50 Million Geniuses in a Box: The Risk Nobody is Pricing In 🤖🧠

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00:00 Introduction
01:25 Robotrucking: Waabi Canada’s Largest Ever Raise
02:52 Cybercab Production Will Exceed All Others
03:35 Tesla Kills Luxury Cars for Optimus
04:07 Killing Cars for Optimus Math
05:09 xAI Investing $1BN a month on Optimus Brain
06:26 Tesla invests in xAI
06:47 MSFT Capex Spooks Wall St
07:23 MSFT Back at June 2024 Levels
08:05 2026 Capex Spend Plans
09:17 META Plans Just as Much and Stock Jumps
10:14 Future will be a Robot Majority Future
11:07 Cathie: Tesla has shot of being first $100T Co
11:48 OpenAI Needs Cash
12:52 Jensen: “Wish I Invested More”
13:04 RIP Wikipedia
13:25 AI Continues to EAT SAAS Software
14:08 MUSK CONSIDERS MERGING SPACEX AND XAI
15:04 FDA Approves Daratumumab + Bortezomib
15:54 Quantum Stocks Also Crash
16:25 AI to Replace Theoretical Physicists
17:02 The Risk Nobody is Pricing In