A weekly read on AI, Tesla, and the companies shaping what comes next. No hype, just clear thinking.
Tesla's Affordable EV Gambit: Model 3 and Y Standards Hit the Road Under $40K
The Tesla Model 3 Standard hits $36,990 and the Y follows at $39,990. I dig into what got stripped, what survived, and whether these trims can pull Tesla out of its sales slump.
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Tesla's Affordable EV Gambit: Stripped-Down Speed at a Steep Price
SpaceX pulled tiles off Starship on purpose to see what breaks. This flight gave them the reentry data they needed, and it says a lot about where V3 is headed.
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Tesla’s Optimus Robot: A Glimpse into a $40 Trillion Future
I ran the numbers on the Tesla Optimus robot: $3/hour labor cost against $12-30/hour humans, one million units a year, and a $40 trillion market up for grabs. The catch is it's still a prototype.
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Tesla's Tease Machine: From Wobbly Wheels to Kung Fu Bots
Tesla is dropping teasers again - wobbly wheels, a kung fu Optimus, a mystery spinning device. Here's what I think the product teasers really signal ahead of the November vote.
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Tesla’s Optimus Robot Unveiled: A Game-Changer for Automation
Tesla's Optimus robot is aiming at under $50k and a 2027 commercial rollout. I dig into the design, the AI, the job-displacement math, and where the hype outruns reality.
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The Next Industrial Revolution: Unlocking Wealth in Private Markets
The next Tesla or SpaceX won't be a public stock when it matters most. My take on private markets investing, and the three filters I'd use before writing a check.
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The Money Game: How NIL is Reshaping College Football’s Soul
18-year-olds banking $3M before their first snap, coaches turned money managers, and an NCAA with no teeth. NIL college football is a live case study in what happens when cash floods a system overnight.
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Tesla's Budget EV Breakthrough: The Affordable Model Y Uncovered
The affordable Model Y drops the light bars, glass roof, and rear screen to hit $35K-$40K. I think the price is the point - more cars on roads means more FSD data.
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The Future Is Now: Why Customer Needs and AI Will Shape Tomorrow
Markets swing, hype cycles come and go, but customer needs and AI stay constant. Here's how I think founders should build through the noise - and why space is closer than you think.
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Tesla’s Q3 Triumph: Record Deliveries, AI Ambitions, and a Path to Affordable EVs
Tesla delivered 497,000 cars in Q3 and moved 50,000 more than it built. I think the real story isn't the record - it's the pivot to affordable EVs and physical AI.
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The NIL Revolution: How Sudden Wealth is Reshaping College Football's Future
Five-star recruits are pulling in $2 million before they play a snap, and I think that money explains most of 2024's chaos. NIL college football is a business now, and the growing pains are ugly.
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Tesla's Epic Comeback: Record Deliveries Signal a New Era in EVs
Tesla Q3 2025 deliveries are tracking toward 512,000 - a new record - while margins recover and BYD posts its first sales drop in five years. I break down what's really driving it.
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