Breakaway - Investing & Finance
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
Breakaway - Investing & Finance
Tesla! AI, Self-driving, Waymo, Govt Overreach
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Sean Hathaway
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Episode 72
Oregon Duck Football
Purdue 35-0. Ranked #1.
Markets
Netflix Earnings
- 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 Earnings
Tesla up almost 22% today. At $260. High was 410.
- 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