In the high-stakes world of innovation, where billion-dollar visions shape the future of technology, egos often clash as hard as ideologies. Few rivalries better illustrate this than the simmering feud between Elon Musk and Bill Gates—two titans of the modern age who seem to disagree on everything from climate policy to personal style.
Their long-standing tensions erupted once again over the question of electric trucks, culminating in Musk branding Gates as an out-of-touch old man who “has no clue” about the future of transportation. The exchange wasn’t just a personal jab—it was a flashpoint in the broader debate about what climate solutions are feasible, scalable, and worth pursuing.
It all began in 2020, when Gates, ever the pragmatist, published a detailed blog post on his platform GatesNotes titled “How Do We Move In A Zero Carbon World.” In it, Gates laid out his roadmap for achieving net-zero emissions in the transportation sector, backing up his arguments with research and an emphasis on current technological limitations.
While he praised electric vehicles for personal use—citing an 85% drop in battery costs since 2010—and gave nods to Rivian, Bollinger, Ford, and GM, he made no mention of Tesla’s Semi. But what truly ignited Musk’s fury was Gates’ assertion that electric trucks, due to their sheer weight and energy demands, would likely never be practical for long-haul transport. Instead, Gates promoted biofuels and electrofuels as better alternatives.
For Elon Musk, whose entire industrial empire is built on proving conventional wisdom wrong, the omission of Tesla’s Semi and Gates’ pessimism about electric freight wasn’t just a technical disagreement—it was a direct insult. Musk, as usual, didn't hold back. When asked by an X user (formerly Twitter) about Gates’ position, Musk fired off a blunt response: “He has no clue.”
This wasn’t the first time Musk had dismissed Gates, nor was it likely to be the last. Their relationship has long been strained by a fundamental philosophical divide.
Gates approaches technological advancement with cautious optimism and a deep reliance on research and consensus. Musk, by contrast, is a brute-force futurist, believing that reality bends to the will of those who refuse to accept limits. And in Musk’s view, Gates represents a past that is increasingly disconnected from the present.
While Gates framed his blog post as a realistic analysis of energy densities, logistics, and economics, Musk saw it as a failure of imagination. Gates’ main argument rested on the issue of battery mass. For long-haul trucks, he said, the amount of battery required to move cargo over vast distances would result in diminishing returns—the more batteries you carry, the more energy you need to carry them.
That recursive logic, Gates insisted, made battery-powered semis essentially infeasible for commercial logistics.
But by 2023, Musk had receipts. Tesla’s Semi was on the road, being deployed by companies like PepsiCo for real-world freight operations. And as Walter Isaacson’s long-awaited biography of Musk revealed, the rivalry between the two billionaires had only deepened in the intervening years.
Isaacson documented a heated conversation in which Musk confronted Gates directly, pressing him on the battery metrics he used to reach his conclusion that electric trucks would fail. Gates reportedly couldn’t answer Musk’s questions about watt-hours per kilogram or watt-hours per mile—two essential figures for evaluating EV performance.
Musk, never one to let a public feud fade, reposted a quote from the biography on X and added his own commentary. “Gates also said the Tesla Semi was impossible, even though it was literally being driven all over the country,” he wrote. “When I asked what battery Wh/kg and truck Wh/mile he was using to reach the conclusion that it's impossible, Gates had no idea, but still stuck with his conclusion.”
The rebuke was more than personal—it was symbolic. To Musk and his millions of followers, it reaffirmed the narrative that legacy thinkers like Gates are too mired in theoretical limitations to see the breakthroughs happening in real time. Gates’ error wasn’t just one of omission—it was one of outdated thinking.
To Gates’ credit, his overall blog post was a comprehensive assessment of the global emissions picture. He emphasized that transportation only accounts for about 16% of total greenhouse gases and argued for prioritizing decarbonization in sectors like electricity generation, agriculture, and manufacturing.
His call to action was nuanced: use EVs and clean electricity where they make sense, but invest in alternative fuels for heavier applications. He even acknowledged the challenges of cost and scale for biofuels and electrofuels.
But nuance doesn’t win on the X algorithm—and Musk capitalized on Gates’ lack of specificity and reluctance to praise Tesla. In the world of electric trucking, Gates looked like a naysayer just as Musk’s vision was accelerating down the highway.
By late 2023, Tesla had not only delivered Semis but also begun ramping up production for larger fleet orders. Videos of the trucks hauling cargo, even through mountainous terrain, made their way online.
Real-world tests showed that the Semis were achieving ranges of 300 to 500 miles per charge under commercial loads. PepsiCo executives expressed public satisfaction with the trucks, praising their performance and contributing to a perception that the vehicle was more than just a prototype—it was a viable contender in the freight industry.
Financial analysts began to take note. Morgan Stanley, which had once expressed skepticism about the Semi’s feasibility, revised their projections after field data suggested higher efficiency than anticipated. Tesla’s vertically integrated battery supply chain and megacharger infrastructure were cited as advantages over rivals still wrestling with basic implementation.
If Gates was right about one thing, it was that battery weight matters. But Musk had proven that with the right engineering, the problem could be mitigated—not avoided, but managed.
The clash also raised broader questions about the role of public discourse in tech development. Gates’ blog post reflected a classic policy-oriented view: inform the public, promote incremental progress, and avoid overpromising.
Musk’s strategy, on the other hand, is performative, combative, and designed to push markets as much as minds. His brashness invites criticism, but it also forces progress. Without Musk’s aggressive vision, the electric truck market might have stalled at concept stage. With him, it was forced to accelerate.
The irony of it all is that both men are, in their own way, fighting for a sustainable future. Gates, through methodical philanthropy and investments in clean energy startups, seeks long-term change rooted in science.
Musk, through brute-force innovation and public spectacle, aims to engineer the future into being faster than anyone thinks possible. But their methods, and their egos, continue to clash.
What makes Musk’s rebuttal sting all the more is that he’s backed it up on the road. For every blog post, he has a prototype. For every spreadsheet model, he has a machine in motion. While Gates was outlining why something might not work, Musk was already building it.
In that sense, Musk didn’t just win the argument—he changed the terms of the debate.
In 2025, as more companies line up to purchase Tesla Semis and regulations begin to favor zero-emission freight corridors, Gates’ cautious analysis seems less prescient and more risk-averse. The world didn’t wait for academic certainty—it followed the first mover with the loudest horn.
Ultimately, the feud between Musk and Gates isn’t just about trucks. It’s about legacy. Gates made his name by building Microsoft, mastering software, and funding science.
Musk is building cities on Mars, AI brains, and 80,000-pound electric machines that defy physics—or at least the physics as defined by the previous generation. In dismissing Gates as a clueless old man stuck in a bygone era, Musk isn’t just insulting his intelligence. He’s writing a new playbook for what it means to lead the future.
Because for Musk, the road ahead doesn’t belong to those who calculate the odds. It belongs to those who bend them.