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.Video of homes destroyed. 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%.  MetaDana White joins the Board of Directors.Freezing 3rd party fact checking. Play Mark Zuckerberg video about why? Eagerness to work with Trump.Also on board: CEO of Broadcom. Up 100% in last year. $1t company. #10 or so. Marc AndreesonAutonomous driving and Robots:WSJ - Uber and Lyft Gear Up For the Revolution in Driverless TaxisTravis Kalinick said “Elon has it covered”Tesla videos of self-parking. Jim Farley - CEO Ford - On 150 different softwares “confederation of software providers” Play VideoThis is the year the markets wake up and realize Tesla is the leader in Autonomous, and Real-world AI. https://x.com/herbertong/status/1876677493270479271Source 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. NVIDIANVIDIA 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. RecommendationsNetflix: Squid Game.LandmanMel Gibson on Rogan