50th Birthday in Portland

Sentinel Hotel

Will you stop beating your wife?

529 College Saving Plans. 

Markets

ATH everything. 

1 Year: S&P500 up 31% and Tech 47-60%. 

5 Year: 75% - 140%

Gamestop

Ryan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!!

Google

Profit jumps 80% Stock up 163% YoY.

Liv GolfThe Start up is in trouble.

Apple 

Tim Cook Stepping down as Apple CEO

Tesla 

High was $490 at $428. 15% to get back to all time high. 

Catalysts: 

• Self Driving and Robotaxi. 
  • I never drive my Model Y. Looking to get a more rugged look. 
  • Here’s Cathie Wood. 
  • Problem with Waymo is they’re not vertically integrated; they don’t build the cars!!! 
    • They also have 1 million sensors
  • Robotaxihttps://robotaxitracker.com/?provider=tesla&area=austin
  • Tesla website now tracking miles
• Semi. 370 Semi’s committed to WattEV in Northern CA. $100m deal. 50 delivered by year end and the rest in 2027. 

Strategic Partnerships: Cursor represents SpaceX/xAI’s aggressive push into the high-margin AI developer tools and agentic coding market. 

Intel brings chip manufacturing muscle to Musk’s ecosystem through the Terafab project.

Anthropic (via the fresh Colossus 1 lease) illustrates pragmatic deal-making in the AI compute 

Starlink: 10 million satellites. 
Satellites use laser inter-satellite links to relay data across the network to ground gateways connected to the terrestrial internet backbone.

Tesla Earnings

• Call here. 
  • Discussing new fab building here. 
• Investor Deck here. 

AI

OpenAI 

Musk vs Altman

Elon on X explaining

Elon tesitfying 

Anthropic

California Billionaire Tax

1. The Threshold Drop (From $1 Billion to $50 Million)

2. "One-Time" vs. "Annual" and the Power to Change
Exit tax. versions include "wealth tax resident" language that applies the tax to people for up to 4 years after they leave California, preventing people from dodging the tax by moving away once it passes.