April 11, 2025 • 9 mins
In this episode, Michelle kicks off with an introduction and welcome before diving into the latest on Tesla's stock performance and the challenges it faces in the Chinese market. The focus then shifts to Tesla's robotaxi service and its implications for the company's stock valuation. Updates on the Cybertruck are discussed, highlighting Tesla's strategies for market expansion. The episode also covers the competitive landscape between Amazon and SpaceX in the satellite-internet sector. Additionally, Michelle examines the legal battle between OpenAI and Elon Musk, exploring its potential impacts. The episode concludes with a wrap-up, summarizing the key insights shared.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
Welcome to the Elon Musk Daily Briefing, yourdaily update on the latest from Elon Musk and
(00:05):
his companies.
I’m your host, AI Michelle, and this is aMagicPod, produced by PodcastAI.
Want to create your own MagicPod?
Check the link in the show notes.
Let’s dive in.
First up...
Tesla's stock price just skyrocketed by anastounding 22.7 percent!
(00:27):
That's right, in just one day, Tesla sharessurged, marking it as the second-best daily
gain on record for the electric vehicle giant.
What sparked this meteoric rise?
Well, it seems President Trump issued aninety-day pause on most 'reciprocal' tariffs,
which triggered a massive relief rally acrossthe market, including Tesla.
(00:50):
However, there are still clouds on the horizon.
Despite the pause, the twenty-five percent autotariffs remain in place, which leaves a lot of
uncertainty for Tesla shareholders.
What’s more, China has increased its tariffs toa whopping one hundred twenty-five percent.
Given that China is the largest electricvehicle market in the world and accounted for
(01:13):
twenty-one percent of Tesla’s global sales lastyear, this is a significant challenge.
Elon Musk is walking a tightrope here.
Aligning with a president who is seen byBeijing as waging an economic war could provoke
backlash from Chinese leaders.
Tesla might face regulatory crackdowns or evenconsumer behavior nudges to favor Chinese
(01:37):
electric vehicle brands over Tesla's offerings.
Brands like BYD, NIO, and Xpeng are ready tocompete fiercely in this space.
But there's a silver lining in the form ofTesla's robotaxis.
Elon Musk has been promising a future filledwith autonomous vehicles, and this June, Tesla
is planning to launch its robotaxi service inAustin, Texas.
(02:02):
Unlike competitors, Tesla's technology will beAI-based and won't rely on high-precision local
mapping, which could make it highly scalable.
This gives Tesla a potential competitive edge.
Nonetheless, it's crunch time for Tesla.
The stock is trading at a high forwardprice-to-earnings multiple of ninety-six, and
the continuation of this valuation hinges onthe successful deployment of the robotaxis.
(02:27):
If Tesla pulls it off, the stock could soaronce again.
But any early incidents could derail themomentum.
So, is it time to buy?
Well, some investors are staying on thesidelines, watching closely to see if the
technology truly delivers.
It's a high-stakes game, and only time willreveal if Tesla's ambitious vision will come to
(02:48):
fruition.
Tesla has just pulled back the curtain on anew, more affordable version of its Cybertruck,
dubbed the "Long Range" Cybertruck.
This latest addition to Tesla's lineup promisesto extend the range of the vehicle to three
hundred fifty miles, a significant improvementfrom the original two hundred fifty miles of
the previously announced Rear-Wheel Drivemodel.
(03:11):
However, this increased range comes with sometrade-offs.
The new Long Range Cybertruck features a lessadvanced suspension system and has fewer
features overall, making it a more basicversion of the futuristic truck.
Priced at seventy thousand dollars, the LongRange Cybertruck is now available in the United
States, but it lacks some of the bells andwhistles that Tesla aficionados have come to
(03:35):
expect.
Notably, the vehicle does not include a rearscreen for backseat passengers, and the
suspension is lower than the other Cybertrucktrims, suggesting the absence of air suspension
and "extract mode." Despite these reductions infeatures, the new model uses the same one
hundred twenty-three kilowatt-hour battery packas the more expensive dual and tri-motor
(03:59):
versions, which contributes to its extendedrange.
The introduction of this new model isstrategically timed with Tesla's market
expansion into Saudi Arabia, a region where theLong Range Cybertruck will also be available.
This move underscores Tesla's ambition tocapture a global audience, though the Middle
Eastern market is projected to account for amodest ten thousand units annually.
(04:24):
The question remains whether this new trim caninvigorate Cybertruck sales, especially
considering the significant number ofreservations that have been canceled due to
previous unmet expectations and price hikes.
Critics have been vocal, pointing out that theCybertruck's current offerings do not align
with the initial promises made when the vehiclewas first unveiled.
(04:48):
The price tag has risen by twenty thousanddollars from what was originally announced, and
many reservation holders, feeling let down,have pulled out.
This sentiment is reflected in the salesfigures, which are unlikely to meet Tesla's
ambitious production capacity goals.
The launch of the Long Range version might be astep forward, but whether it can turn the tides
(05:09):
for Cybertruck's commercial success remains tobe seen.
In a bold move that could shake up thesatellite internet industry, Amazon is making a
twenty billion dollar push into orbit.
That's right, the e-commerce giant is settingits sights on the stars with the launch of its
"Kuiper" satellite-internet system.
(05:30):
The first batch of twenty-seven satellites ispoised for liftoff aboard a United Launch
Alliance rocket in Florida, just as soon as theweather plays nice.
Thunderstorms have already caused a delay, butthe mission is back on track and ready to go in
the coming days.
So, what does this mean for SpaceX and China,the current heavyweights in the satellite
(05:50):
internet arena?
Amazon is aiming to deliver high-speed,low-latency internet to virtually any location
on the planet, which could pose a significantchallenge to Elon Musk's Starlink system.
With Jeff Bezos and Elon Musk already known fortheir rivalry in the space race, this new
development adds another layer of intrigue tothe competition.
(06:12):
The "Kuiper" project represents Amazon'sambitious entry into the space business, and it
comes with a hefty price tag—twenty billiondollars, to be precise.
But with the potential to revolutionize globalinternet access, this investment could pay off
in spades.
Amazon's move into orbit underscores thegrowing importance of satellite internet as a
(06:33):
lucrative market, one that both SpaceX andChina have been eyeing closely.
As the countdown to launch continues, all eyesare on Amazon to see if it can deliver on its
promise of connecting the globe.
For Elon Musk and SpaceX, this means steppingup their game to maintain their lead in this
high-stakes battle for satellite supremacy.
(06:55):
The race is on, and with Amazon now in the mix,the satellite internet landscape is set for a
major shake-up.
Now, let's dive into a story that's heating upthe tech world.
OpenAI has filed a counter-lawsuit against ElonMusk, accusing him of attempting to become an
"AGI dictator." That's right, OpenAI claimsthat Musk's bid to buy the company was not just
(07:18):
a financial move but a strategic endeavor tocontrol the future of artificial intelligence.
This legal battle adds a dramatic twist to theongoing saga between Musk and OpenAI, two
titans in the AI field.
According to the filing, OpenAI alleges thatMusk's $97.375 billion offer was a sham,
(07:40):
intended to disrupt and intimidate otherpotential investors.
The company argues that the bid was more of acomedic nod to Musk's favorite sci-fi novel
rather than a serious financial proposal.
This audacious move is seen as a way for Muskto gain access to OpenAI's sensitive
information, potentially giving his own AIventure, xAI, a competitive edge.
(08:04):
OpenAI's filing goes further, suggesting thatMusk's relentless campaign of harassment could
lead to a hostile takeover, much like hisacquisition of Twitter.
This prospect has stirred fears within OpenAIthat Musk's involvement could scare off talent
and investors, damaging the company's missionto build beneficial AGI.
(08:24):
OpenAI claims that xAI, Musk's AI company, hasbeen criticized for lacking adequate safety
measures, heightening concerns about Musk'sintentions.
In response, Musk's legal team argues thatOpenAI's board failed to genuinely consider the
bid, labeling the lawsuit as an attempt toavoid a legitimate transaction.
(08:46):
They assert that paying a fair market value forOpenAI's assets would interfere with the
company's business plans, suggesting thatOpenAI prefers to operate independently rather
than engage in a bona fide transaction.
This legal clash underscores the high stakes inthe AI industry, where control over AGI
development is seen as a pivotal factor inshaping the future.
(09:09):
As the battle unfolds, it raises questionsabout the balance of power in the AI world and
the ethical considerations surroundingcorporate influence over technology that could
redefine human existence.
Alright, that's a wrap for this episode.
If you enjoyed this brief, and would like tostay updated on latest episodes, don’t forget
(09:30):
to click ‘Follow’ in your podcast app.
Thanks again for listening, and hope to catchyou next time.
Welcome to the Elon Musk Daily Briefing, yourdaily update on the latest from Elon Musk and
(00:05):
his companies.
I’m your host, AI Michelle, and this is aMagicPod, produced by PodcastAI.
Want to create your own MagicPod?
Check the link in the show notes.
Let’s dive in.
First up...
Tesla's stock price just skyrocketed by anastounding 22.7 percent!
(00:27):
That's right, in just one day, Tesla sharessurged, marking it as the second-best daily
gain on record for the electric vehicle giant.
What sparked this meteoric rise?
Well, it seems President Trump issued aninety-day pause on most 'reciprocal' tariffs,
which triggered a massive relief rally acrossthe market, including Tesla.
(00:50):
However, there are still clouds on the horizon.
Despite the pause, the twenty-five percent autotariffs remain in place, which leaves a lot of
uncertainty for Tesla shareholders.
What’s more, China has increased its tariffs toa whopping one hundred twenty-five percent.
Given that China is the largest electricvehicle market in the world and accounted for
(01:13):
twenty-one percent of Tesla’s global sales lastyear, this is a significant challenge.
Elon Musk is walking a tightrope here.
Aligning with a president who is seen byBeijing as waging an economic war could provoke
backlash from Chinese leaders.
Tesla might face regulatory crackdowns or evenconsumer behavior nudges to favor Chinese
(01:37):
electric vehicle brands over Tesla's offerings.
Brands like BYD, NIO, and Xpeng are ready tocompete fiercely in this space.
But there's a silver lining in the form ofTesla's robotaxis.
Elon Musk has been promising a future filledwith autonomous vehicles, and this June, Tesla
is planning to launch its robotaxi service inAustin, Texas.
(02:02):
Unlike competitors, Tesla's technology will beAI-based and won't rely on high-precision local
mapping, which could make it highly scalable.
This gives Tesla a potential competitive edge.
Nonetheless, it's crunch time for Tesla.
The stock is trading at a high forwardprice-to-earnings multiple of ninety-six, and
the continuation of this valuation hinges onthe successful deployment of the robotaxis.
(02:27):
If Tesla pulls it off, the stock could soaronce again.
But any early incidents could derail themomentum.
So, is it time to buy?
Well, some investors are staying on thesidelines, watching closely to see if the
technology truly delivers.
It's a high-stakes game, and only time willreveal if Tesla's ambitious vision will come to
(02:48):
fruition.
Tesla has just pulled back the curtain on anew, more affordable version of its Cybertruck,
dubbed the "Long Range" Cybertruck.
This latest addition to Tesla's lineup promisesto extend the range of the vehicle to three
hundred fifty miles, a significant improvementfrom the original two hundred fifty miles of
the previously announced Rear-Wheel Drivemodel.
(03:11):
However, this increased range comes with sometrade-offs.
The new Long Range Cybertruck features a lessadvanced suspension system and has fewer
features overall, making it a more basicversion of the futuristic truck.
Priced at seventy thousand dollars, the LongRange Cybertruck is now available in the United
States, but it lacks some of the bells andwhistles that Tesla aficionados have come to
(03:35):
expect.
Notably, the vehicle does not include a rearscreen for backseat passengers, and the
suspension is lower than the other Cybertrucktrims, suggesting the absence of air suspension
and "extract mode." Despite these reductions infeatures, the new model uses the same one
hundred twenty-three kilowatt-hour battery packas the more expensive dual and tri-motor
(03:59):
versions, which contributes to its extendedrange.
The introduction of this new model isstrategically timed with Tesla's market
expansion into Saudi Arabia, a region where theLong Range Cybertruck will also be available.
This move underscores Tesla's ambition tocapture a global audience, though the Middle
Eastern market is projected to account for amodest ten thousand units annually.
(04:24):
The question remains whether this new trim caninvigorate Cybertruck sales, especially
considering the significant number ofreservations that have been canceled due to
previous unmet expectations and price hikes.
Critics have been vocal, pointing out that theCybertruck's current offerings do not align
with the initial promises made when the vehiclewas first unveiled.
(04:48):
The price tag has risen by twenty thousanddollars from what was originally announced, and
many reservation holders, feeling let down,have pulled out.
This sentiment is reflected in the salesfigures, which are unlikely to meet Tesla's
ambitious production capacity goals.
The launch of the Long Range version might be astep forward, but whether it can turn the tides
(05:09):
for Cybertruck's commercial success remains tobe seen.
In a bold move that could shake up thesatellite internet industry, Amazon is making a
twenty billion dollar push into orbit.
That's right, the e-commerce giant is settingits sights on the stars with the launch of its
"Kuiper" satellite-internet system.
(05:30):
The first batch of twenty-seven satellites ispoised for liftoff aboard a United Launch
Alliance rocket in Florida, just as soon as theweather plays nice.
Thunderstorms have already caused a delay, butthe mission is back on track and ready to go in
the coming days.
So, what does this mean for SpaceX and China,the current heavyweights in the satellite
(05:50):
internet arena?
Amazon is aiming to deliver high-speed,low-latency internet to virtually any location
on the planet, which could pose a significantchallenge to Elon Musk's Starlink system.
With Jeff Bezos and Elon Musk already known fortheir rivalry in the space race, this new
development adds another layer of intrigue tothe competition.
(06:12):
The "Kuiper" project represents Amazon'sambitious entry into the space business, and it
comes with a hefty price tag—twenty billiondollars, to be precise.
But with the potential to revolutionize globalinternet access, this investment could pay off
in spades.
Amazon's move into orbit underscores thegrowing importance of satellite internet as a
(06:33):
lucrative market, one that both SpaceX andChina have been eyeing closely.
As the countdown to launch continues, all eyesare on Amazon to see if it can deliver on its
promise of connecting the globe.
For Elon Musk and SpaceX, this means steppingup their game to maintain their lead in this
high-stakes battle for satellite supremacy.
(06:55):
The race is on, and with Amazon now in the mix,the satellite internet landscape is set for a
major shake-up.
Now, let's dive into a story that's heating upthe tech world.
OpenAI has filed a counter-lawsuit against ElonMusk, accusing him of attempting to become an
"AGI dictator." That's right, OpenAI claimsthat Musk's bid to buy the company was not just
(07:18):
a financial move but a strategic endeavor tocontrol the future of artificial intelligence.
This legal battle adds a dramatic twist to theongoing saga between Musk and OpenAI, two
titans in the AI field.
According to the filing, OpenAI alleges thatMusk's $97.375 billion offer was a sham,
(07:40):
intended to disrupt and intimidate otherpotential investors.
The company argues that the bid was more of acomedic nod to Musk's favorite sci-fi novel
rather than a serious financial proposal.
This audacious move is seen as a way for Muskto gain access to OpenAI's sensitive
information, potentially giving his own AIventure, xAI, a competitive edge.
(08:04):
OpenAI's filing goes further, suggesting thatMusk's relentless campaign of harassment could
lead to a hostile takeover, much like hisacquisition of Twitter.
This prospect has stirred fears within OpenAIthat Musk's involvement could scare off talent
and investors, damaging the company's missionto build beneficial AGI.
(08:24):
OpenAI claims that xAI, Musk's AI company, hasbeen criticized for lacking adequate safety
measures, heightening concerns about Musk'sintentions.
In response, Musk's legal team argues thatOpenAI's board failed to genuinely consider the
bid, labeling the lawsuit as an attempt toavoid a legitimate transaction.
(08:46):
They assert that paying a fair market value forOpenAI's assets would interfere with the
company's business plans, suggesting thatOpenAI prefers to operate independently rather
than engage in a bona fide transaction.
This legal clash underscores the high stakes inthe AI industry, where control over AGI
development is seen as a pivotal factor inshaping the future.
(09:09):
As the battle unfolds, it raises questionsabout the balance of power in the AI world and
the ethical considerations surroundingcorporate influence over technology that could
redefine human existence.
Alright, that's a wrap for this episode.
If you enjoyed this brief, and would like tostay updated on latest episodes, don’t forget
(09:30):
to click ‘Follow’ in your podcast app.
Thanks again for listening, and hope to catchyou next time.
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