Leo Gala 🔋

Tesla friends: my new interview with @larsmoravy & @woodhaus2 is here! It's all about the history & legacy of the Model S & X. The guys tell some really awesome stories from over the years (& give us a nugget of new Roadster news too). Timecodes and MP3 link below. Enjoy! 00:12:18 Interview Start 00:13:30 How the Decision to Discontinue S and X Happened 00:18:02 S and X Would Need a Complete Redesign to Continue 00:21:55 Next-Gen Roadster News 00:25:03 Signature Numbers 00:29:03 Final S and X Production Numbers 00:29:43 The Beginning of Model S 00:36:20 More Lightning 00:36:48 Old S and X Stories 00:39:26 First Drive of the Model S...Ever 00:45:14 The EV Market and EV Adoption Rate 00:49:36 Adding Dual Motors to Model S 00:51:36 A 3rd Motor in a Model 3? 00:54:37 About the Never-Made Model S Plaid+ 00:56:58 Are 18650s done at Tesla? 00:58:10 Favorite Wheels 01:02:10 Pencils Down on S and X 01:03:22 Parting Message 01:05:07 Drive or Preserve their Signature S's pscrb.fm/rss/p/traffic.…

A message for my $TSLA friends eyeing the SpaceX IPO $SPCX. I traded $TSLA for years. I know the community. I know the excitement when Elon takes something public. But before you chase @SpaceX at $1.75 trillion, read the S-1 carefully. SpaceX doesn't need your money. They raised at $800B in private tenders six months ago. They could raise $50B privately tomorrow with a phone call. This IPO isn't about raising capital. It's about giving insiders liquidity. 95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that. And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares. They're also reserving 30% of IPO shares for retail. Ask yourself -- when has Wall Street ever given retail the best seats in the house unless retail was the product? 100x revenue. $4.9B net loss. xAI burning $6.4B a year while @Starlink subsidizes it. This isn't 2020 Tesla at 20x revenue with a clear path to profitability. This is a different risk profile. Now here's the part I want you to actually consider. SpaceX's S-1 sizes their satellite-to-phone business (Starlink Mobile) at a $740 billion TAM. Their Connectivity segment does $11.4B at 63% EBITDA margins. Those numbers are real and impressive. But buried in the S-1, @SpaceX names their D2D competitor: $ASTS . @AST_SpaceMobile $40 billion market cap. Not $1.75 trillion. $40 billion. Here's what $40B buys you: 98.9 Mbps proven from space to unmodified phones (SpaceX does 3-5 Mbps) The only low-band D2D spectrum access on Earth (indoor coverage SpaceX can't match) All three US carriers forming a joint venture around ASTS technology Google invested $358M their largest public equity holding AT&T, Verizon, Vodafone as equity investors $3.5B cash, $1.2B contracted backlog 3,900 patents, custom ASIC in production Three satellites launching on a Falcon 9 next month 60 carrier partners covering 3 billion subscribers @SpaceX at $1.75T is pricing perfection across rockets, satellites, AI, and Mars. One miss and it corrects hard. $ASTS at $40B is pricing uncertainty in a $740B market where the technology is already proven and the carriers have already chosen sides. The Tesla community knows what it feels like to find a mispriced stock before the world catches on. $TSLA at $30 pre-split wasn't obvious to anyone except the people who did the work. $ASTS at $106 in a $740B market with 33x faster speeds than SpaceX D2D, a carrier JV, and institutional discovery just beginning -- that's the same kind of setup. So before you throw money at a $1.75T IPO where insiders are building exit ramps, maybe look at the $40B competitor they named in their own filing. Not financial advice. Just math. $ASTS 🛰️ cc @SawyerMerritt @unusual_whales @DanBTC916