Tesorb
Tesorb Signal: Tesla, SpaceX, and the Musk Companies
Deep-dive analysis on Tesla, SpaceX, xAI, Neuralink, and the full Elon Musk ecosystem.
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Episodes
Tesla Robotaxi: Four Cities, But How Many Cars? 21.04.2026 7:19
Tesla just expanded its robotaxi service to Dallas and Houston, making four cities total. The stock surged 12%. But behind the headlines, the numbers tell a more complicated story. We break down the fleet size gap, the safety data, the pricing war with Waymo, and what it all means for the trillion-dollar race to dominate autonomous rides.
Tesla Optimus: Why the Robot Race Is Really a Manufacturing Race 20.04.2026 5:57
Tesla's Optimus robot is working on factory floors and posing at the Boston Marathon. But the real story isn't the robot. It's Tesla's plan to build a million of them a year.
Terafab: The $25B Chip Fab Nobody Believed In 19.04.2026 6:39
Tesla, SpaceX, and xAI announced a twenty-five billion dollar chip fab and the semiconductor industry laughed. Then Intel signed on — and announced a gallium-nitride chiplet breakthrough the same day. Lena Ruiz on why Terafab isn't really a bet on chips, but on orbital AI compute.
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