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.
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.
