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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.

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.

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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.

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.

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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.

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.

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.

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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. 

***

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

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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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Cybertruck

Tesla Cybertruck undergoes interior mod that many owners wanted

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tesla cybertruck diy bench seat
Credit: @blueskykites | X

Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.

Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.

Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.

Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.

This was adjusted after the company refined the design:

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tesla cybertruck initial interior

(Tesla Cybertruck interior configuration in 2019)

Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.

The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:

The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.

This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.

This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.

This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.

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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.

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Credit: Tesla

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.

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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.”

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.

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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.

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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.

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Credit: Tesla Asia/X

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.

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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.

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