Tesla
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In this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily marketing for a prospective SpaceX Tesla merger, pointing to the swapped order of the earnings calls, SpaceX executives quietly following Tesla accounts over the weekend, and the window a shareholder vote would require. Then to CoreWeave, whose bonds are trading at a fifteen percent yield after being raised at nine, with no visible softening in Graphics Processing Unit (GPU) demand to explain it. Brett’s suspicion is that a leveraged fund is being liquidated rather than anything fundamental breaking. Plus Anthropic’s reported numbers, why growth decelerating to 340% may still be the most remarkable twelve months of business performance ever recorded, and the non-consensus case that the closed labs are pulling away rather than getting caught.
Key Points From This Episode:
00:00:00 Roadster
00:04:25 Tesla-SpaceX
00:08:17 AI Selloff
00:13:02 Anthropic Growth
00:17:00 AI Competition
00:26:55 Roadster Collectibility
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
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