Tesla News - FSD Doubts, JPMorgan Flip, and Musk’s Mars-shot Pay

This episode covers growing skepticism from former Tesla FSD staff and safety researchers about the scalability and safety of Full Self-Driving; a broad review of Elon Musk’s history of missed or delayed tech timelines, especially on robotaxis; and Fortune’s deep dive into Musk’s new SpaceX “Mars-shot” pay package that locks in his control without requiring Mars colonization. We discuss how an earlier ChatGPT-based analysis compared Tesla’s high-risk AI and autonomy upside with SpaceX’s more proven revenue engines, and then examine JPMorgan’s dramatic shift on Tesla from a long-term bear case to a neutral rating with a much higher price target, based on a “physical AI” thesis that values robotaxis and humanoid robots. Additional segments look at renewed scrutiny of Musk’s unfulfilled promise of a million Tesla robotaxis by 2020, the continually delayed second-generation Roadster as a symbol of slipped product timelines, and a recent fatal Tesla accident in Germany that could influence