NVIDIA, SalesForce, SpaceX, Tesla, Markets

"Your entire life will change when you realize energy is the most attractive human trait. Not looks, wealth, or status. Energy. Start walking into rooms with genuine enthusiasm, curiosity, and interest. Watch what happens. You become a magnet for the highest quality people. Energy is contagious. Spread the kind you’d want to catch."RIP Dolly Parton Music Intro!Clint Eastwood retires at 96. Good Bad and Ugly. Markets and RetirementGood luck planning if on your own. VERY difficult100’s hours building a retirement forecast model. Changing small things like inflation or investment returns by 1% has huge ramifications. Meaning its an ongoing challenge. Markets UpSaaS AcololypseSalesforce Earnings letterWebcast. Up 22% Thursday. Low $150 now $250.~70% up. Claude ForceClaude/Anthropic uses Salesforce and Slack. They are not replacing them. Sales force combining with Claude.NVIDIAPress Release Jensen reminds me of Elon in that he disregards and has NO worry about competition because he is so confident in his team, mission and trajectory. $5T companyUp 4% after hours. $210. 1 year up 17%. 5 yr 850%Americas great opportunity 1000000’s of jobs First time in century that we can fix energy grid. This is the new industrial revolution. Autonomous DrivingIts happening! AmazonAmazon Zoox - No steering wheel or pedals - taking the roads in Las Vegas! This is GOOD! Toaster-shaped taxis that don’t have a driver or a steering wheel have started rolling across San Francisco and charging for rides in Las Vegas.The all-electric cars are the first robotaxis offering rides on the roads without standard driver features like a dashboard and pedals. They can drive in either direction and hold up to four passengers who sit facing each other. Windows stretch across much of the sides. The vehicles are called Zoox.TeslaHUGE from a media standpoint, article from WSJ on Tesla and FSD.TeslaRobotsJC talking about seeing the robots. Play entire clip. From the latest All In Pod. Thinks it will be best selling product of all time. Better than any video you’ve seen! Hardware 1.5 generations ahead, and mind 5x more. Optimus will be the greatest product ever made. Says in 10 years will be 1b in 2036From Ashok. Flooding the streets of Austin. Wouldn’t say this in public without high confidence. From Elon: Both SpaceX and Tesla building 100gw/yr solar and supplementing with Nat Gas, and to increase rate of production will manufacture the blades and vanes at SpaceX! Will probably take 2-3 years. 100gw/yr is enough to power ~18,000,000 US homes. YES 18m. So together should be 36m homes. SpaceX $3.5T by 2033 per Elon. At modest 10x sales that is 35 trillion. AI DataCenters are Coming. Only question when? Partnering with NVIDIA on new chips/tech for space.Per Elon “Our design is significantly simpler, lower cost, denser and lighter than a traditional rack” You believe him?Play. Video of Elon and team discussing datacenters in Space.  Do people know (1) this was Elon’s car and (2) first falcon heavy launch (3) expected to fail and (4) if it didn’t fail, wanted to have fun! And (5) orbiting between Earth and Mars. Expects at least 10m years life. JP Morgan on SpaceX Catalysts: SpaceX just bought APR energy. Per Elon aiming for 30 Starship launches per day. By 20301 million people on Mars, plus tranches to 7.5t in Market cap. 30/day is 10800 or ~10k annual. StarBase LouisianaOfficial SpaceX video.3000 direct jobs, 10,000 jobs to Luisiana8 launch towers.Crazy states/politicans are not inviting them to build in their state.  Open letter from Elon to staff. Eliminat bureaucracy. Math to get to 1m people on Mars. Public PolicyCalifornia Tires