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.
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.”
Doing my best to help the underpopulation crisis.
A collapsing birth rate is the biggest danger civilization faces by far.
— Elon Musk (@elonmusk) July 7, 2022
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
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.”
“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.
USA birth rate has been below min sustainable levels for ~50 years pic.twitter.com/v5PSLbvEAE
— Elon Musk (@elonmusk) May 24, 2022
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla releases Q4 and FY 2025 vehicle delivery and production report
