What a week. Kees is still MIA (likely still sulking about FSD not being allowed in Europe), but Florian and Demien dive headfirst into one of Tesla’s most telling weeks of the year. From Master Plan Part 4 to a mega compensation plan, from golden Optimus bots to a diner doing $2.5M/month — it’s all happening, and it’s happening fast.Why is Elon betting big on Megablocks? Is Tesla Energy the next trillion-dollar play? And how does the acquisition of EchoStar position SpaceX to dominate mobile connectivity (and maybe launch a Tesla phone)?We also break down how Elon’s compensation package works, what the AI flywheel means for Tesla, and why the launch of a simple app could be one of the biggest milestones yet.In episode 49 we cover:⚡ Megablocks & Tesla EnergyWhy Powerwalls are finally coming to EuropeThe $1T upside of energy & infrastructure📱 Tesla’s Mobility EcosystemThe robo-taxi app that broke recordsHow franchise superchargers and diners will reshape retail🚀 Compensation Plan BreakdownHow Elon’s 10x plan works — and what needs to happenWhy even a $400B EBITDA doesn’t sound so crazy anymore📡 SpaceX x Tesla: The IntegrationEchoStar acquisition decodedStarlink-powered Optimus bots, Tesla phones & the hive mind future👉 Subscribe for weekly deep dives into Tesla, SpaceX, AI, and Elon’s world-changing ideas.

Ver todos los episodios