Episodes

  • The SolarCity Playbook: What Tesla’s First Merger Teaches About the Next One

    The SolarCity Playbook: What Tesla’s First Merger Teaches About the Next One
    Jul 17 2026
    In 2016, Tesla bought SolarCity for $2.6B. The court said the deal was fair. The market said it wasn't. As Tesla-SpaceX merger talk heats up, the SolarCity playbook is required reading.
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    7 mins
  • SpaceX Buys Cursor: The $60 Billion Deal That Already Happened

    SpaceX Buys Cursor: The $60 Billion Deal That Already Happened
    Jul 16 2026
    SpaceX agreed to buy Cursor for $60 billion in stock four days after its IPO. But Grok 4.5 was already trained on Cursor's data before the deal closes. The assets merged before the companies did.
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    7 mins
  • Tesla Superchargers: The Quiet Empire Behind the Plug

    Tesla Superchargers: The Quiet Empire Behind the Plug
    Jul 13 2026
    Tesla operates 52% of all DC fast charging ports in America. Every rival adopted its plug. Sixty million sessions per quarter. The Supercharger network is Tesla's quietest strategic asset.
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    7 mins
  • SpaceX and Google: The $920 Million Rent Check

    SpaceX and Google: The $920 Million Rent Check
    Jul 12 2026
    Google will pay SpaceX $920 million a month to rent AI computing capacity from the Colossus data centers. The compute landlord thesis just graduated from theory to signed contracts.
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    7 mins
  • SpaceX’s Secret AI Phone: The Denial That Cost $50 Billion

    SpaceX’s Secret AI Phone: The Denial That Cost $50 Billion
    Jul 11 2026
    This week, the Wall Street Journal reported that SpaceX showed investors a secret AI phone. Elon Musk’s entire response was two words: “Utterly false.” The market’s response was louder. It erased more than fifty billion dollars of his net worth in a single afternoon. In This Episode 0:00 The report and the denial 1:00 What ... Read more
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    7 mins
  • Neuralink’s Real Bottleneck Isn’t the Chip.

    Neuralink’s Real Bottleneck Isn’t the Chip.
    Jul 5 2026
    Neuralink promised high-volume production and automated surgery in 2026. Halfway through the year, 26 people have an implant. The chip works. The bottleneck is everything around it.
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    6 mins
  • The Company Musk Laughed At Just Passed Tesla.

    The Company Musk Laughed At Just Passed Tesla.
    Jul 2 2026
    In 2011, Musk laughed at BYD on camera. In 2025, BYD sold 600,000 more electric cars than Tesla. How the crown changed hands, how BYD pulled it off, and why Tesla does not seem all that bothered.
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    7 mins
  • Musk’s Real Prize Wasn’t the Paycheck. It Was 25 Percent.

    Musk’s Real Prize Wasn’t the Paycheck. It Was 25 Percent.
    Jun 30 2026
    Elon Musk added $116 billion to his net worth in a single move this month. But the money is the distraction. The stock options came with voting shares, and 25 percent control of Tesla is the number that has driven his decisions for years.
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    6 mins