SpaceX Is Half of Harvard's Disclosed Stock Book

Harvard's disclosed stock book is now half SpaceX. Then FSD showed up in an Uber shift and on Bay Area roads. The same cars are lining up to sell power and park on a pad.

Harvard's book is half SpaceX

Kalshi said SpaceX now makes up 50% of Harvard's publicly disclosed stock portfolio. An endowment that size does not put half the disclosed book on one name unless it thinks the next 20 years of returns live in launch and orbital infrastructure.

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Wireless charging patents

Sawyer Merritt posted two Tesla wireless vehicle charging patents, filed in 2024 and just published. One puts temperature sensors in the pad that cut power when objects heat up. The other is one vehicle pad that works for both 400V and 800V batteries, with no extra converter. If the pad ships, charging stops being a cable hunt.

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Uber is cooked

A California Uber driver said Tesla Full Self-Driving now handles 95% of his driving, and his Uber safety score went from 70% to 98%. Farzad's line: reason 875 why Uber is cooked. When the software does the shift, the company that exists to pay a driver is the cost you delete.

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Put the labs on an X Space

Farzad said Elon should host an in-depth X Space with all the AI leaders. The public will benefit and up-level the whole argument. Dario just put the regulation fight on the timeline. Do it live, for hours, where everyone can hear it.

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FSD is the demand lever

Farzad: Tesla FSD is becoming a massive demand lever for Tesla, part 42. The San Francisco Chronicle said a quiet revolution is happening on Bay Area roads as a vast number of privately owned cars are now driving themselves. People buy the car because it drives. That is demand, not a demo.

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V2G on every new Tesla

Farzad would not be surprised if Tesla enables V2G on all new cars soon. Distributed energy load is going to be a big deal as AI scales. Owners monetize the battery they already bought, on top of distributed compute. The fleet is spare grid if Tesla turns it on.

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