The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
For twenty years, Elon Musk's answer to an expensive supplier has been to fire it and build the part himself. That small group of companies is the signal to watch.
Physical AI’s $40 Trillion Question: How Elon Musk Confirms the Biggest Winners
We’ve spent months mapping which companies sit across those four layers... Not the trillion-dollar names everyone already owns, but the potential Intels, Ciscos, and Nvidias of the Physical AI age.
Tesla Just Put Physical AI In the Driver’s Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX's AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
Nvidia Just Revealed the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
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More PodcastsWhat the AI Industry Could Learn from the Three Mile Island Meltdown
For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher and I spend most of our time worrying about the technical risks to that assumption.…
