Description

Colleges

Cabo to college: A&M, TCU Stockyard. Miami, Tennessee, Clemson

Embrace AI!!  Particularly younger professionals!  

• Elon on Doge: Says he is “Tech Support”.

Markets 

• Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year.   

Starbucks laying 1000 off

Apple to invest $500 billion in US. 

NVIDIA earnings tonight. Its like a superbowl event. 

Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign investments. 

Bezos announcement around WaPo:I’m writing to let you know about a change coming to our opinion pages. We are going to be writing every day in support and defense of two pillars: personal liberties and free markets.

Buffet Letter: Long-Term Optimism: Despite market frothiness (he calls it "casino-like" elsewhere), Buffett remains bullish on America’s economic tailwind. He sees stocks as the best bet over bonds or cash long-term.

Margin Loans

Amazon and AI

• Andy Jassy on Alexa+.
• Grok 3.

Tesla and XAI

• Down ~40%. 
• Tesla (TSLA) new car registrations fell 45.2% year over year to 9,945 in January in the European Union, European Free Trade Association, and UK, the European Automobile Manufacturers' Association said Tuesday.
  • People are waiting for Model Y ramp. 

Wow #FSDChina

Who will build Robots for US Govt? 

• U.S. based humanoid robot startup @1x_tech has unveiled their next-gen robot, NEO Gamma. Improvements: NEO can now walk with a natural human gait and arm swings.
• Xpeng

All-in on Elon setting up xAI data center. 

• Pro Nvidia. 
• Elon moving fast. Generators. Liquid cooling. Power problem. Rewriting firmware. 
• Elon on XAI data center build. 

DOGE 

• Elon on Doge: Says he is “Tech Support”.  
  • Comment on Email: 
  • People that are dead or fictional. 
• DOGE website. 
• List 5 things you accomplished this week. 
• Jaime Dimon on DOGE initiative. 
• Software subscriptions not being used! 
• Social Security: 
  • Amazing Puzzle! 😀
  • No one person actually knows how it works.
  • 395m people on SS

Ron Desantis on Property Taxes

Recommendations

• CEO of Scale AI: Alexandr Wang on This past weekend with Theo Von.
• Book: The Lion Women of Tehran. Mothers and daughters, love, jealousy. 
• Paramount+: Seal Team
• Trumps cabinet meeting
• Dictators podcast.