Description

Thailand 

• 72 million people. 17 million in Bangkok. 
• Staying at 4-5 star hotel. $125/ night. 
• Golf Courses. Price. Bangkok. 
• Entire trip was ~$6500, excluding airfare and dinners. 
• Fairly inexpensive, once you are here. 

Markets

• S&P 500 up 28.5% Year-to-date.
  • Including dividends, the S&P 500 is now up over 29% this year. That sounds abnormally high, but is actually more common than you might think. The S&P 500 has finished with a total return above 25% in 26 out of 96 years since 1928. That's 27% of the time
  • 9.8% return on average since 1928.

Tesla

$430 high this week. Previously $410 in Nov 2021. 

$1.34 trillion market cap. Should easily reach $2-3 trillion in next few years with Robotaxi. 

• V13 FSD is off the charts. Numerous reports on this. 
  • FSD v13 is better everywhere. There are no regressions that they've identified. It's become obvious that it will be unsupervised soon.
• One of the unique things about Tesla solving self-driving with AI is how novel it is. Everyone else uses $100k+ worth of sensors, cameras, and HD maps to solve for self-driving.
• Optimus is an entire level of vertical growth if it takes off. 
  • Video of optimus walking up and down mulch/leafy hill.  ‘

Lawfare! 

• Delaware activist judge Kathaleen McCormick declines to reinstate Elon Musk's Tesla compensation package, once again overruling the company’s board and more than 72% of its shareholders. 

Palantir 

• On X, said Elon and Palantir will work together. 
• Alex Karp is phenomenally smart and says what he thinks in public. (See Elon Musk)
• Palantir CEO Alex Karp on the AI landscape: “America is in the very beginning of a revolution that we own, the AI revolution. We own it. It should be called the US AI revolution. Every single relevant company in the world is in this country. The second tier of those 

DOGE

• 1 million examples to report, but here is 1: A 2023 Government Accountability Office report found that 17 agencies had less than a quarter utilization of their headquarters buildings early that year. 
• Bernie Sanders: “Elon Musk is right”

Netflix 

• New all time highs! $936 this week. 
• Netflix option program for employees.  Great value.
• I’m watching: 
  • Your Honor. Bryan Cranston's Breaking Bad follow-up
  • A man in Full. Jeff Daniels Atlanta real estate tycoon. 
  • Thicha: Thai girl taking revenge!!  Merched because I’m in Thailand? 
  • Tokyo Swindlers.