This episode covers Tesla’s strong stock rally and the looming catalyst of upcoming delivery numbers, with analysts hinting at a possible positive surprise while competitor BYD remains a key rival. It explains how Elon Musk’s broader ecosystem is gaining index prominence through SpaceX’s inclusion in MSCI World, highlighting concentration risks and the evolving role of Musk companies in passive portfolios. The show examines Tesla’s next generation V4 Supercharger power cabinet in Norway, capable of up to 500 kilowatts and 1000 volts, and why this upgrade strengthens Tesla’s long term infrastructure moat while preparing for faster charging future models.
We also discuss Movistar’s new vehicle renting program in Spain, which now offers Tesla models via monthly subscription alongside BYD and KIA, lowering barriers for European consumers and expanding Tesla’s reach through a powerful telecom partner. Finally, the episode dives into Elon Musk’s xAI developments: Grok 4.5 entering private b
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