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0:00 Introduction
1:42 Breaking: Massive Moment Incoming
2:50 What FSD 12 Sees
3:27 Breaking: China CyberCab Road Testing
4:54 Uber Should Be Worried
5:20 Breaking: Mag 7 – 6 Qtrs of Outperforming SPX
5:55 ICE Valley of Death in EU
6:37 Breaking: Rivian Also in Valley of Death
8:00 Breaking: MS Warning to other Car Makers
9:14 DoJo In Production
9:34 Optimus Ramp
10:21 Breaking: BP Wants It All in Pivot to EV Charging
11:06 BP Have Planned This All Along
11:26 IA Theories on Why TSLA Scaling Back Charging
13:30 IA on Charging 1 Mth Ago
13:56 NACS Tesla NACS Charging Adoption
14:14 Breaking: MegaCharging!!!
15:13 Breaking: Walmart also Got a Semi
15:54 Breaking: Model Y Can Also Pull a Trailer
16:13 Breaking: Another Accolade – TSLA #1 in ES
16:48 Breaking: Batteries Now Control CA Grid
17:31 Breaking: SB Co Runs on Megapacks
17:48 Breaking: $3BN in New Megapack Orders
18:08 Breaking: Plus new Oz 1/2bn Project
18:39 Breaking: Earth now 30% Renewables
19:04 Breaking: 43% Growth YoY
19:29 Solar and Wind Exploding – Need Storage
19:38 IA Megapack Valuation Model
20:32 Breaking: 100 Days Of Success
20:56 Rich Otto Leaves After 7 Years
21:28 Breaking: Elon Helping Brazil w StarLink
21:55 Next Giga Libertarian Factory – Argentina?
22:55 Breaking:A.AI 18bn Funding Complete
23:23 TSLA on ATR
24:08 No Competition & No Company Like It
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