The Real Reason Tesla Announced The Roadster | The Brainstorm 154

About this episode

In this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily marketing for a prospective SpaceX Tesla merger, pointing to the swapped order of the earnings calls, SpaceX executives quietly following Tesla accounts over the weekend, and the window a shareholder vote would require. Then to CoreWeave, whose bonds are trading at a fifteen percent yield after being raised at nine, with no visible softening in Graphics Processing Unit (GPU) demand to explain it. Brett’s suspicion is that a leveraged fund is being liquidated rather than anything fundamental breaking. Plus Anthropic’s reported numbers, why growth decelerating to 340% may still be the most remarkable twelve months of business performance ever recorded, and the non-consensus case that the closed labs are pulling away rather than getting caught. Key Points From This Episode: • Why Brett reads the Roadster unveil as potential merger marketing, and what a combined SpaceX Tesla could unlock for both shareholder bases • Why CoreWeave’s bonds are trading at 15% while GPU demand shows no sign of softening • Why having