Michelle opens with an analysis of Tesla's stock surge, examining market trends and implications. The discussion shifts to Tesla's plans for expanding its lower-cost EV offerings and advancements in Full Self-Driving technology. Insights into Tesla's Optimus robot project and potential equity raise are provided. SpaceX's recent Starlink direct-to-cell satellite launches and ongoing developments are highlighted. The episode also covers xAI's funding activities, updates on the Colossus AI supercomputer, and recent legal matters. The episode concludes with a summary and wrap-up of the key topics discussed, offering a comprehensive look at the latest developments in Elon Musk's ventures.
(0:00) Tesla stock surge and market analysis
(1:01) Tesla's lower-cost EV expansion and FSD advancements
(2:12) Tesla's Optimus robot and potential equity raise
(2:32) SpaceX Starlink direct-to-cell satellite launches and developments
(5:12) xAI's funding, Colossus AI supercomputer, and legal updates
(8:15) Summary and wrap-up