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Bill Gates shares insights on Tesla and all-electric trucks in MKBHD interview

(Credit: MKBHD/YouTube)

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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.

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“(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.

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Watch MKBHD’s interview with Bill Gates in the video below.

 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk explains why Tesla’s 4680 battery breakthrough is a big deal

Tesla confirmed in its Q4 and FY 2025 update letter that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process.

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Credit: Tesla/X

Tesla’s breakthroughs with its 4680 battery cell program mark a significant milestone for the electric vehicle maker. This was, at least, as per Elon Musk in a recent post on social media platform X.

Tesla confirmed in its Q4 and FY 2025 update letter that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process.

Why dry-electrode matters

In a post on X, Elon Musk stated that making the dry-electrode process work at scale was “incredibly difficult,” calling it a major achievement for Tesla’s engineering, production, and supply chain teams, as well as its partner suppliers. He also shared his praise for the Tesla team for overcoming such a difficult task. 

“Making the dry electrode process work at scale, which is a major breakthrough in lithium battery production technology, was incredibly difficult. Congratulations to the @Tesla engineering, production and supply chain teams and our strategic partner suppliers for this excellent achievement!” Musk wrote in his post.

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Tesla’s official X account expanded on Musk’s remarks, stating that dry-electrode manufacturing “cuts cost, energy use & factory complexity while dramatically increasing scalability.” Bonne Eggleston, Tesla’s Vice President of 4680 batteries, also stated that “Getting dry electrode technology to scale is just the beginning.”

Tesla’s 4680 battery program

Tesla first introduced the dry-electrode concept at Battery Day in 2020, positioning it as a way to eliminate solvent-based electrode drying, shrink factory footprints, and lower capital expenditures. While Tesla has produced 4680 cells for some time, the dry cathode portion of the process proved far more difficult to industrialize than expected.

Together with its confirmation that it is producing 4680 cells in Austin with both electrodes manufactured using the dry process, Tesla has also stated that it has begun producing Model Y vehicles with 4680 battery packs. As per Tesla, this strategy was adopted as a safety layer against trade barriers and tariff risks. 

“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks,” Tesla wrote in its Q4 and FY 2025 update letter. 

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Even Tesla China is feeling the Optimus V3 fever

As per Tesla China, Optimus V3 is “about to be unveiled.”

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Credit: Tesla Optimus/X

Even Tesla China seems to have caught the Optimus V3 fever, with the electric vehicle maker teasing the impending arrival of the humanoid robot on its official Weibo account. 

As per Tesla China, Optimus V3 is “about to be unveiled.”

Tesla China hypes up Optimus V3

Tesla China noted on its Weibo post that Optimus V3 is redesigned from first principles and is capable of learning new tasks by observing human behavior. The company has stated that it is targeting annual production capacity of up to one million humanoid robots once manufacturing scales.

During the Q4 and FY 2025 earnings call, CEO Elon Musk stated that Tesla will wind down Model S and Model X production to free up factory space for the pilot production line of Optimus V3. 

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Musk later noted that Giga Texas should have a significantly larger Optimus line, though that will produce Optimus V4. He also made it a point to set expectations with Optimus’ production ramp, stating that the “normal S curve of manufacturing ramp will be longer for Optimus.”

Credit: Tesla China

Tesla China’s potential role

Tesla’s decision to announce the Optimus update on Weibo highlights the importance of the humanoid robot in the company’s global operations. Giga Shanghai is already Tesla’s largest manufacturing hub by volume, and Musk has repeatedly described China’s manufacturers as Tesla’s most legitimate competitors.

While Tesla has not confirmed where Optimus V3 will be produced or deployed first, the scale and efficiency of Gigafactory Shanghai make it a plausible candidate for future humanoid robot manufacturing or in-factory deployment. Musk has also suggested that Optimus could become available for public purchase as early as 2027, as noted in a CNEV Post report.

“It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP. It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does,” Musk said during the earnings call.

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Tesla director pay lawsuit sees lawyer fees slashed by $100 million

The ruling leaves the case’s underlying settlement intact while significantly reducing what the plaintiffs’ attorneys will receive.

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Credit: Tesla China

The Delaware Supreme Court has cut more than $100 million from a legal fee award tied to a shareholder lawsuit challenging compensation paid to Tesla directors between 2017 and 2020. 

The ruling leaves the case’s underlying settlement intact while significantly reducing what the plaintiffs’ attorneys will receive.

Delaware Supreme Court trims legal fees

As noted in a Bloomberg Law report, the case targeted pay granted to Tesla directors, including CEO Elon Musk, Oracle founder Larry Ellison, Kimbal Musk, and Rupert Murdoch. The Delaware Chancery Court had awarded $176 million to the plaintiffs. Tesla’s board must also return stock options and forego years worth of pay. 

As per Chief Justice Collins J. Seitz Jr. in an opinion for the Delaware Supreme Court’s full five-member panel, however, the decision of the Delaware Chancery Court to award $176 million to a pension fund’s law firm “erred by including in its financial benefit analysis the intrinsic value” of options being returned by Tesla’s board.

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The justices then reduced the fee award from $176 million to $70.9 million. “As we measure it, $71 million reflects a reasonable fee for counsel’s efforts and does not result in a windfall,” Chief Justice Seitz wrote.

Other settlement terms still intact

The Supreme Court upheld the settlement itself, which requires Tesla’s board to return stock and options valued at up to $735 million and to forgo three years of additional compensation worth about $184 million. 

Tesla argued during oral arguments that a fee award closer to $70 million would be appropriate. Interestingly enough, back in October, Justice Karen L. Valihura noted that the $176 award was $60 million more than the Delaware judiciary’s budget from the previous year. This was quite interesting as the case was “settled midstream.”

The lawsuit was brought by a pension fund on behalf of Tesla shareholders and focused exclusively on director pay during the 2017–2020 period. The case is separate from other high-profile compensation disputes involving Elon Musk.

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Tesla Litigation by Simon Alvarez

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