Open

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

Music:

Every major has a corresponding minor.
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

My NFLX was $10k, now ~$900k.

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.