$1 trillion or must walks. Is that really what's on the line this evening. No, frankly, you know, the structure of the proposed package is complicated.It is a ten year proposal split into two tranches. And all told, the total compensation would be $1 trillion in dollar value. Right.But actually, what it is set against is a series of both operational and financial milestones. The operational ones are easy to understand. Musk has to deliver 20 million vehicles to customers, build a million robots, scale robot ...

And I'm sure it's really frustrating to stock on start on the stock market reaction. But what do you think investors have done ahead of this. Have they got overexcited.We're seeing this play out with a few of the chip sector. Look, it's really hard to predict the market right now, but we're incredibly happy about the company. I think we're executing very well.Our strategy is playing out perfectly. Everything we said we're going to do, we're actually doing better. And like I could not be more excited about s ...

(Subtitles may contain inaccuracies) Let's take a look at how Robinhood doing after hours. They're off about one and a half per cent at the moment. Robinhood did have a third quarter profit beat, net income up 271% to 556 million.Crypto revenue, however, did fall short of estimates. That was even though it jumped 300%, so the market was expecting quite a bit there. But Robinhood shares a little bit softer after hours.Let's get more now bring in Bloomberg Tech co-anchor Ed Ludlow in San Francisco. Ed. Yeah, ...

David, I would love to start with you. You're trying to tackle the concept that you have labeled the Franken stack, even though the term is new to me. The concept is something that's been discussed on this program a lot.Just to explain what Riva wants to achieve it. Sure. Well, first off, thanks for having me.It's a big day for us. Look, I is the biggest shift in enterprise software since the cloud. But the reality is, revenue teams are still stuck.And like you said, what we call the Franken stack, which is ...

This is an interesting move. We've covered comment and perplexity on the show. We understand Amazon just, I think, start by explaining the grievance that Amazon has and the accusation Amazon's making against perplexity and what they're doing.So Amazon says that, you know, what perplexity is doing here is masking whose on its website. Right. They've alleged that perplexity.Instead it's sort of the same code that would make Amazon systems think it was just a regular Google Chrome user when in fact it was an a ...

A restart with you how it did with Peter, right. The market is confronted with AMD's earnings and trying to work out is this them gaining some territory on Nvidia in the accelerator card market or are they getting a boost, particularly in the quarter gone from those legacy business lines. PC processors, CPU for server, Let's just start there.What did you learn from AMD. Yeah, good morning Ed. We're seeing all of that from AMD.And let's start with what the old boring part aimed at the PC cpu's the standard s ...

I want to start by just clarifying some things for our audience. Now that the proxy is filed and the proposed compensation plan is out there, have you continued to be engaged with Tesla special committee or was that work finished. No, we've still been very actively involved with the special committee throughout this whole process.Obviously, that was just the start of it to kind of work with them. But we've been working with them ongoing and they've been engaged with all their advisers and legal advisers alo ...

The one that caught my eye was the relationship with Google Cloud and bringing the availability of the latest Gemini models to Snowflake. And the reason I want to start with that is you are all about choice, right. Because you can look at anthropic or AI, but there must have been an indication to you, Sridhar, that those Gemini models are in demand amongst your customer base.Hey, it's great to be here. Absolutely. Gemini models are among the best in the world, and a lot of our customers are asking for acces ...

AI Investment & Market Concerns - The market is drawing parallels between the current AI boom and the late 1990s internet boom, cautioning against excessive enthusiasm and the need for diversification [2][8] - Concerns exist regarding potential obstacles to continued AI CapEx boom, including access to rare earth elements and productivity gains [2][3] - A potential slowdown in AI investment could occur if companies don't see significant productivity gains from their investments [4][7] - NIMBY (Not In My Backyard) movement related to data centers and rising electricity costs could pose macro risks to AI build-out [4][5] - Michael Barry's perspective suggests that excessive capital expenditure and slowing cloud growth may lead to a market correction [6] Consumer Spending & Economic Outlook - Consumer weakness is observed, especially among lower and middle-income consumers, as indicated by Chipotle's earnings call [9][10] - White-collar job layoffs could impact middle to higher-income consumers, potentially creating a larger economic problem [11] - While higher-income consumers may drive a strong holiday quarter, vulnerabilities exist, particularly sensitivity to stock market performance [12][13] - A stock market sell-off could reduce high-end consumer spending [14] China Investment Opportunities - Diversification into China is suggested, given different risks and vulnerabilities compared to the US [8][14] - Many attractive companies in China with lower valuations are part of the AI food chain and CapEx spending [16] - AI development in Asia is in earlier stages, offering a longer runway for investment [16]

That's so interesting. Right. You just heard Natalie talking about Uber bringing in new products that hurts profitability.Your strategy seems to me to be like more affordable products for a wider audience base, customer base. But you're doing it in a way that is accretive to your bottom line. How have you done that.That's right, Dad. We went on point in terms of strategy, making our product more affordable, and we really widened the top of the funnel for us. If you look at the third quarter, we have now 48 ...