Europe feels stuck in a loop: welfare strain, bureaucracy, and a growing sense that the system is becoming unsustainable. The conversation kicks into “peak chaos week” after the EU’s fine on X and what the crew see as speech being regulated based on what institutions “don’t like.”

From there, they zoom out into geopolitics and incentives: why alignment between the EU and US is fraying, what that signals about long-term strategy, and who gets to build the next economic order. 

Then the lens shifts to the actual constraint underneath everything: cheap energy and fast-growing compute. “Misconomy 2.0” becomes the frame—capital, regulators, and companies either solving the bottleneck together, or losing the decade.

Finally, they connect Starship scale to a wild but logical endpoint: cloud computing and AI infrastructure moving into orbit and beyond. 

In this episode
🇪🇺 Europe’s pressure cooker — welfare strain, bureaucracy & why the system feels unsustainable
❌ EU vs X — fines, speech regulation & the Streisand effect in action
📈 #1 app in Europe — why suppression backfires faster than ever
🤝 EU–US alignment — trade, defense & why strategic cooperation is fracturing
⚡ Energy as the real bottleneck — cheap power, compute & productivity as destiny
📉 “Misconomy 2.0” — how Europe misses the capital–energy–innovation triangle
🔺 From triangle to pyramid — energy, consciousness & Maslow in economic form
🚀 Starship scale — why cheaper launches change cloud computing forever
🖥️ Space-based compute — AI infrastructure leaving Earth as the logical next step
🧠 Media & AI races — incentives, narratives & why speed now beats control

The crew sit down in peak FSD-chaos week: Tesla calls on owners to message their road authorities, RDW gets flooded, and suddenly there’s an official path on the table — Article 39 with a February target. What looks like “FSD is coming to Europe” turns out to be much more messy, political and philosophical than headlines suggest.

They unpack why RDW matters so much, how a temporary exemption could let Tesla *shape* future regulation instead of just absorbing it, and what happens if the Article 39 route fails and everything slips to 2027+. Along the way they zoom out: Europe’s shrinking importance for Tesla, the shift from “owning a car” to “buying transport”, the coming Cybercab wave, and how AI, energy and autonomy collide into a new economic order.

Check out:
- Tesla’s post on FSD in Europe: https://x.com/KRoelandschap/status/1992320393185742857?s=20
- Kees’ take on FSD and RDW repsons: https://x.com/KRoelandschap/status/1992971468162912495?s=20
- Post of Greentheonly: https://x.com/greentheonly/status/1991414891958473103?s=46&t=xqdJJOleebMe_vzuGspn1g

In this episode

🚦 RDW, Article 39 & why a February “commitment” isn’t a done deal
🌍 1.3–1.4M Teslas in Europe & what that means for FSD priorities
🛡️ Safety first — Tesla’s data, regulators and “regulating for stupid”
🚕 FSD vs Cybercabs — supervised driving or straight to Robotaxis
💶 Cheap energy, transport & labour — sustainable abundance or lost decade for Europe
🧠 AI 2027, arms races & why delaying tech only makes the shock bigger

A deep dive that bridges 5,000 years of engineering with the frontier of AI and robotics. From Demian’s on-site exploration of Egypt’s pyramids to Tesla’s chip strategy, CyberCab rollout and Optimus economics, this episode tracks how civilizations rise on manufacturing breakthroughs — and why we’re entering the next one.

The crew zoom out from the shareholder meeting headlines to the real story:

scale, compute, robotics, and the societal transition that follows.

What the pyramids were for ancient Egypt, the TeraFab and Optimus may become for us.

Check out:
- Robot IRL: https://x.com/robotinreallife
- Jeff Lutz: https://x.com/thejefflutz
- Larry Goldberg's Muskonomy 2.0 Article: https://x.com/TeslaLarry/status/1990060509979119670?s=20

In this episode

🏺 Ancient Tech, Modern Parallels — Why the pyramids look less like tombs and more like early gigafactories: pressure chambers, ammonia production, conductivity and large-scale industrial design.

🤖 Optimus Ramp & the Money Glitch — Elon’s claim of the fastest product scale-up in history, the economics behind a billion humanoids, and why labor decoupling changes everything.

🔌 Chips, Compute & the TeraFab — What Tesla’s chip strategy implies for AI scarcity, inference at planetary scale, and why data centers may move off-planet.

🚕 CyberCab & Unboxed Manufacturing — A new vehicle architecture, a new supply chain, and why robotaxis won’t just disrupt Uber — but the entire ICE market.

🌍 FSD Deployment Reality Check — Europe’s regulatory gridlock, loopholes used by early adopters, and geopolitical fragmentation in autonomous driving.

🛰️ Space-Based AI — The blueprint for AI data centers in space, Starship cadence, lunar cooling advantages, and the economics of off-world compute.

💸 The Next Economy — Deflation, unemployment, value creation without labor, and the tension between societal collapse and abundance-driven entrepreneurship.

🧭 A Pro-Human AI Future — What a “pro-human AI” actually means: preventing harm, augmenting human capability, and shifting from a money-driven to a value-driven society.