Deep-dive analysis on Tesla, SpaceX, xAI, Neuralink, and the full Elon Musk ecosystem.
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Six weeks ago, a former Nasdaq chief warned that hundreds of billions of dollars in locked SpaceX stock was about to hit the market. On August sixth, the first hundred billion dollars of it became legal to sell. In This Episode 0:00 The flood that turned into a question mark 0:41 Gate one: a hundred ... Read more
Last Tuesday, a Swedish freight company ordered five hundred Tesla Semis. That’s the largest order the truck has ever received, and it beat the previous record by a hundred and thirty trucks. In This Episode 0:00 Last Tuesday, a Swedish freight company ordered five hundred Tesla Semis. That’s 0:23 This is Tesorb Signal, and I’m ... Read more
On Thursday a financial commentator posted a chart of Wall Street’s five-year revenue forecasts for the biggest companies in tech. Nvidia, two hundred eighty-eight percent. In This Episode 0:00 On Thursday a financial commentator posted a chart of Wall Street’s five-year re 0:27 This is Tesorb Signal, and I’m Lena Ruiz. Three things today. What ... Read more
Since last summer, Elon Musk has given four different arrival windows for Grok 5, xAI’s next flagship model. End of twenty twenty-five. In This Episode 0:00 Since last summer, Elon Musk has given four different arrival windows for Grok 5 0:32 This is Tesorb Signal, and I’m Lena Ruiz. Three things today. The Grok 5 ... Read more
On Friday, China’s market regulator published the largest recall in the history of the world’s biggest electric car market. Nearly three million Teslas. In This Episode 0:00 On Friday, China’s market regulator published the largest recall in the history 0:23 This is Tesorb Signal, and I’m Lena Ruiz. Three things today. What the recall ac ... Read more
Three days ago, a federal hearing that could have shut down the power plant behind the Pentagon’s favorite chatbot was postponed. State records show sixty-nine gas turbines at the site. In This Episode 0:00 Three days ago, a federal hearing that could have shut down the power plant behi 0:27 This is Tesorb Signal, and ... Read more
On Thursday, Nevada regulators cleared Tesla to run up to five thousand driverless cars around Las Vegas. Across the entire country, Tesla’s unsupervised robotaxi fleet at any one moment is about twenty cars. In This Episode 0:00 On Thursday, Nevada regulators cleared Tesla to run up to five thousand driverle 0:23 This is Tesorb Signal, ... Read more
Over the past twelve months, Tesla the company got dramatically more valuable. Tesla the share, the thing you can actually buy, went almost nowhere. In This Episode 0:00 The company grew. Your share didn’t 0:43 Twenty-two percent more shares 1:39 Where the new shares came from 2:13 The fair case for the award 3:30 The ... Read more
On New Year’s Eve, while most people were drafting resolutions they’d abandon by February, Elon Musk posted one for his brain implant company. In twenty twenty-six, he wrote, Neuralink will start high volume production of brain computer interfaces, with a surgical procedure that’s almost entirely automated. In This Episode 0:00 The New Year’s Eve promise ... Read more
In October of twenty sixteen, Tesla published a sentence that would quietly become one of the most expensive promises in the car business. Every Tesla leaving the factory, it said, now ships with all the hardware it needs to fully drive itself. In This Episode 0:00 The 2016 promise that started it all 0:25 Three ... Read more
There’s a plan on file with Clark County, Nevada that describes a transit system with one hundred four stations. Underground Teslas gliding beneath the Strip, the stadium, the airport, and downtown. In This Episode 0:00 104 stations promised, a dozen open 0:25 What the Vegas Loop actually is in 2026 1:01 Four million rides and ... Read more
After Flight 13’s near-perfect ocean splashdown, SpaceX is going for the real thing: catching Starship’s upper stage with the launch tower arms. Flight 14 will also be the first to reach orbit and carry real Starlink cargo. If it works, the test program is over. In This Episode 0:00 Flight 13’s ship floated in the ... Read more
Grimes County, Texas just signed up to host the largest building on Earth. SpaceX’s Terafab chip plant will span 100 million square feet of manufacturing space. But almost every detail has changed since the project was first announced four months ago, and the deal was done before the county got to ask questions. In This ... Read more
Tesla is about to re-reveal a car it first showed in 2017. The Roadster, with its SpaceX cold gas thrusters, $50,000 deposits, and nine years of broken dates, is finally getting a stage in Texas. The question is what all that waiting actually bought. In This Episode 0:00 The Roadster’s second reveal, nine years later ... Read more
On Tesla’s latest earnings call, Elon Musk explained why a robotaxi needs a satellite dish. But that Starlink dish on the Cybercab is one wire in a much larger bundle connecting Tesla’s balance sheet to SpaceX, including a $1 billion mark-to-market gain that made up most of Tesla’s Q2 profit. In This Episode 0:00 Why ... Read more
A Diamond Black Model Y rolled off the Fremont line last week as Tesla’s 10 millionth car. No EV-only automaker has hit that mark. But the milestone masks a tougher story: two years of falling deliveries, market share below 50%, and the second half of Musk’s pay package looking steeper than the first. In This ... Read more
Investors are trading Neuralink shares at prices valuing the company at $42 billion, more than four times its last official $9 billion price tag. But between those two numbers, the clinical reality tells a quieter story: 21 participants, no commercial approval, and revenue years away. In This Episode 0:00 The $42 billion secondary market valuation ... Read more
SpaceX flew the best Starship test flight it has ever flown. Real payload (20 Starlink V3 satellites deployed), first engine relight in space, and a ship that survived reentry and floated intact. But 13 engines were commanded to relight for the booster’s landing burn. By published counts, 5 lit. This was also the first Starship ... Read more
Tesla just posted $28.2 billion in revenue, up 26% year-over-year, its biggest quarter ever. The market erased $140 billion in a single day. EPS came in at $0.33 vs $0.53 expected, a 39% miss. Operating margin: 1.4%, down from 4.1%. This episode covers the record quarter, the miss that buried it, and why the market ... Read more
On a stretch of Gulf coast at the southern tip of Texas, nearly everyone works for the same company, lives on land it owns, and votes for leaders who draw a paycheck from it. Its name is Starbase, and a year ago it became a real, legal city. The vote was 212 to 6. This ... Read more
A few weeks ago, we ran an episode about Elon Musk becoming the world’s first trillionaire. This feels only fair. As of now, he isn’t one anymore. From a peak of $1.45 trillion on June 16 to under $800 billion by mid-July, roughly $600 billion evaporated in a month. His life didn’t change at all. ... Read more
If you have money in a retirement account or index fund, there’s a decent chance you now own a piece of a Mars program. You didn’t choose it. On July 7, SpaceX joined the Nasdaq 100, and every fund tracking that index had to buy shares automatically. One bank estimated $4.3 billion in forced purchases. ... Read more
A year ago this summer, a Tesla pulled away from a curb in Austin with no one in the driver’s seat. The decade-long promise was finally real. So a year on, how much of the rest came true? This episode lines up every specific, dated robotaxi pledge against what actually happened: 500 cars became 20, ... Read more
Elon Musk spent three weeks in a courtroom trying to stop OpenAI from going public. He lost on a statute of limitations technicality. Three weeks later, OpenAI filed its confidential S-1. Valued at $852 billion with $2 billion in monthly revenue, it could be one of the largest offerings in history. But for every dollar ... Read more
There’s a new bank in America. It has no branches, lives inside a social media app, and over the past few weeks it quietly opened its doors to millions. X Money launched with 6% APY, 3% cashback, a metal Visa debit card, and FDIC insurance up to $10 million. This episode unpacks the pitch, the ... Read more
