JWSP

This week’s “Who Said It” is a warning shot from someone who sounds like they’ve been waiting a long time to say it. Once you hear who it is and who it’s aimed at, the rest of the episode reads like a sequel. Tesla and SpaceX both took a beating this week, and we have a theory about the common thread that has to do with political spending and what it bought. Russian diesel tankers are changing cou...

This week’s “Who Said It” is a message to one of the White House’s most famous staffers, written on behalf of an entire fandom. Once you hear who said it and who it’s about, you’ll understand why it’s been everywhere this week. Tesla slipped again, and a financial publication wants you to believe the company now has a flying car. We have a few corrections for the record. SpaceX is down, but a very...

This week’s “Who Said It” is a stock prediction with a lot of zeros in it, and the confidence level is something to behold. By the end of the intro you’ll know who said it and why they’re so sure they’ll be laughing last. Tesla and SpaceX both slipped for reasons nobody can name, and we circle back to last week’s participation trophy now that Google’s numbers are in. Russia hit a busy train platfo...

This week’s “Who Said It” is a pretty good description of what a hawkish Senate should sound like. Once you hear who said it, you’ll see why it works so well as a setup for everything else. Tesla jumped on an analyst upgrade, and Eric has some strong feelings about how that’s legal. SpaceX ticked up on a tale of two headlines about the same $40 billion, and the contrast says a lot about who’s writ...

This week’s “Who Said It” comes from the Ohio governor’s race, where one TV ad has the media and the Democrats very worked up. Once you hear who’s defending it, you’ll see why we opened with it. Tesla’s earnings were a near-miss that the market treated like a win, and the Roadster’s “flying” demo didn’t land the way Elon hoped outside his own bubble. The preorder page has three trim levels, and we...

Episode Summary: This week’s “Who Said It” is a message to Ukraine that is equal parts hype speech and battle cry — and once you hear who said it, you’re going to want to put it on a motivational poster immediately. Tesla drops heading into the Roadster reveal tonight — a car that requires a $50,000 commitment before they’ll even tell you the price. Elon promised excitement but not success, which...

This week’s “Who Said It” is about the Houthis, Iran, oil prices, and the words “NOT NICE” — and once you find out when it was written and who wrote it, the Russian diesel deal that dominates this episode is going to feel like a very specific kind of déjà vu. Tesla is flat and Elon is very concerned about Waymo hitting pets — we note what he chose not to mention about Tesla’s own track record with...

This week’s “Who Said It” comes from a Trump donor — and once you hear exactly what they said and why they’re saying it now, it’s going to reframe every story in this episode about who this administration actually works for. Tesla slipped slightly on a comparison article that manages to gush over the more expensive option anyway, and SpaceX dropped for reasons nobody could identify — which at this...

This week's "Who Said It" is about gas prices, refineries, blue states, and Ukraine — and the creative geography involved in that explanation is going to set the tone for everything that follows about how this administration talks about energy. Tesla jumped and the most credible theory involves Elon unfollowing someone on X — we explain the relationship, the timeline, and why four s...

This week's "Who Said It" is about Islamist tendencies, radicalization, and a pretty good clue — and once you find out who said it and what they were talking about, it tells you everything about how some people weaponize a tragedy before the bodies are even counted. Tesla took out a $30 billion loan the same week European registrations jumped — and the Roadster reveal got delayed ag...

This week's "Who Said It" is about controlling a seat even when you're mad at it — and once you hear who said it and which seat they're talking about, it reframes every election story in this episode in a very uncomfortable way. Tesla is flat but the Semi launch is tonight and diesel prices at record highs mean it might actually matter this time. The Cybercab got a regulat...

This week's "Who Said It" is about cheap Russian energy and German manufacturing — and once you find out who said it and why it's making the rounds again right now, the rest of the geopolitical news this week lands very differently. Tesla is pumping on Roadster hype again — and we have a very specific memory about 2017, a 2020 promise, and a Founder's Series that never mat...

This week's "Who Said It" is about a ruck march, a bridge, and the weight you carry — and once you find out who said it and what they did in the pouring rain the day before, the contrast with everyone else in this episode is going to hit very hard. Tesla is sliding despite a Roadster 2.0 announcement that should have moved the needle, and SpaceX pulled back after the AI slowdown con...

This week's "Who Said It" is a bold prediction about cars as appreciating assets — and once you hear what happened to the Dutch company that bet their entire business on that prediction, the quote lands exactly as hard as it should. Tesla is basically flat after the Cybercab launch disappointed everyone who showed up with expectations, but don't worry — they're offering bu...

This week's "Who Said It" is about data centers, poverty, and the bold promise that surveillance infrastructure is actually the key to lower taxes — and the person who said it is going to make you feel a very specific way about your electric bill. Tesla is up and nobody can explain why, which at this point is just the show's opening theme. September is a big month for the compa...

No "Who Said It" this week — but we open with a Ford vs. Tesla comparison that is going to make you stare at the ceiling for a minute, and a JPMorgan SpaceX target that requires a very specific kind of optimism about the next four years. Ukraine took out a Lt. Colonel in St. Petersburg this week — precision being the operative word — and has also been quietly solving the problem of what...

Note: In case you're wondering about the album art today that is Mike Tyson in NYC wearing a traditional vyshyvanka shirt. Camille Evald was the wife of his trainer, Cus D'Amato and took care of Tyson when he was growing up. She was born in  Staromyshchyna, Ukraine. This week's "Who Said It" is about a very big ship and a very specific honor — and once you find out who sai...

Episode Summary: Yes that is a real picture that the Department of Education put out and there's no way you can convince me that the guy in the blue doesn't look like Epstein.  This week's "Who Said It" is one of the most heartbreaking things we've read on this show — and once you find out who said it and where, it reframes everything that follows about who's win...

This week's "Who Said It" is about a brand new Middle East defense pact — and the person celebrating it has some very specific financial reasons to be excited that have nothing to do with regional stability. Tesla is flat but Cathie Wood is buying like it's on sale, with a price target that implies something in the neighborhood of 700% upside. We let you do the math on what it...

This week's "Who Said It" is about New York, California, Illinois, and Florida — and the person who said it is going to make you question what exactly counts as a compliment in 2026. Tesla ticked up, but the bigger story involves a very famous NFL coach, a dropped phone, and a Autopilot system that apparently couldn't tell the difference between a modern obstacle and a Japanese...

This week's "Who Said It" is about the moon, factories, and robots — and the person who said it has a very specific financial interest in you believing every word of it. Tesla ticked up on news that deserves about as much celebration as a contractor showing up on the day they said they would. SpaceX jumped because interest rates stayed the same, which tells you everything about how...

This week's "Who Said It" is a question about freedom of movement — and once you find out who asked it and who they were asking it about, it reframes a whole lot of what's happening in the Middle East right now. SpaceX beat sales expectations by $400 million and jumped 20% — we run the math on what that actually means for a company valued at $1.65 trillion and let you decide if...

This week's "Who Said It" involves a plane crash, Iran, and a sitting governor — and the logic connecting all three is going to tell you everything you need to know about how accountability works in 2026. Tesla bounced back for a reason that has more to do with how humans read numbers than anything the company actually did, and SpaceX continues its quiet slide toward a reckoning tha...

This week's "Who Said It" is a preview of a presidential speech — and whoever wrote that description has either never met this president or knows him better than anyone. Bonus quote involves a very specific roadkill request that got vetoed at the last minute. Tesla just broke through the floor it wasn't supposed to break through, and the reason involves an interview with a woma...

This week's "Who Said It" comes from a group of millionaires with a message for their new Prime Minister — and once you hear who they are and what they're asking for, it reframes every financial story in the rest of the episode in a very satisfying way. Tesla had a rough earnings week and the stock is feeling it — but don't worry, the robot is coming. SpaceX keeps sliding...