Tesla suffers MASSIVE 15% Drop in Sales
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.
31 Dec 11min
Billionaires are following Elon Musk out of California
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
30 Dec 13min
Can Isaacman Beat China to the Moon?
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
29 Dec 12min
Musk Says "People Will Die" Over NYC's New Fire Commissioner
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.
28 Dec 14min
China Just Deployed Humanoid Robots to Its Border With Vietnam
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.
28 Dec 20min
15 People Are Dead. Tesla Was Warned About Door Traps
A Bloomberg investigation found at least 15 people have died in crashes where Tesla doors would not open. Elon Musk was warned about the design flaw in early 2016 during Model 3 development. Now federal regulators have opened a second investigation, lawsuits are stacking up, and Tesla says a redesign is coming. We break down the facts, the timeline, and what owners can do right now.
27 Dec 12min
DOGE Cut 271,000 Jobs. Spending Still Went Up.
The Department of Government Efficiency disbanded in November after cutting 271,000 federal jobs, the largest peacetime workforce reduction since World War II. But new data shows federal spending rose by $250 billion anyway. Elon Musk now calls DOGE only "somewhat successful" and says he would not do it again. We break down what happened, why the math never worked, and what Musk's government experiment reveals about the limits of disruption in Washington.
24 Dec 13min
Musk Says xAI Will Ship an AI-Generated Game by 2026 - EP#1184
Elon Musk's xAI is recruiting developers to build an AI-powered gaming studio from scratch. The company says it will release a fully AI-generated game before the end of 2026. This is not a research demo. It is a consumer product claim that puts xAI in direct competition with Microsoft, Nvidia, and traditional game publishers experimenting with AI. We break down what xAI is building, how the technology works, and what it could mean for the $600 billion gaming industry.
23 Dec 18min
