I'm still running around the world, quite literally. I'm in Hong Kong this week and I get home Thursday night-ish. I was on CNBC last week from Abu Dhabi, talking about Nvidia's earnings, The AI Revolution and I even dropped a bomb or two on Sam Altman and Michael Burry.
I am constantly reminded by most people I talk to that most of society is actually outright scared of The AI Revolution. I am genuinely shocked whenever someone, often someone I know well and love, are actually fearful or even explicitly angry about AI.
The AIRS Revolutions are the biggest Revolutions in more than a century and that's going to be the primary story and driver of rates, economies, society, etc for the next 10-20 or even 50 years, IMHO.
I call my management firm the 10,000 Days Management Company because we are looking out 27.4 years into the future. We want to buy the companies creating tens of trillions of dollars in revolutionary economic activity and own them forever.
Look, you either have to believe Elon's on our side as shareholders of each company and accept that there are some conflicts of interest because he's got more control of one than the other, or you have to move on from both TSLA and SPCX.
