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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