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
Meta, Tesla, AI, Robots, Nvidia
2025:
Success stories pretty reliably happen for people who combine: solid talent, savvy business sense, 15-20 years of persistent hard work.
Goals: Health, Family and Wealth.
Bryson Deshambeu: 7 hours for hole in 1. $100k.
Fires:
9000 homes and counting.
The California FAIR Plan (Fair Access to Insurance Requirements Plan)
Markets:
Big pull back. WSJ Jobs report good, so interest rate cut less likely.
@unusual_whales Here are the top political traders of 2024.
- Markets up 25%.
- 25 congress people beat the markets. 6 people at or over 100%.
Meta
- Dana White joins the Board of Directors.
- Freezing 3rd party fact checking.
- Eagerness to work with Trump.
- Also on board:
- CEO of Broadcom. Up 100% in last year. $1t company. #10 or so.
- Marc Andreeson
Autonomous driving and Robots:
- WSJ - Uber and Lyft Gear Up For the Revolution in Driverless Taxis
- Travis Kalinick said “Elon has it covered”
- Tesla videos of self-parking.
- Jim Farley - CEO Ford - On 150 different softwares “confederation of software providers” Play Video
This is the year the markets wake up and realize Tesla is the leader in Autonomous, and Real-world AI.
https://x.com/herbertong/status/1876677493270479271
Source Elon’s interview at CES.
- Thinks humanoid robot will be biggest industry of all time! 3-4 robots/ person.
- Time to first Robot: Play at 10:20. Optimus robot is most advanced robot ever.
- 1000’s this year. Several 1000.
- 10x next year. 50-100k robots in 2026.
- 10x again, so 500k robots in 2027+.
- 30k robots * 30k price tag = 900,000,000 (900m). $1b.
- Summary = $1b in 2027. Runrate.
New Model Y is out.
NVIDIA
NVIDIA CEO Jensen Huang
- Most interesting “The ChatGPT moment for robotics is coming. Like large language models, world foundation models are fundamental to advancing robot and AV development.
NVIDIA’s decision to invest in xAI ‘s recent $6B round speaks volumes.
Recommendations
Netflix: Squid Game.
Landman
Mel Gibson on Rogan