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Elon Musk is raising awareness about birthrate decline

Credit: Tobias Lindh/Youtube

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Tesla and SpaceX CEO Elon Musk has said many times that he loves humanity. So it’s not surprising that he is concerned about the low birthrate. Eight billion people may seem like a lot but Elon Musk is right in his concerns.

In May 2022, MedCity News published an article on the globally declining birth rate and noted that depopulation is placing a huge burden on a diminishing workforce. It also highlighted technological improvements in egg freezing have been improving pregnancy rates.

The United Nations projects that by 2100 the world will have 11.2 billion people, however, the birthrate was at its lowest in 2021. The good news is that it has been increasing a bit since then. According to the New York Times, the U.S. birthrate has increased by 1%. The increase stopped a steady decline.

Although this is a good thing, I think Elon Musk is right in his concerns. Elon Musk mentioned the 2021 statistic to me when he was on my podcast earlier this month.

 

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Elon Musk Is Raising Awareness About Population Decline

The Tesla CEO has been raising awareness about the decline in population for quite some time.  Today on Twitter he shared a few tweets that echoed what he told me in my podcasts a couple of weeks ago. He tweeted that he’s doing his best to help with the crisis and added, “A collapsing birthrate is the biggest danger civilization faces by far.”

 

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His tweets come as the news of him having another set of twins made its way around Twitter. (Congratulations, Elon!)  During our conversation, I brought up a reason that I thought was pretty valid and it opened a good debate where I think we both learned a little from one another. I certainly learned from him.

I’ve always thought poverty played a key role, but I could be wrong. I have friends at all income levels who have children. I also have friends at various income levels who don’t and the most common complaint I’ve heard is that ‘children are too expensive.’  I think what Kim Paquette asked Elon was very important.

 

https://twitter.com/kimpaquette/status/1545050919561093120

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Elon Musk’s Thoughts On Population Decline

Elon pointed out to me that there’s another issue playing a major role in the birthrate decline and this makes the most sense.

“Well, the population decline problem, I think, is possibly the biggest risk to civilization. It’s certainly one of the biggest risks. First of all, a lot of people think that there’s too many humans on the planet and the planet can’t sustain this number of humans.”

“This is absolutely not true we could double the population without any meaningful damage to the environment. You can put all the humans on earth in the City of New. York. That’s the cross-sectional area of humans.”

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“They literally fit the city of New. York with on one floor you don’t even need high-rises. If you’re on a plane flight and you look down and you say, ‘what percentage of the time, if I were to drop a ball, would that ball would hit a person?’”

“Basically zero. Even in a city like LA  which you would think ‘oh that’s a crowded city.’ But looking at it from above, what’s the cross-sectional area of humans relative to the rest of the ground? And it’s much less than one percent in even in LA.”

 “If you’re in a big city environment and you see a lot of people you sort of extrapolate that to everywhere. But it’s actually very rare to see a concentration of humans. The earth is very sparsely populated with humans. There’s not enough humans far from being too many.”

“And I think people are still operating on the assumption that the population’s just growing like crazy when in fact the opposite is occurring. And these numbers are easy to look up. I mean, they’re just on the internet. We had the lowest birth rate in recorded history last year.”

Again, I think that Elon Musk is right to raise awareness about the low birthrate.  Whether or not you agree with Elon Musk on the topic of population, he’s doing a good thing by raising awareness.

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Tesla begins expanding Robotaxi access: here’s how you can ride

You can ride in a Tesla Robotaxi by heading to its website and filling out the interest form. The company is hand-picking some of those who have done this to gain access to the fleet.

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Credit: @HanChulYong/X

Tesla has begun expanding Robotaxi access beyond the initial small group it offered rides to in late June, as it launched the driverless platform in Austin, Texas.

The small group of people enjoying the Robotaxi ride-hailing service is now growing, as several Austin-area residents are receiving invitations to test out the platform for themselves.

The first rides took place on June 22, and despite a very small number of very manageable and expected hiccups, Tesla Robotaxi was widely successful with its launch.

Tesla Robotaxi riders tout ‘smooth’ experience in first reviews of driverless service launch

However, Tesla is expanding the availability of the ride-hailing service to those living in Austin and its surrounding areas, hoping to gather more data and provide access to those who will utilize it on a daily basis.

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Many of the people Tesla initially invited, including us, are not local to the Austin area.

There are a handful of people who are, but Tesla was evidently looking for more stable data collection, as many of those early invitees headed back to where they live.

The first handful of invitations in the second round of the Robotaxi platform’s Early Access Program are heading out to Austin locals:

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Tesla likely saw an influx of data during the first week, as many traveled far and wide to say they were among the first to test the Robotaxi platform.

Now that the first week and a half of testing is over, Tesla is expanding invites to others. Many of those who have been chosen to gain access to the Robotaxi app and the ride-hailing service state that they simply filled out the interest form on the Robotaxi page of Tesla’s website.

That’s the easiest way you will also gain access, so be sure to fill out that form if you have any interest in riding in Robotaxi.

Tesla will continue to utilize data accumulated from these rides to enable more progress, and eventually, it will lead to even more people being able to hail rides from the driverless platform.

With more success, Tesla will start to phase out some of the Safety Monitors and Supervisors it is using to ensure things run smoothly. CEO Elon Musk said Tesla could start increasing the number of Robotaxis to monitors within the next couple of months.

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Tesla analyst issues stern warning to investors: forget Trump-Musk feud

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Credit: Tesla

A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.

Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.

Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:

“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”

This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.

On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.

Tesla analysts believe Musk and Trump feud will pass

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Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.

In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.

Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.

Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.

Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.

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Tesla surges following better-than-expected delivery report

Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.

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(Credit: Tesla)

Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.

Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.

Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage

Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.

There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.

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At noon on the East Coast, Tesla shares were up about 4.5 percent.

It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.

It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.

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These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.

Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.

He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:

“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”

Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:

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“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”

Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.

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