Agenda:

Golf
Tesla & Robots
Political statement absurdity.

Iphone. Apple at $273

Shutdown. Politicians should forgo paychecks.

Nelly Korda vs Grant Horvat. He is a +3 and gave her a 5 shot lead to start. She still won.

Kai Trump set to play in first LPGA event.

Paige Spirinac cheating by stomping grass. You must not take deliberate actions to improve the position or lie of your ball, or the area of your intended stance or swing, by altering physical conditions.

Blue Origin Landed Booster

Encyclopedia Galactica

Markets

S&P500 Up 16%, ~2% off high

Tech: Up 20%, ~5% off high

Tesla

Play at 58.18. Robots
Play at 1:14.50. Manufacturing Robots.

Robotics: Prediction of how USA vs China in Humanoid robotics will go over the next few years

This is analogous to SpaceX. 86% of Global cargo
Tesla is our only hope for Robots
1. General Intelligence Era (Robots work and encompass AGI).
2. More Robots than humans by 2045. TAM = $200 trillion

Glass Lewis and ISS facing antitrust probe.

White House looking at rules to curb their influence.

Bill Gurley: I’ll say it again - boards that don’t move could be sued in Delaware for staying - and exposing shareholders to uncapped securities claims.

Tesla outsold in Revenue the top 20 companies

September Sales #1 and #2 in the World.

Ford on Tesla

Remember Ford $13 billion loss on EVs since 2023
1.6km of wires more!

Politician’s Absurdity

PlayThis video is great. Government kills affordability of everything it touches!

This video by Roland Gutierrez is a perfect summary of why socialism is pretty much evil.

Economic impact of Elon Musk. Last 4 years.

Salaries: $110 Billion
Taxes: $46 billion
Vendors: $173 B

California working on 5% tax “1-time” tax on wealth over $1Billion.

Irony and Paradox of people saying: Company over-valued and comp package is too high

Markets

Tesla

Recommendations

Golf, Tesla, Robotics, Markets