So, Elon walks onto a stage, throws his hand up in excitement, and suddenly half the internet is clutching their pearls, screaming, "Nazi salute!" I mean, come on. That’s where we are now? Dude was excited. Awkward? Sure. But if you’ve seen Elon Musk exist in public for more than five minutes, you know subtlety isn’t his strong suit.
Breaking Down the 'Elon Nazi' Narrative
Let’s break this 'Elon Nazi' thing down. Elon, who’s about as pro-Jewish as it gets—he’s been to Auschwitz, he’s visited Israel, he’s had Netanyahu at Tesla’s Fremont factory—apparently decided to just, I don’t know, casually out himself as a fascist in front of cameras? That’s the narrative? Makes zero sense. But here we are, watching mainstream media twist itself into a pretzel trying to make fetch happen. CNN played the whole “we’ll let our smart viewers decide” game, which is basically their way of saying, “Yeah, we know it’s BS, but we’re hoping you take the bait.”
PBS Joins the Circus
PBS, the childhood nostalgia machine of wholesome content like Sesame Street and Ken Burns docs, decided to join the circus too. “Elon Musk appears to give fascist salute at Trump inauguration.” Appears. Key word. Because, you know, it’s not like we actually need evidence or context anymore. Feels over facts, right? And let’s not even get into the irony of a publicly funded media outlet running with this nonsense. What happened to just, I don’t know, reporting the news?
The Inauguration Itself
Then there’s the actual inauguration itself. Say what you want about Trump, but the peaceful transition of power is kind of a big deal. America’s still got that part down, which is more than you can say for, well, a lot of places. South Korea’s presidents tend to leave office either in handcuffs or a coffin. So yeah, it’s worth appreciating that here, we just… switch teams and move on.
Tesla's Silent Moves While Everyone’s Distracted
FSD 12.6: A Mixed Bag
But back to Elon. The real story isn’t some overhyped hand motion. It’s the fact that, once again, the media is running the same playbook—overhyping nothing-burgers while ignoring actual stories. Tesla’s quietly moving the goalposts on autonomy while everyone’s distracted. FSD 12.6 just rolled out, and Matt got to test it firsthand. First impressions? Let’s just say Tesla might need to try turning it off and back on again.
Hardware 3 vs. AI4: Not the Same Software
FSD 12.6 on Hardware 3? Kind of a disaster. It botched a downtown Ann Arbor drive so badly it looked like it was playing Grand Theft Auto on nightmare mode—accelerating toward stopped cars, hesitating like a first-time driver at a four-way stop, and just generally making bad life choices. Meanwhile, AI4 cars are running a separate release, showing a different level of refinement. It’s clear that Tesla’s still ironing things out, but if you’re on older hardware, you’re not getting the full experience.
The Lemonade Rollercoaster
LMND’s Wild Ride
Then there’s Lemonade (LMND). Remember when it shot up to $50 and everyone thought it was going to the moon? Yeah, well, gravity’s a thing. It dipped back to $32 after California wildfires freaked the market out. Here’s the kicker: Lemonade already bailed on most of its riskiest California homeowners' policies before the fires. But because people don’t do their homework, the stock took a hit anyway. Classic Wall Street overreaction.
Smart Moves at Rebellionaire
Rebellionaire played it smart—trimmed when it was high, bought back in when it dipped. That’s how you play the game. And yet, somehow, Jim Chanos is still out here betting against Lemonade, making the same mistake he made with Tesla. Some people never learn.
The Future of LMND
What’s next for LMND? Well, the company has been aggressively leaning into automation and AI to cut costs and improve efficiency. They’ve nearly doubled their automated claim-processing rate over the past year, which means lower overhead and better margins. The market isn’t fully appreciating that yet, but that’s what creates opportunity. And let’s not forget—insurance is one of those industries ripe for AI disruption. Lemonade isn’t just playing the game; they’re rewriting the rules.
The AI Arms Race
The U.S. Goes All-In on AI Infrastructure
Meanwhile, AI is heating up, and the U.S. is throwing $500 billion at data center infrastructure. Microsoft, OpenAI, SoftBank—all in. Elon? Notably absent. Probably dodging the inevitable “government handout” accusations. But honestly, does brute force spending even guarantee AI progress? Meta’s out here proving you can slash compute by 90% and still get solid results. So maybe, just maybe, throwing endless money at GPUs isn’t the only way forward.
The X (Formerly Twitter) Mess
The Bot Problem Isn’t Going Anywhere
Oh, and let’s talk about X (formerly Twitter, but we don’t call it that anymore). It’s still drowning in bots and impersonators. Elon swore he’d fix it, but here we are, reporting the same scam accounts every day. Maybe the real AGI challenge isn’t solving intelligence—it’s getting rid of those “investment gurus” spamming the comments.
Final Thoughts
So yeah, that’s the week in a nutshell. Elon’s still Elon, the media’s still doing its thing, Tesla’s software updates are still hit-or-miss, and Rebellionaire’s making smart moves while the rest of the market panics. Business as usual.
Stay sharp, stay skeptical, and as always—don’t believe the hype.
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