This episode covers Tesla’s latest stock action and why quarterly vehicle deliveries now move the share price less than long term AI and robotaxi narratives. We discuss Wall Street speculation about a potential future Tesla SpaceX merger and how it could reshape valuation and strategy. The show then explores the emerging global robotaxi battle between Tesla’s vertically integrated model and open platform approaches such as Uber’s, including plans for Madrid and broader European autonomous approvals. We highlight Il Messaggero’s report on Tesla’s Full Self Driving Supervised gaining regulatory traction in multiple European countries, with claims of significantly improved road safety. The episode also examines the NTSB’s initial findings on a fatal FSD related crash in Texas and the legal and design implications for Tesla’s driver assistance systems. Finally, it notes a pair of Tesla thefts in Lithuania as a reminder of practical security issues for owners.