News · Yahoo Finance

Elon Musk Says AI Will Replace Desk Jobs 'Like Lightning' — If You're A Welder Or A Cook, Your Job Is Safe Much Longer

Tesla and SpaceX CEO Elon Musk said in a 2025 appearance on The Joe Rogan Experience that AI would take over computer-based digital work very quickly, while physical work such as welding, electrical work, plumbing, cooking and farming would last much longer. The article notes that robotics could eventually change those industries, and that building AI infrastructure is itself a physical task requiring large amounts of electricity. It cites American PowerGen, which is developing natural-gas-fired power projects for large customers including data centers and has a 22-gigawatt development pipeline across 16 Texas projects. Musk has also argued that AI and robotics could eventually make traditional employment less necessary.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

artificial intelligenceemploymentElon Muskelectricity

Open a keyword to see other news on the same topic.

Related tickers and likely impact

TSLA

• Neutral

Tesla, Inc.

Relevance: low

MarketUS stocks
SectorConsumer Discretionary
IndustryAutomobile Manufacturers
Market cap$1.4T
Close on 10/20/2026373.77
Change that session+1.55%
TSLA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • SpaceX gives the AI trade a shot in the arm. What it means for our stocks

    SpaceX shares rose about 7% after the company reported strong third-quarter results and a robust outlook through year-end and into 2027. The article argues that SpaceX's rocket, AI and connectivity business touches many layers of the AI supply chain, from power and semiconductors to data center infrastructure, models and applications. Musk said the main constraint on deploying AI compute is now power, cooling and infrastructure rather than chips, and SpaceX plans to bring 2.5 to 3 gigawatts of compute online by year-end and about 10 GW in 2027. Its agentic AI product Grok Bot previously had 800,000 paid weekly users, and the article points to GE Vernova and Eaton as possible beneficiaries of this demand.

    CNBC·▲ NVDA▲ QQQSpaceXartificial intelligencedata centers
  • BE, VRT, VST And Other Power Stocks Rally After Jensen Huang, Elon Musk Point To Power As The “Major Bottleneck” In AI Buildout

    Power and electrical equipment stocks rose after Nvidia CEO Jensen Huang and SpaceX CEO Elon Musk said electricity, not chips, is the main constraint on AI buildout. Huang said power will remain “one of the major bottlenecks” over the next couple of years, while Musk said SpaceX aims to add 20 GW of power and cooling capacity next year to support 13 GW of computing by end-2027. In morning trade, BE rose over 6%, VRT about 5.7%, GEV 3.7%, VST 2.7% and CEG about 2.2%. President Trump said new large data centers must make their own electricity, while Elizabeth Warren (D-MA) called for a national moratorium on data centers.

    Yahoo Finance·electricitydata centersartificial intelligence
  • Musk: AI’s Hard Part Is “Scaling Power”: 3 Stocks Uniquely Suited to Win This New Bottleneck Trade

    Microsoft said it will scale its Maia chips to multi-gigawatt deployments starting next calendar year, and Elon Musk said scaling power is the hard part of AI. The article argues power is an input that chip and app companies cannot copy quickly, which favors Vistra (VST), Constellation Energy (CEG) and GE Vernova (GEV). Vistra has lost nearly a fifth of its value over the past year even though its adjusted EBITDA rose to $5.91 billion, while Constellation's normalized EPS is expected to reach $13.29 in fiscal 2027. GE Vernova's revenue is expected to reach $60.7 billion by fiscal 2028, and Jefferies has a $298 price target on Vistra. The article warns that all three stocks could move with the mood around AI, regardless of their results.

    Yahoo Finance·artificial intelligenceelectricityElon Musk
  • Model Moats: The Vanishing Weight and the Price of the Watt

    Anthropic has committed nearly $90 billion to secure compute infrastructure through Nscale, including $44.6 billion disclosed in a September SEC filing and a second deal of about $45 billion in advanced negotiations, as reported by Bloomberg; both target the Monarch Compute Campus in West Virginia. The article argues that model weights are becoming a commodity and the race has shifted to who controls power. In the same week, DeepSeek open-sourced DeepInfer and llm-d 1.0 reached general availability; IBM, citing vendor-reported figures, claims self-hosting on llm-d cuts costs 5-10x versus commercial APIs. In China, ByteDance, Alibaba and Tencent have ordered over 3 million Nvidia RTX PRO 5500 chips worth roughly $35 billion, but according to unverified social media reports, the fill rate is only 5-10%.

    Yahoo Finance·artificial intelligencedata centersAnthropic
  • AI Hyperscalers Have an Energy ProblemYahoo Finance·▼ MSFTMSFTdata centerselectricity
  • AI bottlenecks 'keep shifting': Nvidia CEO Jensen Huang explains

    Nvidia CEO Jensen Huang, speaking with Deirdre Bosa at Nvidia GTC Berlin, said AI bottlenecks keep shifting, moving from wafers to CoWoS, HBM memory, silicon photonics and connectors, and now to power. He said power is often available, but land, power shells, generator delivery, grid connections and construction limits create the problem, and permitting rules differ across countries and states. Huang argued Nvidia is resilient because it supports every AI model, cloud provider and computer company across every country, so it can ship chips wherever a bottleneck is resolved. He expected these physical bottlenecks to persist for a couple more years as AI factories ramp up.

    Yahoo Finance·▲ NVDANVDAartificial intelligencedata centers

Related markets

US stocks →

Latest news

  • Meta’s (NASDAQ:META) Q3 2026 sales top estimates, quarterly revenue guidance slightly exceeds expectations

    Meta Platforms (NASDAQ: META) reported Q3 revenue of $64.6 billion, up 26.1% year on year and about 2% above estimates. Revenue guidance for the Q4 midpoint is $74.5 billion, 1.2% above analyst expectations. GAAP EPS of $3.83 was 29.9% below consensus, due to a $9.89 billion charge tied to an agreement with 52 attorneys general to resolve teen mental health litigation, with payments of up to about $18.59 billion; excluding it, EPS would have been $7.40. Operating margin fell to 20.1% from 40.1%, and free cash flow was -$2.12 billion. Daily active people reached 3.64 billion, up 100 million year on year.

    Yahoo Finance·▲ METAMETAearningstech stocks
  • A SpaceX-Tesla megamerger could benefit both companies and Elon Musk's personal fortune

    SpaceX shares rose 8% and Tesla 3.5% after Elon Musk said each company had formed special committees to discuss a possible combination. At current market values, the merged company would be worth about $3.5 trillion, the largest deal ever, and Musk argues it makes sense because both businesses rely heavily on artificial intelligence. Musk owns 11% of SpaceX and 19% of Tesla, and a change-in-control provision in Tesla's pay plan could treat many performance targets as met in a merger, which would make him richer. Although the shares are very expensive by most measures, most analysts still call them a bargain, and many work for banks hoping to win Musk's business. Democrats have called for investigations into SpaceX's federal contracts and could scuttle plans if they win big in next month's midterm elections.

    Yahoo Finance·▲ TSLATSLAmergers and acquisitionsElon Musk
  • Netflix Is Down 38% Since Completing Its 10-For-1 Stock Split. Here's Why the Sell-Off Is Worsening After Its Latest Earnings.

    Netflix shares are down 37.9% since the 10-for-1 stock split was completed on November 17, 2025, as of the October 20 close. After its third-quarter 2026 report, the stock fell 5.9% to $64.62 in after-hours trading, which would mark a new two-year low. Revenue rose 11.8% year over year, and operating margin widened from 28.2% to 34.6%, but the company now expects $2.7 billion in full-year ad revenue, down from $3 billion, due to a slower rollout of ad product capabilities. Its 2026 revenue forecast of $51.1 billion sits 0.2% below the prior midpoint, and the article also points to competition from YouTube, a third price increase in under three years, and a valuation of 17 times 2027 earnings. Netflix ended the quarter with $8.19 billion in cash against $12.66 billion in long-term debt.

    Yahoo Finance·Netflixearningsvaluation
  • Where Will Novo Stock Be in 10 Years?

    Novo, a Denmark-based pharmaceutical company, reached an all-time high in 2024 but has since faced clinical and commercial setbacks and lost substantial market value over the past two years. Its diabetes products, including Ozempic and Rybelsus, and its obesity drug Wegovy remain core, but U.S. patents on the active ingredient in these drugs expire in 2032, potentially opening the door to cheaper generics. Near-term catalysts include CagriSema, which could be approved by year-end and combines semaglutide with cagrilintide, though it fell short of the 25% mean weight loss Novo had hoped for. The pipeline also includes amycretin, UBT251, and several oral weight loss candidates. The author sees the pipeline as deep but warns of rising competition from dozens of weight-loss drugs, slower market growth, and possible U.S. drug price negotiations.

    Yahoo Finance·pharmaceuticalsNovo Nordiskvaluation
  • NextEra Energy ( NEE ) Q3 2026 Earnings Call Transcript

    NextEra Energy reported third-quarter adjusted earnings per share of $1.24, up 9.7% year over year. Florida Power & Light's net income reached $1.62 billion, versus $1.463 billion a year earlier, while adjusted earnings at NextEra Energy Resources rose 13% to $1.247 billion. The renewables and storage backlog reached 36.7 gigawatts, and FPL raised its large load target to 8 gigawatts by 2032. Shareholders have approved the pending combination with Dominion Energy, with state regulatory reviews expected to conclude in early 2027. Management maintained its 2026 adjusted earnings guidance and is targeting the high end of the range, even though wind generation in Q4 is projected to fall to 90% to 95% of the long-term average due to El Niño.

    aol.com·NextEra Energyearningselectricity
  • Amazon logistics automation offers long-term margin gains, Jefferies says

    Jefferies says Amazon's warehouse automation and expanding logistics network could lift retail margins long term by reducing labour dependence. Amazon has deployed over 1 million robots, but only 40% to 45% of its US small-sortable fulfillment centers are highly automated, leaving room for growth. A US$1 hourly wage rise would add about US$1.1 billion to costs, and Amazon has around US$27 billion of visible capex planned for automation and delivery. Jefferies sees third-party parcel delivery as a growth area, with US delivery stations possibly growing from about 575 to 950 by 2030 and early trials showing 20% to 25% savings for shippers. Grocery is harder given US$10 to US$12 delivery cost per order, though the broker sees potential in Amazon's planned Illinois hybrid retail concept expected in 2028.

    Yahoo Finance·▲ AMZNAMZNretailsupply chain

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.