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All-In’s 2026 Predictions

Questions to inspire discussion.

💰 Q: What would California’s wealth tax cost super voting shareholders like Larry Page and Sergey Brin? A: The tax multiplies voting ownership percentage by market cap to value super voting shares, resulting in a punitive tax rate of up to 50% on net worth for founders with control premiums.

🏃 Q: How much wealth could leave California if the asset seizure tax passes? A: An estimated half a trillion dollars in net worth could exit the state, creating severe budget implications for California’s social programs and general budget.

📊 Q: What should entrepreneurs do to prepare for potential wealth taxes on unrealized gains? A: Maintain a liquid safety net to cover tax bills on unrealized gains, though this is impossible to plan for if stock values later decline and bankrupt the company.

2026 Business Opportunities.

🤖 Q: Which company will become the first with more robots than humans? A: Amazon is predicted to become the first company with more robots than humans driving its bottom line by 2026 as they deploy robots while keeping human hiring flat.

SpaceX IPO: Tesla Shareholder Warrants, SPARC, and Elon’s Liquidity Event

SpaceX’s potential Initial Public Offering (IPO) could not only reward long-term Tesla shareholders but also has significant implications for Elon Musk’s companies, with a possible valuation of $1.2–1.5 trillion, driven by ventures like Starlink and Starship # ## Questions to inspire discussion.

IPO Timing and Valuation Strategy.

🚀 Q: When could SpaceX realistically go public and at what valuation? A: SpaceX IPO timing targets mid-2026 with potential valuation of $1.2–1.5 trillion, dependent on Starship production readiness, successful orbital launches with Starlink payloads by mid-2024, and prevailing volatile public market conditions at listing time.

💰 Q: How much capital would SpaceX raise in the IPO? A: SpaceX would likely issue new shares to raise approximately $80 billion at the $1.2–1.5 trillion valuation target, rather than conducting a buyback of existing shares, with potential share prices ranging $50–150 per share.

📈 Q: What drives SpaceX’s trillion-dollar valuation thesis? A: Valuation hinges on Starlink satellite network (10M subscribers, 10K satellites), rapid and complete reusability of Starship launch vehicles, planned Moon and Mars bases by 2030–2040, and the Musk premium factor where investors pay extra for his involvement.

Starship as IPO Catalyst.

AI, Autonomy, and Scale: Why Elon Musk’s Timeline Will Break Society

Questions to inspire discussion.

🎯 Q: How should retail investors approach AI and robotics opportunities? A: Focus on technology leaders like Palantir, Tesla, and Nvidia that demonstrate innovation through speed of introducing revolutionary, scalable products rather than attempting venture capital strategies requiring $1M bets across 100 companies.

💼 Q: What venture capital strategy do elite firms use for AI investments? A: Elite VCs like A16Z (founded by Marc Andreessen) invest $1M each in 100 companies, expecting 1–10 to become trillion-dollar successes that make all other bets profitable.

🛡️ Q: Which defense sector companies are disrupting established contractors? A: Companies like Anduril are disrupting the five prime contractors by introducing innovative technologies like drones, which have become dominant in recent conflicts due to lack of innovation in the sector.

⚖️ Q: What mindset should investors maintain when evaluating AI opportunities? A: Be a judicious skeptic, balancing optimism with skepticism to avoid getting carried away by hype and marketing, which is undervalued but crucial for informed investment decisions.

Tesla’s Competitive Advantages.

Why SpaceX Is Worth Trillions With Only $15B of Revenue

SpaceX’s valuation has the potential to reach $1.5 trillion due to its innovative technologies, including reusable rockets, Starship, and Starlink, which could revolutionize the space industry and unlock massive growth opportunities in areas such as satellite connectivity, data centers, and computing ## Questions to inspire discussion.

Starship Production & Economics.

🚀 Q: What is SpaceX’s Starship production target and cost reduction goal? A: SpaceX plans to manufacture 1,000 Starships per year by 2030 (with aspirational goals of 10,000 per year), reducing launch costs to $10/kg through fully reusable vehicles achieving 99% reliability and 30 flights per booster.

🎯 Q: When will Starship begin commercial payload launches? A: Starship is currently in testing phase with proven relighting, PEZ dispenser deployment, and large payload capacity, expected to achieve commercial readiness as reliability approaches 99% through iterative flight testing.

Starlink V3 Revenue Model.

💰 Q: What revenue will Starlink V3 generate for SpaceX? A: Starlink V3 constellation will generate $250B revenue with 50% profit margins, representing 90–95% of SpaceX’s revenue over the next 5 years according to Mach33 and ARK Invest modeling.

Mondays With Phil | Why 2026 Changes Everything for Tesla, Grok & SpaceX

Why 2026 Changes Everything for Tesla, Grok & SpaceX

## Elon Musk’s companies, including Tesla and SpaceX, are expected to experience significant breakthroughs and growth in 2026, driven by advancements in AI, robotics, and space technology.

## Questions to inspire discussion.

Tesla Robotaxi & Cybercab Strategy.

🚖 Q: When will Tesla’s Cybercab production begin and what regulatory hurdle must be cleared first? A: Cybercab production is set to begin on April 1, 2026, but requires federal regulations on autonomous ride-hailing since current rules mandate steering wheels and pedals for non-experimental vehicles.

🚗 Q: How will Tesla’s robotaxis function as an advertising strategy? A: Robotaxis will serve as Tesla’s primary advertising strategy by acting as an Uber-like service that demonstrates the cars’ capabilities and encourages personal ownership, potentially reducing the need for traditional advertising.

Neurologists’ Expertise Drives Significant Downstream Revenue in Health Care Systems

A new Medicare study reveals that neurologists generate substantially more downstream revenue when treating common neurologic conditions than non-neurologists, mainly because neurologists use more in-depth diagnostics and treatment strategies.

Neurologists generate significantly greater downstream revenue while treating common neurologic diseases than non-neurologist physicians, underscoring their clinical and financial importance to health systems, an analysis shows.

The report, published in October in Neurology Clinical Practice, revealed that neurologist-led care generated up to 519 percent more downstream revenue than non-neurologists did, adding approximately $180 million to downstream revenue totals. For autoimmune neuromuscular diseases alone, neurologist-led care generated $58.7 million in downstream revenue compared to $9.5 million from non-neurologists. This increased revenue, experts note, translates to better outcomes for patients with neurologic conditions.

Cybercriminals Abuse Google Cloud Email Feature in Multi-Stage Phishing Campaign

In response to the findings, Google has blocked the phishing efforts that abuse the email notification feature within Google Cloud Application Integration, adding that it’s taking more steps to prevent further misuse.

Check Point’s analysis has revealed that the campaign has primarily targeted manufacturing, technology, financial, professional services, and retail sectors, although other industry verticals, including media, education, healthcare, energy, government, travel, and transportation, have been singled out.

“These sectors commonly rely on automated notifications, shared documents, and permission-based workflows, making Google-branded alerts especially convincing,” it added. “This campaign highlights how attackers can misuse legitimate cloud automation and workflow features to distribute phishing at scale without traditional spoofing.”

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