SpaceX, Tesla, World Cup, Markets, Game Stop/Ebay, California

Happy Father’s day Weekend. 

US Mens world cup: 

• 2-0 over Australia today. 
• 4-1 over Paraguay
• Playing Bosnia July 1 in SF in round of 32. 

Messi is Awesome!

Interview with Dara at Uber. 

• Play at 1:07. Talking about working with Barry Dillar 
• Talking about Reed at 1:08

Tide

Citizen Vigilante. 

• Director/writer here? 
• Streisand effect. Citizen Vigilante is a Uwe Boll film starring Armie Hammer, released June 19, about a wealthy American in Zagreb who becomes a feared underground vigilante targeting criminals and corrupt judges, gains a social media following, and ends up hunted by Interpol. Already a combustible combination.

Air conditioning in US.

Draw down

• Mostly fears that Fed won’t lower rates, and may in fact raise!? 

Off all time high. 

Elon Trillionaire: US took in $5.2 trillion of tax revenue in 2025. So let's take in an extra $1 trillion or ~20% by liquidating Elon and his companies....

IMAGINE: With $6.2 trillion we will fundamentally change every American's life!!! Everything free!

Fake News on Tesla crash. 

Play Working at SpaceX not a science experiment. 

AI Data Center Revenue: 

• $2,320,000,000 per month. Mostly cashflow. 
• Reflection AI to spend $150m per month developing open source AI model. Backed by Nvidia, Reflection is establishing itself as an alternative to the growing number of sophisticated Chinese open-source artificial-intelligence models. Open-source AI models are free to download and modify, as opposed to closed-source models.
• Another Rental of Compute from Google to SpaceX.  . $920m from Google. $1.25b Anthropic. Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year.

Ron Baron on CNBC

• Play at 4:00. Other people can’t make rockets and interestingly or less obvious is others can build compute as fast or efficiently as him…. Not to mention AI datacenters in space

Extremely fascinating write-up from A16z here. 

Ryon Cohen 

• Taking over Ebay. Listen to this. 

Fareed Zakaria on California. Play at 1:10. 

• Since 2000 population 15% 
  • General expenditures grws 200% 78b to 284b. 
• 2021-2024 LA issued 118,000 building permits. 
  • Atlanta 136,000. ½ the population. 
• In last 7 years - 1.9m people have left California. 
• Total spending on k-12 has doubled. 

USAID Funding

My response to USAID post and ELON. 

As Elon points out if 4.5m children died, would be national headlines. 

• Only asked for receipts. 
• Govt is a water spigot. 
• Internal Control of public companies is superior.  
• Play this about helping children.