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Bill Gates shares insights on Tesla and all-electric trucks in MKBHD interview
In a recent, brief interview with YouTube tech reviewer Marques Brownlee, billionaire-philanthropist Bill Gates talked about his views on electric vehicles such as Tesla, as well as his thoughts on emissions from the transportation sector. In the short conversation, the Microsoft co-founder praised Tesla’s electric cars, though he also admitted that there is still a lot that needs to be done to make transportation significantly cleaner.
Bill Gates is no stranger to Tesla’s vehicles. Back in 2016, the tech titan was filmed driving casually in a Tesla Model X with Seveneves author Neal Stephenson. Referring to the Silicon Valley-based electric car maker in his recent interview; Gates pointed out that Tesla’s vehicles are “amazing,” while stating that the company still has a long road ahead. The Microsoft co-founder also noted that car buyers would soon have more electric vehicles to choose from.
“Tesla is an amazing product that’s catching on, but it’s still a pretty small percentage of the market. It’s a premium price vehicle, and they lost their $7,500 tax credit, so it’s making it tougher. Now, a ton of other manufacturers are gonna come in, partly because the California zero emissions and partly because people see these trends. There will be a lot of great electric cars to choose from,” Gates said.
Unfortunately, Bill Gates still appeared to be quite cautious with the idea of batteries being used for the long-haul market. The billionaire-philanthropist further added that electric cars would not be fully emissions-free until the grid becomes completely independent of fossil fuels.
“(For) passenger cars — the power output you need is lower than for a truck. So eventually, batteries might work for a truck, but it’s a far more difficult problem because the weight is a lot higher there. Even those passenger cars, one thing to be careful of is unless the electric has gotten to zero, the electric car is still an emitter because of the indirect emissions from the electricity it uses. And so, only in the places where you both get the electric cars to a high percentage and you get the electric sources to be zero emissions, then you’ve got that passenger transport car piece near to zero,” Gates said.
While the Microsoft co-founder has a valid point regarding his concerns about electric vehicles, it should be noted that EVs are cleaner than fossil fuel-powered cars even if the electricity used to charge them comes mainly from coal. This point was highlighted in a recent study from Bloomberg NEF, which concluded that carbon dioxide emissions from battery-powered vehicles are 40% lower than those from cars equipped with internal combustion engines, even in areas that are reliant on coal such as China.
The billionaire-philanthropist also appears to be discounting the progress in battery technology that have been accomplished by companies such as Tesla. Over the past year, Elon Musk hinted that Tesla is already closing in on the $100 per kWh mark, which would help the company’s electric cars achieve price parity with gas-powered vehicles. Battery tech has also progressed to a point where the Tesla Semi, an upcoming all-electric long-hauler, has been noted to feature closer to 600 miles per charge. So compelling are the improvements in batteries that even companies such as Nikola Motor, which has sworn by hydrogen-electric tech, have decided to release battery-powered variants of its upcoming trucks.
Based on Bill Gates’ statements in his interview with Marques Brownlee, it appears that it would still take some time before he fully warms up to the idea of battery-powered vehicles serving as potential catalysts for the world’s transition towards sustainable energy. Considering Tesla’s progress over the years, it might only be a matter of time before the Microsoft co-founder fully embraces electric cars.
Watch MKBHD’s interview with Bill Gates in the video below.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
