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
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