{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Tesla to Mars - The Podcast","title":"Tesla to Mars #52 — The Vote, the Milestones & the Robotaxi/FSD Split","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/629ade48\"></iframe>","width":"100%","height":180,"duration":2616,"description":"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 episodeCommunity & 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.","thumbnail_url":"https://img.transistorcdn.com/DL43GlLNFZjnK5sFoloNKxdan1dYEdq73aYQ7RQ1N-8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81NzQ1/YzQ0YzBmNWJmOGIw/NjA3OWFkYWQyNTgw/YWZjMy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}