Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Video Description
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00:00 Introduction
02:13 Tesla Cybercab at Shanghai Trade Show Nov 5-10
03:11 99% Chance or Driverless Robotaxi by Year End
03:29 A Third Of Americans Have Had Rel w Bot
04:16 New NEO Bot!
05:27 xAI Unveils AI Model for Physical World Interaction
05:59 Grokipedia Goes Live
06:52 Elon Musk’s xAI Funding & Valuation
07:17 OpenAI Launches AI-Native Browser 'Atlas'
08:00 OpenAI's $1 Trillion IPO & Restructuring
08:39 Big Tech AI Investments & Earnings
09:13 1 Year Return Top Assets
10:06 Nvidia's $5 Trillion Milestone
11:00 Nvidia-OpenAI $100B AI Deal
11:29 Google Smashes $100BN in Qtrly Revenue and Google Becoming a Force
12:41 Meta FCF Falls
13:33 Meta Highlighted an FCF Problem
14:28 Tesla Killer BYD Loses $10.3BN SO far in 2025
15:00 MSFT Beats Earnings
16:10 OpenAI Lost 11.5BN Last Qtr
16:53 Meta created The Free Transformer
17:40 Tesla Cortex now 81,000 H100 GPUs
18:17 Tesla’s Expansion in AI Compute & Chips