Andrew Hawkins

I listen to the earnings calls that they have every quarter. It's been fascinating lately because the topics that he'll talk about have become less and less about cars and more and more about AI and robotics. And it seems clear to me that he's not interested in owning and running a car company anymore. What he really wants to do is to be the CEO of an AI and robotics company.

I listen to the earnings calls that they have every quarter. It's been fascinating lately because the topics that he'll talk about have become less and less about cars and more and more about AI and robotics. And it seems clear to me that he's not interested in owning and running a car company anymore. What he really wants to do is to be the CEO of an AI and robotics company.

I listen to the earnings calls that they have every quarter. It's been fascinating lately because the topics that he'll talk about have become less and less about cars and more and more about AI and robotics. And it seems clear to me that he's not interested in owning and running a car company anymore. What he really wants to do is to be the CEO of an AI and robotics company.

And I think that we're seeing that because the company is obviously trying to pivot to self-driving cars, to robo-taxis. They've got this cyber cab that they unveiled last year and are planning to start production on in 2026.

And I think that we're seeing that because the company is obviously trying to pivot to self-driving cars, to robo-taxis. They've got this cyber cab that they unveiled last year and are planning to start production on in 2026.

And I think that we're seeing that because the company is obviously trying to pivot to self-driving cars, to robo-taxis. They've got this cyber cab that they unveiled last year and are planning to start production on in 2026.

They've got these humanoid Optimus robots that they claim, that Musk claims is going to be a trillion dollar business and they're going to replace warehouse labor and they're going to be home help aids and He wants it to become this new mission, and it's not clear that that's going to be a success for him.

They've got these humanoid Optimus robots that they claim, that Musk claims is going to be a trillion dollar business and they're going to replace warehouse labor and they're going to be home help aids and He wants it to become this new mission, and it's not clear that that's going to be a success for him.

They've got these humanoid Optimus robots that they claim, that Musk claims is going to be a trillion dollar business and they're going to replace warehouse labor and they're going to be home help aids and He wants it to become this new mission, and it's not clear that that's going to be a success for him.

I mean, I think that's a really great question because it is certainly the case that as the world's richest man, you know, how much money does he need to lose for this kind of stuff to matter, right? So I think that that is sort of the crux, right? He can lose $121 billion in the span of several weeks, and it doesn't really dent that much. It doesn't really phase him that much.

I mean, I think that's a really great question because it is certainly the case that as the world's richest man, you know, how much money does he need to lose for this kind of stuff to matter, right? So I think that that is sort of the crux, right? He can lose $121 billion in the span of several weeks, and it doesn't really dent that much. It doesn't really phase him that much.

I mean, I think that's a really great question because it is certainly the case that as the world's richest man, you know, how much money does he need to lose for this kind of stuff to matter, right? So I think that that is sort of the crux, right? He can lose $121 billion in the span of several weeks, and it doesn't really dent that much. It doesn't really phase him that much.

And now he has this inside track on the federal government, this important position in the Trump administration as the special advisor, unelected, unaccountable to anyone, basically, except to Trump. It's clear to me that this maybe was the ultimate goal, right? He has his hands on the levers of power in a way that he never has before.

And now he has this inside track on the federal government, this important position in the Trump administration as the special advisor, unelected, unaccountable to anyone, basically, except to Trump. It's clear to me that this maybe was the ultimate goal, right? He has his hands on the levers of power in a way that he never has before.

And now he has this inside track on the federal government, this important position in the Trump administration as the special advisor, unelected, unaccountable to anyone, basically, except to Trump. It's clear to me that this maybe was the ultimate goal, right? He has his hands on the levers of power in a way that he never has before.

It's hard to imagine what kind of effect there would need to be in order to get him to change his tactics when he has amassed so much wealth and power over the past year and a half or so to the point where maybe just none of this really matters.

It's hard to imagine what kind of effect there would need to be in order to get him to change his tactics when he has amassed so much wealth and power over the past year and a half or so to the point where maybe just none of this really matters.

It's hard to imagine what kind of effect there would need to be in order to get him to change his tactics when he has amassed so much wealth and power over the past year and a half or so to the point where maybe just none of this really matters.

Mystery crate.

Mystery crate.