Tesorb Signal: Tesla, SpaceX, and the Musk Companies

Tesorb

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

  1. 2h ago

    Neuralink at $42 Billion: Appetite vs. Evidence

    Investors are trading Neuralink shares at prices valuing the company at $42 billion, more than four times its last official $9 billion price tag. But between those two numbers, the clinical reality tells a quieter story: 21 participants, no commercial approval, and revenue years away. In This Episode 0:00 The $42 billion secondary market valuation ... Read more

    Neuralink at $42 Billion: Appetite vs. Evidence

  2. 1d ago

    Starship Flight 13: The First Test Flight With Shareholders

    SpaceX flew the best Starship test flight it has ever flown. Real payload (20 Starlink V3 satellites deployed), first engine relight in space, and a ship that survived reentry and floated intact. But 13 engines were commanded to relight for the booster’s landing burn. By published counts, 5 lit. This was also the first Starship ... Read more

    Starship Flight 13: The First Test Flight With Shareholders

  3. 1d ago

    Tesla’s Q2 Verdict: The Record Quarter the Market Sold

    Tesla just posted $28.2 billion in revenue, up 26% year-over-year, its biggest quarter ever. The market erased $140 billion in a single day. EPS came in at $0.33 vs $0.53 expected, a 39% miss. Operating margin: 1.4%, down from 4.1%. This episode covers the record quarter, the miss that buried it, and why the market ... Read more

    Tesla’s Q2 Verdict: The Record Quarter the Market Sold

  4. 2d ago

    Starbase: The Company Town, Year One

    On a stretch of Gulf coast at the southern tip of Texas, nearly everyone works for the same company, lives on land it owns, and votes for leaders who draw a paycheck from it. Its name is Starbase, and a year ago it became a real, legal city. The vote was 212 to 6. This ... Read more

    Starbase: The Company Town, Year One

  5. 4d ago

    The Un-Trillionaire

    A few weeks ago, we ran an episode about Elon Musk becoming the world’s first trillionaire. This feels only fair. As of now, he isn’t one anymore. From a peak of $1.45 trillion on June 16 to under $800 billion by mid-July, roughly $600 billion evaporated in a month. His life didn’t change at all. ... Read more

    The Un-Trillionaire

  6. 5d ago

    Your Index Fund Owns a Mars Program Now

    If you have money in a retirement account or index fund, there’s a decent chance you now own a piece of a Mars program. You didn’t choose it. On July 7, SpaceX joined the Nasdaq 100, and every fund tracking that index had to buy shares automatically. One bank estimated $4.3 billion in forced purchases. ... Read more

    Your Index Fund Owns a Mars Program Now

  7. 5d ago

    Robotaxi’s First Birthday: The Promise Ledger

    A year ago this summer, a Tesla pulled away from a curb in Austin with no one in the driver’s seat. The decade-long promise was finally real. So a year on, how much of the rest came true? This episode lines up every specific, dated robotaxi pledge against what actually happened: 500 cars became 20, ... Read more

    Robotaxi’s First Birthday: The Promise Ledger

  8. 6d ago

    The Rival IPO: OpenAI Goes Public

    Elon Musk spent three weeks in a courtroom trying to stop OpenAI from going public. He lost on a statute of limitations technicality. Three weeks later, OpenAI filed its confidential S-1. Valued at $852 billion with $2 billion in monthly revenue, it could be one of the largest offerings in history. But for every dollar ... Read more

    The Rival IPO: OpenAI Goes Public
See All (82)

Ratings & Reviews

5
out of 5
2 Ratings

About

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

Information

You Might Also Like