Tesorb Signal: Tesla, SpaceX, and the Musk Companies

Tesorb

Deep-dive analysis on Tesla, SpaceX, xAI, Neuralink, and the full Elon Musk ecosystem.

  1. The Boring Company, Part 2: Can It Leave Vegas?

    3日前

    The Boring Company, Part 2: Can It Leave Vegas?

    A showroom only matters if the product sells somewhere else. Part two asks whether the Boring Company’s tunneling-cost machine can work in a city that isn’t Vegas — and what Baltimore’s one-day reversal reveals about the real bottleneck. Part 2 of 2 — The Boring Company Chapters [00:00] The city that said yes — and ... Read more

    6分
  2. The Boring Company, Part 1: It Was Never About the Tunnel

    5日前

    The Boring Company, Part 1: It Was Never About the Tunnel

    Everyone treats The Boring Company as a punchline. They are missing what it actually became. Part one of two on why the Vegas Loop is a showroom, not the product. Part 1 of 2 — The Boring Company Chapters [00:00] A ride that started as a joke [00:48] The Hyperloop that never came, and the ... Read more

    7分
  3. Tesla vs Waymo: The Robotaxi Race Already Has a Leader

    6日前

    Tesla vs Waymo: The Robotaxi Race Already Has a Leader

    The robotaxi race usually gets framed as a coin flip between Tesla and Waymo. The numbers on the board today tell a very different story. We compare the two on scale, safety, and the opposite bets they’re making on how to build a self-driving car. Chapters [00:00] Half a million driverless rides a week — ... Read more

    6分
  4. Why the Model X Was Tesla’s Most Ambitious Mistake

    5月28日

    Why the Model X Was Tesla’s Most Ambitious Mistake

    The Model X was Tesla’s own Fabergé egg — beautiful, intricate, and nearly impossible to manufacture. Its falcon wing doors took two extra years and a lawsuit to ship. But the painful lessons from building it became the production discipline that made the Model 3 the best-selling EV in the world. Part 2 of 2 ... Read more

    6分
  5. Designed in a Tent: How the Model S Rewrote the Rules

    5月27日

    Designed in a Tent: How the Model S Rewrote the Rules

    The Model S wasn't just a car. It was a proof point. Before it, electric vehicles were golf carts. After it, they were the best cars on the road. Part 1 of our series on the cars that built Tesla.

    6分
  6. The Musk Premium: What Happens When Tesla Isn’t the Only Musk Stock

    5月26日

    The Musk Premium: What Happens When Tesla Isn’t the Only Musk Stock

    For almost sixteen years, Tesla was the only way to invest in Elon Musk's vision. The SpaceX IPO changes that. We break down what happens to Tesla's stock price when the 'Musk premium' has somewhere else to go.

    6分
  7. SpaceX’s Biggest Week, Part 3: What $1.75 Trillion Actually Buys

    5月25日

    SpaceX’s Biggest Week, Part 3: What $1.75 Trillion Actually Buys

    SpaceX is asking investors to pay $1.75 trillion. But what are they actually buying? Not a rocket. A platform. Starship is the only vehicle that can deploy next-generation Starlink satellites, land astronauts on the Moon, and eventually reach Mars. Flight 12 just proved the foundation works. Part 3 of 3.

    6分
  8. SpaceX’s Biggest Week, Part 2: Three Days, Three Answers

    5月24日

    SpaceX’s Biggest Week, Part 2: Three Days, Three Answers

    On Wednesday, SpaceX filed the largest IPO in history. On Thursday, they announced the first human mission to Mars. On Friday, they launched the most redesigned rocket ever built. That's not a coincidence. That's a script. Part 2 of our three-part series on SpaceX's biggest week.

    6分
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Deep-dive analysis on Tesla, SpaceX, xAI, Neuralink, and the full Elon Musk ecosystem.

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