31: ETH Names, $ENS Airdrop, Why Elon Sold Te...

The NIA boys discuss Naval's “Coding an app is the new starting a podcast” tweet, Jack VV AI Projects & Karpathy AI Proof JobsTimestamps(00:00:00) - Intro(00:03:41) - “Coding an app is the new starting a podcast”(00:25:26) - Jack VV AI Projects (00:36:57) - Karpathy AI Proof Jobs ...  Show more

The NIA boys discuss the Sphere’s $4B BusinessTimestamps(00:00:00) - Intro(00:01:19) - What Is the Sphere (00:03:28) - James Dolan's Three Public Companies(00:04:58) - The Backstory of the Sphere(00:10:45) - Revenue Breakdown: IP, Live Events, Sponsorships, F&B(00:14:37) - Expans ...  Show more

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto ...  Show more

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episod ...  Show more

Eric Markowitz, Director of research at Worm Capital, discusses the bull thesis for Tesla. Key topics include all of Tesla's growth options, the biggest misperceptions of Tesla, and why comparing Tesla's valuation to legacy auto manufacturers doesn't make sense. We ...  Show more

Elon Musk’s politics have eroded Tesla’s appeal among some core buyers of electric vehicles. Some customers have started getting rid of their Teslas, and the company’s sales are down worldwide. Meanwhile, Musk is looking at new ways to expand Tesla’s business. WSJ’s Becky Peterso ...  Show more