Michelle opens with a welcome before discussing the FCC's approval of the SpaceX and T-Mobile collaboration, highlighting comments from the FCC Chair and the project's market impact. The episode moves to Tesla updates, with RBC reiterating a buy rating and a focus on autonomous driving, AI, and stock performance. Tesla's unveiling of new hands for the Optimus robot and Neuralink's CONVOY Study are covered. xAI's new AI-powered gaming studio and Elon Musk’s industry responses are explored. The episode also examines Volkswagen's reconsideration of its direct-to-consumer model, economic challenges, cost-cutting strategies, and their impact on brands. It concludes with a wrap-up.

(0:00) Introduction and welcome

(0:23) FCC approves SpaceX and T-Mobile collaboration; FCC Chair's comments and market impact

(2:20) Tesla updates: RBC reiterates buy rating, focus on autonomous driving and AI, stock performance

(4:13) Tesla unveils new hands for Optimus robot; Neuralink’s CONVOY Study

(7:21) xAI's new AI-powered gaming studio and Musk’s industry responses

(9:36) Volkswagen's direct-to-consumer model reconsideration and economic challenges

(11:01) Volkswagen’s cost-cutting strategies and impact on brands

(12:00) Conclusion and wrap-up