Tesla News - Global EV Surge, AI Bets, and SpaceX Volatility

This episode covers Tesla’s accelerating sales momentum in Australia and Europe, highlighting the Model Y and Model 3 as top sellers and showing how cheap financing, high fuel prices, and better charging infrastructure are driving a structural shift toward EVs. It examines a major investor comparison between Tesla and Rivian, emphasizing Tesla’s scale, cash generation, and upside from robotaxis and humanoid robots, while acknowledging its premium valuation and dependence on future AI driven businesses. The show also looks at SpaceX’s volatile early trading as a newly listed company, the strategic risks facing Starlink from leaked Russian Chinese plans, fresh scrutiny of Tesla’s driver monitoring after a reported sleeping driver incident in Canada, and renewed public debate over Elon Musk’s reliance on government support.