Description

Opening

Jordan Peterson. Ride or Die

Grok vs Google

Golf

California Business

Markets

• S&P 8% off highs. Was 10% 1 week ago. So that was a correction 
  • Tesla 52%. Nvidia, Meta: 20%. Apple: 18%.

Finance Education

Security. Digital Hygiene:  Great from Karpathy 2-factor authentication and strong password for financial websites. YubiKey. 1Password

IRA Contributions

401k Max: 2025: $23,500 + Employer Match + After-tax = $70,000

Still can do $7000 in IRA.

Treasury Secretary 

• Scott Bessent and All-in
• Full Interview on X here.
• Palantir

DOGE

• Website is GREAT!! www.doge.gov 
  • I had to google “Timor-Leste”
• Elon on what DOGE is finding.
• DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%

Netflix

• CNBC video here. MoffetNathanson Upgrades Netflix to $1100. 
• “Netflix has won the streaming wars.Case closed”

Nvidia 

• Jensen Huang KeyNote at GTC 2025
• Nvidia working on driverless vehicle with GM!!   
  • Video post here.
• Blue the robot. Robots are coming!!

SpaceX Tesla

• $480. Now $230. Sow down 52%. So increase 1.1x or 110% to get back. 
• Play at 0:30. Winner take most by Cathie Wood. 
  • $8-10 trillion in Revenue in 2030. ½ to platforms, like Tesla. Which is the biggest AI platform in the world.
• Dragon crew launch to ISS.
• Carried a russian cosmo.
  • Stuck no More! WSJ 
  • 285 days in space. 9 months. 
• No other US company can do this. 
• 400th landing of Falcon 9 booster.  
• Will launch to Mars and carry Optimus. Crossover.
• Per Elon, SpaceX carries 95% of payload to orbit.
• Starship is the only “vehicle” currently built that can go to Mars. 
• Boston Dynamics Robot - Break dancing. Yes its here. 
• BYD. Sheer size of Shenzhen factory. 

University Endowments

• Trump threatening to suspend federal grants to Columbia University per WSJ.
• Play  Andreeson on University funding. 

Recommendations

• All-In Podcast. Chamath and Friedberg interviewing Secretary of Treasury Scott 
• Dictators
• White Lotus
• Elon Interview on Ted Cruz