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 Energy Why Powerwalls are finally coming to Europe The $1T upside of energy & infrastructure 📱 Tesla’s Mobility Ecosystem The robo-taxi app that broke records How franchise superchargers and diners will reshape retail 🚀 Compensation Plan Breakdown How Elon’s 10x plan works — and what needs to happen Why even a $400B EBITDA doesn’t sound so crazy anymore 📡 SpaceX x Tesla: The Integration EchoStar acquisition decoded Starlink-powered Optimus bots, Tesla phones & the hive mind future 👉 Subscribe for weekly deep dives into Tesla, SpaceX, AI, and Elon’s world-changing ideas.
