Purdue 35-0. Ranked #1.

• New record high. $752 today, but reached $772.
• Maybe running ahead of itself a little, but still pure streaming play with no end of growth in site.
• Q4: Tyson, Football, Squid…

Tesla up almost 22% today. At $260. High was 410.

Sandy Munroe set me straight!

• Investor Deck
• Everyone should simply listen to the Earnings Call.
• Elon said 20-30% growth next year.
• Full autonomy approved and ride-hailing in CA and TX in 2025.
• Safer than humans by Q2 2025
• Full scale production of CyberCab by 2026. No steering wheel and no pedals. Big screen for movies and comfortable.
• Cybertruck became the third best-selling EV in Q3 in the U.S. (behind only Model Y and Model 3)
• Increased AI training compute by over 75% in Q3
• Over two billion miles driven cumulatively on FSD (Supervised)4 as of Q3 with more than 50% on V12
• Two key points coming here:
  • Ability to learn. 10k miles per intervention.
  • Optimus!!!
    • Dexterity movement. 22 degrees of freedom. Human = 27. Doorknobs.
    • Think about the AI real-world functionality.
    • Most advanced humanoid robot by a long-shot!
    • Only company that can scale manufacturing.
    • Optimus will be most valuable part of company.
• The Services and Other business achieved a record gross profit in Q3, growing over 90% year-on-year.

Financials:

• A lot of talk about the “machines” that build the machines. Most advanced factories in the world!
• Energy revenue up 52% YoY and Services up 29% YoY.
• Gross profit up 20%, with revenue up 8%

Uber Demand aggregator?

Self-driving cars:

WSJ on Waymo and San Francisco, LA, Phoenix and Austin.

• Waymo is on a marketing blitz that includes social-media ads promoting the privacy of its cars for date night
• Also going to partner thru Uber app.
• Competition is good and will keep regulators in check.
  • Google Waymo.
  • Amazon: Zoox.
  • GM: Cruise

Googles Waymo Now Obviously the Leader in Self-Driving Cars 🤣

Lot’s talk tech:

Waymo uses a combination of sensors and software to enable autonomous driving.

Government Over-reach

• This story of strangulation by over-regulation from @elonmusk about the government requiring @SpaceX to assess whether their rockets could potentially hit SHARKS and WHALES is side-splittingly hilarious.
• Seals
• DOGE Dept of Government Efficiency
• CCDH…Speaking X Twitter: Leaked documents from the Center for Countering Digital Hate reveal their primary goal is to "Kill Musk's Twitter"

CA Electric Bills!

Recommendations:

• Rogan and Jelly Roll
• Trump Going on Rogan Podcast Tomorrow