This episode covers Tesla’s latest stock action and technical setup, then dives into the looming SpaceX IPO and why markets may value SpaceX above Tesla from day one, with Starlink’s explosive growth at the center. We explore how this shift in the broader Musk ecosystem could affect Tesla’s long‑term valuation, governance dynamics, and investor expectations.
The podcast also examines fresh policy and competitive challenges for Tesla: a legal fight over EV rebates in Manitoba, surging EV competition in Europe where BYD has briefly overtaken Tesla in volume, and global EV adoption trends that show strong secular demand but intensifying Chinese dominance. We discuss how these forces might influence Tesla’s pricing power, margins, and strategic focus.
Finally, we highlight Tesla’s ongoing innovation and reputational risks, from a novel patented glass‑roof HVAC system aimed at improving comfort and range, to renewed scrutiny over Autopilot in Australia, and Musk’s outspoken views on marke
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