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Tesla to Mars - The Podcast

Tesla to Mars - The Podcast

39 episodes

Tesla to Mars #62 - FSD Goedgekeurd: Kees als eerst in Europa

Apr 15, 20261h 33m

Ep 61Tesla to Mars #61 - Nederland rijdt zichzelf

Demian en Florian namen allebei deel aan een Tesla FSD-testrit in Nederland — Demian in Eindhoven, Florian met zijn vrouw en een vriend door het centrum van Amsterdam. In deze aflevering vergelijken ze wat ze zagen, voelden en dachten. Van de Spiegelgracht tot de Leidsestraat, van een fietsende Amsterdammer die schreeuwt naar een robot, tot een supervisor die hands down kiest voor duizenden FSD-auto's boven duizend menselijke bestuurders.Maar de rijervaring is slechts het startpunt. Het gesprek escaleert naar de grotere vraag: wat betekent het als honderdduizend Nederlandse Tesla's straks allemaal deze software krijgen, in een staat die al further is dan de meeste mensen beseffen?In deze aflevering🚗 FSD in Amsterdam en Eindhoven — wat werkte, wat verraste, en de ene interventie op de Leidsestraat🤖 De supervisor die FSD al prefereert boven menselijke bestuurders🏙️ Hoe fietsers, toeristen en voetgangers reageren op een auto zonder bestuurder📡 De uitrol in Nederland: RDW, hardware 4, en wat er nodig is voor goedkeuring🚕 Cybercab vs. Model Y vs. Cybertruck — drie platforms, drie doelstellingen📊 10 miljard FSD-mijl en wat dat zegt over de intelligentie van de vloot🔋 TerraFab, Starship en waarom energie de echte bottleneck is🛰️ SpaceX IPO, datacenters in de ruimte en de kosten per kilo richting orbit💡 Superchargers als decentrale compute-infrastructuur en als ondernemerskans

Apr 1, 20261h 17m

Ep 60Tesla to Mars #60 - The Age of Abundance

They’re back after a break — and the comeback starts with a real-world “Musk economy” moment: Demian’s Starlink dish dies after a power outage, and a Grok-powered support bot replaces the entire kit in seconds, delivered the next day. That single experience becomes the lens for the episode: what happens when AI doesn’t just answer, but acts?From Tesla’s near-autonomous service workflows to the rise of screen-clicking agents that can replace most digital work, the conversation escalates into “levels of abundance” — from removing chores, to proactive health support, to AI helping you manifest bigger life goals. Then comes the harder question: if the doing disappears, what happens to meaning, identity, ethics, and even consciousness?In this episode🛰️ Grok-powered Starlink support and AI with real authority🧾 Tesla service as a preview of agentic operations🎚️ Level 1–5 “abundance” and what it does to purpose🧠 Human beings vs human doings — and the fear of acceleration🧬 Human 3.0: biomarkers, extremes, and a new renaissance of thinking

Feb 26, 20261h 21m

Ep 58Tesla to Mars #59 - Amazing Abundance

Tesla kicks off 2026 with a subtle but profound change: its mission shifts from “sustainable abundance” to “amazing abundance.” In this episode, Demian and Florian unpack what that change really means — not as branding, but as a framework for how Tesla, Elon Musk, and the broader ecosystem are thinking about the future.They explore how AI, robotics, and autonomy don’t just reduce costs, but fundamentally redefine what is economically possible. From removing mental friction and daily administrative drag, to a world where labor, energy, information, and transport become abundant resources. Step by step, the conversation builds toward the idea of “level 5 abundance”: a phase where projects no longer fail due to labor shortages, capital constraints, or bureaucracy — but simply get executed.The episode closes by grounding this philosophy in concrete, measurable Tesla milestones: FSD subscribers, Robotaxi miles, Optimus production, CapEx, and AI compute. “Amazing abundance” turns out not to be a vague vision, but a roadmap that can already be tracked today.In this episode🚀 Tesla’s new mission — why “amazing abundance” is more than semantics🧠 AI as leverage — productivity, creativity, and the removal of mental friction🤖 Optimus & Robotaxis — labor and transport as abundant resources🌍 From scarcity to abundance — moving beyond zero-sum thinking📈 Levels 1–5 of abundance explained with real-world examples📊 The Tesla milestones that determine whether this vision is real💰 Subscriptions, CapEx, and why cash flow matters more than profits🔺 The “triangle”: AI, energy, and execution as one system

Feb 6, 20261h 31m

Ep 57Tesla to Mars #57 - The Streisand Effect in Europe & the Race to Space Compute

Europe feels stuck in a loop: welfare strain, bureaucracy, and a growing sense that the system is becoming unsustainable. The conversation kicks into “peak chaos week” after the EU’s fine on X and what the crew see as speech being regulated based on what institutions “don’t like.” From there, they zoom out into geopolitics and incentives: why alignment between the EU and US is fraying, what that signals about long-term strategy, and who gets to build the next economic order. Then the lens shifts to the actual constraint underneath everything: cheap energy and fast-growing compute. “Misconomy 2.0” becomes the frame—capital, regulators, and companies either solving the bottleneck together, or losing the decade.Finally, they connect Starship scale to a wild but logical endpoint: cloud computing and AI infrastructure moving into orbit and beyond. In this episode🇪🇺 Europe’s pressure cooker — welfare strain, bureaucracy & why the system feels unsustainable❌ EU vs X — fines, speech regulation & the Streisand effect in action📈 #1 app in Europe — why suppression backfires faster than ever🤝 EU–US alignment — trade, defense & why strategic cooperation is fracturing⚡ Energy as the real bottleneck — cheap power, compute & productivity as destiny📉 “Misconomy 2.0” — how Europe misses the capital–energy–innovation triangle🔺 From triangle to pyramid — energy, consciousness & Maslow in economic form🚀 Starship scale — why cheaper launches change cloud computing forever🖥️ Space-based compute — AI infrastructure leaving Earth as the logical next step🧠 Media & AI races — incentives, narratives & why speed now beats control

Dec 13, 20251h 42m

Ep 56Tesla to Mars #56 - FSD in Europe: Safety, Robotaxis & the Cost of Waiting

The crew sit down in peak FSD-chaos week: Tesla calls on owners to message their road authorities, RDW gets flooded, and suddenly there’s an official path on the table — Article 39 with a February target. What looks like “FSD is coming to Europe” turns out to be much more messy, political and philosophical than headlines suggest.They unpack why RDW matters so much, how a temporary exemption could let Tesla *shape* future regulation instead of just absorbing it, and what happens if the Article 39 route fails and everything slips to 2027+. Along the way they zoom out: Europe’s shrinking importance for Tesla, the shift from “owning a car” to “buying transport”, the coming Cybercab wave, and how AI, energy and autonomy collide into a new economic order.Check out:- Tesla’s post on FSD in Europe: https://x.com/KRoelandschap/status/1992320393185742857?s=20- Kees’ take on FSD and RDW repsons: https://x.com/KRoelandschap/status/1992971468162912495?s=20- Post of Greentheonly: https://x.com/greentheonly/status/1991414891958473103?s=46&t=xqdJJOleebMe_vzuGspn1gIn this episode🚦 RDW, Article 39 & why a February “commitment” isn’t a done deal🌍 1.3–1.4M Teslas in Europe & what that means for FSD priorities🛡️ Safety first — Tesla’s data, regulators and “regulating for stupid”🚕 FSD vs Cybercabs — supervised driving or straight to Robotaxis💶 Cheap energy, transport & labour — sustainable abundance or lost decade for Europe🧠 AI 2027, arms races & why delaying tech only makes the shock bigger

Nov 27, 20251h 35m

Ep 55Tesla to Mars #55 — Ancient Engineering and Future AI

A deep dive that bridges 5,000 years of engineering with the frontier of AI and robotics. From Demian’s on-site exploration of Egypt’s pyramids to Tesla’s chip strategy, CyberCab rollout and Optimus economics, this episode tracks how civilizations rise on manufacturing breakthroughs — and why we’re entering the next one.The crew zoom out from the shareholder meeting headlines to the real story:scale, compute, robotics, and the societal transition that follows.What the pyramids were for ancient Egypt, the TeraFab and Optimus may become for us.Check out:- Robot IRL: https://x.com/robotinreallife- Jeff Lutz: https://x.com/thejefflutz- Larry Goldberg's Muskonomy 2.0 Article: https://x.com/TeslaLarry/status/1990060509979119670?s=20In this episode🏺 Ancient Tech, Modern Parallels — Why the pyramids look less like tombs and more like early gigafactories: pressure chambers, ammonia production, conductivity and large-scale industrial design.🤖 Optimus Ramp & the Money Glitch — Elon’s claim of the fastest product scale-up in history, the economics behind a billion humanoids, and why labor decoupling changes everything.🔌 Chips, Compute & the TeraFab — What Tesla’s chip strategy implies for AI scarcity, inference at planetary scale, and why data centers may move off-planet.🚕 CyberCab & Unboxed Manufacturing — A new vehicle architecture, a new supply chain, and why robotaxis won’t just disrupt Uber — but the entire ICE market.🌍 FSD Deployment Reality Check — Europe’s regulatory gridlock, loopholes used by early adopters, and geopolitical fragmentation in autonomous driving.🛰️ Space-Based AI — The blueprint for AI data centers in space, Starship cadence, lunar cooling advantages, and the economics of off-world compute.💸 The Next Economy — Deflation, unemployment, value creation without labor, and the tension between societal collapse and abundance-driven entrepreneurship.🧭 A Pro-Human AI Future — What a “pro-human AI” actually means: preventing harm, augmenting human capability, and shifting from a money-driven to a value-driven society.

Nov 20, 20251h 52m

Ep 54Tesla to Mars #54 — Elon's Long Game

A wide-angle lens on Tesla’s Q3 earnings, but the real signals are buried in the long game: how vertical integration across AI, energy, hardware, and software sets the stage for exponential leverage.The crew break down Tesla’s stacking flywheels—FSD v14, Optimus, Energy, X—and how they converge into a unified platform play. From Megapack cash flows and robotaxi economics to Elon’s Everything App ambitions, this episode traces how short-term noise masks long-term asymmetry.In this episode📉 Earnings vs. Vision — Why headlines missed the point: software economics, margin dilution, and where real growth lies.🤖 FSD v14 Milestone — What v14 unlocks (end-to-end planning, biological inspiration) and how it mirrors Optimus architecture.⚡ Energy S-Curve — Megapack scale, Autobidder strategy, and how energy stability funds long-term bets.📱 Platform Power — Tesla ≠ just cars: how X might merge FSD data, payments, ID, and entertainment.🔁 Stacking Loops — Manufacturing, data, AI, distribution, energy—why Tesla’s core flywheel compounds itself.🚀 Q4 Signals — Robotaxi deployment, Optimus v3, SpaceX cadence, and signs of an Everything App rollout.

Oct 29, 20251h 30m

Ep 53Tesla to Mars #53 — Optimus, v14 & the Bot Economy - A Deep Dive

A deep dive into Optimus and FSD v14: how a unified real-world AI, vertical integration, and actuator/manufacturing advances could turn factory pilots into the first true bot economy.The crew map near-term use-cases (production cells, logistics, last-mile), weigh “prototype vs. scale,” and outline Q4 catalysts—from v14 capability jumps and a potential Optimus v3 tease to SpaceX cadence and Boring Co’s 3D-transit thesis.In this episode🤖 Optimus Roadmap — From Gen-2/2.5 iterations to what a v3 reveal would signal.🧠 Unified AI — Why FSD v14’s architecture transfers to humanoids (perception → planning → control).🏭 Prototype vs. Scale — Actuators, materials, and why in-house manufacturing is the real moat.📦 First Jobs — Factory tasks now; order-picking/last-mile next; households later.🔒 IP vs. Hype — The case for quiet execution heading into early-November updates.🚀 Q4 Watchlist — FSD v14 rollout, Robotaxi pilots, SpaceX launch tempo, and Boring Co progress.

Oct 10, 20251h 34m

Ep 52Tesla to Mars #52 — The Vote, the Milestones & the Robotaxi/FSD Split

Demian, Florian & Kees trade books, compare notes on community and owners clubs, and then dive deep on why the November shareholder meeting really matters—Elon’s compensation/voting rights, Master Plan Part 4’s operational milestones, and how Robotaxi economics interplay with FSD subscriptions. Big-picture strategy, but also the nuts and bolts of getting to serious EBITDA.In this episodeCommunity & Owners Clubs — Why Tesla’s community (and even inside jokes) shapes the culture and feedback loop.Shareholder Meeting: What’s at Stake — Elon’s role for the next decade, voting alignment with shareholders, and the 7.5-year lock-up mechanics in the package.Master Plan 4, Operational Milestones — 20M vehicles delivered, 10M active FSD subs, 1M Robotaxis, 1M Optimus, and a path toward $400B adjusted EBITDA.Energy vs AI Margins — Why Energy might be a “given” input while AI-driven lines capture more of the margin.Robotaxi vs FSD Subscriptions — Private ownership, commercial ops, licensing, and where each model likely dominates.Sequencing → EBITDA — Which milestone unlocks the next, and what has to be true for the first $50B step.

Oct 2, 202543 min

Ep 51Tesla to Mars #51 – Books, BYD, Boring Co & the FSD v14 Countdown

No guest this week—just Demian, Florian & Kees kicking off a “new season,” trading gifts (including an 80s throwback tee) and building a shared reading list to sharpen mental models before a very big Q4 for Tesla. 📚⚙️In this episode📚 Reading & Mental ModelsWhy a common “base library” matters (from Stellar Economy to Exponential Organizations), plus Buffett/Munger-style mental models, first-principles thinking, and how Elon processes questions before answering.🚗 EV Reality CheckBerkshire fully exiting BYD, cash-flow red flags across legacy/Chinese EVs, and why the next few quarters could be a bloodbath for non-Tesla programs.🤖 FSD MomentumAnalysts finally “get it,” FSD take-rate jumps, and the crew’s expectation that v14 (already with employee testers) flips the switch for Robotaxi pilots in more U.S. states.🏭 The Machine That Builds the MachineFrom Unboxed manufacturing to a possible global Energy ramp—why the next 6–18 months could stack multiple S-curves at once.🕳️ Boring Company Deep DivePRUFROCK tech, tunnels as 3D transit, beating “the snail,” and how red-tape (not engineering) is the real bottleneck.🚀 SpaceX & Q4 OutlookSpaceX’s dominance in launches/payload, plus what to watch for at the early-November shareholder meeting: Optimus updates, Roadster halo effects, Model Y tweaks—and timing around FSD v14.👉 Subscribe for weekly deep dives into Tesla, SpaceX, AI, and Elon’s world-changing ideas.

Sep 25, 20251h 5m

Ep 50Tesla to Mars #50 – Consciousness, Grokopedia & Surrendering to AI- with Roel Smelt

We’ve got a special guest for Episode 50 — Roel Smelt joins Demian & Florian for one of our most philosophical deep dives yet.From meditation retreats to building mobile-first startups, Roel brings a unique perspective on technology, business, and humanity — and how it all ties into Elon Musk’s mission.Could surrendering to AI actually make us more human? And what does Elon’s vision of preserving consciousness really mean for our future?In this episode:🧠 Philosophy & ConsciousnessSpace, time & why humans are more than what they createGood vs. evil, common ground & why connection mattersThe role of love and surrender in solving conflict🤖 AI & GrokopediaElon’s plan to build a “truth-seeking” AIWhy getting humans out of the loop might be necessaryHow proactive AI could guide us toward purpose & meaning🚗 Tesla & DisruptionPolarization and why Elon attracts so much hateWhy Tesla, SpaceX & Starlink will be studied 100 years from nowThe deeper meaning behind Elon buying $1B in Tesla stock👶 Being Human AgainFalling birth rates, mental health, and rediscovering purposeWhy AI should help us live according to biology — not just optimize profitThe future of work, free time, and human connection🎙️ Reflections & Big QuestionsCan AI become a moral coach or even lead countries?What does it mean to “surrender” to AI — and should we?Why stories, purpose, and consciousness still matter👉 Subscribe for weekly deep dives into Tesla, SpaceX, AI, and Elon’s world-changing ideas.

Sep 17, 20251h 23m

Ep 49Tesla to Mars #49 — Megablocks, Superchargers & Elon’s Masterplan in Motion

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.

Sep 11, 20251h 4m

Ep 48Tesla to Mars #48 — FSD v13 in the Wild, Robotrucks & Master Plan 4 Unpacked

Kees is back from the U.S. and has just completed a full-blown FSD marathon. In this episode, he breaks down his 7-week road trip across America using Tesla’s Full Self-Driving software — from Cybertruck to Model Y, from Michigan to San Francisco. How good is FSD *really* in the wild? And why is V13 such a leap over V12?We also dive into Tesla’s Master Plan Part 4, the future of robotrucking as a billion-dollar industry, and the AI talent war — where Elon recruits top engineers without even offering bonuses. The big question: is 2025 already shaping up to be as epic as predicted?In episode 48 we cover:🧠 Real-world FSDKees drives 30,000 km hands-offFSD V12 vs V13 — what’s changed?Why FSD sometimes drives better than you🚛 Robotrucking & HyperscalingThe business case for autonomous truckingWhy Tesla Semis could cut costs by 10xGiga Texas, convoys & infrastructure megaplans⚡ Master Plan Part 4The roadmap to sustainable abundanceAI hardware, energy, and factory evolutionWhy Tesla isn’t a car company anymore👨‍💼 Elon as Recruiter-in-ChiefHow he attracts elite AI engineers — without bonusesWhat is MacroHard, and how will it replace Microsoft?👉 Subscribe for weekly deep dives into Tesla, SpaceX, AI, and Elon’s world-changing ideas.Chapters00:00 – Kees is back from 7 weeks in the U.S.01:00 – Why Kenny left the podcast02:20 – Cybertruck meetups & FSD events05:45 – First hands-on with FSD V13 in Cybertruck09:00 – Driving FSD feels like piloting a video game12:00 – FSD V12 vs V13: What’s the real difference?16:30 – Ryzen vs Intel hardware performance in Teslas19:00 – FSD is now better than human drivers (sometimes)21:45 – Map bugs, speed limit weirdness & unsafe edge cases25:30 – Tesla’s robotrucking vision & convoys28:50 – Slipstreaming, energy savings & pricing potential33:00 – Why Tesla only builds if it’s 10x better36:00 – Master Plan Part 4: Full breakdown40:00 – AI, energy, batteries & production at scale44:00 – CyberCab design sneak peeks & Easter eggs47:30 – Is 2025 already living up to the hype?52:00 – Elon’s unique approach to recruiting55:30 – The AI war: $150M offers vs mission-driven hires58:00 – MacroHard vs Microsoft1:01:00 – Tesla’s rise as a utilitarian mega-company1:05:00 – Media narratives & FSD perception battle1:09:00 – Demographics, robotics & birth rate collapse1:14:00 – Elon = Arne Slot? The football analogy1:18:00 – Musk, momentum & the power of agency

Sep 8, 20251h 32m

Ep 47Tesla to Mars #47 - Tesla Earnings: Crisis or Comeback? | Robotaxi & Optimus Update

Tesla just dropped their Q2 earnings and the numbers are rough — but is it a short-term dip or the setup for something bigger? In this episode, Kees, Demian & Kenny break it all down: from margin pressure and underperforming Cybertrucks to a massive Robotaxi and Optimus expansion plan.In episode 47 we cover:📉 Earnings BreakdownRevenue and profit drop significantlyCybertruck & Model S/X sales disappointEnergy storage segment sees explosive growth🤖 AI, Robotaxis & RobotsElon: Robotaxi coverage expanding to 50% of the U.S.Optimus: ramping up to 1 million units?FSD adoption still low — and many drivers don’t even know it exists⚡ Strategic ShiftsBatteries & energy as the next growth waveCheaper Tesla models in the worksWill Tesla licensing FSD help accelerate adoption?👉 SUBSCRIBE for weekly episodes breaking down Tesla, SpaceX, tech, and everything Elon.

Jul 28, 202553 min

Ep 46Tesla to Mars #46 - GeoFencing Austin, Grok in Teslas & The Most Epic Demo Ever?

We’re back with the full crew and diving straight into the latest from Austin’s Robotaxi rollout, Tesla’s Grok integration, and Elon’s mysterious promise of the most epic demo ever. From geo-expansion strategy to XAI satellites, this episode is packed.In episode 46 we discuss:🚖 Tesla’s rapid Robotaxi geo-expansion in Austin (and why it beats Waymo)🗺️ Mapping, Geofencing & why it’s still needed for Level 5 FSD🤖 Grok integration inside Teslas – what it unlocks for users📡 XAI, Starlink & why SpaceX just invested in AI💬 Should Tesla invest in XAI too?🛰️ The crazy idea of launching XAI satellites⚡ Q2 earnings expectations and what could shift Tesla’s narrative🚀 Elon’s teased “most epic demo ever” – Roadster? VTOL? Or something wilder?Plus: Optimus updates, satellite loops, and a new bombshell teased for next week.🔔 Subscribe for more deep dives into Tesla, SpaceX, XAI & the future of mobility.

Jul 16, 20251h 13m

Ep 45Tesla to Mars #45 - Model Y, Robotaxis & the Political Wildcard

While Kees and Florian are off the grid, Demian and Kenny break down Tesla’s latest moves, the rise of the Robotaxi fleet, and Elon’s unexpected political ambitions. A guest-free but insight-loaded conversation you don’t want to miss.In this episode we cover:🚗 Why the refreshed Model Y might be Tesla’s real “affordable” EV⚡ Cost of Goods Sold & what it tells us about Tesla’s next-gen strategy🤖 Why Robotaxis = 10X profit per vehicle📉 Cybertruck’s surprising sales slump despite the hype🧠 The logic behind optimizing EVs for Robotaxi use🏛️ Elon’s next controversial move: launching his own political party?📊 Tesla Energy growth vs investor uncertainty💸 Doge, deficit, and the $7T “Big Beautiful Bill”🎢 Why the most entertaining outcome might be the most likely one…Plus: reflections on US debt, Optimus, FSD rollout, and the missing Roadster.👉 SUBSCRIBE for weekly episodes breaking down Tesla, SpaceX, tech, and everything Elon.

Jul 9, 202546 min

Ep 44Tesla to Mars #44 - RoboTaxis are HERE: Kees Goes Full Safari in Austin

Tesla’s RoboTaxi fleet is no longer a future fantasy — they’re on the streets of Austin, and we’ve got boots on the ground. While the rest of the crew is back in Europe, Kees takes us deep into the heart of the Robotaxi test zone. From Cybertrucks and stealth parking lots to conversations with Uber drivers and Tesla insiders — this episode is a live-action Tesla thriller.In this episode we cover:🚖 Kees’ full Robotaxi safari in Austin — sightings, stealth tactics & livestreams📱 Behind the scenes of Tesla’s secret test fleet: no license plates, no stickers🚘 Waymo vs Tesla: The real-life experience and the coming disruption📉 What Bloomberg’s cost analysis means for Waymo’s future🤖 Robotaxi app: Will it launch inside Tesla, X, or both?⚡ X, Grok, and the future of in-car AI integrations🌍 The rise of the “shepherd class”: how Tesla owners could earn $275K/year🌆 Giga Texas secrets, possible launch events, and Elon’s Cybertruck at Circuit of the AmericasKees is on fire in Austin — dodging security, hunting for new hardware, and spotting up to 60 RoboTaxis in 30 minutes. Is the quiet launch already happening?👉 SUBSCRIBE for weekly episodes breaking down Tesla, SpaceX, tech, and everything Elon.

Jun 18, 20251h 4m

Ep 43Tesla to Mars #43 - Elon vs Trump: Feud or Fake? The Real Game Behind the $7 Trillion Bill

This week on Tesla to Mars: Are Elon and Trump really at war—or is this just political theater? We dive into the “big, beautiful bill”, Mars ambitions, and the shadow chess game between EU, UNECE, and Tesla’s FSD revolution.In Episode 43, Demian, Florian & Kees unpack what’s really going on behind the headlines—from deleted tweets to backdoor strategy. As Tesla makes major moves in Austin and gets listed as an autonomous operator in Texas, are we witnessing the soft launch of the RoboFleet?We explore:🚨 The Elon–Trump “feud”: what’s real, what’s noise📉 $7 trillion debt bomb and the political fallout🧠 Why Ashok might shock the Optimus timeline🌐 EU vs. UNECE: The self-driving regulation shake-up🤖 Real-world FSD rollout in the U.S. — while Europe sleeps📊 Waymo, Uber & the problem with scaling robotaxis💡 Use cases beyond ride-hailing: pharmacies, doctors & moreKees heads to Austin, Demian plans his Optimus ride, and Florian… still refuses to take a cybercab. One of our most packed episodes yet.👉 SUBSCRIBE for weekly episodes breaking down Tesla, SpaceX, tech, and everything Elon.

Jun 11, 20251h 14m

Ep 42Tesla to Mars #42 - Norway Tesla Sales Up, Robotaxi Launch & The Road to Making Life Multiplanetary!

In this episode of Tesla to Mars, Kees, Florian, and Demian take you on a wild ride through the latest in Tesla and SpaceX news — from surprising European sales spikes to the jaw-dropping scale of SpaceX’s Mars colonization timeline and the Kardashev scale.🔋 Tesla Talk:🚗 Tesla’s surprising 213% year-over-year growth in Norway despite recent downtrends.🇪🇺 What does this mean for the European market recovery?🤖 Robotaxi trademark battles and hints at a July launch.📉 Model Y Berlin ramp-up & demand insights.🧵 X discussions, FSD updates, and the expanding presence of Optimus.🌌 SpaceX Deep Dive:🚀 Starship’s latest test: What went wrong and what’s next?🛸 1000 Starships/year by 2033 – is Elon serious?🏙️ Mars colony vision, launch window science, and the role of Optimus bots.📡 How Starlink, reusability, and refueling in orbit will enable interplanetary transport.🎯 Bigger Picture:📺 Nearly 50% of our audience now watches Tesla to Mars on TV — are you one of them?🧠 Reflections on legacy media vs. direct communication.🧬 Why Elon's long-term thinking is reshaping humanity’s future — from Mars to Neuralink.👽 PLUS:Neuralink update tease.Is legacy media ignoring the biggest human story ever?And… what skill would YOU download first via Neuralink?👉 COMMENT ‘television’ if you're watching on the big screen.👉 LIKE if you believe humanity belongs on Mars.👉 SUBSCRIBE for weekly episodes breaking down Tesla, SpaceX, tech, and everything Elon.

Jun 6, 20251h 29m

Ep 41Tesla to Mars #41 - Elon Musk is BACK as WAR TIME CEO. The Robofleet revolution in T minus 4 days!

We’ve hit 40 episodes and now it’s time to turn up the voltage.In Episode 41 of Tesla to Mars, we go full throttle into Tesla’s biggest strategic levers yet: autonomous fleets, AI supremacy, and Elon’s Mars-first mindset. This isn’t just about cars—it’s about rewriting the rules of transport, ownership, and planetary ambition.From robo-taxis gearing up to roll out, to AI systems that could steer entire cities, we unpack how Tesla’s tech stack is pulling ahead—and why the next 10 years might belong to the most misunderstood company on Earth.This episode is packed with:Tesla’s quiet push for a global robo-fleetAutopilot vs. FSD: What’s really under the hoodHow AI is shaping Tesla’s real business modelThe secret sauce behind vertical integrationElon’s master plan… and where Mars fits into itIf you’re a believer, skeptic, investor—or just Tesla-curious—this episode is your electric wake-up call.🔔 Hit subscribe and let’s drive this thing to Mars.

May 29, 20251h 34m

Ep 40Tesla to Mars #40 - Elon’s $56B Pay 2.0, Optimus Dance, FSD Global Rollout & AI-Powered Abundance

In this episode, we dive deep into the future of Tesla, AI, energy, and the emerging age of abundance. With our usual co-hosts away, Demian & Kenny bring a thought-provoking, guest-free discussion loaded with big insights on Elon Musk’s next compensation package, Tesla's robotics strategy, global energy infrastructure, and the societal implications of AI-driven humanoid robots.We touch on:Why Elon's pay package matters and how it might be structured.How Tesla is leading the AI and robotics revolution through Optimus and FSD.The macro impact of AI on energy demand and geopolitics.The role of major tech leaders like Satya Nadella, Jensen Huang, and ‪@Scobleizer‬ in shaping the upcoming decade.What humans will do in a world where robots do all the work.💬 What would YOU do in an age of abundance, when Optimus handles your chores? Drop a comment below!👉 Don’t forget to like, comment, and subscribe for weekly insights on tech, innovation, and the future.

May 22, 20251h 26m

Ep 37Tesla to Mars #37 - From Earnings Disaster to Elon’s Master Plan – ‪@tesla‬ Boldest Pivot Yet

In this post-earnings episode, the Tesla to Mars crew dives deep into Tesla's Q1 2025 results and the broader implications of their strategy. From a "worst quarter in years" to still generating nearly a billion in cash—how is ‪@tesla‬ maintaining discipline under pressure?We unpack why the earnings call was framed as a “company update,” debate whether Elon’s leadership style is damaging the brand or building resilience, and highlight some overlooked nuggets about Optimus, Cybertruck demand, and manufacturing breakthroughs.This one’s packed with insights, laughs, and an unusual amount of talk about reset buttons (yes, again). Strap in.

May 15, 202532 min

Ep 34Tesla to Mars #34 - The Robotaxi Countdown EP01 ‪@CernBasher‬ on the Age of Abundance & FSD

Welcome to Episode 34 of Tesla to Mars!This is the first in our Robotaxi Countdown Series, where we dive deep into Tesla's upcoming autonomous future with special guest Cern Basher.We explore the economics of Tesla’s Robotaxi network, the role of fleet operators, the dawn of abundance, and how humanoid robots fit into the picture. Expect practical insights, mind-expanding theories, and a hint of what’s coming next from the Elon empire.🎙 Hosted by Florian, with Demian, Kees, Kenny & Cern Basher as a guest.🚖 Countdown to Robotaxi in Austin: T-minus 60 days...

May 15, 20251h 48m

Ep 39Tesla to Mars #39 - FSD is a $10K feature to launch a $10B business. We CRACKED the code to FUND it!

Welcome to Episode 39 of our podcast and the 4th episode of our Robotaxi Countdown series. Exploring the future of autonomous mobility, financing innovation and Tesla’s evolving AI empire.This episode features a deep-dive conversation with Michiel, a former MisterGreen executive and financial architect behind some of the earliest FSD funding strategies. Together with Kees, Demian, and Florian, we unpack:🚗 How MisterGreen financed 5,000+ Teslas with FSD before it was cool📊 The economics behind leasing software like Full Self-Driving💰 Why Robotaxis flip traditional car depreciation on its head🏦 The “CyberFund”: a new financial vehicle for a self-driving future🌍 How cities, investors & communities could co-own autonomous fleetsYou’ll hear how FSD pricing evolved, why funding models had to get creative, and how a new class of investors and “shepherds” could reshape the mobility market. This isn’t just about cars — it’s about a new economic layer emerging from autonomy, AI, and exponential manufacturing.

May 15, 20251h 47m

Ep 38Tesla to Mars #38 - Tesla Robotaxi Shepherds, AI Economies & The Rise of Sustainable Abundance

In this mind-expanding episode of Tesla to Mars, we sit down with Nicolas (@RoboFlock) — entrepreneur, writer, and thought-leader in the Tesla RoboTaxi space — to explore how everyday investors, operators, and technologists can own a piece of the future.We dive deep into what it means to be a "Robotaxi Shepherd" how decentralized fleet ownership could rival Amazon's marketplace model, and why sustainable abundance is no longer science fiction — it's already beginning.We also unpack the philosophy behind Elon Musk's roadmap, the role of humanoid robots, and ideas from sci-fi authors like Iain M. Banks that might not be so fictional after all.Whether you're a Tesla investor, aspiring fleet operator, or just curious about the coming age of physical AI — this episode is for you.

May 15, 20251h 41m

Ep 36Tesla to Mars #36 - Is Tesla About to Flip the Switch? Cybercab, FSD & the Road to Autonomy

In this episode, we dive into Tesla’s groundbreaking Giga Casting tech and what the recent spy shots from Texas really mean. Is the Cybercab already being mass-produced or is it maybe another model? Plus, we break down the move by ‪@tesla‬ to educate the public on FSD Supervised — a huge (and bullish) shift in strategy. From decentralized energy to a future filled with humanoid robots, this episode hits everything: Cybercab, XAI, fertility collapse, Optimus, Tesla Energy and beyond. Don’t miss the hottest takes on last night's company update! We were in the past so hopefully we weren't too far off.💡 Follow the countdown to the Robotaxi Reveal 🧠 Subscribe for future episodes with epic guests 🧑‍🚀 Hosted by Kees, Kenny, Florian & Demian

May 15, 20251h 29m

Ep 35Tesla to Mars #35 - The Robotaxi Countdown w/ Phil Beisel about the magic of Tesla's FSD!

Welcome to Episode 35 of the Tesla to Mars podcast — the second installment of our Robotaxi Countdown series. We’re thrilled to be joined by Phil Beisel, former Apple and Rivian engineer, and one of the most insightful minds covering Tesla’s FSD and Optimus initiatives.In this deep-dive conversation, Phil shares his behind-the-scenes experience at Rivian, unpacks Tesla’s AI strategy, and helps us understand how robotaxis and Optimus are poised to reshape transportation and labor. If you’re into Tesla, AI, or the future of cities, this one is a must-listen.

May 15, 20251h 58m

Ep 29Tesla to Mars #29 - FSD Europe, Elon’s War on Bureaucracy & The Future of Tesla

Elon Musk is shaking things up—again. In this episode of Tesla to Mars, we break down whether Musk is truly fighting bureaucracy or just trolling the establishment. With FSD rolling out in China and major regulatory decisions in Europe, could Tesla’s autonomous driving future be closer than we think?We also dive into how Elon went from media darling to public enemy, Tesla’s strategy for robotaxis, and whether the AI-driven government could be a reality. Plus, what’s up with those insane political shifts?

May 15, 20251h 14m

Ep 28Tesla to Mars #28 - Is Elon Hurting Tesla? FSD China, CyberCab & The Future of AI Government!

This week, we dive into:✅ Is Elon Musk causing brand damage to Tesla? 🚗✅ Tesla FSD launches in China – what’s next for Europe?✅ CyberCab updates & RoboTaxi rollout timeline! 🦾✅ The rise of AI-powered government – is DO.GE the future?✅ How Grok AI could be a game-changer for Tesla owners! 🤖✅ PLUS: The latest Tesla news, market insights & spicy takes!🎙️ Hosted by the Tesla to Mars crew – don't miss out!

May 15, 20251h 7m

Ep 27Tesla to Mars #27 - Weekly Tesla Talk | Grok 3 Breakthrough! xAI, FSD, D.O.G.E. & Model Y Refresh! 🚀

Welcome back to another episode of Weekly Tesla Talk! 🚀 In this episode we’re diving deep into some of the hottest topics surrounding Tesla, xAI & Grok 3, D.O.G.E. US politics and more.🔹 Elon Musk’s latest stance on reality vs. perception🔹 Tesla Model Y refresh – first impressions & impact on Q1 sales🔹 Grok 3 – groundbreaking AI that outperforms benchmarks🔹 The global political & financial landscape – how D.O.G.E. could reshape governance🔹 Apple’s mysterious AI & humanoid projects – a new competitor for Tesla?🔹 Cybertruck & Robotaxi updates – hidden Tesla patents reveal major plansJoin us as we break down these key topics, with insights, analysis, and predictions on what’s next for Tesla and the tech world. Don’t forget to like, subscribe, and hit the notification bell! 🛎️

May 15, 20251h 46m

Ep 26Tesla to Mars #26 - Weekly Tesla talk Elon retweets Kees & bids on OpenAI! D.O.G.E. & FSD Mexico!

In this week's episode of Tesla Talk, we kick things off with an exciting moment. Kees' X post gets reposted by Elon Musk! 🎉 We dive into the impact of this, Tesla stock movements, OpenAI drama and Elon's bid as well as the latest developments in FSD and Robotaxi rollouts.🚀 Topics Covered:Kees' viral moment on X (formerly Twitter)Tesla stock price & OpenAI takeover rumorsThe history of OpenAI & Elon's involvementU.S. government inefficiencies & Doge policyThe future of FSD & RoboTaxi rollout in AustinTesla's fleet strategy & Cybercab deployment🔔 Don't forget to like & subscribe!

May 15, 20251h 12m

Ep 25Tesla to Mars #25 - Weekly Tesla talk w/ $TSLA Earnings - 2025 is EPIC & 2026 is RIDICULOUS

n this episode of Weekly Tesla Talk, we dive into the Q4 2024 Tesla earnings call, breaking down Elon's bullish outlook on autonomy, Optimus, and Tesla's future. From the latest updates on Full Self-Driving (FSD) and RoboTaxi rollouts to Tesla's financial performance and manufacturing expansion, we cover all the key insights.

May 15, 20251h 22m

Ep 33Tesla to Mars #33 - FSD Europe Launch, Robotaxis in Austin, xAI merger & AI’s Future Impact 🚗🤖

In this episode of Tesla to Mars, we discuss the release of FSD 13.8 in the Netherlands and what that means for the rest of Europe. April fools!!We also dive into Tesla’s plan to launch robotaxis in Austin this June, including which models are likely to be used, the rollout timeline, and implications for urban transport.Later in the episode, we explore the merger between X and xAI, why it matters, and how it could reshape AI, social media and Tesla’s long-term strategy. From Tesla’s latest FSD mileage stats to updates on the Cybertruck, Robovan and physical AI like Optimus. We cover it all.We also reflect on the broader impact of AI: on jobs, kids, and what daily life could look like in a future shaped by automation.

May 15, 20251h 24m

Ep 31Tesla to Mars #31 - DOGE: The Future of Government Transparency & Efficiency

In this our 31st episode, we dive deep into Doge (DOGE.gov) – the U.S. government's radical transparency project that has already uncovered $1 trillion in waste and fraud.We analyze the shocking inefficiencies exposed by Doge, from $1,000 per plant watering contracts to unused buildings costing billions in rent. We discuss how AI is revolutionizing financial oversight, the impact of crony capitalism in government spending and what Elon Musk’s transparency initiative could mean for global governance. This episode is packed with insights, humor, and some wild live discoveries as we explore the Doge database in real time. Plus, guest interruptions, family cameos and some brutal debates on waste vs. fraud.Also in this episode:🚀 The trillion-dollar savings run rate and what it means for taxpayers🔍 The biggest fraud cases uncovered so far🏛️ How government cronyism operates behind the scenes⚖️ The impact of deregulation on businesses and the economy🧠 Could AI replace bureaucrats?📊 What lessons can the private sector learn from Doge’s efficiency drive?

May 15, 20251h 10m

Ep 30Tesla to Mars #30 - Weekly Tesla Talk | How is Elon Musk Perceived? Media, Protests & The Truth! 🚀

Welcome back to another episode of our Weekly Tesla Talk! 🚗⚡ This week, we dive into everything from Tesla's FSD rollout and CyberCab predictions to Elon Musk's perception in the media and the controversial protests targeting Tesla. Plus, we revisit our 2025 Tesla predictions.The state of FSD in China & EuropeWill CyberCab really launch in June?Tesla's market share and competitors' profitabilityThe crazy protests & alleged funding behind themOur thoughts on Tesla’s next Master Plan👉 Don't forget to like, subscribe, and drop a comment.🚀 Follow us for more weekly Tesla deep dives!

May 15, 20251h 39m

Ep 24Tesla to Mars #24 - Weekly Tesla talk. $TSLA earnings, DeepSeek FUD, China FSD & Robotaxi future NOW

The past week $NVDA stock tanked because of DeepSeek. A lot of FUD if you ask us. ‪@tesla‬ is testing FSD in China on public roads: BULLISH. FSD is closer than ever. How could a robotaxi future look like? What features and services can be added on top op the car? Kees & Florian discuss their discussion with ‪@Scobleizer‬ on X Spaces. The talk begins about ‪@mistergreeneu‬ future plans for expansion to the US and later on the spaces develops in a fun talk about future possibilities.Listen to the Spaces here: https://x.com/i/spaces/1zqKVYYeNQLxBRobert Scoble enters the discussion at 1hr 15minsModel Y Juniper demand is through the roof, 130.000 orders in 16 days! Tesla sold 480.000 Model Y in the whole of 2024, so just 130.000 orders in 16 days is pretty insane.

May 15, 202555 min

Ep 23Tesla to Mars #23 - Weekly Tesla talk. Elon Musk @ Trump's inauguration, what's it all about?

Elon 'accidentally' causes quite the commotion with a hand gesture. Typical awkward Elon, but the media takes it differently. We discuss everything about the inauguration and the implications for Tesla. But in a broader sense what the new presidency and DOGE will mean for the coming years.

May 15, 20251h 30m

Ep 22Tesla to Mars #22 - Weekly Tesla talk. Model Y Juniper and how to get Cybertruck to Europe!

Without Demian, we discuss the most important Tesla news of the week. Model Y Juniper release, not a fan of that ass. Optimus might be closer than you think and we're importing a Cybertruck to Europe!

May 15, 20251h 15m