EPISODE · Feb 11, 2026 · 47 MIN
SpaceX, XaI, Tesla, Netflix, AI, California
from Breakaway - Investing & Finance
Apple PhoneSuperBowl. Bad BunnyJETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning Linday Vonn - Torn ACL. MarketsVOO and Tech still near all-time highs.Bitcoin down 45%. Spotify up 15% today. Still 40% off high. 98B market cap. SpaceX Acquired XAICurrent valuation. $250 and $1t. Elon on the Pivot to Moon as opposed to Mars now. Elon MuskGreat interview with 10000 Starship launches annually. Low rate compared to airplanes.Merger with TeslaSpaceX and XaI merged. Presumably Elon has super voting control. Now SpaceXaI will acquire $TLSA at a premium (~30%). They're similarly valued at ~$1.5T each. AND I think/hope Elon also offers an "allocation" of pre-IPO shares to Long-term Tesla shareholders (maybe > 3 years).TeslaNetflixTed Sarandos testimony. 80% of HBO subscribers are Netflix subscribers. YouTube is #1 viewing platform. Rights to Oscars, NFL, etc… Netflix is 9% of viewing and with Warner 10%? Wow! Chief Strategy Officer at Warner. Senator Hawley is a terrible Senator! Play Union Commitment53.28. Sexually inappropriate trans characters. What % of Netflix employees donate $’s to what party? 1.07.03 Why give Netflix the power to promote more woke shit!? Must Play. Wokest content in the world. 🤣1.29.06. Grumpy Old MenAIJensen Huang on Software and AI. AI will not replace software. Government FraudHospice Cares in CaliforniaPlay: https://x.com/WallStreetApes/status/201809975894308465718% of entire US Home Healthcare funding/billing is from LA county. 1 Dr. 1900 patients and billed $120m in one year! 287 Hospice providers in 2 mile radius. 2000 hospice agencies in LA county. Strip malls, unmarked buildings and vacant lots.California Billionaire TaxLarry, Sergei, Peter Thiel, countless others. Startup founders will leave. With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. RecommendationsBeast within me.
What this episode covers
Apple Phone SuperBowl. Bad Bunny JETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning Linday Vonn - Torn ACL. MarketsVOO and Tech still near all-time highs. Bitcoin down 45%. Spotify up 15% today. Still 40% off high. 98B market cap. SpaceX Acquired XAICurrent valuation. $250 and $1t. Elon on the Pivot to Moon as opposed to Mars now. Elon MuskGreat interview with 10000 Starship launches annually. Low ra...
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SpaceX, XaI, Tesla, Netflix, AI, California
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