Podcast
Breakaway - Investing & Finance
Hosted by Sean Hathaway · EN
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
26episodes
Episodes
Newest firstAll episodes
SpaceX, AI, Markets
3d ago00:46:44Tap to summarizeLighter NoteIts texts like the “stolen Trackman" that keep me coming back to X. The comments are just 🤣Play When I grow up. Jarrod Isacman is so good as head of NASA!Golf Data with ClaudeMarketsMarkets are raging!!VGT, QQQ and VOO 60%, 43% and 30%IGV up 36% since April 10Micron. OMG: 10x in last year. WOW. 10T clubInvesting in CEOs: Tesla, Nvidia, Palantir. 529 and 401(k) and Mega Backdoor RothSpaceX Tesla executive on the # of clicks required to buy a car. Amazing!! Blue Origin Blow up.Turns out Rockets are Hard to build. SpaceX - Memo. Brad Gerstner SpaceX DataCenters!Plain English Competitive AdvantagesElon Musk. Talent density. The best engineers in the world want to work at SpaceX. Hard Stop.Manufacturing: Hardware and SoftwareSimilar to Tesla. They own the supply chain, the manufacturing and the software. Perfect integration. Long head-start! 80% of launches and maybe the only one profitable. Tesla partnership:Real-world AI. Chip manufacturing. Same VP of Materials Engineering (example). Headstart: Not generally a great “moat”, but in this case they are so far ahead. Could be decade. Who else can build a raptor? Reusable rockets. Blue Origin just accomplished this feat last year.
Transcribe →Markets, Tesla, SpaceX, AI, Anthropic, Jeff Bezos, Politics
2w ago00:49:21Tap to summarizeCorrections! Not 10m Satellites: 10,000GolfI suck. But I will persevere. What is the point, if life is so stressful otherwise. GOOD Questions. PoliticsPlay You can’t earn $1 billion. AOC is so stupid and un motivating. Play. Bezos response529 Plans: Nuances of 529sGood problem to have. Dealing with Apartment costs exceeding “allowed” cost of housing. Total BS. MarketsBooming!!! ATH: 1 year: IGV up 18% since I bought: BOOM! Secondary Markets for Private CompaniesSPVs and LLCs buying interests with underlying shares in private companies is risky. WSJ article here.My experience. Risk on, but understand it. Likely cash back, but may not get shares. If cash, taxable. SalesForce Mark is All-In on the All-in Podcast on AI. Play 40.00 Mark talking about the AI power of SalesForce, Slack, etc… FAR FROM DEAD. Inspiration from Chamath on Time and Positivity. Key to winning:Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don’t have the discipline to stay positive and grateful. Then time compounds the bitterness instead.Same with Finance and Investing. Tesla Tesla Berlin Manufacturing VideoTesla FSD Safety Data.SpaceXLaunch in a couple of hours!! IPO update. Allocation. $1.5-2. I’ll bet it goes to 3t. SpaceX website here. SpaceX and AnthropicDeal of $1.5b/ month for access to compute. AIPlay Jensen Huang on AI Driving GrowthOpenAI Lawsuit. Basically came down to SoL. Meaning he had 2 or 3 years to file. He knew about and went along with it for quite some time. Though I am a Musk fan, I agree with the simplicity of this. AI personal StoryGolf. Used Claude to interpret all stats and provide thoughts. PoliticsPlay Jeff Bezos on doing his job right and his for-profit companies will do more for societal good than any non-profit. Play. Jeff Bezos on what AI will do for jobs. Fraud: Kash Patel on arresting 15 people on Minnesota fraud of $90mAmy Bach 40+ years in prison. Feeding our Future. Here is another one $250m. Spencer Pratt
Transcribe →Markets, Tesla, AI, SpaceX, Google, Billionaire Tax
3w ago00:40:20Tap to summarize50th Birthday in PortlandSentinel HotelWill you stop beating your wife?529 College Saving Plans. MarketsATH everything. 1 Year: S&P500 up 31% and Tech 47-60%. 5 Year: 75% - 140%GamestopRyan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!!GoogleProfit jumps 80% Stock up 163% YoY.Liv GolfThe Start up is in trouble.Apple Tim Cook Stepping down as Apple CEOTesla High was $490 at $428. 15% to get back to all time high. Catalysts: Self Driving and Robotaxi. I never drive my Model Y. Looking to get a more rugged look. Here’s Cathie Wood. Problem with Waymo is they’re not vertically integrated; they don’t build the cars!!! They also have 1 million sensorsRobotaxihttps://robotaxitracker.com/?provider=tesla&area=austinTesla website now tracking milesSemi. 370 Semi’s committed to WattEV in Northern CA. $100m deal. 50 delivered by year end and the rest in 2027. Strategic Partnerships: Cursor represents SpaceX/xAI’s aggressive push into the high-margin AI developer tools and agentic coding market. Intel brings chip manufacturing muscle to Musk’s ecosystem through the Terafab project.Anthropic (via the fresh Colossus 1 lease) illustrates pragmatic deal-making in the AI compute Starlink: 10 million satellites. Satellites use laser inter-satellite links to relay data across the network to ground gateways connected to the terrestrial internet backbone.Tesla EarningsCall here. Discussing new fab building here. Investor Deck here. AIOpenAI Musk vs AltmanElon on X explainingElon tesitfying AnthropicCalifornia Billionaire Tax1. The Threshold Drop (From $1 Billion to $50 Million)2. "One-Time" vs. "Annual" and the Power to ChangeExit tax. versions include "wealth tax resident" language that applies the tax to people for up to 4 years after they leave California, preventing people from dodging the tax by moving away once it passes.
Transcribe →Golf, Netflix & Reed, Tesla, SpaceX, Open AI, Markets
Apr 1800:36:21Tap to summarizeGolfShot a 100!!MastersCameron on Church and FamilyMarketsSTAY IN the MaRKETVGT 59%, QQQ 48% and VOO 35%NetflixLet’s hear from Ted on ReedOpen AI Lawsuit coming. How did they convert a non-profit to a For-Profit? Tesla EV sales in the US Qg1 2026Tesla's total across all its models (Model Y, Model 3, Cybertruck, Model X, and Model S) is 117,300 vehicles.This represents 55.43% of the overall total of 211,609 vehicles in the list.Tesla dominated this dataset, accounting for more than half of all the EVs combined.LidarElon on LidarSemiPlay at 4:28. Discussion of moving vertically as it hangs from the ceiling moving the Body of the Semi around. ‘Would love to see Peterbuilt and Freightliner execs watching this video. STd range 325Long rane 500Building supercharge network only for trucks!FSD EuropeTesla official X announcement. FSD Supervised has been approved in the Netherlands & will begin rolling out in the country shortly! SpaceX Good video here. 10,000+ satellites.9m paid Starlink subscribersStarlink was $10-12b in 2025. Revenue total $15-16b.Fraud 267m in Fraud. 5 arrested. 21 charged.
Transcribe →Markets, Terafab, Tesla, SpaceX, CA Fraud
Apr 400:52:09Tap to summarizeOpeningDNS Security https://x.com/Geiger_Capital/status/2038729125653819515Artemis ii Last moon landing. Before I was born. The last crewed moon landing was Apollo 17, which touched down on the Moon on December 11, 1972Passwords and ID protectionEtradeKroll ID ProtectionExperianTrump Comedy: Why don’t you Tell us about the Attack. Well you didn’t tell us about Pearl Harbor!!Caddie and pro golfer conversations are interesting. Akshay Batia.Markets: Healthy Correction. Remember: S&P500 6% off, was 9%S&P500: 25% and 18% in 2024 and 2025!3 years ago: Up 66%!!!!!!IGViShares Expanded Tech-Software Sector ETF (IGV)Tesla and LEAP optionsNetflixNetflix for my beloved: down 26%. PE is still 40!!!!!!AISpaceX & Tesla CyberCabManufacturing begins in April 2026Model Y The "best-selling car in the world" title for Model Y (2023–2025 per Tesla) CyberTruck Tried to order a Dual-Motor all-wheel drive for $69,990. Est delivery is 2027!!! Tesla SemiTesla SemiJay Leno YouTube VideoTeraFab ProjectTera implies a Terawatt of compute manufacture each year. Terawatt ($10^{12}$ Watts) is one trillion wattsGlobal chip supplySpace is always sunnySpaceXTesla and SpaceX MergerBest write up so far. Alexxadra. Terafab description from Tesla X. Announcing TeraFabOrbital Data CentersInteresting insight on 1/1,000,000 probability guidance system of SpaceX satellitesFraudKey takeaway: No new taxes without full transparencyDr. Oz on shutting down Hospices in California. 220 shutdown in LA. 1800 hospices in CA = ⅓ of entire nation!!!?? 50% probably to be shut down. ONE BUILDING supposedly houses 197 separate hospice and healthcare companiesFair Question. Why not help Nick? David Spade. The TRAIN. Even mainstream comedians are making fun of Gavin’
Transcribe →Markets, Golf, Netflix, SpaceX, AI & Fear, Over-taxation
Mar 1800:50:49Tap to summarizeOpenCameron Young tied on 18. Longest drive on 18. 365. Full pause. Birdy on 17, the hardest hole. CAl FTB: SucksFacts of life: Your Thoughts define youMiamiBeautiful and no state tax. Everyone moving there. Mansions and yachts, but lots of normal people too. Ken Griffin. Meta CEO Mark Zuckerberg and Priscilla Chan have purchased a $170 million, 30,000-square-foot mansion on Miami’sMarketsLong over-due correction. AI FearI've listened to a few podcasts featuring Marc Benioff in the last year. He is 100% all-in on AI. The idea that SAAS will be completed disrupted by AI is over-hyped. Jensen Huang put it well: AI will not invent a new hammer or screwdriver; they'll just use what exists. Analogy is to SaaS companies in general. Large Corporations (think Fortune 1000) are not goint to ditch big SaaS companies, like ERP (Workday, Oracle, SAP), Security, CRM, Analytics, Microsoft Office, etc... Long story, short: The AI replacement fear is over-hyped. NetflixNetflix Loses Bidding War to Paramount! Tesla & SpaceX Interview with Elon.Play at 0.28. Stop 2.00.Tesla has most advanced Real-world AI. Starting scale production of CyberCab in April.Tesla Semi coming this yearMerger SpaceX acquired XaISpaceX will go public. SpaceX will merge with Tesla. Love this take from Travis on Autonomous driving. XAi XaI will be a financial behemothAndrej Karpathy on Elon’s management styleAI OpenAI Anthropic ClaudeGovernmentNewYork CityFareed ZakariaCA FraudNick Shirley Doing his Thing again in CAWealth Taxhttps://x.com/stevenfiorillo/status/2033352518802026741According to IRS migration data, New York has lost $111 billion in net adjusted gross income over the last decade from residents moving to other states.WSJ on Billionaires leaving. Google co-founder Larry Page recently made headlines by spending $188 million on three Miami mansions.Washington State passes 9.9% tax on income over $1m. Howard Schultz leaving. Bezos already gone. Recommendations:Hims and Hers! Bill Gurley: Running down a DreamMichael Lewis: Lyar’s Poker. The Rip. Was ok. The Running Man. great airplane movie. Glen Powel
Transcribe →Athletes Inspiration, SaaS-Ocalypse, Options, Robots, SpaceXaI
Feb 2100:47:37Tap to summarizeBench Press: Pete Hegeseth. Secretary of War: 315. Avalanche. 9 of 15 people that died in Tahoe avalanche hiking/skiing backcountryMikaela ShiffrinGold in SlalomFirst Alpine skier to surpass 100 World Cup winsAnthony Kim. Started 5 shots back. 9 birdies final round!Anthony Kim talking about family and GodTiger on Anthony KimLike Kim Kardashian! Secret Edge of the Rockstar skier per WSJ.I’d say Golfer too. MarketsMarkets 1% or so off ATH. Tech 5% or so whatever. The interesting story is.SaaSpocalypseiShares Expanded Tech-Software Sector ETF (IGV)31% off high!! Options tradingWorkday: Duration 482 or 16 months. June 2027Trading at $140. Call is $36 or 26%. % is key. Indicates cost. Bid / Ask: So buy 100 at $36.00, costs you $3600.IN summary. Workday goes up 26% to $176 you make money.To make “real Money” you buy $100k you get about 2700-2800 options. Workday doubles to $280. You make ($280- $140 - $36)*2700 = $280 - $300k. AISpaceXaIXaI video on restructuring and next stepsRoboticsViral Video from China showing many robots dancing and flipping. Thank goodness we have some American Companies doing similar. Its actually INSANELY impressive. Real? https://www.unitree.com/Dog is $1600Figure in the US showing Robots doing real-world tasks.Billionaire Wealth Tax$519 Per Second: The Real-Time DestructionEconomicsRent control in Mass from WSJA group of housing advocates and labor unions want to stop landlords from raising rents by more than the state’s annual rate of inflation—but no higher than 5%—a year.RecommendationsAI for Home: Using Gemini Gems: Home electronicsMusic studioChris Hemsworth on Theo VonPlay at 17.40. Purity of life and questioning meaning and why?“Falling in love”. Not rising or winning, but falling, like a sacrifice and risk.
Transcribe →SpaceX, XaI, Tesla, Netflix, AI, California
Feb 1100:47:09Tap to summarizeApple PhoneSuperBowl. Bad BunnyJETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning Linday Vonn - Torn ACL. MarketsVOO and Tech still near all-time highs.Bitcoin down 45%. Spotify up 15% today. Still 40% off high. 98B market cap. SpaceX Acquired XAICurrent valuation. $250 and $1t. Elon on the Pivot to Moon as opposed to Mars now. Elon MuskGreat interview with 10000 Starship launches annually. Low rate compared to airplanes.Merger with TeslaSpaceX and XaI merged. Presumably Elon has super voting control. Now SpaceXaI will acquire $TLSA at a premium (~30%). They're similarly valued at ~$1.5T each. AND I think/hope Elon also offers an "allocation" of pre-IPO shares to Long-term Tesla shareholders (maybe > 3 years).TeslaNetflixTed Sarandos testimony. 80% of HBO subscribers are Netflix subscribers. YouTube is #1 viewing platform. Rights to Oscars, NFL, etc… Netflix is 9% of viewing and with Warner 10%? Wow! Chief Strategy Officer at Warner. Senator Hawley is a terrible Senator! Play Union Commitment53.28. Sexually inappropriate trans characters. What % of Netflix employees donate $’s to what party? 1.07.03 Why give Netflix the power to promote more woke shit!? Must Play. Wokest content in the world. 🤣1.29.06. Grumpy Old MenAIJensen Huang on Software and AI. AI will not replace software. Government FraudHospice Cares in CaliforniaPlay: https://x.com/WallStreetApes/status/201809975894308465718% of entire US Home Healthcare funding/billing is from LA county. 1 Dr. 1900 patients and billed $120m in one year! 287 Hospice providers in 2 mile radius. 2000 hospice agencies in LA county. Strip malls, unmarked buildings and vacant lots.California Billionaire TaxLarry, Sergei, Peter Thiel, countless others. Startup founders will leave. With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. RecommendationsBeast within me.
Transcribe →Markets, Apple, MSFT, Meta, Tesla, XaI, SpaceX, Government
Jan 3100:36:26Tap to summarizeOpeningReformer Machine Workout at YogaSource in Los GatosSonos nightmare. Gemini wonMarketsThe Federal Reserve held its key interest steady in a range between 3.5% and 3.75% after a recent run of interest rate cuts.1 Year: VGT/QQQ 23.3%. S&P 500 17%. 2025: 1 yr and 10 yrQQQ: 20.8% and 19.4% annualized = $100k > 620VOO 17.8% and 14.8% = $100k > 400AppleApple revenue of $143.8 billion, up 16 percent from a year agoGoogle's AI technology would provide the most capable Apple foundation modelsDictation sucks!MicrosoftMicrosoft Cloud revenue was $51.5 billion and increased 26% Slowing Cloud Growth. MetaUp 10% or so? From Zuck: Play at 3.22: https://www.youtube.com/live/1Tm7gX-WctI?si=i66btpKGlApbuyF5&t=202TeslaInvestor DeckEnding production of S and X in Q1. Earnings Call: Elon on CyberCab: Play at 26.15.Elon on TerraFab: Play here 45.40Elon on Optimus: PlaySpaceX and XaIMerger. How it would work. Tesla Shareholder Allocation. Maintaining super voting rights. Government & FraudIlhan Omar US Rep for MinnesotaIlhan Omar went from a having a -$65,000 net worth in 2019 to $30,000,000 in 2026.Financial Disclosures required for Congress Persons2023 Disclosure: $15,000 - $50,0002024: $1,000,000 - $5,000,000EstCru LLC WineryIlhan Omar Winery. Husband is Tim Mynetthttps://x.com/MarioNawfal/status/2016171843992912175- The website disappeared- Listings were deleted- Archives wipedExcited that Matt Mahan is going to run.
Transcribe →Markets, Netflix, Tesla, AI, California, Fraud
Jan 2400:38:47Tap to summarizeOpeningReformer Machine Workout at YogaSource in Los Gatos. Indiana. Fernando Mendoza is a truly special. Markets1 Year: VGT/QQQ 17%. S&P 500 17%. 2025: 1 yr and 10 yrQQQ: 20.8% and 19.4% = $100k > 620VOO 17.8% and 14.8% = $100k > 400VXUS: 32% and 8.5% Gold and Silver. Great year. 77% and 200%. That’s 3x. IBIT and Etha: Down 14% and 10%. NetflixGreat earnings call. 17.6% YoY revenue growth, better than Q4 2024 of 16%. Warner Brothers Acquistion is huge overhang. It will help them: IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. BarbieHBO!LemonadeHIMS. TeslaAutonomous. Finally pulling the driver out in Austin. No longer able to buy FSD outright. Needs to be subscriptionLemonade cutting premiums by 50% if you drive a Tesla with FSD. Important implications for all car insurers.Humanoid RobotsYes Boston Dynamics and many others particularly in China are great, but… Manufacturing, Software, Hardware, ….XAI Will have more AI compute than all others combined in < 5years! From ElonThe Colossus 2 supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April.I’m using Gemini and Grok. Perfect combo. SpaceXSpaceX will be ~99% of all Earth payload mass to orbitI think there will be an allocation to Tesla LT shareholders. Could be $1.5T, but could go to $10T. PoliticsWealth Tax Wealth Tax. 1 time 5% on Billionairs. No limitations on quantity or $ limit. Play Ben Horowitz on wealth tax. More taxes is not the answer. Eliminate Fraud, waste and abuse!Billionaires ~$8T, everyone else $170t.The two Google founders per Gemini represented 23 percent of the aggregate billionaire wealth in CA. Throw in Peter Thiel and well over 30 percent is goneVideo here. https://x.com/bennyjohnson/status/2014785916083020062$23m$125k Rover seizedHome in GreeceMansion in LABalance the Budget State Audit Report hereBudget Summary.05% of Californian’s or ~8500 people making over $10m per year pay 25% of the personal income tax liability. 1% of Californian’s pay 49% of Personal Income Tax. $54 billion Uhaul Growth Index: Companies moving out of CaliforniaRecommendations:RoganBradley CooperBen Affleck and Matt DamonEthan HawkeTim Ferris and Bill Gurley
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