Elon Musk Speaks During A town Hall Event In Green Bay, Wisconsin

Elon Musk wears a cheese hat during a campaign event in Green Bay, Wisconsin (Joshua Lott/Getty Images)

Musk says Tesla will be one of first companies to reach AGI

He also said we’d reach artificial general intelligence within two years... about two years ago.

3/4/26 10:37AM

In a post early Tuesday, CEO Elon Musk said Tesla would be “one of the companies” to first reach artificial general intelligence — a squishy term that he typically uses to describe technology that’s smarter than the smartest human.

He also said Tesla would likely be the first to put AGI in a “humanoid/atom-shaping form.”

Translation: Musk is arguing Tesla’s Optimus robots could one day deploy exceptionally smart physical AI — systems that manipulate the real world, not just generate text and code.

Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form
— Elon Musk (@elonmusk) March 4, 2026

This isn’t the first time he’s made claims about AGI, but it’s the most explicit one tying Tesla — rather than his AI company, xAI — directly to achieving AGI.

Back in April 2024, Musk predicted AGI would arrive within two years — a window that would close next month. Last October, he said xAI’s Grok 5 had a 10% chance of becoming the first AGI. In December of 2025, Musk said xAI, which is now part of SpaceX, could reach AGI as early as this year.

We’re not there yet. Tesla’s self-driving software and its Optimus robot do not currently exhibit anything resembling general intelligence.

But Musk is clearly extending his AGI narrative to Tesla, the EV maker he has increasingly framed as an AI and robotics company.

It’s just another way Tesla is increasingly starting to look like Musk’s other companies.

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Once nearly synonymous with AI, it just got surpassed in valuation by Anthropic. Now it looks like it’s also going to get beaten to the IPO starting line.

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Palo Alto Networks surges after it beats revenue and earnings estimates

Cybersecurity firm Palo Alto Networks jumped more than 10% in postmarket trading after reporting fiscal third-quarter results that beat analyst revenue and earnings expectations.

The company posted adjusted earnings per share of $0.85, versus the FactSet analyst consensus estimate of $0.79 on $3 billion in revenue. (Wall Street had expected $2.94 billion.)

The company also boosted its guidance for the full fiscal year. The company now expects non-GAAP EPS in the range of $3.77 to $3.79, compared to its previous projection of $3.65 to $3.70 (and analysts’ expectations of $3.68). It also forecast revenue of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%, compared to previous growth expectations of 22% to 23%.

Through Tuesday’s close, the stock had risen more than 60% in the past month.

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Microsoft releases 7 new models, next-gen quantum chip at Build conference

Microsoft is making it clear it can stand on its own as a competitor in the AI arena.

Today at its annual Microsoft Build developer conference, the company made a flurry of announcements that move it further away from the shadow of its complicated relationship with partner OpenAI.

Among the products announced:

New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.
Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.
Majorana 2, the company’s next-gen quantum chip.
Microsoft Scout, an integrated always-on agent built on OpenClaw.
Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

PHASE 2: Noon - Microsoft Build 2026

New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.
Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.
Majorana 2, the company’s next-gen quantum chip.
Microsoft Scout, an integrated always-on agent built on OpenClaw.
Project Solara, an AI gadget operating system.