Tesla to Mars - The Podcast

Florian Minderop, Demian Beenakker, Kees Roelandschap
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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 – we break it all down.

  1. FEB 6

    Tesla to Mars #59 - Amazing Abundance

    Tesla kicks off 2026 with a subtle but profound change: its mission shifts from “sustainable abundance” to “amazing abundance.” In this episode, Demian and Florian unpack what that change really means — not as branding, but as a framework for how Tesla, Elon Musk, and the broader ecosystem are thinking about the future. They explore how AI, robotics, and autonomy don’t just reduce costs, but fundamentally redefine what is economically possible. From removing mental friction and daily administrative drag, to a world where labor, energy, information, and transport become abundant resources. Step by step, the conversation builds toward the idea of “level 5 abundance”: a phase where projects no longer fail due to labor shortages, capital constraints, or bureaucracy — but simply get executed. The episode closes by grounding this philosophy in concrete, measurable Tesla milestones: FSD subscribers, Robotaxi miles, Optimus production, CapEx, and AI compute. “Amazing abundance” turns out not to be a vague vision, but a roadmap that can already be tracked today. In this episode 🚀 Tesla’s new mission — why “amazing abundance” is more than semantics 🧠 AI as leverage — productivity, creativity, and the removal of mental friction 🤖 Optimus & Robotaxis — labor and transport as abundant resources 🌍 From scarcity to abundance — moving beyond zero-sum thinking 📈 Levels 1–5 of abundance explained with real-world examples 📊 The Tesla milestones that determine whether this vision is real 💰 Subscriptions, CapEx, and why cash flow matters more than profits 🔺 The “triangle”: AI, energy, and execution as one system

    1h 32m

  2. 12/13/2025

    Tesla to Mars #57 - The Streisand Effect in Europe & the Race to Space Compute

    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.”  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.   Then the lens shifts to the actual constraint underneath everything: cheap energy and fast-growing compute. “Misconomy 2.0” becomes the frame—capital, regulators, and companies either solving the bottleneck together, or losing the decade. Finally, they connect Starship scale to a wild but logical endpoint: cloud computing and AI infrastructure moving into orbit and beyond.   In this episode🇪🇺 Europe’s pressure cooker — welfare strain, bureaucracy & why the system feels unsustainable❌ EU vs X — fines, speech regulation & the Streisand effect in action📈 #1 app in Europe — why suppression backfires faster than ever🤝 EU–US alignment — trade, defense & why strategic cooperation is fracturing⚡ Energy as the real bottleneck — cheap power, compute & productivity as destiny📉 “Misconomy 2.0” — how Europe misses the capital–energy–innovation triangle🔺 From triangle to pyramid — energy, consciousness & Maslow in economic form🚀 Starship scale — why cheaper launches change cloud computing forever🖥️ Space-based compute — AI infrastructure leaving Earth as the logical next step🧠 Media & AI races — incentives, narratives & why speed now beats control

    1h 43m

  3. 11/27/2025

    Tesla to Mars #56 - FSD in Europe: Safety, Robotaxis & the Cost of Waiting

    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. 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 shrinking importance for Tesla, the shift from “owning a car” to “buying transport”, the coming Cybercab wave, and how AI, energy and autonomy collide into a new economic order. Check out:- Tesla’s post on FSD in Europe: https://x.com/KRoelandschap/status/1992320393185742857?s=20- Kees’ take on FSD and RDW repsons: https://x.com/KRoelandschap/status/1992971468162912495?s=20- Post of Greentheonly: https://x.com/greentheonly/status/1991414891958473103?s=46&t=xqdJJOleebMe_vzuGspn1g In this episode 🚦 RDW, Article 39 & why a February “commitment” isn’t a done deal🌍 1.3–1.4M Teslas in Europe & what that means for FSD priorities🛡️ Safety first — Tesla’s data, regulators and “regulating for stupid”🚕 FSD vs Cybercabs — supervised driving or straight to Robotaxis💶 Cheap energy, transport & labour — sustainable abundance or lost decade for Europe🧠 AI 2027, arms races & why delaying tech only makes the shock bigger

    1h 36m

  4. 11/20/2025

    Tesla to Mars #55 — Ancient Engineering and Future AI

    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. The crew zoom out from the shareholder meeting headlines to the real story: scale, compute, robotics, and the societal transition that follows. What the pyramids were for ancient Egypt, the TeraFab and Optimus may become for us. Check out:- Robot IRL: https://x.com/robotinreallife- Jeff Lutz: https://x.com/thejefflutz- Larry Goldberg's Muskonomy 2.0 Article: https://x.com/TeslaLarry/status/1990060509979119670?s=20 In this episode 🏺 Ancient Tech, Modern Parallels — Why the pyramids look less like tombs and more like early gigafactories: pressure chambers, ammonia production, conductivity and large-scale industrial design. 🤖 Optimus Ramp & the Money Glitch — Elon’s claim of the fastest product scale-up in history, the economics behind a billion humanoids, and why labor decoupling changes everything. 🔌 Chips, Compute & the TeraFab — What Tesla’s chip strategy implies for AI scarcity, inference at planetary scale, and why data centers may move off-planet. 🚕 CyberCab & Unboxed Manufacturing — A new vehicle architecture, a new supply chain, and why robotaxis won’t just disrupt Uber — but the entire ICE market. 🌍 FSD Deployment Reality Check — Europe’s regulatory gridlock, loopholes used by early adopters, and geopolitical fragmentation in autonomous driving. 🛰️ Space-Based AI — The blueprint for AI data centers in space, Starship cadence, lunar cooling advantages, and the economics of off-world compute. 💸 The Next Economy — Deflation, unemployment, value creation without labor, and the tension between societal collapse and abundance-driven entrepreneurship. 🧭 A Pro-Human AI Future — What a “pro-human AI” actually means: preventing harm, augmenting human capability, and shifting from a money-driven to a value-driven society.

    1h 52m

  5. 10/29/2025

    Tesla to Mars #54 — Elon's Long Game

    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. 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. In this episode 📉 Earnings vs. Vision — Why headlines missed the point: software economics, margin dilution, and where real growth lies.🤖 FSD v14 Milestone — What v14 unlocks (end-to-end planning, biological inspiration) and how it mirrors Optimus architecture.⚡ Energy S-Curve — Megapack scale, Autobidder strategy, and how energy stability funds long-term bets.📱 Platform Power — Tesla ≠ just cars: how X might merge FSD data, payments, ID, and entertainment.🔁 Stacking Loops — Manufacturing, data, AI, distribution, energy—why Tesla’s core flywheel compounds itself.🚀 Q4 Signals — Robotaxi deployment, Optimus v3, SpaceX cadence, and signs of an Everything App rollout.

    1h 30m

  6. 10/10/2025

    Tesla to Mars #53 — Optimus, v14 & the Bot Economy - A Deep Dive

    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. 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. In this episode🤖 Optimus Roadmap — From Gen-2/2.5 iterations to what a v3 reveal would signal.🧠 Unified AI — Why FSD v14’s architecture transfers to humanoids (perception → planning → control).🏭 Prototype vs. Scale — Actuators, materials, and why in-house manufacturing is the real moat.📦 First Jobs — Factory tasks now; order-picking/last-mile next; households later.🔒 IP vs. Hype — The case for quiet execution heading into early-November updates.🚀 Q4 Watchlist — FSD v14 rollout, Robotaxi pilots, SpaceX launch tempo, and Boring Co progress.

    1h 35m

  7. 10/02/2025

    Tesla to Mars #52 — The Vote, the Milestones & the Robotaxi/FSD Split

    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. In this episode 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 mechanics in the package.Master Plan 4, Operational Milestones — 20M vehicles delivered, 10M active FSD subs, 1M Robotaxis, 1M Optimus, and a path toward $400B adjusted EBITDA.Energy vs AI Margins — Why Energy might be a “given” input while AI-driven lines capture more of the margin.Robotaxi vs FSD Subscriptions — Private ownership, commercial ops, licensing, and where each model likely dominates.Sequencing → EBITDA — Which milestone unlocks the next, and what has to be true for the first $50B step.

    44 min

  8. 09/25/2025

    Tesla to Mars #51 – Books, BYD, Boring Co & the FSD v14 Countdown

    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. 📚⚙️ In this episode 📚 Reading & Mental ModelsWhy 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. 🚗 EV Reality CheckBerkshire fully exiting BYD, cash-flow red flags across legacy/Chinese EVs, and why the next few quarters could be a bloodbath for non-Tesla programs. 🤖 FSD MomentumAnalysts finally “get it,” FSD take-rate jumps, and the crew’s expectation that v14 (already with employee testers) flips the switch for Robotaxi pilots in more U.S. states. 🏭 The Machine That Builds the MachineFrom Unboxed manufacturing to a possible global Energy ramp—why the next 6–18 months could stack multiple S-curves at once. 🕳️ Boring Company Deep DivePRUFROCK tech, tunnels as 3D transit, beating “the snail,” and how red-tape (not engineering) is the real bottleneck. 🚀 SpaceX & Q4 OutlookSpaceX’s dominance in launches/payload, plus what to watch for at the early-November shareholder meeting: Optimus updates, Roadster halo effects, Model Y tweaks—and timing around FSD v14. 👉 Subscribe for weekly deep dives into Tesla, SpaceX, AI, and Elon’s world-changing ideas.

    1h 6m
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About

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 – we break it all down.

Information

  • Creator
    Florian Minderop, Demian Beenakker, Kees Roelandschap
  • Years Active
    2025 - 2026
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © 2026 Florian Minderop, Demian Beenakker, Kees Roelandschap