{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Tesla to Mars - The Podcast","title":"Tesla to Mars #51 – Books, BYD, Boring Co & the FSD v14 Countdown","html":"","width":"100%","height":180,"duration":3956,"description":"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.","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}