Tesla to Mars - The Podcast
Welcome to Tesla to Mars – The Ultimate Podcast on everything Tesla & Musk! 🚀 We offer you a unique European perspective on all things Musk – from Tesla, SpaceX, xAI, The Boring Company, and beyond. 🔹 Florian – Founder & CEO of MisterGreen, a pioneer in sustainable mobility, managing a fleet of 5,000 Teslas. 🔹 Kees – Chief Content Officer & Business Development at MisterGreen, expert in Full Self-Driving & European regulations. 🔹 Kenny – Founder & Managing Director of MAKE & Partners. Finance, M&A, and investment specialist. Tesla investor since 2019. 🔹 Demian – Founder of Next Level Human. Entrepreneur with a passion for Elon’s vision and future tech. From Robotaxis and Optimus to Tesla Energy and stock insights – w
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Tesla to Mars #57 - The Streisand Effect in Europe & the Race to Space Compute
<p>Europe feels stuck in a loop: welfare strain, bureaucracy, and a growing sense that the system is becoming unsustainable. The conversation kicks into “peak chaos week” after the EU’s fine on X and what the crew see as speech being regulated based on what institutions “don’t like.” </p><p>From there, they zoom out into geopolitics and incentives: why alignment between the EU and US is fraying, what that signals about long-term strategy, and who gets to build the next economic order. </p><p>Then the lens shifts to the actual constraint underneath everything: cheap energy and fast-growing com...
Tesla to Mars #56 - FSD in Europe: Safety, Robotaxis & the Cost of Waiting
<p>The crew sit down in peak FSD-chaos week: Tesla calls on owners to message their road authorities, RDW gets flooded, and suddenly there’s an official path on the table — Article 39 with a February target. What looks like “FSD is coming to Europe” turns out to be much more messy, political and philosophical than headlines suggest.</p><p>They unpack why RDW matters so much, how a temporary exemption could let Tesla *shape* future regulation instead of just absorbing it, and what happens if the Article 39 route fails and everything slips to 2027+. Along the way they zoom out: Europe’s shrinkin...
Tesla to Mars #55 — Ancient Engineering and Future AI
<p>A deep dive that bridges 5,000 years of engineering with the frontier of AI and robotics. From Demian’s on-site exploration of Egypt’s pyramids to Tesla’s chip strategy, CyberCab rollout and Optimus economics, this episode tracks how civilizations rise on manufacturing breakthroughs — and why we’re entering the next one.</p><p>The crew zoom out from the shareholder meeting headlines to the real story:</p><p>scale, compute, robotics, and the societal transition that follows.</p><p>What the pyramids were for ancient Egypt, the TeraFab and Optimus may become for us.</p><p>Check out:<br>- Robot IR...
Tesla to Mars #54 — Elon's Long Game
<p>A wide-angle lens on Tesla’s Q3 earnings, but the real signals are buried in the long game: how vertical integration across AI, energy, hardware, and software sets the stage for exponential leverage.</p><p>The crew break down Tesla’s stacking flywheels—FSD v14, Optimus, Energy, X—and how they converge into a unified platform play. From Megapack cash flows and robotaxi economics to Elon’s Everything App ambitions, this episode traces how short-term noise masks long-term asymmetry.</p><p>In this episode</p><p>📉 Earnings vs. Vision — Why headlines missed the point: software economics, margin dilution, and where real grow...
Tesla to Mars #53 — Optimus, v14 & the Bot Economy - A Deep Dive
<p>A deep dive into Optimus and FSD v14: how a unified real-world AI, vertical integration, and actuator/manufacturing advances could turn factory pilots into the first true bot economy.</p><p>The crew map near-term use-cases (production cells, logistics, last-mile), weigh “prototype vs. scale,” and outline Q4 catalysts—from v14 capability jumps and a potential Optimus v3 tease to SpaceX cadence and Boring Co’s 3D-transit thesis.</p><p>In this episode<br>🤖 Optimus Roadmap — From Gen-2/2.5 iterations to what a v3 reveal would signal.<br>🧠 Unified AI — Why FSD v14’s architecture transfers to humanoids (perception → planning → control).<br>🏭 Prototype vs. Scale...
Tesla to Mars #52 — The Vote, the Milestones & the Robotaxi/FSD Split
<p>Demian, Florian & Kees trade books, compare notes on community and owners clubs, and then dive deep on why the November shareholder meeting really matters—Elon’s compensation/voting rights, Master Plan Part 4’s operational milestones, and how Robotaxi economics interplay with FSD subscriptions. Big-picture strategy, but also the nuts and bolts of getting to serious EBITDA.</p><p>In this episode</p>Community & Owners Clubs — Why Tesla’s community (and even inside jokes) shapes the culture and feedback loop.Shareholder Meeting: What’s at Stake — Elon’s role for the next decade, voting alignment with shareholders, and the 7.5-year lock-up mechanic...
Tesla to Mars #51 – Books, BYD, Boring Co & the FSD v14 Countdown
<p>No guest this week—just Demian, Florian & Kees kicking off a “new season,” trading gifts (including an 80s throwback tee) and building a shared reading list to sharpen mental models before a very big Q4 for Tesla. 📚⚙️</p><p>In this episode</p><p>📚 Reading & Mental Models<br>Why a common “base library” matters (from Stellar Economy to Exponential Organizations), plus Buffett/Munger-style mental models, first-principles thinking, and how Elon processes questions before answering.</p><p>🚗 EV Reality Check<br>Berkshire fully exiting BYD, cash-flow red flags across legacy/Chinese EVs, and why the next few quarters could be a bloodbath for non-Tes...
Tesla to Mars #50 – Consciousness, Grokopedia & Surrendering to AI- with Roel Smelt
<p>We’ve got a special guest for Episode 50 — Roel Smelt joins Demian & Florian for one of our most philosophical deep dives yet.</p><p>From meditation retreats to building mobile-first startups, Roel brings a unique perspective on technology, business, and humanity — and how it all ties into Elon Musk’s mission.</p><p>Could surrendering to AI actually make us more human? And what does Elon’s vision of preserving consciousness really mean for our future?</p><p>In this episode:</p><p>🧠 Philosophy & Consciousness</p><p>Space, time & why humans are more than what they create</p><p>Good vs. evil...
Tesla to Mars #49 — Megablocks, Superchargers & Elon’s Masterplan in Motion
<p>What a week. Kees is still MIA (likely still sulking about FSD not being allowed in Europe), but Florian and Demien dive headfirst into one of Tesla’s most telling weeks of the year. From Master Plan Part 4 to a mega compensation plan, from golden Optimus bots to a diner doing $2.5M/month — it’s all happening, and it’s happening fast.</p><p>Why is Elon betting big on Megablocks? Is Tesla Energy the next trillion-dollar play? And how does the acquisition of EchoStar position SpaceX to dominate mobile connectivity (and maybe launch a Tesla phone)?</p><p>We also...
Tesla to Mars #48 — FSD v13 in the Wild, Robotrucks & Master Plan 4 Unpacked
<p>Kees is back from the U.S. and has just completed a full-blown FSD marathon. In this episode, he breaks down his 7-week road trip across America using Tesla’s Full Self-Driving software — from Cybertruck to Model Y, from Michigan to San Francisco. How good is FSD *really* in the wild? And why is V13 such a leap over V12?</p><p>We also dive into Tesla’s Master Plan Part 4, the future of robotrucking as a billion-dollar industry, and the AI talent war — where Elon recruits top engineers without even offering bonuses. The big question: is 2025 already shaping up to be...
