Michelle kicks off the episode with an intro and dives into SpaceX's valuation and tender offer insights. She covers Delaware court rulings on Elon Musk's pay, then analyzes Tesla's stock with Dan Ives' perspective. The discussion moves to Tesla's adoption of the J3400 plug and updates on the National Electric Vehicle Infrastructure program. xAI's Colossus supercomputer expansion and environmental impact are explored. Legal battles over Musk's pay and Tesla's appeal are examined. Michelle highlights Tesla's new customization features and rollout, and celebrates SpaceX's 350th mission and Starlink V2 Mini satellites. The episode concludes with closing remarks.
(0:00) Introduction and welcome
(0:22) SpaceX valuation and tender offer insights
(1:51) Delaware court rulings on Musk's pay package
(2:27) Tesla's stock performance and Dan Ives' perspective
(4:26) Tesla's J3400 plug adoption and implications
(5:34) National Electric Vehicle Infrastructure program updates
(6:48) xAI's Colossus supercomputer expansion and environmental considerations
(10:05) Legal battle on Musk's pay package and Tesla's appeal
(11:59) Tesla's new customization features and rollout
(14:04) SpaceX's 350th mission and Starlink V2 Mini satellites
(18:25) Episode wrap-up and closing