatest hope is that humans create a self-sustaining city on Mars. Many people ask me why I want to explore outer space and turn humans into multi-planetary creatures. In the vast universe, human civilization is like a faint little candle, like a little shimmering light in the void. When the sun expands one day and the Earth is no longer habitable, we can fly to a new home in a spaceship. If humans can inhabit other planets, it means that they have passed one of the conditions of the great screening of the universe, then we will become interplanetary citizens, and human civilization will be able to continue.

The first step toward interplanetary habitat is to reduce the cost of travel, which is what SpaceX was founded to do – first by building recoverable rockets and then by building reusable mega-ships with ever-increasing carrying capacity. As of earlier this year, SpaceX had successfully reused 79 rockets to deliver cargo to the space station and send ordinary people into space. We have also designed and built the largest launch vehicle in history, the Starship, which can carry 100 passengers and supplies at a time. In the future, we plan to build at least 1,000 Starships to send groups of pioneers to Mars to build a self-sustaining city.

As technology continues to change lives at an accelerating pace and the world evolves, life is more than simply solving one problem after another. We all want to wake up in the morning full of anticipation for the future and rejoice in what is to come. I hope more people will join us in our fight to accelerate the world’s transition to sustainable energy. I also welcome more like-minded Chinese partners to join us in exploring clean energy, artificial intelligence, human-machine collaboration, and space exploration to create a future worth waiting for. 

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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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Elon Musk

Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story

Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.

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tesla autopilot

Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.

The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.

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The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.

For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.

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Elon Musk

Tesla isn’t joking about building Optimus at an industrial scale: Here we go

Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.

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Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”

Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.

Credit: TESLA

Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.

As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.

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Investor's Corner

Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues

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Credit: Tesla

Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.

The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.

As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.

Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.

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Tesla Q1 2026 Earnings Results

Tesla’s Earnings Results are as follows:

  • Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
  • Revenues – $22.387 billion vs. $22.35 billion Expected
  • Free Cash Flow – $1.444 billion
  • Profit – $4.72 billion

Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.

On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.

Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.

You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.

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