Episodes

  • Why the Model X Was Tesla’s Most Ambitious Mistake

    Why the Model X Was Tesla’s Most Ambitious Mistake
    May 28 2026
    The Model X was Tesla’s own Fabergé egg — beautiful, intricate, and nearly impossible to manufacture. Its falcon wing doors took two extra years and a lawsuit to ship. But the painful lessons from building it became the production discipline that made the Model 3 the best-selling EV in the world. Part 2 of 2 ... Read more
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    6 mins
  • Designed in a Tent: How the Model S Rewrote the Rules

    Designed in a Tent: How the Model S Rewrote the Rules
    May 27 2026
    The Model S wasn't just a car. It was a proof point. Before it, electric vehicles were golf carts. After it, they were the best cars on the road. Part 1 of our series on the cars that built Tesla.
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    6 mins
  • The Musk Premium: What Happens When Tesla Isn’t the Only Musk Stock

    The Musk Premium: What Happens When Tesla Isn’t the Only Musk Stock
    May 26 2026
    For almost sixteen years, Tesla was the only way to invest in Elon Musk's vision. The SpaceX IPO changes that. We break down what happens to Tesla's stock price when the 'Musk premium' has somewhere else to go.
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    6 mins
  • SpaceX’s Biggest Week, Part 3: What $1.75 Trillion Actually Buys

    SpaceX’s Biggest Week, Part 3: What $1.75 Trillion Actually Buys
    May 25 2026
    SpaceX is asking investors to pay $1.75 trillion. But what are they actually buying? Not a rocket. A platform. Starship is the only vehicle that can deploy next-generation Starlink satellites, land astronauts on the Moon, and eventually reach Mars. Flight 12 just proved the foundation works. Part 3 of 3.
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    6 mins
  • SpaceX’s Biggest Week, Part 2: Three Days, Three Answers

    SpaceX’s Biggest Week, Part 2: Three Days, Three Answers
    May 24 2026
    On Wednesday, SpaceX filed the largest IPO in history. On Thursday, they announced the first human mission to Mars. On Friday, they launched the most redesigned rocket ever built. That's not a coincidence. That's a script. Part 2 of our three-part series on SpaceX's biggest week.
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    6 mins
  • SpaceX’s Biggest Week, Part 1: The Launch Everyone’s Scoring Wrong

    SpaceX’s Biggest Week, Part 1: The Launch Everyone’s Scoring Wrong
    May 23 2026
    SpaceX launched Starship V3 on Friday, and the headlines can't agree on whether it worked. The booster broke apart, but Ship 39 lost an engine, compensated, deployed all 22 payloads, survived reentry, and landed in the Indian Ocean as planned. Part 1 of a three-part series on SpaceX's biggest week ever.
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    6 mins
  • The Secrets SpaceX Had to Tell

    The Secrets SpaceX Had to Tell
    May 22 2026
    SpaceX filed its S-1 and the fine print reveals more than the financials. One person holds 85% of the voting power. Shareholders can't file class-action lawsuits. And the company's pitch includes asteroid mining in a legal document filed with the SEC. Part 2 of our S-1 deep dive.
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    6 mins
  • One Company, Three Bets: What the SpaceX S-1 Actually Says

    One Company, Three Bets: What the SpaceX S-1 Actually Says
    May 21 2026
    SpaceX just filed its S-1, and for the first time in 24 years we can see the real numbers. One segment made $1.2 billion last quarter. Another lost $2.5 billion. We break down the three businesses hiding inside what could be the largest IPO in history.
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    7 mins