Elon Musk Podcast

BYD sold 2.26 million electric vehicles in 2025. Tesla delivered 1.64 million. For the first time on a calendar-year basis, Tesla is no longer the world's largest EV maker. The company Elon Musk dismissed in a 2011 interview now leads the global market by more than 600,000 vehicles. Tesla posted its second consecutive year of declining deliveries amid an aging lineup, political backlash against Musk, and the end of the federal EV tax credit.

South Korean supplier L&F announced that its $2.9 billion contract to supply battery materials to Tesla has been written down to just $7,386, a reduction of more than 99 percent. The materials were intended for Tesla's 4680 battery cells, which power the Cybertruck. With the Cybertruck selling at a fraction of its production capacity and the $25,000 Tesla cancelled, the 4680 program that Musk promised would halve battery costs has collapsed.

Track everything happening ahead of SpaceX Starship Flight 12 in one place. This live Starship Tracker follows the real-world milestones from Starbase as they happen, including vehicle status, test campaign progress, schedule signals, and any official updates that move the launch closer.What you will see on this tracker:Current readiness status and major pre-flight milestonesStarbase activity updates and test operations timelineShip and Booster progress checkpoints (as reported by credible sources)Launch window signals, delays, and what they likely meanFlight 12 news recaps when meaningful updates breakSources referenced may include: SpaceX statements, FAA notices, public filings, on-site reporting, and reputable spaceflight outlets. This is an independent tracker and is not affiliated with SpaceX.If you want more Starship coverage, subscribe and turn on notifications so you do not miss key Flight 12 developments.#SpaceX #Starship #Starbase #Flight12 #SpaceNews

Tesla published its Q4 delivery consensus directly on its investor relations website for the first time ever. The expected number is 422,850 vehicles, a 15 percent drop from a year ago. Full-year 2025 deliveries are projected at 1.64 million, down 8.3 percent from 2024, marking a second consecutive year of declining sales. The move is seen as a defensive strategy to set expectations ahead of weak results following the expiration of the federal EV tax credit.

California's proposed Billionaire Tax Act would impose a one-time 5% wealth tax on residents worth over $1 billion, potentially raising $100 billion from about 200 people. Larry Page and Peter Thiel are reportedly making plans to leave. Tech founders are calling it an organized seizure. Governor Newsom opposes it. The vote is in November 2026, but the residency cutoff is January 1, 2026, which is why billionaires are moving now. https://wilwaldon.com

Jared Isaacman was sworn in as NASA administrator on December 18 after a nomination process that included Trump pulling his name, a feud with Elon Musk, and a leaked 62-page restructuring plan. Now he says the US will land astronauts on the moon before Trump's term ends in January 2029. We break down who Isaacman is, what happened to his nomination, what Project Athena reveals about his vision, and whether any of this is achievable. https://wilwaldon.com

Elon Musk criticized incoming NYC Mayor Zohran Mamdani for appointing Lillian Bonsignore as FDNY commissioner, warning "people will die" because she has never been a firefighter. Bonsignore is a 31-year FDNY veteran who led EMS operations during COVID-19 and responded to 9/11. We break down her qualifications, the political context, and whether Musk's criticism holds up.

China has deployed humanoid robots to patrol border crossings with Vietnam. The UBTECH Walker S2 can guide travelers, conduct inspections, patrol corridors, and swap its own batteries for 24-hour continuous operation. Deliveries began in December 2025 under a $37 million contract. We break down what the robots actually do, how the technology works, what it means for workers, and where this fits in the global robotics race.

A Bloomberg investigation found at least 15 people have died in crashes where Tesla doors would not open. Elon Musk was warned about the design flaw in early 2016 during Model 3 development. Now federal regulators have opened a second investigation, lawsuits are stacking up, and Tesla says a redesign is coming. We break down the facts, the timeline, and what owners can do right now.

The Department of Government Efficiency disbanded in November after cutting 271,000 federal jobs, the largest peacetime workforce reduction since World War II. But new data shows federal spending rose by $250 billion anyway. Elon Musk now calls DOGE only "somewhat successful" and says he would not do it again. We break down what happened, why the math never worked, and what Musk's government experiment reveals about the limits of disruption in Washington.

Elon Musk's xAI is recruiting developers to build an AI-powered gaming studio from scratch. The company says it will release a fully AI-generated game before the end of 2026. This is not a research demo. It is a consumer product claim that puts xAI in direct competition with Microsoft, Nvidia, and traditional game publishers experimenting with AI. We break down what xAI is building, how the technology works, and what it could mean for the $600 billion gaming industry.

Elon Musk became the first person in history worth $700 billion after the Delaware Supreme Court restored his $139 billion Tesla pay package. Four days earlier he crossed $600 billion on SpaceX's surging valuation. He is now worth more than the next three richest people combined. The path to becoming the world's first trillionaire is now in view.

NASA’s new administrator, Jared Isaacman, hosts an agencywide town hall to talk about his vision for the agency’s future and answer questions from members of the workforce.

The Delaware Supreme Court just reversed a lower court ruling and restored Elon Musk's 2018 Tesla pay package, now worth $139 billion. The story behind this ruling involves a shareholder lawsuit, two rejections by a lower court judge, Musk's public attacks on Delaware, and a 49-page decision that says rescission went too far.

Elon Musk posted on X that there will be no poverty in the future and no need to save money because universal high income is coming. The same week, he told xAI staff that AGI could arrive by 2026. Last year he said AGI would arrive by 2025. We break down what Musk actually said, why his predictions keep slipping, and what happens when the richest person on the planet keeps promising a post-scarcity future that never quite arrives on schedule.

A California administrative law judge ruled that Tesla engaged in deceptive marketing for Autopilot and Full Self-Driving, agreeing with the DMV's request to suspend the company's sales license for 30 days. The DMV is giving Tesla 60 days to fix its marketing or face the suspension. Tesla responded by saying sales will continue uninterrupted. The judge found that "Full Self-Driving" is unambiguously false and that "Autopilot" intentionally uses ambiguity to mislead consumers. We break down the ruling and what happens next.

Apple is working on a smart home hub with Face ID, profile switching, and Apple Intelligence support. Recent iOS 26 code leaks confirm several features that have been rumored for years, including a 1080p camera, person detection, and a personified Siri interface. The device will come in two versions: one for wall mounting and one with a speaker base resembling the iMac G4. Expected launch is March or April 2025. We break down what Apple is building and how it compares to Google and Amazon.

Elon Musk's xAI has built an enterprise sales team to pitch Grok to major corporations, but the company faces serious obstacles. With no track record in enterprise sales, a burn rate of $1 billion per month, and public missteps including misinformation and controversial outputs, xAI is trying to compete with OpenAI and Anthropic for contracts it has not yet proven it can deliver on. We break down where Grok actually performs well and why corporations remain hesitant.

SpaceX set a new share price of $421, valuing the company at $800 billion and reclaiming the title of the world's most valuable private company from OpenAI. Elon Musk confirmed plans for a 2026 IPO that could raise over $30 billion at a $1.5 trillion valuation. Google's parent company Alphabet is set to book another paper gain from its SpaceX stake. We break down the numbers and what the Musk-Altman rivalry means for frontier tech.

Trump signed an executive order blocking states from enforcing AI regulations, creating a DOJ task force to sue states and threatening to withhold federal funding. Congress rejected this twice. Republicans are split. The courts will decide what happens next.