50th Birthday in Portland

Sentinel Hotel

Will you stop beating your wife?

529 College Saving Plans.

ATH everything.

1 Year: S&P500 up 31% and Tech 47-60%.

5 Year: 75% - 140%

Gamestop

Ryan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!!

Google

Profit jumps 80% Stock up 163% YoY.

Liv GolfThe Start up is in trouble.

Tim Cook Stepping down as Apple CEO

High was $490 at $428. 15% to get back to all time high.

Catalysts:

• Self Driving and Robotaxi.
  • I never drive my Model Y. Looking to get a more rugged look.
  • Here’s Cathie Wood.
  • Problem with Waymo is they’re not vertically integrated; they don’t build the cars!!!
    • They also have 1 million sensors
  • Robotaxihttps://robotaxitracker.com/?provider=tesla&area=austin
  • Tesla website now tracking miles
• Semi. 370 Semi’s committed to WattEV in Northern CA. $100m deal. 50 delivered by year end and the rest in 2027.

Strategic Partnerships: Cursor represents SpaceX/xAI’s aggressive push into the high-margin AI developer tools and agentic coding market.

Intel brings chip manufacturing muscle to Musk’s ecosystem through the Terafab project.

Anthropic (via the fresh Colossus 1 lease) illustrates pragmatic deal-making in the AI compute

Starlink: 10 million satellites.
Satellites use laser inter-satellite links to relay data across the network to ground gateways connected to the terrestrial internet backbone.

Tesla Earnings

• Call here.
  • Discussing new fab building here.
• Investor Deck here.

OpenAI

Musk vs Altman

Elon on X explaining

Elon tesitfying

Anthropic

1. The Threshold Drop (From $1 Billion to $50 Million)

2. "One-Time" vs. "Annual" and the Power to Change
Exit tax. versions include "wealth tax resident" language that applies the tax to people for up to 4 years after they leave California, preventing people from dodging the tax by moving away once it passes.

Golf

Shot a 100!!

Masters

Cameron on Church and Family

• STAY IN the MaRKET
• VGT 59%, QQQ 48% and VOO 35%

Let’s hear from Ted on Reed

• Lawsuit coming. How did they convert a non-profit to a For-Profit?

EV sales in the US Qg1 2026

Tesla's total across all its models (Model Y, Model 3, Cybertruck, Model X, and Model S) is 117,300 vehicles.

This represents 55.43% of the overall total of 211,609 vehicles in the list.

Tesla dominated this dataset, accounting for more than half of all the EVs combined.

Lidar

Elon on Lidar

Semi
Play at 4:28. Discussion of moving vertically as it hangs from the ceiling moving the Body of the Semi around. ‘

• Would love to see Peterbuilt and Freightliner execs watching this video.
• STd range 325
• Long rane 500
• Building supercharge network only for trucks!

FSD Europe

Tesla official X announcement.

FSD Supervised has been approved in the Netherlands & will begin rolling out in the country shortly!

• Good video here.
• 10,000+ satellites.
• 9m paid Starlink subscribers
• Starlink was $10-12b in 2025. Revenue total $15-16b.

267m in Fraud. 5 arrested. 21 charged.

Opening

DNS Security

https://x.com/Geiger_Capital/status/2038729125653819515

Last moon landing. Before I was born. The last crewed moon landing was Apollo 17, which touched down on the Moon on December 11, 1972

Passwords and ID protection

Etrade

Kroll ID Protection

Experian

Trump Comedy: Why don’t you Tell us about the Attack. Well you didn’t tell us about Pearl Harbor!!

Caddie and pro golfer conversations are interesting. Akshay Batia.

Markets:

• Healthy Correction. Remember: S&P500 6% off, was 9%
• S&P500: 25% and 18% in 2024 and 2025!

3 years ago: Up 66%!!!!!!

IGV

iShares Expanded Tech-Software Sector ETF (IGV)

Tesla and LEAP options

Netflix
Netflix for my beloved: down 26%. PE is still 40!!!!!!

CyberCab

• Manufacturing begins in April 2026

Model Y The "best-selling car in the world" title for Model Y (2023–2025 per Tesla)

CyberTruck Tried to order a Dual-Motor all-wheel drive for $69,990. Est delivery is 2027!!!

Tesla Semi

Tesla Semi

Jay Leno YouTube Video

TeraFab Project

Tera implies a Terawatt of compute manufacture each year.

Terawatt ($10^{12}$ Watts) is one trillion watts

Global chip supply

Space is always sunny

SpaceX

Tesla and SpaceX Merger

Best write up so far. Alexxadra.

Terafab description from Tesla X.

Announcing TeraFab

• Orbital Data Centers
• Interesting insight on 1/1,000,000 probability guidance system of SpaceX satellites

Key takeaway: No new taxes without full transparency

Dr. Oz on shutting down Hospices in California.

• 220 shutdown in LA.
• 1800 hospices in CA = ⅓ of entire nation!!!?? 50% probably to be shut down.

ONE BUILDING supposedly houses 197 separate hospice and healthcare companies

Fair Question. Why not help Nick?

David Spade. The TRAIN. Even mainstream comedians are making fun of Gavin’