Cheaper Teslas, OpenAI's Cash Burn, and Apple's CEO Succession Plans
Kara Swisher and Scott Galloway discuss Tesla's newly announced cheaper but downgraded Model 3 and Model Y, and what the moves reveal about intensifying EV competition, Tesla's shrinking market share, and the company's stretched valuation. They analyze OpenAI's massive compute deals with NVIDIA and others as signs of a potential AI bubble and explain how AI-driven market gains concentrate risk and give political cover for Trump's aggressive policies. They also cover the surge in gold prices and what it signals about confidence in the U.S. dollar, Apple's emerging CEO succession plan around John Ternus, bank lobbying over a potential Fannie Mae/Freddie Mac IPO, National Guard deployments and ICE raids in U.S. cities, and close with predictions on the Nobel Peace Prize and the length of the government shutdown alongside personal anecdotes.
TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)
Host Preston Pysh interviews investor and technologist Cern Basher about Elon Musk's ecosystem of companies, focusing on Tesla's pivot away from the Dojo training supercomputer toward custom inference chips, and how this underpins autonomous vehicles and humanoid robots. They explore the economics and deflationary impact of Tesla RoboTaxis and autonomous trucking, the massive potential of the Optimus robot to transform labor and corporate balance sheets, the role of Tesla Energy in enabling abundant power, and how these automation trends connect to Bitcoin as a long-term treasury asset in an AI-driven world.
The emerging science of finding critical metals | Mfikeyi Makayi
Host Elise Hu introduces a TED Talk by mining innovator Mfakeyi Makai about how the world's transition to electrification and a circular economy requires a massive increase in critical metals like copper, lithium, cobalt, and nickel. Makai explains that while ore deposits are abundant, the mining industry has underinvested in exploration and still relies on outdated methods, so her team at Kobold is using AI and machine learning to model subsurface geology, quantify uncertainty, and design more efficient, safer, and environmentally sustainable mines. She illustrates how their approach guides where to explore, when to stop drilling, and how to plan operations, highlighting the Mingamba project in Zambia as a prototype for the mine of the future.