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Should Tesla and SpaceX merge after the Roadster reveal?

1 week ago 10

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Tesla's new Roadster flew over a Tesla Semi at last night's reveal, and Brian Sozzi calls it the second most mind-blowing tech unveil of the past 25 years, behind only Steve Jobs' iPhone. EMJ Capital's Eric Jackson explains why the "Elon premium" is back and why he wouldn't merge Tesla and SpaceX while both trade at premium valuations. Jackson also shares what he saw touring Hut 8's River Bend AI data center in Louisiana, and why he thinks this week's CoreWeave and Nebius selloff misses the payback story. Plus: the CEO of the new Andreessen Horowitz academy on training AI-native high school grads, and why losing KFC to Coca-Cola is another blow for PepsiCo. Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi. 00:00 We just saw a car fly 01:09 Second only to the iPhone reveal? 01:52 Three takeaways for Tesla investors 02:33 EMJ Capital's Eric Jackson joins 03:13 How the Roadster connects to Tesla and SpaceX 03:29 Should Tesla and SpaceX merge? 03:53 The Elon premium is back 05:22 The CoreWeave and Nebius selloff 05:45 Touring Hut 8's Louisiana data center 06:52 Not all data centers are the same 08:23 Project timelines and debt 09:18 Leverage concerns at the top 10:08 Did Jensen Huang do enough? 11:20 What to watch in hyperscaler earnings 12:03 Hut 8's $10 billion payback story 13:30 Inside the Andreessen Horowitz academy 14:42 What's broken in higher education 15:26 Building the founding class 16:04 What makes a good candidate 16:50 AI and jobs for new grads 17:54 A day at the academy 18:44 Funding from Andreessen Horowitz 19:35 Can education be a business? 20:30 Job guarantees and hiring partners 21:02 What it means for teachers 22:15 PepsiCo's losses stack up 22:55 KFC switches to Coca-Cola 23:40 What it could cost PepsiCo #Tesla #SpaceX #PepsiCo == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
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