JWSP

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 is either deeply honest or deeply concerning depending on how much you just wired. SpaceX keeps sliding and a French competitor just got a very int...

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 strollers at intersections. SpaceX dropped after a Chinese memory chip breakthrough threatened the AI data center trade, and we walk through wh...

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 point is just Tuesday. We have a grocery store math problem that ties it all together.

Ukraine just redirected two hypersonic missiles into the Dnipro River u...

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 secret children and a perjury allegation make this one of the more complicated breakups in recent memory. SpaceX ticked up too, and we eventually found the actual reason, which involves Taiwan and semiconductors and is considerably less...

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 again, this time for weather, though the reason they're giving for the delay is actually kind of incredible. Elon skipped the Semi launch entirely because he was having pie at the White House with...

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 regulatory inquiry within hours of launching and the Roadster demo dropped hints about a flying car — we rank those two developments by how seriously to take them. SpaceX dropped as 3...

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 materialized. SpaceX ticked up on news that would normally tank a stock, and Gwyneth Shotwell is quietly unloading $52 million in shares. We note the timing. We always note the timing.

Don Jr...

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 conversation started getting serious. We have thoughts about a company whose entire valuation depends on a technology that its own industry just asked everyone to pause on...

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 businesses a chance to buy in on the robotaxi dream themselves. We revisit a promise that's been made every year since 2020 and let the audience keep score. SpaceX keeps climbing for reasons nobody can identify, including appa...

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 company — multiple unveilings, a concept that's been eleven years in the making, and a Roadster spec that almost laps the competition. Almost. SpaceX ticked up while Sam Altman quie...

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 to do when the other side has drones too. The solutions involve a net, a flare gun, and a bullet that nobody is explaining yet. Zelens...

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 said it and what ship we're now apparently naming after someone else, it hits different.

Tesla raised prices on two Cybertruck trims and set a Chinese rec...

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 winning and who's losing this war.

Tesla ticked up on a deal with a Swedish trucking company that chose them over their hometown hero — we ha...

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 would take for that to be right. SpaceX finally revealed who actually owns it — 23 accounts control over 80% of reported shares — and one of the names on that list is goi...

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 fighter plane from 1942. Kyle is fine. The timeline is not. SpaceX is essentially flat since IPO day and Deutsche Bank says the revenue targets are "likely very achievable" — these are the same peop...

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 these valuations actually work. We run the math so you don't have to embarrass yourself at a dinner party.

Russia is throwing everything it has at Kyiv ri...

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 those numbers live on the same planet. Tesla followed the coattails up and we have a theory about how those two stocks are basically holding hands at this poin...

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 that the lockup calendar is about to force. We have a theory about meme stocks and gravity.

Ukraine has now taken out over a million square meters of warehouse sp...

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 woman named Zanny that went so badly even Greg Gutfeld had to admit it. Elon's response on Twitter was entirely predictable and entirely on brand. SpaceX keeps drifting back toward earth and the lo...

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 toward a reckoning that a certain lockup period is about to accelerate, and the world's first trillionaire is no longer the world's first trillionaire. We have a moment of s...

This week's "Who Said It" is a dollar figure — and once you find out what it's describing and who said it, the rest of the financial news in this episode is going to land very differently.

Tesla and SpaceX are both sliding and Wall Street has a very creative explanation for why that's actually fine — we found a fund manager who wants you to stop paying attention to measurables, and we have some thoughts on that philosophy. Elon also tweeted something during a scrubbed launch that briefly sent the stock up, and we genuinely cannot tell if that...

This week's "Who Said It" is a Truth Social post about the Strait of Hormuz that reads like it was written by a medieval toll booth operator who just discovered all caps — and it sets up everything that follows perfectly.

Tesla keeps sliding and SpaceX just got humbled by something China landed on a platform, which tells you everything about where the hype-to-reality ratio currently sits. We also have a war portfolio update that involves Greta Thunberg showing up somewhere she maybe didn't fully research before chaining herself to the fence.

Ukraine is doing things wi...

This week's "Who Said It" comes from someone who apparently didn't get the memo that the Supreme Court is supposed to be the final word — and their response to losing a 6-3 decision is going to tell you a lot about where this episode is headed.

Tesla's getting a boost from Wall Street optimism that seems blissfully unaware of what's happening in New Jersey, and SpaceX keeps quietly sliding in ways the hype hasn't caught up with yet. We also have a theory about why Trump suddenly wants Ukraine making its own Patriot missiles — and it has a lo...

This week's "Who Said It" comes straight from the world of competitive sports — and the person who said it somehow manages to make winning sound just as unhinged as losing.

Tesla and SpaceX are moving in very different directions this week, and the Wall Street reasoning behind one of those moves involves a comparison that tells you everything about how disconnected the analysis has gotten. We have thoughts, and they involve Robert Downey Jr.

Putin made a very dramatic trip to the "front lines" this week — and once you hear the production details involved, you'll unde...

This week's "Who Said It" involves some unemployment math that is either very creative or very confused — we'll let you decide which.

Tesla's making moves for reasons that sound better than they actually are, SpaceX keeps climbing in ways that have nothing to do with rockets, and the White House just launched a new financial product for kids that raises some very interesting questions about who actually gets to pick the winners.

Ukraine had arguably its most productive week of the war — multiple high value targets, some very satisfying footage, and a development near a very...

This week's "Who Said It" comes courtesy of some very enthusiastic Australians at a very public event — and once you hear it, you'll understand why we led with it.

Tesla briefly popped on merger rumors before a federal probe into a fatal FSD crash in Texas brought it right back down. Turns out murder is still bad for stock prices, even in the golden age. SpaceX meanwhile continues its post-IPO slide and the numbers are starting to tell a story about the gap between hype and gravity.

Ukraine had a complicated week — Zelensky made a baff...

This week's "Who Said It" is three words — and once you find out who said them and in what context, it reframes pretty much everything that follows.

SpaceX's IPO numbers are in and they are genuinely staggering — we're talking more money raised than Saudi Aramco, Alibaba, and Facebook combined, for a company that posted losses in Q1. We break down what that actually means, who's really benefiting, and why Elon holding 46% of the shares tells you everything about who this IPO was actually for. We also take a moment to address RFK's take on autism — and the contra...

This week's "Who Said It" is a prediction about Iran and negotiating skills — and depending on how you feel about recent headlines, it's either painfully accurate or about to be proven wrong in real time.

Tesla's getting a boost from an unlikely source — retail investors piling in while insiders are locked out from selling — and meanwhile SpaceX just made someone the world's first trillionaire on a $2.6 trillion valuation for a company that's bleeding billions. We break down the lockup structure, the timing, and exactly when you should expect the exits to start.

It was a busy w...

The episode kicks off with Trump making some eyebrow-raising comments about inflation, and the hosts break down what's actually going on with the numbers. From there, Tesla gets some time in the spotlight — the stock had an interesting day, and there's some new data out of Europe about their self-driving technology that's worth talking about.

The Ukraine war hits a sobering milestone this episode. The hosts put the length of the conflict into perspective in a way that might genuinely stop you in your tracks — and then there's a significant development deep inside Russian territory that shows just...

This week's "Who Said It" is about taxing the rich — coming from someone whose track record on that subject is going to make you spit out your coffee. We also have a bonus "Who Said It 2: Electric Boogaloo" buried in the back half that hits just as hard.

Tesla is sliding again and the reason this time is genuinely wild — the job market was doing too well and that's bad for tech stocks, which tells you everything you need to know about whose economy this actually is. We also dig deeper into the SpaceX IPO and there's a ne...

This week's "Who Said It" is about groceries — and the follow-up question that gets asked is the kind of thing that makes you put your phone down for a second.

Tesla keeps doing Tesla things, but if you followed our war portfolio advice, you're having a much better week. There's "progress" being made in Lebanon while the strikes continue, and the defense stocks tell you everything you need to know about how anyone actually expects this to end.

Russia's version of Davos kicked off in St. Petersburg this week and the US sent a representative fo...

This week's "Who Said It" is about qualifications — and once we tell you who said it and who they were talking about, the irony is going to hit like a freight train.

Tesla slides back down and there's a new reason on the horizon that connects directly to Elon's well-documented habit of abandoning a pond once other fish show up. Meta fired 8,000 people and their AI support bot immediately handed hackers the keys to thousands of Instagram accounts — which we choose to view as an encouraging sign for the human workforce.

Ukraine just inked a deal...

This week's "Who Said It" comes from someone who is very confident they have the evidence — despite not being a doctor — and once you hear who it is, the rest of the episode will make a lot more sense.

Tesla is back up and a Wall Street investor has a theory about why — and we're going to be very polite about how wrong it is. Tesla is also threatening to sue the Canadian province of Manitoba for dropping their EV incentive, which opens up a very interesting conversation about which electric vehicles are actually made in Canada. Spoile...

This week's "Who Said It" comes courtesy of the Bloodhound Gang — and if you know the song, you already know where this episode is going tonally.

First up, a very important listener beef gets addressed — Boston J has some strong feelings about poutine and gravy rights, and we have some even stronger feelings back. Tesla ticks up on the SpaceX IPO filing, but once you actually read what the filing says about Tesla's involvement, the celebration might be a little premature. We break down the fine print so you don't have to.

The Xi-Putin summit wrap...

This week's "Who Said It" is five words that aged about as well as a no-bid contract — and by the end of the episode, you'll know exactly who said them and why that's so funny.

Tesla slides back down and Wall Street is starting to ask the question that Tesla owners probably don't want to hear — what happens when the guy in charge has a shinier new toy? Elon posted something on X this week that got deleted by morning, but not before the internet made sure it lived forever. We read it. We have thoughts.

Uk...

This week's "Who Said It" is directed squarely at a very specific type of keyboard warrior, and we promise it lands perfectly given what's in the news this week.

Tesla's having a week — the Cybertruck is back in recall territory for a reason that's going to make you think twice about hard cornering, and Elon posted something on X that was deleted by morning but not before the internet got a screenshot. We have thoughts on what it says about the man currently in charge of your rockets.

Russia's Victory Day parade happened — sort of. No t...

This week's "Who Said It" involves the ocean — or is it "see" like vision? Either way, someone very important has some very confident statistics about it, and we start there.

Tesla is pushing past $400 despite a recall on 220,000 cars — and the way Tesla handles recalls versus every other automaker is actually worth a conversation. There's also a trademark filing that tells you something big is coming, if you believe in the power of paperwork over timelines.

Russia's Victory Day parade is almost here and the optics are not great — no military hardware, a stunt driver rehear...

This week's "Who Said It" is a business quote that aged in a very funny direction — once you find out who said it and what happened next, you'll understand why we opened with it.

Tesla's back on the move and this time there's actually something real behind it — the first Tesla Semi rolled off the line with some genuinely impressive specs. We break down the numbers, what it could mean for the industry, and why we're cautiously optimistic with an asterisk. Then there's the SpaceX IPO filing with a clause so brazen it makes you do a doub...

This week's "Who Said It" is about a ballroom — and once you hear who said it and why, the rest of the episode starts to make a lot more sense.

Elon just got a $114 billion payday courtesy of the courts, and we actually have some thoughts on this one that might surprise you. Ukraine hit the Tuapse oil refinery for the third time — Putin had some environmental concerns to share about that, which we found very rich coming from the man who flew a drone into a nuclear reactor's protective shell. Sunday was also the 40th anniversary of C...

This week's "Who Said It" is a blast from the past — and honestly, given everything going on right now, it hits a little different in hindsight.

Tesla beat Wall Street's revenue estimate by a hair, but the CFO immediately followed that up with some news about spending that sent the stock right back down — and we explain exactly what that means for a company trying to reinvent itself in real time.

Ukraine is having quite a week. A Russian oil refinery on the Black Sea has been on fire for days, oil is reportedly raining from...