🚨💥 Chamath Draws the Line: Tesla vs Waymo Is a Cost War, Not a Tech Demo Chamath Palihapitiya compared Tesla and Waymo on autonomy, and the takeaway is brutally simple: this race will be won on cost, not sensors. Tesla builds vision-only vehicles for under $30K. Waymo’s lidar-heavy autonomous cars cost roughly $150K per unit. That gap isn’t incremental — it’s existential. First, Robotaxi is an economics problem. Autonomy doesn’t matter if you can’t deploy at scale. A $150K vehicle fundamentally limits fleet size, rollout speed, and unit economics. Tesla’s approach keeps costs low enough to make mass deployment plausible. Second, scale beats elegance. Waymo’s system works — but it works at high cost, with specialized hardware and limited fleets. Tesla uses the same hardware stack for consum
🚀📈 $PYPL — Not Calling a Bottom, But a Repricing Is Coming I’m not saying $PYPL has bottomed with 100% certainty. But a move back to at least 80 looks increasingly likely — and the logic is structural, not emotional. First, this isn’t about a hype catalyst. PayPal applying to become a bank signals a shift from “payment processor” toward financial infrastructure. Savings, lending, FDIC coverage — that expands monetization depth and improves long-term cash flow visibility. Second, the market has been pricing PayPal as a stagnating payments company. That framework breaks if PayPal is gradually reclassified as a broader fintech platform with multiple revenue layers. You don’t need explosive growth for that — just stabilization plus clearer economics. Third, pessimism has already been fully exp
🧠📊 The AI Bubble Debate Is Real — But Most Investors Are Asking the Wrong Question You can summarize the entire “AI bubble” discussion in one line, but most people miss the hierarchy. 1️⃣ Is there an AI bubble? Yes. Absolutely. But bubbles don’t hurt companies with real depth and durable cash flow. They only destroy businesses that sell narratives without the ability to monetize. 2️⃣ The real question isn’t “Do you have AI?” It’s: do you have scalable, real-world AI use cases? That’s why AI is unavoidable this decade — but blind positioning is dangerous. Companies like $TSLA embed AI directly into physical reality: autonomous driving, robotics, manufacturing systems. That’s not hype exposure — that’s long-duration certainty. 3️⃣ Be cautious with small caps riding the AI headline cycle If y
📊📉 In markets, one old rule almost never fails traders: “Buy the rumor, sell the news.” The logic is simple, yet most people realize it too late. When a bullish story first starts circulating: • Expectations move first • Capital positions early • Price begins to reflect a future that hasn’t happened yet By the time the news becomes official: 👉 The upside is often already priced in 👉 There’s no new marginal surprise left to push prices higher That’s why a familiar pattern keeps repeating: The event unfolds exactly as expected, yet the stock stalls, pulls back, or even drops. This isn’t the market being “wrong.” It’s the market doing what it always does. Markets don’t trade facts. They trade changes in expectations. For traders, this creates a counterintuitive truth: • The most profitable ph
💥⚡ Elon Musk to xAI: The AI Race Is About Survival, Not Brilliance Elon Musk told xAI staff that the AI race will be decided by one thing: who survives the next 2–3 years while scaling compute, power, and capital faster than everyone else. Not smarter models. Not prettier demos. Survival at extreme scale. Several points from the internal meeting reveal how xAI is actually thinking about AGI. First: the time window is short. Inside xAI, AGI is not framed as a distant theory. Musk said it could arrive as early as 2026. That sets an implicit deadline: if you can’t endure the next few years of capital burn and infrastructure buildout, you won’t be around to matter. Second: funding as a strategic weapon. xAI currently has access to roughly $30B per year in capital. That level of funding isn’t a
Jim Cramer was just asked about Rocket Lab $RKLB stock: “I think it’s a very good spec, ahead of another big offering in the rocket world next year. I think you can own in as your spec play.”