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Katie Porter: Governor of CA. Can we just get some smart rational leaders?! 

Music: 

• Every major has a corresponding minor. Count 6. 
• Major: WWHWWWH 
• C:CDEFGAB
• Minor:123456 = Am

Markets

All time highs!  

• Market up 4x in 10 years. 

$100,000 10 yrs ago: 

VOO = $400,000

VGT = $800,000

Apple = $1m 

NFLX = $1.1m

TSLA = $2.8m 

NVIDIA = $30m

100,000 = $400,000 now

Symbol | Total Returns (Daily)

 | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year
AAPL | 16% | 86% | 129% | 382% | 930%
AMZN | 23% | 94% | 39% | 135% | 718%
GOOG | 51% | 150% | 241% | 330% | 675%
META | 22% | 438% | 178% | 356% | 676%
MSFT | 29% | 129% | 160% | 401% | 1185%
NFLX | 70% | 430% | 123% | 239% | 1002%
NVDA | 45% | 1434% | 1229% | 2668% | 29157%
QQQ | 26% | 129% | 123% | 252% | 517%
TSLA | 80% | 94% | 205% | 2380% | 2701%
VGT | 31% | 146% | 147% | 306% | 696%
VOO | 19% | 93% | 111% | 160% | 300%

Investment over time: 

At age 25 max your 401k at $23,500 and save an extra $1,000/month. Increase by $1000/mo annually until age 50.

You should have over $10m by age 50. (below shows $13.5m with 10% returns.

Netflix

WokeFlix. 

• Everyone will hate something!! 

Greg Peters - Co CEO:

• "Go with God and try to monetize the heck outta that."Good philosophy for LIFE! 
• Still really the only PURE streaming play

Tesla

Elon Musk's 2018 Tesla Compensation Plan

• Structure: 12 tranches; each tranche vested only upon achieving both a market cap milestone and an operational goal.
• Milestones: 12 market cap targets starting at $100B and increasing by $50B each up to $650B
• Done in 2023. 

Stock was basically $20 and 10X!!!   20x now.

Elon Musk's 2025 Proposed Tesla Compensation Plan

• Structure: Similar to 2018 with 12 tranches of restricted stock. 
• Milestones: 12 market cap targets from $2T to $8.5T

FSD v14. Watch the vides. Parking in Garages, fast-food drive-thru’s, pulling over for ambulance, etc… 

Tesla is the world leader in:

(1) Real-world AI (2) Robotics and (3) Manufacturing advanced integrated hardware and software at scale. This 3rd point is under-appreciated, but is key to profitability.

XAI

XAI/Grok, Gemini/Google, OpenAI/ChatGPT, 

Jensen Huang:

Play video here

Recommendations

• Atomic Habits and How to Win Friends and Influence People