Devo Flyer

Ideas for happy life A collection of thoughts and sayings that resonated with me…Rules I try to live by: - [ ] Everyone dealt their own cards… make the best out of your hand - [ ] Happiness - life is never perfect so accept what you have and make the best out of it - [ ] Positivity is infectious. Do your part to make those around you happy - [ ] If you don’t have anything nice to say then don’t say anything at all - [ ] Be a uniter not a divider - [ ] Try to limit bitching…it does no good and is unnecessary negativity - [ ] Surround yourself with good people-limit negative nellies - [ ] Only use constructive criticism - [ ] Praise in public - [ ] Be a role model - it’s contagious - [ ] Relationships matter - coworkers, friends & family - [ ] People buy things in search of happiness but may not find it - [ ] Alcohol doesn’t bring happiness but spending time with family and friends does - [ ] When other people are not nice it is not your problem it is theirs - [ ] Set goals and periodically review - [ ] My glass is half full versus half empty. I am thankful for what I have and don’t dwell on what I lost - [ ] It’s better to give than receive is a mindset. I felt more satisfaction with life when I understood this - You may not be able to control everything that happens to you but you can control how you deal with it.

Do you ever feel you are not getting any traction?

Which is better, solar or nuclear? Both have clear trade-offs. Nuclear delivers steady, weather-independent power with ~90–92% capacity factors (U.S. fleet). But new plants take many years and carry high costs. Vogtle 3 & 4 in Georgia finished ~7 years late at roughly $35–37 billion for ~2.2 GW. Solar farms use more land (often 50–75× more than nuclear for the same annual energy output once capacity factors are accounted for) but can be built in 1–2 years. Agrivoltaics is working in practice—sheep grazing under panels in Texas, crops and berries under elevated arrays in the U.S. and Europe. The clearest edge for solar is cost per kWh. Recent unsubsidized utility-scale solar LCOE is often in the $40–70/MWh range (and competitive even lower in many places). Pairing it with batteries narrows the gap further for firm power while remaining cheaper than most new nuclear estimates. Both can play a role; the mix depends on location, speed needed, and how much firm 24/7 power the grid requires.

My son on the left is in a pickle ball tournament.

Skeptical by nature. Even with Elon’s track record of doing the unimaginable, I needed to see it myself. Bought FSD in 2021. Liked it immediately despite the rough edges. It’s improved way beyond what I thought possible. Fully convinced with FSD now. Next area I need help on is Space based Data Centers. Who can convince me?

The cost of transportation will decrease for lots of people all over next year. The Cybercab will takeoff like wild fire around the world.teapaw.org/wholemars/status/21159…

Are you using your Grok bots to get things done? This morning I have already used Shop Scout bot to look for the best deal on an air blower for my driveway. I also have travel bot checking airline flights to Hawaii in January.

If you’re able, should you help your kids with a down payment on a home? Mine never asked for anything. Both went to college, studied hard, achieved great grades, earned engineering degrees, and have good jobs—but they’re still priced out of this housing market.

What do you think about this angle? I haven't had any luck so far. I could tell my wife that we could make money by racing the new Tesla Roadster. We would obviously have to get the fast one with jets. I would even let her pick the color.

Does anyone else smell the beginnings of a $TSLA short squeeze?

This what I keep telling my wife.

Do you agree with this assessment? The consensus view (Banks and ARK) on SpaceX Tesla Merger with the following profit centers ~2031–2036: 1. AI Compute / Data Centers (terrestrial + orbital) — $30–120B+ annual profit potential 2. Starlink / Connectivity — $40–100B+ 3. Cybercab / Robotaxi — $20–150B (wide range; highest upside/downside) 4. Energy Storage (Megapack + AI power) — $15–50B 5. Optimus (hardware + RaaS) — $5–60B 6. Traditional Autos — $15–40B 7. Terafab / chips — mainly strategic enabler (huge capex; limited direct profit) 8. Insurance / other — low single-digits $B

My dad flew the F-101 Voodoo back in the day. I never remember him smoking except for a cigar every once in a while.

Consensus view (ARK + major banks) on a combined SpaceX + Tesla profit drivers ~2031–2036: 1. AI Compute / Data Centers (terrestrial + orbital) — $30–120B+ annual profit potential 2. Starlink / Connectivity — $40–100B+ 3. Cybercab / Robotaxi — $20–150B (wide range; highest upside/downside) 4. Energy Storage (Megapack + AI power) — $15–50B 5. Optimus (hardware + RaaS) — $5–60B 6. Traditional Autos — $15–40B 7. Terafab / chips — mainly strategic enabler (huge capex; limited direct profit) 8. Insurance / other services — low single-digit $B AI compute and Starlink are the highest-conviction near-term cash engines. Robotaxi and Optimus carry the biggest long-term optionality but the widest ranges. Energy is the steady grower. ARK is the bull case; sell-side is more measured on timelines.

Starlink earns 2.5x Tesla’s profit. $2.4B quarterly op income vs Tesla’s $3.8B annual. 45% margin on $5.2B revenue, 13.6M subs. Tesla needed $95B in sales to make $3.8B; Starlink does ~$9.5B a year on $21B. Subs nearly doubled YoY; Musk sees several hundred billion a year. $SPCX $TSLA

Merging SpaceX and Tesla isn’t just about cutting costs. It’s about stacking profit centers that fire on different schedules. Cybercab could monetize first. Optimus after. Orbital data centers later. Grok on its own clock. Energy never waits for a good economy — Megapacks sell into grid demand in boom or bust. One ticker, multiple shots on goal, timed so something’s always working. That’s not synergy math. That’s resilience. $SPCX $TSLA