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.
Creators and Guests
Demian Beenakker
Co-Host Tesla to Mars
Florian Minderop
Co-Host Tesla to Mars
Kees Roelandschap
Co-Host Tesla to Mars
What is Tesla to Mars - The Podcast?
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.