EPISODE · Jun 25, 2026 · 50 MIN
SpaceX, Tesla, World Cup, Markets, Game Stop/Ebay, California
from Breakaway - Investing & Finance
Happy Father’s day Weekend. US Mens world cup: 2-0 over Australia today. 4-1 over ParaguayPlaying Bosnia July 1 in SF in round of 32. Messi is Awesome!Interview with Dara at Uber. Play at 1:07. Talking about working with Barry Dillar Talking about Reed at 1:08TideCitizen Vigilante. Director/writer here? Streisand effect. Citizen Vigilante is a Uwe Boll film starring Armie Hammer, released June 19, about a wealthy American in Zagreb who becomes a feared underground vigilante targeting criminals and corrupt judges, gains a social media following, and ends up hunted by Interpol. Already a combustible combination.Air conditioning in US.MarketsDraw downMostly fears that Fed won’t lower rates, and may in fact raise!? Off all time high. Tesla Elon Trillionaire: US took in $5.2 trillion of tax revenue in 2025. So let's take in an extra $1 trillion or ~20% by liquidating Elon and his companies....IMAGINE: With $6.2 trillion we will fundamentally change every American's life!!! Everything free!Fake News on Tesla crash. SpaceX Play Working at SpaceX not a science experiment. AI Data Center Revenue: $2,320,000,000 per month. Mostly cashflow. Reflection AI to spend $150m per month developing open source AI model. Backed by Nvidia, Reflection is establishing itself as an alternative to the growing number of sophisticated Chinese open-source artificial-intelligence models. Open-source AI models are free to download and modify, as opposed to closed-source models.Another Rental of Compute from Google to SpaceX. . $920m from Google. $1.25b Anthropic. Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year.Ron Baron on CNBCPlay at 4:00. Other people can’t make rockets and interestingly or less obvious is others can build compute as fast or efficiently as him…. Not to mention AI datacenters in spaceExtremely fascinating write-up from A16z here. Gamestop and EBAYRyon Cohen Taking over Ebay. Listen to this. PoliticsFareed Zakaria on California. Play at 1:10. Since 2000 population 15% General expenditures grws 200% 78b to 284b. 2021-2024 LA issued 118,000 building permits. Atlanta 136,000. ½ the population. In last 7 years - 1.9m people have left California. Total spending on k-12 has doubled. USAID FundingMy response to USAID post and ELON. As Elon points out if 4.5m children died, would be national headlines. Only asked for receipts. Govt is a water spigot. Internal Control of public companies is superior. Play this about helping children.
What this episode covers
Happy Father’s day Weekend. US Mens world cup: 2-0 over Australia today. 4-1 over ParaguayPlaying Bosnia July 1 in SF in round of 32. Messi is Awesome! Interview with Dara at Uber. Play at 1:07. Talking about working with Barry Dillar Talking about Reed at 1:08Tide Citizen Vigilante. Director/writer here? Streisand effect. Citizen Vigilante is a Uwe Boll film starring Armie Hammer, released June 19, about a wealthy American in Zagreb who becomes a f...
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SpaceX, Tesla, World Cup, Markets, Game Stop/Ebay, California
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