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Elon Musk and Jack Ma discuss AI’s risks, Mars, and how humans can secure the future
Tesla and SpaceX CEO Elon Musk and Alibaba founder and Chairman Jack Ma kicked off the 2019 World Artificial Intelligence Conference in Shanghai, China, with an informal debate about AI and its implications to humanity. Throughout their conversation, Musk and Ma touched on several topics, from jobs, the need for educational reform, moving to Mars, and how humans’ way of life can improve in the future.
Opposing Views
The two billionaires have vastly differing points of view concerning artificial intelligence. While Musk is cautious about AI considering the dangers it may pose to humanity, Ma is far more optimistic. “I don’t think AI is a threat,” Ma said, responding to the Tesla CEO’s introductory points. Explaining further, the Alibaba founder noted that people are “street smart,” and thus, humanity will be fine even when AI evolves. Musk, for his part, doubled down on his point, arguing that AI’s rate of improvement is notable, and there will come a time when computers will outpace humans’ natural ability to understand it.
Making humans multi-planetary
Musk noted that humans have an opportunity today because this is the first time in history that it’s “possible to extend life beyond Earth.” He added that the window for this could either be open for a long or short time. Thus, it is in humanity’s best interest to secure its multi-planetary opportunities as quickly as possible.
Ma, for his part, argued that he has no interest in multi-planetary initiatives. “I’m not a fan of going to Mars,” he noted. Instead, Ma stated that it’s more pertinent for humans to try and preserve Earth. The Alibaba chairman nevertheless stated that the world needs innovators like Elon Musk, in as much as it needs people who are willing to do what needs to be done to save the planet. “We need heroes like you (who want to go to Mars), but we need heroes like us (who will fix Earth),” Ma said.
Musk explained that preserving Earth is a notable part of Tesla’s mission, from transitioning the transportation sector towards sustainability to fostering energy independence through solar power and batteries. Responding to Ma’s statements about using resources to focus on solving Earth’s problems, Musk noted that it will only take a fraction of the world’s GDP to make humans multi-planetary, comparable or even less than what people spend on something like makeup annually. “Spending resources on making life multi-planetary would be enough with just 1% of the earth’s GDP,” Musk noted.
AI’s threat to jobs
“Why do we need that many jobs anyway?” Ma said, explaining that humans have been fearing that tech will take jobs away for over a hundred years, and yet, jobs have increased. Ma believes that with AI’s help, humans can eventually reach a point where the average workweek is only 3 days per week, and the average workday is only 4 hours a day. This, according to Ma, opens the opportunity for humans to enjoy life more, and live even longer. “We need to be ready to enter the era where everyone will get to live 120 years,” he said.
Musk, for his part, stated that the advent of AI will likely make most jobs pointless. Considering AI’s evolution, Musk noted that the time will come when computers could eventually make their own software. With this in mind, it would be best for people to embrace areas such as engineering and fields of study that deal with human relations, as these will still be pertinent even in the artificial intelligence age. The Tesla CEO added that this is the reason behind Neuralink and its brain-machine interface, as it will prevent humans from being left behind.
The need for education reform
The Alibaba founder admitted that he is worried about the current educational system, which is still largely designed for the industrial period. Ma argues that today, there is a need to foster more creative and constructive education, which would allow humans to live a happier life. “I want to spend more time training kids on painting, singing, dancing, these creative things that make people live like humans,” he said. Ma added that people have heart, and that is where wisdom comes from. With this in mind, it is best for education to focus on training this aspect of the human being.
The Tesla CEO agreed that creative education is needed, particularly as today’s school system is “low bandwidth and extremely slow.” Musk noted that solutions such as Neuralink’s neural lace could be a difference-maker in this sense, as it would allow people to upload skills and learn them quickly, in a manner that is not too far from the concepts depicted in the sci-fi franchise The Matrix.

The dangers of AI
While the two disruptors agreed that there is a need for educational reform, Musk and Ma disagreed most about the potential risks of AI. Ma argued that compared to humans, computers are just a toy, adding that the best resource in the world is the human brain. “It’s impossible that humans could be controlled by machines. They’re machines that are invented by humans,” Ma said.
Musk noted that he very much disagrees with Ma’s stance. Arguing his point, the Tesla CEO stated that humans are capable of creating things that are superior to people. Humans are not the last step in evolution, Musk said, and people must be wary of thinking that they are smarter than they really are. “The most important mistake smart people make is that they think they’re smart. Computers are already smarter than people. We just keep moving the goalposts,” he stated.
Responding to Musk’s argument, Ma noted that the metrics humans use to benchmark themselves against AI (such as world champions in Chess playing against artificial intelligence) do not make sense, as games like Go are designed for human minds. “Why should humans play against computers? It’s stupid to compete with computers,” Ma quipped, adding that while computers can be clever, humans are smarter and wiser.
The future of humanity
Musk believes that one of the world’s greatest threats lie in its declining birthrate. “The world’s biggest issue in 20 years is population collapse,” he said, adding that this could be a big issue considering that humans generally have a “20-year boot sequence.” Ma agreed, stating that even China’s population, which currently stands at 1.4 billion people, sounds a lot today, but if one factors in the country’s declining birthrate, the country will see a completely different landscape in 20 years.
Musk added that more humans are definitely needed, especially with the start of multi-planetary initiatives. “Mars needs people,” he lightly said.
Ma ultimately believes that pursuing AI is wise to make people’s lives better. The Alibaba founded added that artificial intelligence can always do a better job when logic is involved, but when logic is not involved, humans will always be better. To thrive in the future, Ma stated that humans need not just IQ, but emotional intelligence, and (love) intelligence as well. Musk nodded, stating “I agree with him. Love is the answer.”
Watch Elon Musk and Jack Ma’s informal AI debate in the video below.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
News
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Elon Musk
Elon Musk gives a timeline for SpaceX’s first Starship catch attempt
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.