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Explore Every SpaceX Investor Needs To Watch This with 155,087 views, 2,690 likes, and 128 comments. Experience the impact of this video content that has captured audience attention.

AI shakeout: Elon says debt markets shut off for neoclouds, as SpaceX closes $40B in GPU financing and H100 rents jump 45% since December. Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm. Follow Jeff Lutz on X: @theJeffLutz 🚨 Are you a serious $TSLA or $SPCX investor? I just launched BrighterFinance.com Keep close track of all Musk business posts, prediction forecasts for every upcoming catalyst, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more. 👉 https://www.brighterfinance.com ━━━━━━━━━━━━━━ 📚 Want to learn how to trade options? I’m not the options guy, but my friend Nick Gibbs is! 👉 https://crashcourse.iagmethod.com/herbert Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ 0:00 Elon's weekend posts on the AI shakeout 2:37 Old GPU rental prices up, not down 6:48 Most important chart: Anthropic revenue per dollar of compute 10:38 Anthropic IPO: paying SpaceX $120 billion by 2029 13:35 A16Z on GPU depreciation schedules 14:02 Elon: AI agents like employees you hire 15:44 Elon speed on infrastructure supply constraints 18:02 Neoclouds and stranded compute 23:40 Power, land, permits: everything you need to turn on a data center 27:19 Debt markets shut, SpaceX not buying neoclouds 28:58 Data centers as the most lucrative business Become a Patreon: https://www.patreon.com/brighterwithherbert Become a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Your support means alot! ❤️ My website: https://www.BrighterFinance.com 15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter! Website: https://brighterfinance.com/ X: @herbertong Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date. #Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock Merch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz $TSLA White Hat: https://tinyurl.com/bdd9v96m

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