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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

SpaceX to launch military missile tracking satellites through new Space Force contract

SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.

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Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX)

The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.

The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.

SpaceX is quietly becoming the U.S. Military’s only reliable rocket

The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.

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This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.

With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.

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Elon Musk

Tesla’s Q1 delivery figures show Elon Musk was right

On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.

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Credit: Grok

Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.

We are seeing that shift occur in real time.

Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.

The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.

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On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.

Musk has long argued that vehicles alone will not define Tesla’s value.

Optimus Will Be Tesla’s Big Thing

In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.

He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.

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The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.

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The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.

Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.

Delivery Hits and Misses are Becoming Less Important

Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.

Tesla, he has insisted, “has never been valued strictly as a car company.”

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The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.

Tesla reports Q1 deliveries, missing expectations slightly

The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.

Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.

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Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.

The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.

The car business, once everything, is quietly becoming an important piece of a much larger puzzle.

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Investor's Corner

Tesla reports Q1 deliveries, missing expectations slightly

The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.

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Credit: Tesla

Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.

Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.

The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.

Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.

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Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.

Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.

Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.

Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.

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By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.

Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.

A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.

While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.

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