The John Johnston Lounge

Has Tesla’s Elon Musk made a huge mistake when it comes to promising unsupervised full self-driving (FSD) than can work with multiple cameras only, assisted by AI? Will this vision and AI approach work well enough to be an unsupervised robotaxi? JJ investigates and discusses this ongoing issue for Tesla and Elon Musk. Related videos:Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Eventhttps://youtu.be/tRJU0sHrWVQElon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJUTesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuithttps://youtu.be/PaUXyey1iG4JJ’s other Stock Chat Show channel : https://www.youtube.com/@stockchatshowJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueAnd/orBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to and discuss the stock market news that the Super Micro Computer (SMCI) auditor has resigned, surfacing more questions about possible financial and accounting fraud at the high-flying AI-related company. SMCI stock has plunged on the news, after not having a great past few months.  Related videos:Massive Tesla & Elon Musk Fraud Alleged in New Lawsuit https://youtu.be/tMyUi_hXEscPeter Thiel on How To Make Money in A.I. Investing https://youtu.be/kZ0JGbf3hlM Referenced video:Super Micro Auditor Resigns Citing ‘Integrity’ Concerns https://youtu.be/TYEHsM_XWpcBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinAnd/orJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I discuss the recent news that three Tesla board members, including Elon Musk’s brother Kimbal Musk, are preparing to sell around $300 million worth of Tesla stock (TSLA). How can this be true when Elon Musk has recently said that Tesla is soon to begin going though its new phase of massive growth?Related videos:Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKAElon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism https://youtu.be/pdNMY2YmHJUElon Musk Tesla HUGE Stock Pump FRAUD Alleged https://youtu.be/dxjigbZVou0JJ’s other YouTube channel: Stocks Today With JJ https://www.youtube.com/@jjstockstodayBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinAnd/OrJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I discuss some recent news articles revealing Elon Musk is being a hypocrite when it comes to his current political stance of illegal immigration, as he and his brother Kimbal Musk were illegal immigrants when they started their first company in Silicon Valley, and when they obtained venture capital funding. The company and funding launched Elon on this entrepreneurial career, with Tesla and SpaceX to follow.Recent episodes:The Tangled $ Web of Elon Musk, Trump, Peter Thiel & JD Vance https://youtu.be/6lc5Iwgj0TQElon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism  https://youtu.be/pdNMY2YmHJUElon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinAnd/OrJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueJJ’s other YouTube channel: Stocks Today With JJ : https://www.youtube.com/@jjstockstodayDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

In this episode I react to Kara Swisher and Prof. Scott Galloway from the Pivot podcast, who discuss Elon Musk’s funding of Donald Trump and Peter Thiel’s funding of J.D. Vance in the U.S. election campaign. I discuss this tangled web of money and influence developing at the the highest levels of U.S. politics, involving these two prominent tech billionaires.  Related videos:Peter Thiel on How To Make Money in A.I. Investing | Stocks Today With JJ: https://youtu.be/kZ0JGbf3hlMElon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQElon Musk’s Tesla Optimus ‘Puffery’ & Cybercab Cultism  https://youtu.be/pdNMY2YmHJUReferenced video:Elon Musk, Peter Thiel, and the Political Calculus of a Trump Victory | Pivot https://youtu.be/K3qb8bB5r5QBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinAnd/orJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to Elon Musk’s comments about Tesla Optimus robot and robotaxi progress from the flashy Tesla We, Robot event held recently at Warner Bros Studios in Los Angeles. We look closely at Optimus interactions with the party guests, and take a first ride in a Cybercab. Do Elon’s remarks amount to more “corporate puffery” and extreme optimism, or are they based in reality?Timestamps:00:40 Tesla Optimus robot progress and buy price3:50 Optimus robots will walk among you05:21 Optimus serving drinks06:33 Teleoperated?08:54 "Are you being remote controlled?"11:47 "It's crazy, I'm talking to a robot"13:44 Greatest robotics and LLM demo, or...?16:18 Wall Street tech analyst fooled18:06 Cheerleader tech analyst Dan Ives21:54 Elon's self-driving robotaxi "puffery"23:42 Cybercab unveil and buy price25:25 Cybercab first ride POVRelated episodes:Elon Musk’s Greatest Hits of ‘Puffery’: Tesla We Robot Event https://youtu.be/tRJU0sHrWVQThe Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinAnd/OrJoin The Art of Value Patreon community: https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Technology super investor Peter Thiel recently offered his thoughts on AI. investing, the current state of the A.I. sector, which companies he thinks will win AI,  and the current state of the stock market in relation to AI stocks such as Nvidia (NVDA).Related episodes:Peter Thiel: Bitcoin Price Won’t Rise Dramatically https://youtu.be/SNaFiryWQXUPeter Thiel: Elon’s X Is A Big Financial Worry!  https://youtu.be/-Z8cAhG6t5oReferenced video:All-In Podcast: Peter Thiel | All-In Summit 2024 https://youtu.be/SYRunzR9fbkBecome a YouTube member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinOrJoin The Art of Value Patreon community:  https://www.patreon.com/TheArtofValueDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

I react to Elon Musk’s remarks from the flashy Tesla We, Robot event held in Los Angeles. Elon’s presentation can been seen as a kind of greatest hits of his “corporate puffery” from the past few years, with some new products, and adding more to his vision of the future, that he says will soon become a reality.Timestamps:01:05 Definition of Elon’s “corporate puffery”03:09 Elon’s Welcome to the We, Robot Party05:06 Vision of an exciting future - Unsupervised Full Self-Driving05:56 Low cost but Increased value with autonomy 06:58 FSD safety - 10x safer than a human08:31 Low cost of autonomous transport09:40 Price of buying a cybecab 10:22 Owning a fleet of cybercabs11:13 Timeline predictions for FSD and cybercab production14:01 Unsupervised FSD for Hardware 3?15:41 Camera vision + AI solution of Tesla Full Self-Driving18:21 Inductor charging and cybercab cleaning 20:00 The future Robovan21:21 “The future should look like the future”23:04 Optimus robot progress, future vision, buy price 25:27 “The biggest product ever of any kind”26:52 The Age of Abundance 27:57 How much of what Elon says is possible?Related videos:The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQElon Musk: Tesla Full Self Driving Snake Oil Salesman? https://youtu.be/MG1y8_X40Os JJ’s other YouTube channel: Stocks Today With JJ : https://www.youtube.com/@jjstockstodayBecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinRecommended book: Abundance: The Future Is Better Than You Think, by Peter Diamandis (referral link): https://amzn.to/4eQpeeEDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Elon Musk’s SpaceX Starship test just achieved a world first engineering feat, catching a massive Starship rocket booster between mechanical arms or giant “chopsticks” on landing. I react to highlights of the historic rocket flight test.  Related videos:The Elon Musk Tesla Cybertruck: Sucks or Success? https://youtu.be/2DO8to-NkTQEnron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit https://youtu.be/cGhBMf29xKABecome a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/joinDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.

Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba (BABA) and others. The episode looks at Burry’s China stock investments, including when he invested. We also look at the outlook for the Chinese stock market and macro environment. Become a member of The Art of Value:  https://www.youtube.com/@TheArtofValue/join Related episodes:Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee https://youtu.be/Fe6ym9QwnugSuper Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPcDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. Hosted on Acast. See acast.com/privacy for more information.