Elon Musk Podcast

Tesla published its Q4 delivery consensus directly on its investor relations website for the first time ever. The expected number is 422,850 vehicles, a 15 percent drop from a year ago. Full-year 2025 deliveries are projected at 1.64 million, down 8.3 percent from 2024, marking a second consecutive year of declining sales. The move is seen as a defensive strategy to set expectations ahead of weak results following the expiration of the federal EV tax credit.

California's proposed Billionaire Tax Act would impose a one-time 5% wealth tax on residents worth over $1 billion, potentially raising $100 billion from about 200 people. Larry Page and Peter Thiel are reportedly making plans to leave. Tech founders are calling it an organized seizure. Governor Newsom opposes it. The vote is in November 2026, but the residency cutoff is January 1, 2026, which is why billionaires are moving now.https://wilwaldon.com

Jared Isaacman was sworn in as NASA administrator on December 18 after a nomination process that included Trump pulling his name, a feud with Elon Musk, and a leaked 62-page restructuring plan. Now he says the US will land astronauts on the moon before Trump's term ends in January 2029. We break down who Isaacman is, what happened to his nomination, what Project Athena reveals about his vision, and whether any of this is achievable. https://wilwaldon.com

Elon Musk criticized incoming NYC Mayor Zohran Mamdani for appointing Lillian Bonsignore as FDNY commissioner, warning "people will die" because she has never been a firefighter. Bonsignore is a 31-year FDNY veteran who led EMS operations during COVID-19 and responded to 9/11. We break down her qualifications, the political context, and whether Musk's criticism holds up.

China has deployed humanoid robots to patrol border crossings with Vietnam. The UBTECH Walker S2 can guide travelers, conduct inspections, patrol corridors, and swap its own batteries for 24-hour continuous operation. Deliveries began in December 2025 under a $37 million contract. We break down what the robots actually do, how the technology works, what it means for workers, and where this fits in the global robotics race.