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 Models
Why 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 Check
Berkshire 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 Momentum
Analysts 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 Machine
From Unboxed manufacturing to a possible global Energy ramp—why the next 6–18 months could stack multiple S-curves at once.
🕳️ Boring Company Deep Dive
PRUFROCK tech, tunnels as 3D transit, beating “the snail,” and how red-tape (not engineering) is the real bottleneck.
🚀 SpaceX & Q4 Outlook
SpaceX’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.
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.