ABOUT THIS EPISODE
SpaceX compute: Elon says Colossus 2 hits about 1.2M Nvidia chips by year end, as Sequoia's Shaun Maguire models $700B+ revenue by 2028.Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.Follow Jeff Lutz on X: @theJeffLutz🚨 Are you a serious $TSLA or $SPCX investor? Track Tesla & SpaceX catalysts and odds 👉 https://www.brighterfinance.comKeep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ00:00 Compute Story Explodes02:25 Elon Details Colossus II Build04:59 Sponsor Brighterfinance Break05:26 Why Elon Outexecutes Everyone10:22 Compute Flywheel and Payback11:59 GPU Counts and Gigawatts Math14:41 Colossus vs Hyperscalers18:17 Orbital Compute Debate20:20 Google Haiku From Orbit23:02 Space Data Center Costs29:35 CapEx Shock and Funding Plan31:02 CapEx Efficiency Storytelling33:52 Compute Monetization Double Tap36:26 Geopolitics and China Risk40:31 Wrap Up and Links40:43 Final Sponsor OutroBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m
