The biggest insult from the politicians shutting down the government… while the military and government workers don’t get paid. ”The only salaries the federal government are obligated to pay according to the Constitution during the shutdown will be members of Congress and the president.” From NPR

Amazing day at “The Grill” today and dinner last night. Amazing group of people discussing the future of entertainment. @thewrap.com

Government shutdowns tend to have little effect on the stock market over a some amount of time. Short term maybe a little wobbly. Typically not market moving.

Michigan fans got an extra special night of music. Looked like an amazing show.

I’m thinking this robocab stuff could end up like being a giant bird scooter disaster. Too many cars with no new riders creates more traffic and a mess… people are not giving up their cars unless the rides are close to free… I’m not convinced people will give up personal vehicles. I’m not going to…

So I’m sitting in Santa Monica waiting for someone. And #Waymo’s are going by left and right. #Ubers all over. I’m pretty sure we don’t need more cabs. Where does the new demand come from? The only way is if they give the rides away…

$14 bil for #TikTok US is kind of a joke. It’s probably worth more like $80 billion. Minimum. Anyways not sure how this shakes out, but it won’t be for $14 billion.

So they want to prop failed policies in #Argentina with $20 billion in US tax payers dollars. This has happened over and over again. ‘Don’t cry for me Argentina’ - maybe Evita will come back to save Milei and his chainsaw.

How about a bet with tesla where if this version doesn’t work level 4/5 we can all get our $10k back until it does. At a certain point it’s absurd that we all paid $10k for FSD… it’s been years of these promises. #Tesla

We closed our first $1 mil plus client that came to us through chat GPT this week... So we’re the first firm to do business from an AI generated lead. Continuing our long history of technology firsts at GK.

Strong GDP numbers revised up and 3% inflation is not a bad economy. Only the Fed decided 2% and a moribund economy is best. But if we can’t keep inflation at 3% or lower…

There used to be days we talked about #tesla making 20 mil EVs a year. Now the goal is 2 mil a year. Sad really.

A huge setback in the fight against climate change. Losing the EV credits is a crime against Mother Nature. One we will certainly pay for over time.

#Roblox is not a safe platform for kids. Simple as that. Profiles are stolen and sold off internally and the corruption and stealing from children is pervasive and unchecked.

Never would have thought Jimmy Kimmel would become the Lenny Bruce of our generation. What a well thought out and important show.

The Bad Bunny Puerto Rico shows kinda set a new bar for huge artists. Massive amounts of people went for amazing performances and then busting streaming music records Saturday night on Amazon/twitch.

Finally something good from ole Gavin.

#Disney slumping as the Kimmel disaster reverberates through the company and the entertainment industry. $DIS

‘Don’t fight the fed.’ Probably one of the better Wall Street sayings. Certainly ‘sell in May and go away’ would have failed this year…

#Oracle and private equity get 80% of #TikTok in a huge deal and win for America. This is the good part. The Chinese will lose control. $ORCL From @perplexity_ai

Now Waymo’s are cruising the streets no problem here. It’s very good at driving. Better than humans. Robotaxi has been solved by Waymo and everyday Tesla falls further behind.

Driving on the streets by my house is extremely challenging due to many factors. Small curvy streets. Always construction, etc. Tesla FSD can’t make it even a few minutes without disengagement.

#TikTok is the best weapon #China has to destroy America. We must take it away from them.

#China can ‘bite off its nose to spite its face’ on #nvidia chips. Fine with me. They can fall behind in the #AI race… it’s all posturing as we take #TikTok, the social site they use to manipulate America, away from them.

#Roblox is out of control with no end to the manipulation of our kids to waste money on virtual crap which is then stolen from them.

Nice to see Tesla get back to even on the year, imagine how high the stock would go if Elon bought 12% more? Then stockholders win… seems more fair to shareholders for the second richest person ever.

Well Jeez. If he can afford to buy the stock why doesn’t he just buy the other 12% he wants instead of taking it from shareholders? Just asking for a #Tesla friend.

We literally have the worst people controlling social media companies and what the vast majority of what people see.

Demand pull forward might be viewed as good from those who want to believe… But actually it’s bad as it’s a cliff and the good sales news will end in 2 weeks… followed by a long winter. Anyways. Two weeks left to lease a new #tesla. Do not buy this car. Lease it.

Tennis is become a huge draw again with such great athletes. I’ve replaced golf with tennis. Much more exciting.

Never forget 9/11 and the lessons we learned from it. America needs to come together as we are a much stronger nation united, to fight our adversaries who work everyday to divide us. As they all know the power of a united America. 🇺🇸

What new programming will solve teslas issues after so many years of failure. Why does Tesla FSD not work as promised and what are they going to do now that will somehow make it work?

Everyday Elon Musk fiddles with software without addressing the hardware issues on teslas, we will not achieve L4-5 autonomy… a simple question would be if Elon Musk hasn’t solved FSD while others have.

Farewell old #uber as I will only be using #Waymo moving forward. The robotaxi revolution is here and it’s Waymo. They solved this difficult technical challenge of driving and are now going to be able to scale rapidly.

My 42 min #Waymo trip. Through Hollywood, Beverly Hills and the very tricky streets by my house in the Palisades. I give it an A. It drove confidently through 3 quite challenging challenges. I’m impressed. Not to mention the car is clean and doesn’t smell like an #uber.

Took the uber to Hollywood now taking the #Waymo home. #Uber cost $80. Waymo $27. None of this drive is easy. Waymo just diving like a pro so far…

Just terrible. The violence and guns in this Country. It’s sick and it must stop.

Oh my. What a good day. It’s an AI party. $ORCL $AVGO $GEV $NVDA

We spotted a new #Waymo van being trained.

It’s going to be an Oracle party today. Absolutely massive demand for AI data centers. Game changer.

Not much innovation but certainly nice upgrades to the iPhone line up and some fairly compelling reasons to go back into the #Apple Store. I think I like the thin one but I’ve got to see and use it. Pricing held constant which is good. Overall a nice upgrade for Apple products.

Warm up your pillows. The #Apple event has begun… starting with AirPod pro 3!

Looks like a Broadcom party is about to start.

Basically if Elon succeeds with his goals he will be paid the entire current value of tesla.

Has the #tesla BOD heard of xai where Elon is developing AI that is NOT owned by tesla. How this all ends up will be very interesting…

The economy is stalling out with a major cause being tariff uncertainty and the higher costs associated with it. Rates are coming down but not inflation. Gold loves this scenario.

I don’t think a pay package could be more ridiculous than teslas. Just when you thought there was no limit to the madness. You’re right!

I didn’t get invited to Melania’s AI summit either.

I’m sorry but if this is the future. It’s pathetic. We’re making robots to clean dishes???? Trillions invested for this… no thanks. Make me a flying car or a phone that works all day.

Sad state of the #Clippers affairs. Looks very shady although not surprising… Looks like Balmer is even doing worse at the Clippers than he did running Microsoft.