• Mkts, AI, Amazon, Tesla, DOGE

  • 2025/02/26
  • 再生時間: 45 分
  • ポッドキャスト

Mkts, AI, Amazon, Tesla, DOGE

  • サマリー

  • Colleges

    Cabo to college: A&M, TCU Stockyard. Miami, Tennessee, Clemson

    Embrace AI!! Particularly younger professionals!

    • Elon on Doge: Says he is “Tech Support”.
    Markets
    • Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year.

    Starbucks laying 1000 off

    Apple to invest $500 billion in US.

    NVIDIA earnings tonight. Its like a superbowl event.

    Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign investments.

    Bezos announcement around WaPo:I’m writing to let you know about a change coming to our opinion pages. We are going to be writing every day in support and defense of two pillars: personal liberties and free markets.

    Buffet Letter: Long-Term Optimism: Despite market frothiness (he calls it "casino-like" elsewhere), Buffett remains bullish on America’s economic tailwind. He sees stocks as the best bet over bonds or cash long-term.

    Margin LoansAmazon and AI
    • Andy Jassy on Alexa+.
    • Grok 3.
    Tesla and XAI
    • Down ~40%.
    • Tesla (TSLA) new car registrations fell 45.2% year over year to 9,945 in January in the European Union, European Free Trade Association, and UK, the European Automobile Manufacturers' Association said Tuesday.
      • People are waiting for Model Y ramp.

    Wow #FSDChina

    Who will build Robots for US Govt?

    • U.S. based humanoid robot startup @1x_tech has unveiled their next-gen robot, NEO Gamma. Improvements: NEO can now walk with a natural human gait and arm swings.
    • Xpeng

    All-in on Elon setting up xAI data center.

    • Pro Nvidia.
    • Elon moving fast. Generators. Liquid cooling. Power problem. Rewriting firmware.
    • Elon on XAI data center build.
    DOGE
    • Elon on Doge: Says he is “Tech Support”.
      • Comment on Email:
      • People that are dead or fictional.
    • DOGE website.
    • List 5 things you accomplished this week.
    • Jaime Dimon on DOGE initiative.
    • Software subscriptions not being used!
    • Social Security:
      • Amazing Puzzle! 😀
      • No one person actually knows how it works.
      • 395m people on SS

    Ron Desantis on Property Taxes

    Recommendations
    • CEO of Scale AI: Alexandr Wang on This past weekend with Theo Von.
    • Book: The Lion Women of Tehran. Mothers and daughters, love, jealousy.
    • Paramount+: Seal Team
    • Trumps cabinet meeting
    • Dictators podcast.
    続きを読む 一部表示

あらすじ・解説

Colleges

Cabo to college: A&M, TCU Stockyard. Miami, Tennessee, Clemson

Embrace AI!! Particularly younger professionals!

  • Elon on Doge: Says he is “Tech Support”.
Markets
  • Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year.

Starbucks laying 1000 off

Apple to invest $500 billion in US.

NVIDIA earnings tonight. Its like a superbowl event.

Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign investments.

Bezos announcement around WaPo:I’m writing to let you know about a change coming to our opinion pages. We are going to be writing every day in support and defense of two pillars: personal liberties and free markets.

Buffet Letter: Long-Term Optimism: Despite market frothiness (he calls it "casino-like" elsewhere), Buffett remains bullish on America’s economic tailwind. He sees stocks as the best bet over bonds or cash long-term.

Margin LoansAmazon and AI
  • Andy Jassy on Alexa+.
  • Grok 3.
Tesla and XAI
  • Down ~40%.
  • Tesla (TSLA) new car registrations fell 45.2% year over year to 9,945 in January in the European Union, European Free Trade Association, and UK, the European Automobile Manufacturers' Association said Tuesday.
    • People are waiting for Model Y ramp.

Wow #FSDChina

Who will build Robots for US Govt?

  • U.S. based humanoid robot startup @1x_tech has unveiled their next-gen robot, NEO Gamma. Improvements: NEO can now walk with a natural human gait and arm swings.
  • Xpeng

All-in on Elon setting up xAI data center.

  • Pro Nvidia.
  • Elon moving fast. Generators. Liquid cooling. Power problem. Rewriting firmware.
  • Elon on XAI data center build.
DOGE
  • Elon on Doge: Says he is “Tech Support”.
    • Comment on Email:
    • People that are dead or fictional.
  • DOGE website.
  • List 5 things you accomplished this week.
  • Jaime Dimon on DOGE initiative.
  • Software subscriptions not being used!
  • Social Security:
    • Amazing Puzzle! 😀
    • No one person actually knows how it works.
    • 395m people on SS

Ron Desantis on Property Taxes

Recommendations
  • CEO of Scale AI: Alexandr Wang on This past weekend with Theo Von.
  • Book: The Lion Women of Tehran. Mothers and daughters, love, jealousy.
  • Paramount+: Seal Team
  • Trumps cabinet meeting
  • Dictators podcast.

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