Description
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00:00 Introduction
01:49 What to expect from Tesla in 2026
02:45 Tesla Recap Was Profound
03:01 2026: Banger Year According to Elon
03:16 Cybercab Production Started - Test Production
03:46 Tesla Induction - Look, No Plug!
04:30 Waymo Just Drove Coast to Coast - kidding FSD did
05:26 New Mag7??? 3 Huge Tech IPOs Await
06:05 AI Adoption vs Internet and Mobile Phone
06:34 AI Agents are Eating Software
07:50 Ilya Sutskever - Top AI Mind makes 3 Predictions
09:20 xAI Year in Review
10:12 The Year of Data Center Buildout
10:37 Macrohard Getting to 2GW of Compute
11:09 World’s Largest Compute Clusters
11:44 Grok Now Has 200M Users
12:22 AI Follower Scorecard
13:00 First Ever AI model trained in space
13:44 Softbank Sells Winners to Invest $40BN in OpenAI
14:53 Groq = Inference Speed. NVIDIA = Scale.
16:45 Anduril Simulating War Games
18:20 AI Based Prickly Porcupine
18:53 12,000 Drones… Billion Dollar Mansion in the Sky
20:15 Politicians Still Fail to Understand Laffer Curve
20:45 $500BN in Wealth Left California Yesterday
21:45 Wrong Enemy vs Right Enemy
21:56 Sacks: The New Tech and Finance Capitals