Tires are a huge source of pollution in both our oceans and the air we breath. As a leader in reducing the environmental footprint of our transportation industry, Tesla has the opportunity to disrupt the status quo. By leveraging the company's materials science team (collab with SpaceX), I believe Tesla could develop a sustainable, biodegradable, non-toxic tire product.

Tesla posted Q1 2021 deliveries of 184,800, up more than 100% year over year. This blockbuster quarter (despite no Plaid Model S/X), shows how strong of a year Tesla is gearing up for. This quarter puts the company on track for almost 1M deliveries this year 🤯How many cars do you think Tesla will deliver in 2021? Let me know in the comments below! Also your guesses for Tesla's Q1 financials! :)

Interview with artist and digital creator, John Orion Young. Also known as JOY, he is building JOYWORLD, a happy metaverse of art on the Ethereum blockchain. We discuss how he started getting into crypto, making NFTs, and what the future holds for JOYWORLD. It was so much fun having John on the show, thank you!!!

My full bull thesis for Tesla, and why I'm holding all my shares. My forecast is for a $4T market cap/fair value to be achieved by ~2027, driven by a combination of a successful launch of the robotaxi business and Tesla Energy going all the way.

As Starlink expand rapidly and preps for an IPO, SpaceX's valuation is set to rocket past $100B (if it hasn't already). This is amazing news, as Starlink's financial success will give SpaceX the resources it needs to colonize Mars, and fund the Starship program. I can't wait to see Starlink expand and IPO!

Tesla's in-house insurance business is on the cusp of expanding to new states. As this expands, Tesla will have a growing stream of investable cashflow from insurance premiums. How will Elon and Zach Kirkhorn invest this cash? Bitcoin? Megabatteries? New factories? Robotaxis? All of the above?

ARK Invest's Tasha Keeney is out with a new report, valuing Tesla at $3,000 per share in 2025. This new price target relies on Tesla's successful execution of a robotaxi network, and bringing a truly autonomous vehicle to market. In it's bullcase scenario, ARK estimates Tesla could be selling 10M cars a year by 2025, be generating ~$700B in revenue, and worth $4T. Is ARK crazy with these targets, or just understanding of Elon Musk's disruptive potential?

NFTs or Non-Fungible Tokens are taking off. These 1 of 1 art pieces are stored and traded on the Ethereum blockchain, and are exploding in popularity. The NFT market has expanded ~10X in the past two years to $300M+, and continues to grow daily. I think in the long-run this is a digital part of the art market that will become a larger piece of our economy. Right now the world's art is valued at $1.7T, I believe that will scale rapidly to $10T+ and NFTs are a huge part of that.

Ross just spent the day with an Arcimoto, driving it around LA and Venice Beach. In this interview, I talk with Ross and Mark about his first ride in the FUV, and his takeaways from the test-drive. We also discuss Arcimoto's plan for mass production, and more! Thanks to Ross and Mark for joining the show!

Tesla has just expanded its FSD Beta program to 2,000 participants, and is on the cusp of launching an 'FSD Beta Button' where users can request access to the program. This is a huge milestone for Tesla's self-driving ambitions and autonomous vehicle software. In this episode I speak with Omar Qazi (Whole Mars) about his experience with FSD Beta, Tesla's AI strategy. This was a blast! Thanks to Omar for coming on the show!