Tesla to Mars #45 - Model Y, Robotaxis & the Political Wildcard
Description
While Kees and Florian are off the grid, Demian and Kenny break down Tesla’s latest moves, the rise of the Robotaxi fleet, and Elon’s unexpected political ambitions. A guest-free but insight-loaded conversation you don’t want to miss.
In this episode we cover:
🚗 Why the refreshed Model Y might be Tesla’s real “affordable” EV
⚡ Cost of Goods Sold & what it tells us about Tesla’s next-gen strategy
🤖 Why Robotaxis = 10X profit per vehicle
📉 Cybertruck’s surprising sales slump despite the hype
🧠 The logic behind optimizing EVs for Robotaxi use
🏛️ Elon’s next controversial move: launching his own political party?
📊 Tesla Energy growth vs investor uncertainty
💸 Doge, deficit, and the $7T “Big Beautiful Bill”
🎢 Why the most entertaining outcome might be the most likely one…
Plus: reflections on US debt, Optimus, FSD rollout, and the missing Roadster.
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