Michelle opens the episode with a welcome and introduction, before diving into xAI's recent funding, its current valuation, and plans for supercomputer expansion. The discussion then moves to SpaceX's valuation and its new deal with Ontario for Starlink services. Michelle highlights Tesla's innovative virtual power plant project in South Australia. The episode also covers X's lawsuit challenging California's deepfake law and the growing investor focus on the growth of Musk's companies. Finally, Michelle addresses the concerns raised by senators over Elon Musk's communications with Putin.

(0:00) Welcome and introduction

(0:21) xAI's funding, valuation, and supercomputer expansion

(3:12) SpaceX's valuation and Ontario's Starlink deal

(6:28) Tesla's virtual power plant project in South Australia

(9:23) X's lawsuit against California's deepfake law

(12:24) Investor focus on Musk's company growth

(14:27) Senators' concern over Musk's communications with Putin