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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.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
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Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
