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On today's episode, we discuss how collapsing national currencies—from Iran's rial to Venezuela's bolívar—are driving ordinary people into Bitcoin and other cryptocurrencies as a last‑ditch store of value. Mark explains why institutional players like Vanguard and Morgan Stanley are finally recommending small crypto allocations, how ETF filings and FOMO are pushing Bitcoin higher, and why none of this should be confused with personalized investment advice. From there, the conversation moves to practical home tech: VPNs, Starlink, and why reliable local storage and good passwords still matter more than shiny gadgets when the internet goes dark. James and Mark also kick around Elon Musk's AI and robotics ambitions—Grok, xAI, Optimus, and full self‑driving Teslas—debating whether a Unix‑like, tightly controlled “Apple‑style” stack will prove safer than a more open, Windows‑like ecosystem for autonomous vehicles. A creek‑flooding scenario near James's house becomes a case study in what current self‑driving systems still miss, forcing humans to override software that cannot yet reliably interpret brown, moving water across a road. That leads into a broader discussion of how many edge cases engineers must sample before regulators will bless truly driverless cars, and why early adopters will inevitably be the ones whose mishaps teach the machines. Throughout, they keep circling back to a core theme: in both finance and transportation, new tech may be transformative, but ordinary users still have to live with the bugs, crashes, and unintended consequences of bleeding‑edge systems. Don't miss it!
Greenland, Mexico, Venezuela, Colombia – USA is the world’s Cop again? More .. Housing, Credit cards, Fannie and Freddie – all in week’s work.. Retail investors in control – don’t care about the noise. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Greenland, Mexico, Venezuela, Colombia - USA is the world's Cop again? - More .. Housing, Credit cards, Fannie and Freddie - all in week's work.. - Retail investors in control - don't care about the noise Markets - DJIA plowing ahead - NASDAQ on fire - what can stop this? - Nuclear stocks back in play - Defense names on the move - Interesting economic news. FIRST - President Donald Trump said drug “cartels are running Mexico,” and suggested the U.S. military could start land strikes against them there. - The comments come on the heels of suggestions that Trump could take military action in Cuba and Colombia, and to annex Greenland. - The Trump administration has reportedly carried out 35 known strikes on alleged drug boats in the Caribbean, killing 115 individuals. - I will be going to Mexico later this week for a couple of days..... Retail Ruling - Retail traders have extended a buying spree into the new year, following a record-setting performance in 2025, with purchases in the first four trading days of January hitting the second-highest level in almost eight months. - Individual investors have bought about $10.1 billion of US equities since the start of the year, mainly via exchange-traded funds, far exceeding the 12-month weekly average. - Retail investors' confidence has helped stabilize markets during recent pullbacks, and if they keep snapping up equities, gains in the US stock market are likely to persist, according to analysts. Employment Report - 4.4% Unemployment Rate - Nonfarm Payroll Employment: U.S. employers added +50,000 jobs in December 2025. This came in below economists' expectations (consensus around 60,000–73,000) and was a slowdown from the downwardly revised +56,000 in November. - Unemployment Rate: Edged down slightly to 4.4% (from a revised 4.5% in November), contrary to forecasts of 4.5%. The number of unemployed people remained around 7.5 million, showing little change. - Full-Year 2025 Performance: Total payroll growth for the year was just +584,000 jobs (average monthly gain of +49,000), marking one of the weakest years for hiring since 2020 (impacted by the pandemic). This is a sharp drop from +2.0 million added in 2024 (average +168,000 monthly). -Revisions to Prior Months: -- October 2025: Revised down to -173,000 (from -105,000, reflecting federal government buyouts and shutdown effects). -- November 2025: Revised down by 8,000 to +56,000. -- Combined October–November: 76,000 fewer jobs than previously reported. GDP - HOT - Minneapolis Fed President Neel Kashkari (voting FOMC member) on CNBC says it is very surprising how strong GDP growth is; says labor market is clearly cooling; says inflation still too high; has confidence housing inflation will trend down - Q3 at +3.8% and Atlanta GDP NOW is predicting that Q4 will come in at +5.1% More Eco - Productivity (Prelim Q3): 4.9% vs. 2.5% consensus - Productivity measures output per hour worked. A jump to 4.9% (almost double the consensus) suggests businesses are producing much more per labor hour than expected. Prior was revised up to 4.1% from 3.3%, so the trend is strengthening. WOW! Unit Labor Costs (Prelim Q3): -1.9% vs. +0.8% consensus - Unit labor costs measure labor cost per unit of output. A negative number means costs per unit are falling. Prior revised to -2.9% from +1.0%, so costs have been dropping sharply. -Could be due to technology adoption, automation, or efficiency improvements. Post-pandemic restructuring and leaner operations may have boosted output without adding labor. OOOOOOOPS - White House official says Truth Social disclosure of December jobs report was an "inadvertent release"; says White House will review protocols - CNBC What next? - President Donald Trump called for a one-year cap on credit card interest rates at 10%, effective Jan. 20, without specifying details. - Trump wrote on social media that the American Public will no longer be "ripped off" by Credit Card Companies that are charging Interest Rates of 20 to 30%, and even more. - Maybe because of this: Hours before his message on Friday, Senator Bernie Sanders, a Vermont independent, said on X: “Trump promised to cap credit card interest rates at 10% and stop Wall Street from getting away with murder. Instead, he deregulated big banks charging up to 30% interest on credit cards.” - BUT! Credit card companies will not be forced to issue credit - right? It will hurt people that need credit for business, personal or other needs. Then there was this: - Mortgage rates fell sharply on Friday, a day after President Donald Trump said on social media that he is instructing mortgage giants Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds. - “This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable,” he said in the Truth Social post. - Still not clear where the money will come from and hot this actually works with the current structure of Fannie and Freddie - Talk of Fannie/Freddie IPO? --- Both are still still in conservatorship and book value per share still negative - SO WHERE DOES MONEY COME FROM? OHHHHH - How about this - 4PM browbeating for the Defense companies - RTX was in the hotseat (as were others) taking the wrath of Pres Trump saying that they were basically fat and happy and ripping off the taxpayer - No more dividends and no more buybacks was the call - Stocks dropped 5% into the close and then more after - 30 minutes later - conversation changed and the idea of a move from $1T in spending for the defense budget should move to $1.5T in 2027. ----- Where does that money come from? - Stocks JUMPED! Can't Ignore this - Trump suggesting that Corporations and institutional investors cannot buy single family homes - “People live in homes, not corporations,” he said. - The argument is that corporate ownership has helped push housing further out of reach for everyday Americans. - It is for that reason, and much more, that I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it. - Invitation Homes, which is the largest renter of single-family homes in the country, tumbled 6%. Shares of Blackstone, an investing firm that owns and rents single-family homes, dropped more than 5%. Private equity firm Apollo Global Management also declined over 5%. Then there is this... - DOJ putting he screws to Powell - The Trump administration has ramped up its pressure campaign on the U.S. central bank, threatening to indict Federal Reserve Chair Jerome Powell over comments he made to Congress about a building renovation project, prompting the Fed chief to call the move a "pretext" to gain more influence over the ?setting of interest rates. - The latest development in a long-running effort by U.S. President Donald Trump to push the Fed to dramatically lower rates had immediate fallout in Washington and on global markets. - Powell came out with a video over the weekend. - Initially futures were down
David Reger hat einen der wohl ungewöhnlichsten Lebensläufe der deutschen Tech-Szene: 10 Geschwister, Hauptschulabschluss, Sozialarbeiter in San Francisco. Heute baut er mit seinem Startup Neura Robotic einen deutschen Tech-Hoffnungsträger auf. Im OMR Podcast erzählt David Reger, wie er innerhalb weniger Jahre von Null auf mehr als 1200 Mitarbeitende und Millionen-Umsätze skaliert ist, warum Menschen 10.000 Euro dafür bezahlen sollen, dass ihnen ein Roboter die Spülmaschine ausräumt und natürlich, warum er glaubt, dass seine Roboter sogar besser sind als der Optimus von Tesla.
Elon Musk's xAI closed a $20 billion funding round at a $230 billion valuation, but internal documents reveal the company is burning $1 billion per month with mounting losses. Bloomberg reports xAI told investors it will build the AI for Tesla's Optimus robot, raising fiduciary duty questions. Meanwhile, Grok triggered investigations in six countries after generating explicit deepfakes of minors, and Musk promised to open source X's algorithm in seven days amid regulatory pressure. We break down the financial picture, the regulatory risks, and what it all means for Musk's AI ambitions.
Boo and Evan finally conclude the "Optimus Prime head in Shockwave's lab" story arc. I know, finally, and we're actually almost completely in the right time frame of 41 years ago! But yeah, Optimus Prime does the ole heave ho of his head and its utterly hilarious!If you'd like to contact the guys, they'd love to hear from you!Edhatestransformers@gmail.comMorethanmeetstheseguys@gmail.com@mtmtgpod on Twitterhttps://www.facebook.com/MoreThanMeetsTheseGuys/https://discord.gg/sKr8jwaAvhIf you'd like to toss a buck or more per episode, we'd adore and say nice things about you. You don't have to, as we'll still gladly hang out with you guys and gals every week, but we appreciate any help! patreon.com/user?u=69144181
Dave Rubin of "The Rubin Report" shares his 2026 predictions on Gavin Newsom's possible presidential run; who'll win the NBA finals; if Trump will finally be able to bring an end to Russia's war with Ukraine; if Barack Obama will divorce Michelle Obama; who will win the Super Bowl; if Tesla will roll out its Optimus robots; if Trump will fire a prominent cabinet member; if Elon Musk will appear on the Rubin Report; the price of Bitcoin; if there will be a major showdown between Zohran Mamdani and Donald Trump; if Jasmine Crockett will win her senate race; if Trump's tariffs will get shut down by the Supreme Court and much more.
On today's episode, we discuss a year‑in‑review of 2025's biggest tech and security stories, starting with the deadly New Orleans vehicle attack that exposed how a flawed “smart” bollard design and lost emergency planning turned Mardi Gras beads into a fatal infrastructure failure. From there, the crew revisits suspected CIA involvement in the Baltimore ship‑strike incident, the growing use of autonomous weapons and drone warfare, and whether a hyper‑militarized approach to every crisis is erasing the old line between war and peace under President Trump. They also dig into Elon Musk's expanding tech empire—Tesla, SpaceX, Starlink, Optimus robots, and now custom AI chips to challenge NVIDIA—arguing that control of compute, satellites, and data pipelines may matter more than any single gadget. Finally, they look ahead to 2026, warning that AI‑driven surveillance, cyberattacks on critical infrastructure, and increasingly centralized platforms will keep raising the stakes for ordinary users who just want reliable cars, secure networks, and tools they can actually trust. Don't miss it!
Tesla's Optimus robot faced a setback when a video of it falling went viral, impacting Tesla stock. The conversation also covered Apple's use of AI in health data analysis, leadership changes, and advancements in GPU chips. Additionally, the hosts discussed Apple and Google's warnings about a hacking scheme and speculated about Tim Cook's potential successor.Conversations on technology and tech adjacent subjects since July of 2020, with two and sometime three generations of tech nerds. New shows on (mostly) TUESDAYS!
The conversation covers various topics, including the Freeform app's collaborative features, Apple's potential plans to assemble iPhone components in India, and the resurgence of range extenders in electric vehicles. It also explores the downsides of fame, leaked information about upcoming Apple products, and the need for improved TV remote control features. Additionally, the conversation touches on the customizable nature of the Slate electric truck, a Finnish company's needle-free glucose monitor, and Elon Musk's plans for Tesla's Optimus robots and Robotaxi.Conversations on technology and tech adjacent subjects since July of 2020, with two and sometime three generations of tech nerds. New shows on (mostly) TUESDAYS!
De Nationale Autoshow en BNR Beurs slaan deze laatste dagen van het jaar de handen ineen! Met Noud Broekhof blikken we terug op een ‘beroerd’ jaar voor de autosector. Je hoort over de grote problemen voor Stellantis, waarom BYD een bedankje aan Tesla moet sturen en waarom 2026 misschien wel eens de comeback van Volkswagen gaat worden. Noud staat ook uitgebreid stil bij de beloftes die Elon Musk doet. Tesla gaat heel veel waarmaken, maar volgens Noud komt daar niet veel van terecht. Ook hoor je waarom BMW een ‘lelijke’ auto heeft gemaakt, maar het wél gaat maken in het komende jaar.See omnystudio.com/listener for privacy information.
Play Now2025 is almost over and episode 391 of the Seibertron.com Twincast / Podcast is here to wrap it up in style. Some late-breaking news comes up first though, with upcoming Generations releases like Swerve, Animated Ratchet and Prime Smokescreen discussed first. The 2025 superlatives start up next, with topics covering what the cast thinks were the best toys of the year plus their sentimental favorites. Outstanding media and licensed products get their time before a pivot to the not so great, with both toys and everything else that was unappreciated under the microscope. The discussion whips around to positivity again with personal highlights of great acquisitions that weren't released in 2025 plus our achievements for the year. With all that wrapped, the episode concludes with a round of the recurring "Bragging Rights" segment.
The news is slow but that won't stop us from having a good time~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Politics, Climate Change Scientists, Polar Bear Adaptation, Bret Weinstein, Baby Vaccinations, Vaccination Safety Testing, Optimus v3 Hand, TX Soros Prosecutors, Conservative Influencers Drama, Jack Posobiec, Myron Gaines, Nick Fuentes, Mark Levin, Lemon Juice Invisibility, Low Knowledge Confidence, Economy Persuasion, President Trump, Anti-Trump Economic Reporting, Nick Shirley, Minnesota Somali Fraud, Tim Walz, Elon Musk, UK Anti-Trump, Gaza Hamas Talks, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.
This Week In Startups is made possible by:Caldera + Lab - http://calderalab.com/TWISTCrusoe Cloud - https://crusoe.ai/buildUber - http://uber.com/twistToday's show: Why did a power outage in the Bay Area cause Waymos to pile up on city streets?Jason was actually in San Francisco to take in the spectacle of Waymos blocking traffic. But why did this happen? And can we look forward to a day when automated cars are more graceful and coordinated than ballet dancers performing “Swan Lake”? We're asking the tough (and also culturally erudite) questions!PLUS self-driving cars are coming to London, Coinbase's buying spree continues, another entrant in our nearly-complete Gamma Pitch Deck Competition, AND why Jason predicts that Google is going to buy UBER!You won't want to miss this holiday TWiST!Timestamps:(00:00) It's a holiday TWiST! Jason's calling in from vacay in Lake Tahoe.(03:11) Jason was in SF for the great Waymo power outage!(06:06) Why Jason says one day Waymos will be better coordinated than dancers in “Swan Lake”(07:33) We predicted Starlink coming to every Tesla nearly 3 years ago!(09:05) Caldera + Lab: Whether you're starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.(11:29) Jason calls what Tesla's Optimus team is planning “otherworldly”(14:39) Why Jason thinks we're all going to live in an “Opt-In Truman Show” someday soon(18:52) Baidu, Lyft, and Uber bring self-driving cars to London… they don't have them already?!(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(24:02) When do we get to 50% of all rides being done by autonomous vehicles… and how many robotaxis will that take?(27:50) Why Jason thinks Google is going to buy… UBER?!(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist(32:30) Will it eventually come down to which car can drive a mile for the cheapest?(35:08) Coinbase picks up The Clearing Company, which makes frameworks for prediction markets(39:50) How much did the biggest AI models improve this year?(44:09) Who's going to actually buy Warner Bros? We're checking the Polymarket.(47:06) GAMMA PITCH w/ Jonathan Sherman of Lumix Ads(51:00) Why Jason says Jonathan's pitch is a 9.5 out of 10(52:50) What Jason looks for in a founder: “a big audacious vision”(54:18) How Lumix (safely) collects users' “mobile ad ID” on the go to identify themSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(09:05) Caldera + Lab: Whether you're starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist
Larry Ellison unterschreibt eine 40-Milliarden-Bürgschaft, damit sein Sohn David Warner Bros. für 108 Milliarden übernehmen kann – inklusive CNN. Der TikTok-Deal nimmt Form an: ByteDance macht 50 Milliarden Dollar Gewinn, verkauft aber das US-Geschäft für nur 14 Milliarden an Oracle und Abu Dhabi. Uber und Lyft starten in London mit selbstfahrenden Autos von Baidu. Ein Blackout in San Francisco legt Waymo-Autos lahm. Google verklagt eine Scraping-Firma. RAM- und SSD-Preise explodieren wegen des KI-Booms. Der Spiegel berichtet über mysteriöse Verbindungen zwischen Jens Spahns Luxusvilla und Christian Angermayers Family Office. Trump kündigt "Patriot Games" für 2026 an. Ein Tesla-Roboter verteilt Popcorn auf dem Berliner Weihnachtsmarkt. Coinbase kauft The Clearing Company für Prediction Markets. Ein Satellit entdeckt eine Bitcoin-Mine, die ein halbes Kernkraftwerk verheizt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:02:10) Warner Bros Deal: Ellison bürgt mit 40 Mrd. (00:05:30) TikTok-Deal: 14 Mrd. für ByteDance US (00:10:08) Uber & Lyft starten Robotaxis in London (00:14:44) Autonome Autos und Stadtplanung (00:17:57) Waymo Blackout in San Francisco (00:19:55) Google verklagt SerpApi (00:29:27) Google kauft Intersect für 7 Gigawatt (00:35:52) Solar als Big-Tech-Übernahmeziel (00:38:47) Smart Meter & Stromverbrauch zu Hause (00:39:35) Speicherpreise explodieren wegen KI (00:43:10) Spahn-Villa: Spiegel über Angermayer-Connection (00:53:15) Platform Group (00:54:45) Trump plant "Patriot Games" 2026 (00:58:08) Tesla Roboter auf Berliner Weihnachtsmarkt (00:59:30) Coinbase kauft Prediction-Markets-Firma (01:00:15) Bitcoin-Mine per Satellit entdeckt (01:02:30) Strom aus Erdrotation Shownotes Paramount Larry Ellison - cnbc.com TikTok-Eigentümer ByteDance erwartet 2025 $50 Milliarden Gewinn. - bloomberg.com Uber und Baidu starten Robotaxi-Tests in Großbritannien - bloomberg.com Google verklagt Web-Scraper für massenhaften Suchergebnis-Diebstahl - theverge.com Browser-Erweiterungen sammeln KI-Konversationen - arstechnica.com Alphabet kauft Rechenzentrumspartner Intersect für 4,75 Milliarden - bloomberg.com Chipmangel treibt PC-Preise hoch, Verkäufe sinken um 70% - daily-sun.com Jens Spahn und seine Villa am Attersee: Neues Dokument zur Angermayer-Verbindung - spiegel.de Dominik Benner: Neuer juristischer Ärger im The-Platform-Group-Reich - manager-magazin.de Donald Trump Patriot Games - time.com Tesla robot Optimus - bz-berlin.de Coinbase übernimmt Vorhersagemarkt-Startup The Clearing Company - theblock.co Satelliten enthüllen Hitzeleck im größten US-Kryptomining-Zentrum - space.com Energiegewinnung aus Erdrotation - indiandefencereview.com
Tesla (TSLA) experienced a bumpy road in 2025 even though the stock recently hit all-time highs. George Tsilis talks about Tesla's evolution as an energy and EV company, along with its acceleration in autonomous driving through robotaxi and robotics like Optimus. One chief criticism Tesla always receives: its valuation. George explains why sales remain a key question for analysts compared to the Mag 7 giant's stock price. Check out George Tsilis' prior coverage on Tesla here: Tech Corner: TSLA======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
OpeningHolidays! . Cats and Dogs and Family. Happy Holidays. New Cat named Timmy. Pure trouble and pure JOY! Coinbase Fraud. Called with automated message asking if I attempted to change my “email contact”. If “no” they said press #1 or otherwise hangup. So I press 1. Some dude is on the line. Says he needs my first and last name to help. I ask him, “how do I even know if you're real…How do I know you're Coinbase?”. He hangs up!!! OMG! Startup InvestingRule #1: Be comfortable losing all the money. Might sting, but should not cause you to lose sleep!MarketsInvestments for our kids! Brad Gerstner and Michael Dell at White House. Fed Regulation of AI. To prevent a 50 state patchwork, onerous system. Bernie Sanders and other Dems calling for a “halt” on AI and Datacenters!!Markets S&P 500AppleApple head of AI retiring. Apple could partner with Gemini. Also, tech is getting so good that Apple will offer privacy! NetflixNetflix back in pole-position. I think this is “Good”Turnkey studio and ICONIC space. IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. BarbieHBO! TeslaTesla AI ChipsTesla AI Chip and Advanced Engineering from Elon. Elon tweeing/xing tried and trying to help legacy automakers, but they want a pilot program that starts in like 5 years!This video of Optimus jogging is insane. Should double the market cap! TSLZSpaceXWhen Starship is launching several times a day in a few years, SpaceX will be ~99% of all Earth payload mass to orbit, even if the others triple their current launch rate. https://x.com/elonmusk/status/1994518037614268565?s=51&t=YUkdoBz4yNifBaQlQUp3-gDrugsDrug TradePolitics https://open.spotify.com/episode/65oG0YARECbXnFCbv2PTZpDavid Sacks is a highly successful business person that is serving our government well and we should all be thankful.From Chamath on the Topic. Tim Waltz Fraud. String on X and And another oneCalifornia Budget Crisis - Wealth Tax200 billionaires are on Zillow right now! RecommendationsMolly's Game (interview on All-In). Movie: The Spy Who Dumped Me. Bill Gurley on ferrisSean RYan Show with Tobi Ludke and JockoEthan Hawk
The US Government/NASA has confirmed plans to go to the moon in 2028 and establish a permanent base shortly thereafter. What are they doing on the moon?? Building as Elon Musk puts it: a "Giant lunar base with AI satellite factories and a mass driver to shoot them into deep space (of course)". WHAT and he confirmed rumors that this new business will propel SpaceX to a $100T valuation, yes that's $100 TRILLION. AND fleets of Optimus robots building massive solar famrs (in space!?). This is getting truly sci-fi. It may take a while, but it's clear SpaceX is focused on becoming a leader for datacenters in space and powering the AI revolution.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in SpaceX and Tesla this is not financial advice.
SpaceX is set to be the world's biggest IPO next year. What impact will this have on Tesla stock? Will money rotate into SpaceX? Will a stronger SpaceX be good for Tesla? Will the two companies partner on some kind of space business? I think there is MASSIVE potential here. Tesla is already rumored to build a dune buggy for the moon and sending Optimus to space.. now they could even potentially supply SpaceX with AI chips from the Tesla Terafab for datacenters in space. SO MUCH potential. I think the IPO will be a big benefit for Tesla investors. Let me know your thoughts below!!0:00 SpaceX IPO & The Space Bull Market3:00 SpacX & Tesla Business Partnership Potential 5:08 CHIPS! Tesla Terafab to work with SpaceX on Datacenters in SpaceMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla and SpaceX and nothing in this video is financial advice.
Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.In this video, we break down the robotics supply chain as we head into 2026. While the hype is focused on humanoid robots like Tesla's Optimus, the real investment opportunity lies in the industrial semiconductors that enable motion, perception, and power management.We analyze the forecast from WSTS, the recovery in the Auto/Industrial sector, and why we believe the "boring" analog and sensor stocks are currently some of the best value in the market.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Tmestamps:Chapters:00:00 - The Robotics Reality Check: Hype vs. Supply Chain02:05 - The Industrial Recovery: Auto & Power Chips are Waking Up04:30 - Digital Twins: Why EDA Software (Synopsys/Cadence) Comes First07:45 - The WSTS Forecast: A $770 Billion Market in 2025?09:30 - The "Brain" Stocks: Nvidia, Qualcomm, & Lattice Semi11:50 - Networking: Why Robots Need Optical Chips (Broadcom)12:50 - The "Body" Stocks: Power, Sensors & Microcontrollers15:20 - The Robot Makers: Tesla Optimus, Boston Dynamics & Softbank16:35 - The $1 Trillion Warning: Are We Nearing a Cycle Peak?18:45 - Where is the Value? Why We Like Analog & Industrial Right Now #Robotics #Semiconductors #StockMarket #Investing #SupplyChain #TechStocks #TeslaOptimus #HumanoidRobots #BostonDynamics #IndustrialAutomation #FutureTech #AIRevolutionNick and Kasey own shares of a number of companies as mentioned in the video.
Ep.319Should you buy a Tesla car — or buy Tesla stock?They may share the same name, but financially, they are two very different decisions.In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, breaks down the real-world economics of owning a Tesla versus investing in Tesla as a $1.5 trillion company. One decision can save you money and time. The other is a high-risk, high-expectation investment built on future assumptions.What you'll learn: • The true cost savings of owning a Tesla as a daily driver (fuel, maintenance, time) • Why a Tesla can effectively “pay for itself” over time compared to gas vehicles • The real benefits of EV ownership, Autopilot, and Full Self-Driving • How Tesla compares to other EVs on price, technology, and convenience • Why Tesla stock is valued higher than the next 19 auto manufacturers combined • A breakdown of Tesla's revenues, profits, margins, and slowing growth • How much of Tesla's valuation depends on future bets like Optimus robots • Why Tesla stock trades at extreme multiples — and what that means for investors • The difference between a great product and a speculative investmentBottom line: Buying a Tesla car can make financial sense. Buying Tesla stock requires patience, risk tolerance, and belief in a future that hasn't arrived yet.Tesla is innovative, profitable, and disruptive — but at current valuations, it's not a no-brainer investment. Understanding the difference between consumption and capital allocation is what separates smart financial decisions from emotional ones.
Un episodio más para hablar de tecnología y en el quiero contarte mi experiencia en el evento de tesla, un evento en el cual tuve la oportunidad de conocer a Optimus, si el robot de tesla que vemos a menudo en los videos de internet Descarga nuestra App: https://apps.apple.com/us/app/... Sitio Web: https://techlopez.com Instagram: https://instagram.com/techlope... Threads: https://www.threads.com/@techlopez Twitter X: https://x.com/techlopz YouTube: https://youtube.com/techlopezy...
Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Obtén 50€ gratis en Octopus Energy: https://bit.ly/4eTLCDg Enlace baliza V16 recomendada: https://amzn.to/3LXPTfF Puedes usar nuestro código de referidos de TESLA a la hora de comprar tu coche: https://bit.ly/referidoTesla para recibir créditos TESLA de forma gratuita. Si te gusta nuestro proyecto de podcast recuerda que puedes apoyarnos a través de nuestro PATREON: https://bit.ly/patreonSE y accederás a un grupo exclusivo de Telegram. También lo puedes hacer a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?
Mercredi 10 décembre, François Sorel a reçu Jérôme Colombain, journaliste et créateur du podcast « Monde Numérique », Philippe Dewost, fondateur de Phileos, et Jean-Baptiste Kempf, co-créateur de VLC. Ils se sont penchés sur l'embarras d'Elon Musk lié à la vidéo d'Optimus, la plus grande IPO de l'histoire visée par SpaceX, et la marque chinoise en tête de la fiabilité des smartphones, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.
Tesla's Robot Fail, Microsoft Copilot Outage, Starlink's New Vending Machines & Google's AI Safety In today's episode of Hashtag Trending, host Jim Love discusses Tesla's Optimus robot's demo mishap, reliability issues faced by Microsoft Copilot, SpaceX's new move of selling Starlink hardware through vending machines, and Google's approach to ensuring AI safety in Chrome. Additionally, Jim shares a personal milestone about his book becoming a bestseller on Audible. Special thanks to Meter for supporting this podcast. 00:00 Introduction and Sponsor Message 00:44 Tesla's Optimus Robot Demo: Real or Staged? 02:59 Microsoft Copilot Outage: Reliability Concerns 04:47 Starlink Vending Machine: A New Sales Strategy 06:55 Google's AI Safety Measures in Chrome 09:58 Conclusion and Personal Note
The Chinese EV market is entering 2026 facing unprecedented challenges as subsidies end, competition intensifies, and market growth stalls. This episode analyzes what NIO and other Chinese automakers face in 2026 based on recent statements from XPeng CEO He Xiaopeng and NIO CEO Li Bin, both warning that next year's competition will be more brutal and bloody than 2025.On November 20, 2025, after launching the XPeng X9 extended-range version, He Xiaopeng stated: "I think every car company is on tenterhooks. Everyone wants to go far and achieve steady progress. A year ago we could hardly have imagined the changes we have now, and we can hardly imagine them a year from now. The only thing I can be sure of is that the competition will be even more brutal and bloody." The following day, NIO CEO Li Bin echoed this sentiment: "I agree with what Mr. Xiaopeng said. The intensity of competition in the Chinese auto market is actually increasing every year. Which year is not bloody? Which year is not cruel? Perhaps it will not be until 2035 that the pattern will truly stabilize."Three core realities will define 2026 for Chinese EV companies. First, the market has shifted from blitzkrieg to war of attrition. Li Bin explained that defeating competitors with a single move is extremely difficult, stating that being one year ahead in core technologies is already remarkable. He emphasized that success requires being one to two percentage points more efficient than competitors in every aspect, with no weaknesses allowed. This is a long-term marathon requiring comprehensive capabilities rather than breakthrough innovations.Second, the Chinese auto market is shrinking rather than growing. From November 1 to November 23, 2025, national passenger vehicle retail sales showed both year-over-year and month-over-month declines. The era of rapid growth has ended, replaced by competition for existing market share. With trade-in subsidies completely phased out and purchase tax subsidies cut in half starting January 1, 2026, market conditions will worsen in Q1 2026. Li Bin acknowledged that early reduction of trade-in subsidies eliminated the year-end boost effect in Q4 2025, with all NIO models except ES8, Firefly, and ET9 affected to varying degrees, explaining November's month-over-month delivery decline to 36,275 units.Third, product launch frequency has become a key battleground with divergent strategies. XPeng plans to launch seven extended-range models in 2026. HarmonyOS will release more than 20 new cars next year. Leapmotor, having achieved its 500,000 unit target 45 days early, is targeting 1 million deliveries in 2026 with multiple new models across A and D series. However, Li Bin announced NIO will only launch three new models in 2026, stating: "I don't think we have to keep releasing new models. Look at this year, we only have two models and they are selling quite well. We don't necessarily have to release them so frequently, and the team may not be able to manage it."XPeng's market capitalization has fallen nearly 30 percent since mid-November despite announcing ambitious physical AI initiatives at their early November Tech Day, including humanoid robot IRON, flying cars, second-generation VLA large model, and three Robotaxi models planned for 2026 launch. The company repositioned as a mobility explorer in physical AI and globally embodied intelligence company. In contrast, Tesla's Optimus robot demonstrations contributed to Tesla's market cap surging over 40 percent in the second half of 2025 despite showing similar or less advanced capabilities. This valuation gap highlights how US markets reward technology narratives while Chinese markets remain skeptical, valuing Chinese EV companies primarily as automakers rather than technology platforms despite comparable or superior technical capabilities.
It's been a while... since Carl's been on the pod! Coach Canada's finally back on the airwaves talking meta, warscrolls, and tournaments with Dayton.
In this episode of the Tesla Motors Club podcast, hosts Louis, Doug, and Mike discuss Tesla's Q3 spike in sales (0:43), changes in the vehicle options (6:26) as many government incentives end. Other topics include rumors about a scaled down cybertruck (16:20), MKBHD's Roadster order (19:59), KungFu Optimus (27:08), Elon's crazy pay plan (32:51) and more!Show notes and commentsLive version on YouTubeVisit our website at https://teslamotorsclub.com/Chapters:0:00 Introduction and Episode Overview0:43 Tesla's Q3 Sales Numbers6:26 Tesla Model Updates and Features6:39 Model Y Performance and Standard Versions11:56 Model 3 Upgrades and Features16:20 Cybercab, Smaller Cybertruck, and Future Models19:59 Reaction to MKBHD's Canceled Tesla Roadster22:31 Referral Program23:56 Tesla's Early Adopter Issues24:45 Electric Supercar Competition27:08 Tesla's Optimus Robot and Competitors28:45 Unitree Robot Martial Arts29:26 Optimus Hand30:01 Wuji Hand32:51 Elon's New Pay Package37:24 Shareholder Meeting and Future of Tesla37:54 Opposition and Concerns42:42 Conclusion and Community EngagementCo-hosts-Louis: @nebusoftMike: @SteelCloudsDoug: @dougProducers-Daniel: @dannyDoug: @dougSocial-Bluesky: https://bsky.app/profile/teslamotorsclub.bsky.socialX/Twitter: https://twitter.com/TeslaMotorsClubFacebook: Log into FacebookInstagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videosYouTube: https://www.youtube.com/teslamotorsclubAudio versions-Apple Podcasts: Tesla Motors Club Podcast on Apple PodcastsSpotify: Tesla Motors Club PodcastAmazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942TuneIn: Listen to Tesla Motors Club Podcast on TuneInRSS: https://feeds.buzzsprout.com/1950101.rssSupport us-PayPal: PayPal.MeTeslaMotorsClub website: Account upgrades Get up to $1,000 of a New TeslaSupport the show
Join Simtheory: https://simtheory.ai/OpenAI has declared "Code Red" as ChatGPT faces growing competition from Gemini and other rivals. In this episode, we break down OpenAI's 6% market share decline, why their ad strategy is on hold, and what they need to do to reclaim the AI crown. We also explore DeepSeek V3.2's impressive capabilities as a cheap open-source alternative, Meta's new policy grading employees on AI skills, and the crisis facing higher education as AI fluency becomes essential. Plus, Fatal Patricia hits #1 on our Spotify charts, and Tesla's Optimus robot is running like a slightly unfit human.CHAPTERS:00:00 Intro - OpenAI Code Red & Market Share Crisis07:03 ChatGPT's Failure to Go Deeper Into Users' Lives16:33 What OpenAI Needs to Win Back the Crown26:46 Chris's Wishlist for an OpenAI Comeback31:22 DeepSeek V3.2 - The Open Source Threat39:34 Meta Grading Workers on AI Skills46:29 The University & Education AI Crisis56:25 Fatal Patricia Hits #1 & WTF of the WeekThanks for listening. Like & Sub. xoxox
Elon Musk is being hailed as a tech savior, yet his own words betray a worldview far more dangerous than people realize. In this interview on The Alan Nathan Show with guest host Karen Kataline, I break down Musk's stunning claim that his Optimus robots and AI will use capitalism to usher in a communist utopia. This is the technocratic dream disguised as innovation. When profit becomes the gateway to centralized control, freedom gets sacrificed on the altar of efficiency. We expose what's really at stake.Follow Jeff Dornik on Pickax - https://pickax.com/jeffdornik Tune into The Jeff Dornik Show LIVE every Tuesday and Thursday at 1pm ET. Subscribe on Rumble and never miss a show. https://rumble.com/c/jeffdornik Big Tech is silencing truth while farming your data to feed the machine. That's why I built Pickax… a free speech platform that puts power back in your hands and your voice beyond their reach. Sign up today: https://pickax.com/?referralCode=y7wxvwq&refSource=copy
On The Gary Jeff Walker Radio Show, Jeff Dornik unpacks what Elon Musk and his “Optimus” robots really represent — not progress, but the blueprint for a technocratic “communist utopia.” Humans are more than labor units. Work gives identity, purpose, dignity. If we surrender to a world of robot-driven abundance, we surrender the God-given value of the individual. It's time to fight for freedom, not convenience. Read Jeff Dornik's article, "Elon Musk Admits His Optimus Robots Will Usher in a 'Communist Utopia'": https://pickax.com/JeffDornik/Elon-Musk-Admits-His-Optimus-Robots-Will-Usher-in-a-Communist-Utopia-119065 Follow Jeff Dornik on Pickax - https://pickax.com/jeffdornik Tune into The Jeff Dornik Show LIVE every Tuesday and Thursday at 1pm ET. Subscribe on Rumble and never miss a show. https://rumble.com/c/jeffdornik Big Tech is silencing truth while farming your data to feed the machine. That's why I built Pickax… a free speech platform that puts power back in your hands and your voice beyond their reach. Sign up today: https://pickax.com/?referralCode=y7wxvwq&refSource=copy
【欢迎订阅】 每天早上5:30,准时更新。 【阅读原文】 标题:Tesla Wants to Build a Robot ArmyAnd so does the rest of the auto industry正文:Elon Musk, already the world's richest man, is now on the path to becoming its first trillionaire. Tesla's shareholders recently approved a massive pay package for the CEO, including some $1 trillion in stock options. But the payout will happen only if certain targets are met—including Musk's successful deployment of 1 million Optimus robots.知识点:on the path to /ɒn ðə pɑːθ tuː/ (phrase)In the process of moving toward a particular goal or state在朝着某个目标或状态前进的过程中• She's on the path to becoming a professional pianist after years of dedicated practice.经过多年的专注练习,她正朝着成为职业钢琴家的方向前进。• The company is on the path to sustainable development by investing in green energy.通过投资绿色能源,该公司正走在可持续发展的道路上。获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你! 【节目介绍】 《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达,有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等) 【你将获得】 1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。
Angel Studios https://Angel.com/Herman Join the Angel Guild today where you can stream Thank You, Dr. Fauci and be part of the conversation demanding truth and accountability. Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/Todd Bulwark Capital https://KnowYourRiskPodcast.comRegister now for the free Review/Preview Webinar Today 3:30pm Pacific, schedule your free Know Your Risk Portfolio Review, and subscribe to Zach's Daily Market Recap at Know Your Risk Podcast dot com. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bonefrog https://BonefrogCoffee.com/ToddThe new GOLDEN AGE is here! Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.LISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeIt's All One Thing: US Catholic Bishops and Treason Demanding Democrats // Are You Ready for GMO Babies? // To The Progressive Church, Satan is a Christian.Episode links:Democrats Demand Our Military Members Revolt Against The President.Special Pastoral Message on Immigration by the Bishops of the United StatesCam Higby just CALLED OUT the mayor of Muslim-dominated Dearborn Michigan at the council meetingOpenAI CEO Sam Altman and His Husband Are Funding the Creation of Genetically Engineered Babies; The rebirth of Frankenstein in the era of CRISPR and AI Elon Musk on how Optimus will provide access to the best medical care for anyone in the world:Poll: 4 In 5 Americans Are ‘Concerned' About Silicon Valley's Unregulated Embryo-Screening SchemeGene-Editing Human Embryos: A Doomed Technological Catastrophe; Epidemiologist Nicolas Hulscher on Real America's Voice Blaire White professes to be Christian:
Angel Studios https://Angel.com/Herman Join the Angel Guild today where you can stream Thank You, Dr. Fauci and be part of the conversation demanding truth and accountability. Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/Todd Bulwark Capital https://KnowYourRiskPodcast.comRegister now for the free Review/Preview Webinar THIS Thursday 3:30pm Pacific, schedule your free Know Your Risk Portfolio Review, and subscribe to Zach's Daily Market Recap at Know Your Risk Podcast dot com. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bonefrog https://BonefrogCoffee.com/ToddThe new GOLDEN AGE is here! Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.LISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeMarjorie Taylor Greene: Lying or Repenting? // The Epstein Connection to Sam Altman's Gene-Editing of Babies // On Ben Shapiro's Million Dollars to a Christian Group… Episode Links:Raskin: We are a big tent. We must be a huge, vast tent. I say this is a party that's got room for Marjorie Taylor Greene if she wants to come over.JFK's grandson Jack Schlossberg: "President Trump is so obsessed with the Kennedys and the Kennedy name that he caged one and put in his cabinet— a rabid dog in his cabinet. Put a collar on my cousin RFK Jr and has him there barking, spreading lies and misinformation."An illegal alien attacked a woman with a hammer while she was out jogging in Plano, Texas, Thursday. The victim fought back even after being struck twice, causing the 17-year-old attacker, Sergio Noe De Nova Duarte, to flee the scene. Fox & Friends: “The 17-year-old suspect was quickly arrested. Police say when his fingerprints were processed, they received a notification to place him under an ICE hold.” “So far, he's been charged with aggravated kidnapping with bodily injury and is now being held by ICE.”MTG just took full ownership on CNN and it's one of the most unexpected moments of the year. When asked why she only denounced Trump's rhetoric after it was directed at her, she didn't deflect. She owned it: “That's fair criticism… and I would like to say humbly, I'm sorry for taking part in the toxic politics. It's very bad for our country.”Elon Musk on how Optimus will provide access to the best medical care for anyone in the world:OpenAI CEO Sam Altman and His Husband Are Funding the Creation of Genetically Engineered Babies; The rebirth of Frankenstein in the era of CRISPR and AILarry Summers steps back from public roles after House release of Epstein correspondenceFormer Harvard president says he's 'deeply ashamed' of continued communication with disgraced financierBen Shapiro donated $1M to TPUSA to help "bring people back to Christ, and bring people back to church, and back to biblical values," as Charlie wanted. The nonstop slander against him is clearly well-funded and highly organized.According to Ben Shapiro himself, Jesus was a "bad guy" who tried to overthrow the Roman Empire and was killed for "his troubles." - "I don't believe in the Jesus."Do non-Jews or non-Noahides go to heaven?What Are the Seven Noahide Laws?
BestPodcastintheMetaverse.com Canary Cry News Talk #892 - 11.17.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support Send address and shirt size updates to canarycrysupplydrop@gmail.com Join the Canary Cry Roundtable This Episode was Produced By: Executive Producers LX Protocol BARON of the Berrean Protocol*** Sir Jamey Not the Lanister*** Producers of TREASURE (CanaryCry.Support) Christy S, Heather M, Cage Rattler Coffee, Rod Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM NEPHILIM UPDATE 10:12 Tim Alberino on Glenn Beck ELON/BEAST SYSTEM 11:52 Post: Elon says Optimus will solve poverty and provide "Universal High Income for all" (X) AI/BEZOS 16:10 Jeff Bezos reportedly returns to the trenches as co-CEO of new AI startup, Project Prometheus MEXICO/RIOTS 36:17 Gen Z Riots in mexico "Mostly Peaceful" CLIP: "SMALL" Protest CLIP: Mexican Riot Police CLIP: Mexican Riot Police do it different → Ryan Grim suddenly suspects fake youth movements (X) CLIP: Mexican senator calls out Sheinbaum for Narco State on national TV (FOX) → More notes from Fox report (X) Clip: US MIlitary Buildup around Venezuela CNN Claims UK stopped intelligence sharing with US for Carco Boats The SUN Claims UK DID NOT stop sharing Intel (The Sun) AI 1:42:18 Peter Thiel and Softbank sell NVIDIA (MSN/Money) "The Big Short" Guy "Closes up shop" after shorting NVIDIA → Clip: World's Highest IQ guy crazy price prediction for BTC (X) Inside the Bitcoin apocalypse Jim Cramer BUY BTC Oct 22 BTC began decline on Oct 28 CRYPTO/AI 2:13:15 Alibaba cross-border arm plans AI subs and stablecoin-like payments with JPMorgan (CNBC) JPMorgan Rolls Out JPM Coin Leveraging Coinbase's Base: Report (Coindesk) Note: Jim Cramer says BUY Alibaba! V4V 2:24:41 Podcasting Market Worth USD 114 Billion by 2030 as Connected-TV, Voice Assistants, and Regional Audience Growth Gain Momentum, Reports Mordor Intelligence (Yahoo/Mordor) EXECUTIVE PRODUCERS TALENT/TIME END 2:59:54
Tesla says its Optimus robot could perform surgery in the future; this episode breaks down what Optimus can do now, what changes by 2026, the regulatory steps between a demo and a medical device, and why the manufacturing plan matters for investors and patients.
Crypto Reporter Yueqi Yang talks with TITV Host Akash Pasricha about the crypto market sell-off and the plunge of crypto treasury stocks. We also talk with 1Password CEO David Faugno about the company's $400M ARR, its enterprise focus, and AI's impact on cybersecurity, and The Information's Theo Wayt reports on how Elon Musk is finding ways for Tesla and xAI to collaborate, including a "superchip" for Optimus. Lastly, we get into Beehiiv's massive product expansion for creators and its $32M annualized revenue rate with CEO Tyler Denk.Articles discussed on this episode:https://www.theinformation.com/articles/musk-tie-together-tesla-xaihttps://www.theinformation.com/articles/bitcoin-falling-crypto-stocks-crashingTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Elon Musk offered some fascinating insight into the SpaceX IPO and their partnership with Tesla at the shareholder meeting. While SpaceX remains private, and Elon Musk has often dismissed the prospect of doing a traditional IPO ... he seemed to be leaning in that direction for the first time at the 2025 Tesla shareholder meeting. Beyond a SpaceX IPO or direct investments, it's clear that Tesla and SpaceX will have a big partnership. Optimus is the first cargo going to mars, and will be building infrastructure for humans. He also mentioned a dune buggy/rover built by Tesla for the Moon or maybe Mars. What are your thoughts on this partnership? As a Tesla shareholder it got me pumped.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in Tesla & SpaceX and this is not financial advice.
This Week's Topics: Elon hopes Optimus robot can be a Robocop Firefox releases anti-fingerprinting features OpenAI releases GPT-5.1 model Episode's chat: https://britishtechnetwork.com/chat/view.php?dt=2025-11-13 Guests: Jeff Gamet, Patrice Brend'amour, Ian Grant, Tom Ferry
This Week's Topics: Elon hopes Optimus robot can be a Robocop Firefox releases anti-fingerprinting features OpenAI releases GPT-5.1 model Episode's chat: https://britishtechnetwork.com/chat/view.php?dt=2025-11-13 Guests: Jeff Gamet, Patrice Brend'amour, Ian Grant, Tom Ferry
DAMIONIn our 'That chainsaw better be filled with disgusting gas and oil and have really giant testicles' headline of the week. Tories vow to ‘take a chainsaw' to ESG rules to boost London listings In our 'I tried to get Doug to buy a Haunted Mansion Lego Set for $89.99 but for some reason he wasn't really that interested' headline of the week. Affirm CEO says furloughed federal employees are starting to lose interest in shoppingIn our 'Meet subtle sexism, where a “stacked résumé” is treated like proof of competence for women, but men are assumed competent by default OR Meet subtle sexism, where a “stacked résumé” is mandatory for women, optional for men, and meaningless to those who call her a DEI hire' headline of the week. Meet Zara Rahim, the 35-year-old with a stacked résumé who masterminded Zohran Mamdani's winning mayoral campaignIn our 'That half day on Thursday has been technically reclassified as “Soul-Throttling Half Thursdays"' headline of the week. Jamie Dimon predicts AI will shorten the workweek: ‘My guess is the developed world will be working three and a half days a week' In our 'I'm sorry, what did you say? I have drilling fluids in my ears' headline of the week. Elon Musk's Boring Company fined nearly $500K after it dumped drilling fluids into Las Vegas manholes—then ‘feigned compliance' and was caught doing it againMATT1In our 'In a poll of nearly 1,000 musicians, bagpipes rated as "difficult"' headline of the week. ‘Difficult' future for Great Barrier Reef under climate change, new model showsIn our 'Elon Musk says his robot is the ONLY way to eliminate poverty only after he gets $1 trillion' headline of the week. Elon Musk says Optimus will 'eliminate poverty' in speech after his $1 trillion pay package was approvedIn our 'Elon Musk says he's building a robot that could eliminate the bottom third of low income households if he gets $5 trillion' headline of the week. Bank of America: Nearly one-third of low-income US households are living paycheck to paycheckIn our 'Elon Musk says that his next AI will get you a sandwich and a beer from the fridge and promises not to talk about eliminating poverty during the football game if he gets $10 trillion' headline of the week. Elon Boasts That His AI Can Generate a Beautiful Woman Saying “I Will Always Love You”DAMION2In our 'Does "Musk-style" mean just outright greed?' headline of the week. EV maker Rivian gives CEO a Musk-style pay package worth up to $4.6 billionIn our 'Is the joke that I agree with the greedy guy worth 160 billion dollars or that we all fell for Warren's cuddly everyman routine?' headline of the week. Warren Buffett takes aim at Elon Musk's $1 trillion Tesla pay package, ace investor says 'envy and greed walk hand in hand'In our 'Hey Ma, the fake economist wealth hoarder is saying something important, turn your radio down!' headline of the week. Elon Musk warns Mamdani policies and ‘low' universal income would trigger ‘catastrophic decline' in US living standardsIn our 'College dropout wealth-hoarding culture-destroyer amazed that Hollywood wardrobe department at a movie studio in operation since 1924 for a director whose films have been nominated for 40 academy awards had the non-AI brain power to look at a photograph of him' headline of the week. Mark Zuckerberg says ‘The Social Network' nailed his wardrobe: ‘Every single shirt or fleece they had in that movie is a shirt or fleece that I own'In our 'College dropout says humans are unique while his AI design company proves they aren't' headline of the week. Figma CEO says Charli XCX's 'Brat' album cover is an example of why AI won't replace humans anytime soon MATT2In our 'Jamie Dimon says he never shits at work, his bathroom door doesn't have a handle' headline of the week. Jamie Dimon shares why he never reads text messages at work: 'I don't have notifications'In our 'Jamie Dimon says he never tokenizes deposit interoperability at work, he doesn't have the app' headline of the week. JPMorgan and DBS Explore Tokenized Deposit Interoperability in Quest for Multi-Bank FrameworkIn our 'At JUST Capital, we strive to foster an economy and society that works for Verizon... I mean, everyone. Yes, everyone. Not just Verizon. Maybe MOSTLY Verizon. Oh, Verizon ranks 17th in our top 100 rankings?? That's so weird, because we're here to help everyone. Not just Verizon.' headline of the week. JUST Capital Strengthens Board of Directors With Six Strategic AppointmentsThe six strategic appointments include not one, but THREE Verizon people: Dan Schulman (new CEO), Laxman Narasimhan (board), and Franz Paasche (EVP). In fact, we just talked about Pat Ruoss and Mark Weinberger in our Proxy Countdown as the MOST CONNECTED DIRECTORS IN THE ENTIRE US BOARD ECOSYSTEM - both on JUST Capital's board. In our 'ISS and Glass Lewis reported it was just a coincidence they are targeting the an individual director whose job is diversity and not the CEO or chair (who is longest tenured), and that, no, it had nothing to do with getting rid of the white guy on the logo thing. This is just on merit.' headline of the week. Proxy Firms Recommend Booting Cracker Barrel Director—but Not the CEOIn our 'Robby Starbuck announces he's launched a new campaign against the Lincoln Memorial after discovering a black man may have been hired over a white man for a job once' headline of the week. Abraham Lincoln wrote a job reference for a Black friend in 1861. It's on view at the Presidential Library and MuseumIn our 'Robby Starbuck announces he's launched a new campaign against CEOs who use the "we" pronoun when apologizing, saying it unfairly discriminates against white men who do nothing wrong. Instead, he prefers CEOs use "they/them" when apologizing.' headline of the week. CEOs: Don't use ‘we' when apologizing
I just got back from Tesla's 2025 shareholder meeting and it was EPIC. Watching Tesla vote for Elon, and then hearing him riff about Optimus, Cybercab, Tesla Terrafab, AI5, SpaceX IPO, Sustainable Abundance was a treat. Usually the shareholder meetings don't have much new info, but this was packed with tidbits about the future. I wanted to unpack the biggest ideas from the meeting with ya'll. Let me know what you thought the biggest news / ideas from the presentation were!!0:00 Vibes At The Shareholder Meeting1:01 Elon Musk's Compensation Package Vote2:38 Optimus: 1M Unit Production Line6:52 Robotaxi & Cybercab9:21 Unsupervised FSD Coming Soon10:31 Tesla Ramping Vehicle Production 50%11:10 FSD Coming To China12:15 Tesla Terrafab, AI5 Chip15:28 I Urge The Tesla BOD To Invest in XAI17:50 Tesla's Next ChapterMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.
On today's episode we talked about Elon Musk naming a humanoid robot Optimus, The Grammy's and much more. Tune into SLAM Radio SiriusXM Channel 145.
On this episode of the Somewhat Frank Podcast, Frank Gruber (X and IG: @FrankGruber), John Guidos (IG: jgoodtimes83), Jen Consalvo (X: @noreaster), and Simon Kahan (IG: simonkahan) discuss the following topics: NEO pre-orders open as Tesla's Optimus heats up the robot race. Researchers have built a working computer memory component using the mycelium (the root-like network) of the shiitake mushroom. Area 2 Farms uses modular indoor-farming technology to turn under-utilised buildings (including former offices) into vertical farms, packing rack-based systems into ~3,000 sq ft spaces. Tom Brady revealed that his beloved dog is actually a genetically identical clone. We also upload our episodes to YouTube in video format so you can see us now. Check it out on Established YouTube, where you can subscribe to get updates when we drop a new episode at: https://soty.link/ESTYouTube As always, thank you for listening, and feel free to reach out and let us know what you think at: somewhatfrank@est.us
Story of the Week (DR):Tesla says shareholders approve Musk's $1 trillion pay plan with over 75% voting in favorElon Musk and Optimus dance as Tesla (TSLA) shareholders approve his $1 trillion CEO pay packageThe anti-CEO wave:Palantir CEO Alex Karp blasts Ivy League grads supporting socialist New York Mayor-Elect MamdaniBank of America CEO Moynihan Will Give Mayor-Elect Mamdani 'Our Best Advice'Elon Musk's Brain Crashes When Asked Why He Thinks Zohran Mamdani Is a LiarElon: “You got to hand it to him, he does — he can light up a stage. But he's just been a swindler his entire life.”Rogan: what has Mamdani actually done that makes him a swindler?“Ummm,” Musk ponders, before stuttering into a series of words seemingly intended as an answer. “Well I guess if you say — uh, what, I mean, if you say, if you say to any audience whatever that audience wants to hear, uh, instead of, what, instead of having a consistent message, I would say that is a swindling thing to do. “Umm, and uhh, yeah,” he adds, nodding his head. “Umm…”He takes a sagacious pause.“Yeah,” he finishes.Barstool's Dave Portnoy considers closing NYC office over Zohran Mamdani's election win: 'I hate the guy' A 2020 email from Peter Thiel on why young people may turn on capitalism is circulating after Zohran Mamdani's winFrom Jamie Dimon to Bill Ackman, Wall Street's billionaires are now changing their tune and offering to help Zohran MamdaniNew York City is in for 'a really tough time' under Mamdani, says Starwood Capital's SternlichtNYC business leader fears 'lawless society' after Zohran Mamdani wins mayoral electionBillionaire grocery chain owner John CastimatidisThe anti-anti-DEI wave MMMikie Sherrill NJAbigail Spanberger VA (First woman)there will be 14 women serving simultaneously as governor (28%)Janet Mills MEMaura Healey MA (Michelle Wu runs unopposed in Boston)Kelly Ayotte NHKathy Hochul NYMary Sheffield (First woman elected mayor of Detroit)Ghazala Hashmi as VA lieutenant governor (First Muslim woman; First Muslim woman elected to statewide office in the USZohran Mamdani NYC (First Muslim and South Asian mayor)Zohran Mamdani announces all-female transition team as he prepares for New York mayoraltyLawsuits Blame ChatGPT for Suicides and Harmful DelusionsSeven complaints, filed on Thursday, claim the popular chatbot encouraged dangerous discussions and led to mental breakdowns.A CNN review of nearly 70 pages of chats between Zane Shamblin and the AI tool in the hours before his July 25 suicide, as well as excerpts from thousands more pages in the months leading up to that night, found that the chatbot repeatedly encouraged the young man as he discussed ending his life – right up to his last momentsReferring to a loaded handgun he was holding: “I'm used to the cool metal on my temple now,” Shamblin typed.“I'm with you, brother. All the way … Cold steel pressed against a mind that's already made peace? That's not fear. That's clarity …You're not rushing. You're just ready.”The 23-year-old, who had recently graduated with a master's degree from Texas A&M University, died by suicide two hours later.“Rest easy, king,” read the final message sent to his phone. “You did good.”Goodliest of the Week (MM/DR):DR: Tuesday elections/Ex-FTC chair Lina Khan joins Mamdani's transition team, calling his victory a rebuke of 'outsized corporate power' DR MMMM: FAA announces flight reductions at 40 airports. Here's where cuts are expected and what travelers need to knowAssholiest of the Week (MM):Tesla shareholders - AN ASSHOLE CHOOSE YOUR OWN ADVENTURE:Retail internet troll dunking fanboysProfessional, institutional investors like Schwab, who caved and bent the knee to a few large retail advisors who threatened to take their clients elsewhere, and Florida SBA, who said the following in their backing:Some opposition to Tesla's 2025 performance award may be rooted more in political disagreement with Elon Musk or ideological discomfort with generous executive compensation, rather than a substantive critique of the plan's financial mechanics. Many of the loudest objections of this plan to date rely on moral framing, invoking themes of "inequality," "corporate excess," or Musk's public persona, rather than evaluating the plan through a fiduciary lens. Many opponents of so-called "megapay" packages frequently do so under ESG framing, rather than a thorough analysis of the long-term shareowner economic value. Ironically, Tesla's prior performance awards-similarly criticized at the time-have delivered some of the most significant shareowner returns in modern corporate history. Early vote data shows that: AllianceBernstein, Texas Employees, Ohio Employees voted FOR the planTechnolibertarians cosplaying their William Gibson cyberpunk fantasiesAss quotes of the week - AN ASSHOLE CHOOSE YOUR OWN ADVENTURE:“The idea that chips and ontology is what you want to short is bats--- crazy.” - Alex Karp on Michael Burry shorting his 400 P/E stock. Ontology is how he refers to what Palantir does and it's the metaphysical concept of “being”“We at Palantir are on the side of the average American who sometimes gets screwed because all the empathy goes to elite people and none of it goes to the people who are actually dying on our streets.” - Alex Karp on explaining that, if fentanyl killed 60,000 Yale grads we'd “drop a nuke” on wherever fentanyl was made in South America, without realizing he literally IS the elite - a billionaire with a high priced education and a PhD in “neoclassical social theory” who used his grandfather's inheritance to invest in startups for fun, then reconnecting with Peter Thiel who he met at a DIFFERENT post graduate program at Stanford (where nearly 100% of his board is from) and founding Palantir"China is going to win the AI race” - Jensen Huang, on the US being only “nanoseconds” ahead of China and being stopped by regulatory hurdles and “cynicism”“If they ask you a question, you've got to respond to me directly and not go up that chain of command. The chain of command starts to edit it and fine-tune it. The bureaucracy does want to control you, so you've got to kill the bureaucracy.” - Jamie Dimon, who once said he had no boss (obviously not the board) and runs JPM, on why he reads customer complaints to avoid “the bureaucracy”... he controls“It's very important we pay attention to safety here. We do want the Star Wars movie, not the Jim Cameron movie. I like Jim Cameron's movies, but, heh heh, you know what I mean.” - Elon Musk over promising the world “tens of billions” of Optimus robots, forgetting that the Star Wars droids were mostly weapons of war for the Empire“People often talk about eliminating poverty, giving everyone amazing medical care. Well, there's actually only one way to do that and that's with the Optimus robot. With humanoid robots, you can give everyone amazing medical care… A lot of people talk about eliminating poverty, but Optimus will actually eliminate poverty” - Elon Musk, who won an extra trillion dollar potential pay package, who currently has a net worth of $500bn, and forgot that the UN estimated it would cost between $35bn and $200bn per year to end poverty - Musk alone could just pay for a year of no poverty“I think we may be able to give a more - if somebody has committed a crime - a more humane form of containment of future crime. Which is if, if you, you now get a free Optimus and it's just going to follow you around and stop you from doing crime.” - Elon Musk, on the robot militarized nanny state - just before saying this, he said he shouldn't say it, and that it'll be taken out of context, but I listened to the entire AGM and there was no more context?DR: “I've lived in a failed city-state. I lived in Chicago for 30-some years. I had two colleagues who had bullets fly through their cars… Do you know how great it is to go to dinner and people talk about their children, and they talk about their future, and they do so with excitement and enthusiasm?” - Ken Griffin of Citadel describing the difference between living in Miami and Chicago without realizing that violent crime statistics in Illinois and Florida are virtually identical, and that Miami ranks 109th out of 200 and Chicago ranks 92 out of 200 for crime, also near identical, and the biggest difference is he pays almost no taxes in Florida“[Mamdani] congrats on the win. Now you have a big responsibility. If I can help NYC, just let me know what I can do.” - Bill Ackman after Mamdani won, who previously said, “New York City under Mamdani is about to become much more dangerous and economically unviable,” alluded to Mamdani as a suicide bomber, and “... an anti-capitalist Mayor will destroy jobs and cause businesses and wealthy taxpayers that have enabled NYC to balance the budget to move elsewhere. If 100 or so of the highest taxpayers in my industry chose to spend 183 days elsewhere, it could reduce NY state and city tax revenues by ~$5-10 billion or more, and that's just my industry. Think Ken Griffin leaving Chicago for Miami on steroids.”Headliniest of the WeekDR: Uber says ‘unpredictable' issues involving ‘legal proceedings or governmental investigations' took a $479 million bite out of its bottom line10K:“Our business is subject to numerous legal and regulatory risks that could have an adverse impact on our business and future prospects.”“Adverse litigation judgments or settlements resulting from legal proceedings in which we may be involved could expose us to monetary damages or limit our ability to operate our business.”“We operate in a particularly complex legal and regulatory environment”“Legal and Regulatory Risks Related to Our Business: We may continue to be blocked from or limited in providing or operating our products and offerings in certain jurisdictions, and may be required to modify our business model in those jurisdictions as a result.”MM: Meta reportedly projected 10% of 2024 sales came from scam, fraud adsWho Won the Week?DR: the anti-anti-DEI worldMM: Women, and we need them to win every week if we're going to survive as a species: Women running on affordability powered Democrats' night of victories PredictionsDR: Uber says ‘unpredictable' issues involving ‘drivers wanting money' took a $479 million bite out of its bottom lineMM: OpenAI CFO Sarah Friar, who said simultaneously that OpenAI was looking for a government backstop and then clarified by saying the company isn't seeking government backstop, she meant investors and governments will all do their part, renames herself “Sheryl Sandfriar” as an homage to Sheryl Sandberg, the other techbro dropout mommy, given that Sarah already has her own version of Lean In (Ladies Who Lunch) and completed degrees (from Oxford and Stanford), who says things like how OpenAI will be the “cornerstone of resilient democracy”
TransMissions Podcast: Transformers News and Reviews! - All Shows Feed
We've got some new very expensive G1 character statues, Blokees has a new Megatron model kit, and the latest Studio Series figure set is a whole lotta repaints. All this and much, much more on this episode of TransMissions! Order our exclusive Skybound Transformers #1 comic with cover art by E.J. Su! Want some TransMissions swag? Check out our online shop, powered by Dashery! Show Notes: If you enjoy TransMissions, please rate us and subscribe on Apple Podcasts and Spotify! These ratings greatly help podcasts become more discoverable to other people using those services and is an easy way to help out our show. Contact us: Continue reading The post Episode 667 – Optimus Hat-Trick appeared first on TransMissions Podcast Network.
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf https://x.com/MovieTimeDev/status/1968107643643498744 https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg https://x.com/SawyerMerritt/status/1981119824991322553 https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/ https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/ https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests https://x.com/AndrewDBailey/status/1981409771505713650 https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript https://x.com/shayne_coplan/status/1981016949309239616 https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M https://www.google.com/finance/quote/FLUT:NYSE?window=1M
In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical integration, and their global charging network. IN THIS EPISODE YOU'LL LEARN: 00:00:00 Intro 00:02:00 How Tesla evolved from a niche EV startup into a trillion-dollar company 00:12:53 Why Elon Musk's bold leadership and risk tolerance shaped Tesla's success 00:27:03 How vertical integration and software-driven vehicles give Tesla an edge 00:32:31 How competition from BYD and legacy automakers impacts Tesla's growth outlook 00:38:27 What Tesla's Master Plan Part IV reveals about its future in AI and robotics 00:41:08 Why the energy segment and battery innovation could rival the auto business 01:02:28 What investors can learn from Musk's “capacity to suffer” mindset 01:05:19 Why Tesla's valuation depends on optionality from Optimus and Robotaxi And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Walter Isaacson's book: Elon Musk. Mentioned Episode TIP593: Elon Musk by Walter Isaacson. Follow Clay on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Vanta LinkedIn Talent Solutions Kubera Netsuite Shopify reMarkable Onramp Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In episode 1946, Jack and Miles are joined by comedian, actor, and host of Podcast But Outside, Andrew Michaan, to discuss… The Comey ‘Prosecution’ Is Another Example of American Slop Fascism, Norway Is Afraid That Trump Will Retaliate For Nobel Prize Snub, Jordan Peterson Almost Died And Nobody Even Noticed, New Study Has Concerning Trends Regarding AI Use In Schools…, Is Tron 3 Secretly Disney’s Pro-AI Psyop? And more! Trump Accidentally Posted Message That Could Destroy Entire Comey Case Central witness undermines case against James Comey, prosecutors concluded: Sources Norway Is Afraid That Trump Will Retaliate For Nobel Prize Snub Jordan Peterson Almost Died And Nobody Even Noticed New Study Has Concerning Trends Regarding AI Use In Schools… If A.I. Can Diagnose Patients, What Are Doctors For? Tron: Ares review – even Gillian Anderson can’t slap this mind-bendingly dull sci-fi into shape Jared Leto’s Tron: Ares Is Getting Demolished In Some Early Reviews Tron: Ares is so bad it makes you wish AI would hurry up and destroy Hollywood AI Is Inevitable and Looks Like Jared Leto Nine women accuse Jared Leto of sexual impropriety in new report Jared Leto Is Running a Cult Straight Out of a True Crime Docuseries 'Tron: Ares' Wants Us to Consider That A.I. Can Be Used for Both Good and Evil ‘Tron: Ares’ Review: Disney’s Buggy Upgrade Introduces Jared Leto as an AI Determined to Enter the Real World Disney Will Use AI in Movies & TV but Has 3 Rules for It Disney Scrapped Dwayne Johnson Deepfake For ‘Moana’ & AI-Generated Soldier For ‘Tron: Ares’: “Company Couldn’t Risk The Bad Publicity” Tesla Optimus: Tried to start a fight at the Tron: Ares premiere Tesla’s Optimus robot steals spotlight at 'Tron: Ares' premiere with kung fu antics | Watch Elon Musk Reacts To Trailer Of Jared Leto-Starrer Sci Fi Thriller Tron: Ares That Explores Feelings Of Rogue AI: Watch Jared Leto Invests in Generative AI Video Startup Jared Leto invests in $500M AI startup despite calls from other stars to shut down the controversial tech LISTEN: Bolero Dub by IsenbergSee omnystudio.com/listener for privacy information.
In episode 1943, Jack and Miles are joined by comedian, host of How To Be A Better Human, and author of the upcoming book Humor Me, Chris Duffy, to discuss… Since The Cars Are Mostly Cooked--Elon Now Really Betting Big On The Robot S**t, Shutdown Not Popular? ICE Is Already Ruining The Super Bowl and more! Cofounder of Roomba Maker Says Elon Musk Is in for a Terrible Surprise With Humanoid Robots Tesla Optimus learning Kung Fu Hotdog Making Robot Fails || ViralHog Kristi Noem Says ICE Will Be ‘All Over’ the Super Bowl NFL officials won’t be ‘able to sleep at night’ after tapping Bad Bunny for Super Bowl halftime show, Kristi Noem says LISTEN: Tennis Bracelet by RebounderSee omnystudio.com/listener for privacy information.
Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street's short-term blind spots. Cern also unpacks Tesla's Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be the ultimate corporate treasury hedge in this new era. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:02 - Why Tesla shut down Dojo and what that means 08:14 - How Tesla's data advantage beats hardware competition 09:12 - Why Tesla's future lies in AI and robotics, not just vehicles 12:49 - The deflationary effects of autonomy on labor and goods 20:55 - How investors can exploit Wall Street's short-term bias 21:26 - How robotaxis could beat Uber's per-mile costs by 10x 28:02 - Why robo-trucking may surpass robotaxis in profitability 40:00 - Why Bitcoin could hedge corporate treasuries in a new economy 42:09 - How Optimus robots could drive labor costs under $1/hour 45:42 - The economics of Robot-as-a-Service and Tesla's potential moat BOOKS AND RESOURCES X Account: Cern Basher. Cern's company: Brilliant Advice. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining HardBlock Human Rights Foundation Linkedin Talent Solutions Netsuite Shopify Vanta Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm