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Dumb Money Live
Dumb Money Live follows Dave Hanson, Chris Camillo, and Jordan McLain as they turn real-world behavioral and technology signals into public-market investment ideas.
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GPT-6 Astra Is Here. Are You Holding the Wrong AI Stocks?
Astra’s roughly 3x productivity on the same compute makes Jevin’s paradox tangible: lower AI costs could drive far greater usage, not weaker infrastructure demand.Its tenacious A-to-Z autonomy still takes shortcuts, leaving human engineers essential and preserving incentives to scale compute, memory, and energy.Amazon, Unity’s $18B entry, and trillion-dollar IPO filings frame catalysts; AI-driven margin gains in earnings calls are the efficiency signal to monitor.
Tesla’s Robotaxi Is Finally Real—Now What Happens to $TSLA?
Dave HansonChris CamilloJordan McLain
Tesla’s Austin Robotaxi launch is real but supplied no production ramp, pricing, or city timeline; at two million CyberCabs, Chris estimates $105B in annual bookings and $31B in operating profit, limited relative to Tesla’s valuation.Optimus credibility remains the unpriced upside, while third-party fleet operations could pressure Waymo, Uber, and Lyft; Chris described the program as “in many ways... kind of in shambles” as of September 2026.