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OPINION: Elon Musk’s transparency about combating mental health is being used as a hit by MSM
Elon Musk’s wide-ranging interview with Don Lemon dropped on various platforms yesterday, and among one of the discussion points was the Tesla CEO’s use of ketamine to fight depression.
“You’ve admitted that you have a ketamine prescription,” Lemon, a former CNN anchor, asked Musk during the interview. “Yeah, yeah, yeah,” Musk replied.
Lemon dug into Musk’s reasoning for using the technique to fight depression. However, Musk seemed less than enthused to talk about his personal use of a doctor-prescribed medicine to fight what he called a “negative chemical state in my brain, depression, I guess.”
Feeling somewhat blindsided by the question, Musk made it clear it seemed like an invasion of personal privacy to ask about his prescriptions.
However, even though Musk was prescribed the treatment by a doctor to fight depression, mainstream media headlines have attacked the CEO for what they are describing as “drug use,” not giving any sort of context about the drugs, their effectiveness, or even the fact that they are prescribed by a doctor.
Instead, several outlets are leaving out key details, and in a culture where headlines are becoming all that people read, it seems misleading, scummy, and extremely wrong to leave out the fact that ketamine is not being used recreationally.
One headline, for example, reads:
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“Elon Musk opens up about drug use, claims it helps him in running Tesla.”
The description of the article also reads:
“Elon Musk does not think drug usage will impact his companies, government contracts, or investor relations.”
Notice there is not a single mention of the fact that his “drug use” is prescribed and not recreational.
It is no secret that Musk’s viral clip of a singular puff of a joint that combined both marijuana and tobacco is still one of the highlighted points by many skeptics. In fact, the episode even caused his security clearances to be reviewed by some government agencies.
However, the lack of details in some outlets’ coverage of Musk’s ketamine use would leave the headline readers of the world to conclude that he is using drugs recreationally in an attempt to keep his daily tasks under a manageable state. In reality, Musk said he uses “a small amount once every other week, or something like that.”
Perhaps a hot take here: I think Musk talking about his mental health battle was super awesome and he showed that he combats issues with his mind every day.
With that being said, I feel like he was definitely put on the spot here and there should have been some notice that this… https://t.co/ztj9Vo5GKL
-— Joey Klender (@KlenderJoey) March 18, 2024
The coverage from media outlets proves that Musk, who also said that people with depression should consider methods that are alternatives to traditional selective serotonin reuptake inhibitors (SSRI).
Medicine is obviously a case-by-case basis, but as someone who has battled both depression and anxiety for the duration of my 29 years on Earth, it is upsetting to see someone be attacked for using techniques that work for them. This is not a case of a person using recreational drugs to manage day-to-day stress. It is, in Musk’s words, “literally a prescription from a real doctor.”
Elon Musk’s Neuralink and what it means for anxiety and depression
People who have followed Tesla for basically any period of time know that the company is routinely under fire for things like recalls, car accidents, and other things.
However, attacking the company CEO over his mental health battle and the techniques used to combat a mental health condition that is very widespread is a low blow.
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In America, we have come a long way in the battle against mental health ailments. Once considered a taboo topic, mental health conditions are generally accepted by society now as regular and routine issue that a lot of people deal with. According to National Institute of Mental Health, more than 50 million Americans deal with some kind of mental health issue. This is roughly one in five adults, and this only accounts for those who actually get help for their issues.
In my opinion, Musk being transparent about his mental health and his strategies to combat it was a huge win, because many people look up to him. It is perfectly okay to not be okay, even when you’re one of the most innovative minds in modern history.
I’d love to hear your thoughts on this matter. Email us at tips@teslarati.com, or you can email me directly at joey@teslarati.com. I’m also on X @KlenderJoey.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
