Dive into the explosive growth of AI-driven companies like Tesla and Palantir, comparing retail vs. Wall Street valuations, and debating the potential for the greatest bull market ever amid technological revolutions in robotics, self-driving tech, and enterprise software.

Explore how AI data centers drive energy demand, leveraging on-site generation, batteries, and grid solutions to meet unprecedented compute needs in the next 5 years.

Harry Campo joins us to explore the intersection of autonomy and ride-sharing. Delve into Tesla's potential disruption of Uber through scalable robotaxis, Waymo's current operations, business model challenges, insurance implications, and market fragmentation. Uncover how fleet size, safety data, and peak demand shape the evolving transportation landscape.

Tesla's FSD V13 shines with zero-intervention road trips, smoother Hardware 4 performance, and China deployment success using synthetic data, signaling unsupervised driving by 2025.

Neuralink's third patient, Brad Smith, who lives with ALS, demonstrates his brain implant's real-time interface during a live discussion. Covering implant tech, daily life upgrades, family impacts, and future visions like wheelchair control and Optimus integration, the conversation highlights breakthroughs in brain-computer interfaces for enhanced communication and independence.

We explore the massive energy demands of AI compute and Tesla's pivotal role in scaling solar, batteries, and natural gas solutions. Discussions cover bottlenecks in transformers, nuclear challenges, and pathways to a Type 1 civilization, emphasizing economic growth and global stability through abundant, cheap power.

Tesla's autonomous vehicle push, led by the Model Y, outpaces Waymo with scale and cost advantages. Robotaxi networks and unsupervised driving could drive viral adoption, boosting Tesla’s stock as market recognition grows.

We dive into Tesla's upcoming Robotaxi rollout in Austin, Texas, set for June 1, 2025. Explore the potential for driverless operations, regulatory advantages in Texas, competition with Waymo, and the broader implications for AI-driven mobility and scaling autonomous fleets. Insights highlight rapid innovation paces and market shifts.

Explore US tariffs' impact on autos, Tesla's low-cost EV plans, and Slate's innovative, affordable truck. Sandy Munro shares insights on manufacturing, meritocracy, and defense innovation, urging a revival of American industry.

In this episode, Michael Dunne joins us to explore the escalating US-China tensions, from tariffs targeting manufacturing giants to strategic battles in EVs, batteries, and AI. Delve into historical roots, cultural clashes, and global alliances shaping the future of innovation and security.

Tesla’s stock soars 19% as Trump hikes China tariffs to 125% and pauses tariffs on other nations for 90 days. Markets react strongly, with experts debating supply chain impacts and Tesla’s strategic gains in the shifting global trade landscape.

In this episode, explore Trump's bold tariff strategy aimed at reducing US reliance on China, sparking global negotiations and economic shifts. Delve into power dynamics, market reactions, and how AI could reshape labor and global competitiveness, potentially reversing Western decline while challenging China's rise.

25% auto tariffs hit hard, boosting Tesla’s edge with localized supply chains. Rivals face price hikes, while Tesla’s cheaper EVs and subsidies strengthen its grip. Battery tariffs sting, but robotaxi plans could reshape mobility amid a potential sales slump.

In this episode, we dissect the recent tariff announcements aimed at reshaping global trade, critiquing their blunt approach while highlighting paths to onshoring critical industries. Explore negotiation tactics, supply chain vulnerabilities, and economic parallels to the 1930s, with a focus on achieving balanced trade without sparking recessions.

In this episode, Brett Winton joins us to explore AI's rapid evolution, regulatory hurdles, and the transformative potential of autonomous vehicles. Delve into how Tesla's robo-taxi network could reshape transportation, boost productivity, and drive global innovation forward.

In this episode, we explore Tesla's groundbreaking strides in autonomy, from self-driving cars to humanoid robots, and their edge over legacy auto and competitors like Uber, powered by innovative AI and strategic supply chain moves.

In this episode, Jeff Lutz joins us to explore how recent tariff policies are disrupting the auto industry, from supply chain shifts to Tesla's strategic advantages. Delve into negotiation tactics, global trade barriers, and predictions for upcoming changes amid economic uncertainties.

In this episode, we dive into the failures of government modernization efforts, from IRS tech overhauls to contractor grifts, and explore how new initiatives like DOGE aim to disrupt entrenched inefficiencies through private sector innovation and structural reforms.

In this episode, we explore Cathie Wood's deep analysis of economic trends, innovation's role in growth, and parallels between past and present market challenges. Delving into manufacturing declines, tariff imbalances, and automation's potential to revitalize US competitiveness.

In this episode, we explore rising recession risks in the US, Trump's disruptive trade policies, and the end of post-WWII global order. Discussions cover tariffs imbalances with Europe, Canada, and Mexico, NATO funding disparities, bureaucratic bloat, national debt, and Elon Musk's high-stakes involvement in government reform, alongside Tesla's brand challenges amid political polarization.