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.
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.