Active angel investor with extensive media-for-equity experience (Televisa, Squirrel Media, Ul Box, Fabletics/Kate Hudson). Holds Tesla shares. Analyzes demographic trends, humanoid robotics, and SpaceX valuation with quantitative frameworks. Regular panelist on 4Founders.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Tesla's Optimus humanoid (22 DOF hands, 50kg, 170cm) leverages AI and manufacturing scale; Bank of America projects 1.2M units by 2030 and 10M by 2035, potentially justifying $3T valuation; SpaceX Mars plan depends on Tesla humanoids for base construction.
Musk's xAI (Grok, Colossus) folded into SpaceX narrative: $3B revenue line attributed to 'AI/Twitter/Grok/data centers'; orbital compute and Starlink distribution create vertical AI stack.
SpaceX's Starshield orbital data center thesis relies on Anthropic's Colossus supercomputer partnership; space-based compute advantages (free cooling, abundant solar) could unlock massive TAM if technically feasible.