A weekly read on AI, Tesla, and the companies shaping what comes next. No hype, just clear thinking.
Tesla's Autonomy Leap: Unlocking the Robotaxi Era
I ran the numbers on Tesla's robotaxi economics: 60 cents a mile in cost, roughly $100K profit per car per year, and a factory nobody else can match. Here's how it plays out.
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The AI Tsunami: Why Tesla's Robot Economy Could Be Your Lifeline
AI is coming for trucking, manufacturing, and warehouse jobs. My take: owning a piece of the Tesla robot economy might be the closest thing to a personal safety net.
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Tesla's Robotaxi Leap: Driverless Rides Hit the Streets
Tesla put a driverless robotaxi on Austin roads using a mass-produced Model Y and cameras only. I think the manufacturing edge is what actually breaks the competition.
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AI Heads to Orbit: Building Data Centers Beyond Earth's Limits
Earth's grids and water supplies can't keep up with AI's compute hunger. I think space data centers are where inference goes next - and the physics already checks out.
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SpaceX's Sky-High Ambitions: The Dawn of a Trillion-Dollar Era
SpaceX went from a $30.5M check in 2002 to $350B in 2024. I break down the SpaceX IPO valuation math, Starship economics, and why space might be AI's real unlock.
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Why Optimism Wins: The Secret to Building Wealth in Tech's Future
Pessimists list every reason a technology fails, then assign it zero chance of working. That mindset kept them out of EVs, rockets, and now AI. Here's why optimism in tech investing keeps winning.
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The Dawn of Optional Work: AI, Robots, and Humanity's Next Leap
I think optional work is closer than most assume - maybe 10 to 20 years out. Here's what changes when jobs become a hobby, and the one trend that could undo it all.
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Orbiting AI: Revolutionizing Compute from Space
A 60kg satellite already trained an AI model in orbit. I think orbital data centers change the energy math for compute - and the economy underneath it.
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Tesla's Secret Weapon: Turning Cars into the World's Largest AI Network
100 million parked Teslas, each running a kilowatt of inference. That's the distributed AI compute play the market hasn't priced in - and satellite internet is the missing link.
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Tesla's Self-Driving Leap: Conquering Roads Worldwide
Tesla's FSD now handles 99% of miles in snow and on European streets. The tech is basically here - so I think the real fight over its global rollout is regulatory, not technical.
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The Car Market Collapse: Why Buying Now Could Cost You $72,000
Buy a $40,000 car today and unsupervised FSD could leave you with $8,000 in four years. I break down the car depreciation autonomy math and what I'd do instead.
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Neuralink's Leap: From Sci-Fi to Everyday Reality
Neuralink's brain interface already lets quadriplegic users run a computer for eight hours a day by thought. Here's how the chip, the robot, and the decoding actually work.
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