Tesla is exciting due to the massive potential of humanoid robots; entry timing was slightly premature but acceptable.

Thank you to Shaun D and TND Tesla and Cipher Sniper and Cade for being here.

Tesla down 6%,

And I may have been a bit premature and mayulpa getting into the physical AI world. I still think the biggest TAM on Earth total addressable market is humanoid robots. That's one of the reasons I'm very excited about Tesla, but I may have gotten in a little bit early, but that's okay. Better to be early than late in my opinion.

Now another good news if you are a Tesla shareholder if you watch the show you might be. Uh Tesla has now just opened an office of mergers and acquisitions and son of walkie believes SpaceX merger is imminent.

Shout out to Cal as well for sharing this one too. This is very exciting as well. We know it's going to happen. We just don't know when. But now it's like cats are leaking out of the bags left, right, and center.

And we're seeing a lot of breadcrumbs that lead us to believe it is imminent, which will be great when it does happen cuz the combination and the synergy of these two companies together will make it potentially the first 100 trillion company on Earth and they'll be completely untouchable.

That's interesting. Now, a tiny bit of Tesla news. Turn off my camera for this one. Shout out to Pili. He put this cool chart together. And this is just 2026 sales so far. A lot of rumors that sales are down across the world, but I don't see that in the data.

I see, you know, Tesla cars are sold out in the US. In many places, dealers, the the Tesla showrooms have no cars in them. But it shows you so far in different parts of the world.

Norway wins the charts. We have 3,000 new Teslas sold for every 1 million people in no Norway so far in the year 2026. In the USA, it's about a,000 cars per million people. Uh South Korea, Iceland, Australia, and Denmark are all there above a,000 cars per million people.

These are the fast growing countries. And it's interesting to see North or South Korea there growing out of nowhere. Very interesting. The South Koreans, by the way, love FSD and they like self-driving cars.