Breakaway - Investing & Finance

Sean Hathaway
  • 5.0 (9)
  • Investing
  • Updated Weekly

Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here. 

  1. 4d ago

    SpaceX, SpaceX & SpaceX

    IPO price. $135 Retail. Process.  Allocation. ConfirmationGavin Baker on 4th largest cloud ahead of Oracle.  Jensen likes to give GPu’s to people that can use themBrad Gerstner on how “smart” people lose money. Price target lower by $20. 🤣 Antonio Gracias on SpaceX. $70b stake. Owned by firm. But he’ll hold.  Great interview here.  What is the Kardashev scaleWhy use Chop Sticks. Less weight for legs. Need massive and FAST reusability. Like an Airplane.  Seems obvious. Heaviest, largest flying object. V3 is 2x Saturn 5. V4 5x thrust of Saturn. Expect it to be flying hourly. Like a plane. Local production of “heavy mass objects” on moon. In short need to “mine”. Though he didn’t say that.Will launch satellites into orbit from moon. Near zero cost to launch.Gavin Baker interviewing Bret Johnson CFO of SpaceX Lowest cost by kg to space and 10x improvement with Starship. The core of the company is launch capability. Holy grail is rocket reusability. Logical extension.  Dat center in space No regulatory5x more efficient energy. Free cooling. No land to buy or lease. Kind of doing it already with StarLink Satellite.Wingspan 100 yards1 | Regulatory / Land / Siting | Avoids NIMBY issues and land leases. No “data center in my backyard” problems. 2 | Power / Energy | ~5x+ more energy per solar cell in space (no atmosphere/clouds). Cheaper cells possible (no glass needed in vacuum). Continuous power in proper orbit. 3 | Cooling | Radiative cooling in space is simple and passive (extends Starlink tech). Much easier/cheaper than complex liquid cooling and plumbing on Earth. 4 | Cost Trajectory | Space costs trend down over time (silicon + manufacturing scale/Moore’s Law). Terrestrial data center costs trend up (power, cooling, land, regulatory Here is some perspective on launch capacity and payload of Starship.

    53 min

  2. Jun 6

    SpaceX, DataCenters, AI, Markets

    OpenGolf tourney tomorrow Choking.  Heimlich maneuverUS Bank Fees $12.50 per $50. That is 25% instantlySo $1000, is 20 * $12.50 = $250. + interest.Reinstate the SAT More than 1,100 University of California math and science professors are urging UC regents to reinstate college-entrance exams, saying that unprepared students are lowering academic standards and draining teaching resources.Today, more than 90% of schools don’t mandate the exams, Feder said.60 minutes Welcome to real life Scott Pelley. New boss, new style. Work or walk. Recommendations:  Bill Ackman Sara Frier Finance folks should know Codex (previously Excel)PanthalassaMarkets: Huge correction today.  Tech down 5%+ and S&P500 2.6%.  The losses intensified after a robust jobs report raised new worries that the Federal Reserve may need to raise interest rates later this year to fight inflation.S&P 500 still up 27% and tech 40-60% YoY.  Huge IPOs coming:  SpaceXAnthropic OpenAICash. Think about your cash investments.  Cash is nice Owning your home is nice. AI & DatacentersGoogle to raise $85 billion  Anthropic IPO In May, Anthropic raised $65 billion in new funding from investors including Greenoaks, Dragoneer, Altimeter Capital and Sequoia Capital, in a round that valued the company at $965 billion. At the same time, the company said its revenue run-rate had surpassed $47 billion, up from $9 billion at the end of 2025LLM usage Grok: no bueno.  Grok and Spreadsheets.  Oh my.Gemini. Good. Claude: BEST. BTW, OpenAI was suspiciously very negative on SpaceX. SpaceX Going public ~June12. Next Friday!? $75b raise at $1.75T valuation.  Float is ~4-5% of total shares $10-18b must be purchased by index funds. More coming out in next 6 months. Employee lockups. Cap table investors want liquidity.Great detail here from Alexandra  IPO Education Hire IB’s.  Allocate to VIPs and whales. 5% to retail.Valuation  Over-valued? Valuation is highly relative to time!!!??  $135 price. $300 price? Either way 10-20x in 10 years.  Not investment advice.AI Opportunity SpaceX is becoming an AI infrastructure play!! Another Rental of Compute from Google to SpaceX.  Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY. Jamie Dimon Interview of Elon.    Elon and Dimon  Another link here from  Why SpaceX public now. Play at 4:00min mark: Why fundraising. Embarking on significant growth phase. 100,000 satellites. BTW. Why are datacenters hard if already doing satellites. 100x more bandwidth and ½ latency for v3. He just said that Starlink will be highest bandwidth and lowest latency or ANYTHING!! AI Datacenters in space. Massive capital endeavor. Hard to build power in the US or on land. US usage is 500GW.  To double. Would need to 2x # of power plants. BUT if in space can go far beyond EarthManufacturing on the moon and building beyond 1000TW per year of AI Space ComputeDataCenters in Space Easier than their communication satellites. AI datacenter is EASYElections:  Why does it take so long to count votes? Could take weeks?

    1h 10m

  3. May 30

    SpaceX, AI, Markets

    Lighter NoteIts texts like the “stolen Trackman" that keep me coming back to X. The comments are just 🤣Play When I grow up. Jarrod Isacman is so good as head of NASA!Golf Data with Claude Markets Markets are raging!! VGT, QQQ and VOO  60%, 43% and 30%IGV up 36% since April 10Micron. OMG: 10x in last year. WOW.  10T clubInvesting in CEOs: Tesla, Nvidia, Palantir.  529 and 401(k) and Mega Backdoor Roth SpaceX Tesla executive on the # of clicks required to buy a car. Amazing!!  Blue Origin  Blow up.Turns out Rockets are Hard to build. SpaceX - Memo.  Brad Gerstner SpaceX DataCenters!Plain English Competitive Advantages Elon Musk. Talent density. The best engineers in the world want to work at SpaceX. Hard Stop.Manufacturing: Hardware and SoftwareSimilar to Tesla. They own the supply chain, the manufacturing and the software. Perfect integration. Long head-start! 80% of launches and maybe the only one profitable. Tesla partnership:Real-world AI. Chip manufacturing. Same VP of Materials Engineering (example). Headstart: Not generally a great “moat”, but in this case they are so far ahead. Could be decade.  Who else can build a raptor? Reusable rockets. Blue Origin just accomplished this feat last year.

    47 min

  4. May 22

    Markets, Tesla, SpaceX, AI, Anthropic, Jeff Bezos, Politics

    Corrections!  Not 10m Satellites: 10,000Golf I suck. But I will persevere. What is the point, if life is so stressful otherwise. GOOD Questions. Politics Play You can’t earn $1 billion.  AOC is so stupid and un motivating.  Play. Bezos response 529 Plans:  Nuances of 529sGood problem to have. Dealing with Apartment costs exceeding “allowed” cost of housing. Total BS. MarketsBooming!!!  ATH: 1 year:  IGV up 18% since I bought: BOOM!  Secondary Markets for Private Companies SPVs and LLCs buying interests with underlying shares in private companies is risky.  WSJ article here.My experience. Risk on, but understand it. Likely cash back, but may not get shares. If cash, taxable. SalesForce  Mark is All-In on the All-in Podcast on AI. Play 40.00 Mark talking about the AI power of SalesForce, Slack, etc… FAR FROM DEAD.  Inspiration from Chamath on Time and Positivity.  Key to winning: Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don’t have the discipline to stay positive and grateful. Then time compounds the bitterness instead. Same with Finance and Investing.  Tesla Tesla Berlin Manufacturing Video Tesla FSD Safety Data. SpaceXLaunch in a couple of hours!!  IPO update. Allocation. $1.5-2. I’ll bet it goes to 3t.   SpaceX website here.  SpaceX and Anthropic Deal of $1.5b/ month for access to compute.  AIPlay Jensen Huang on AI Driving Growth OpenAI Lawsuit.  Basically came down to SoL. Meaning he had 2 or 3 years to file. He knew about and went along with it for quite some time. Though I am a Musk fan, I agree with the simplicity of this.  AI personal Story Golf. Used Claude to interpret all stats and provide thoughts. PoliticsPlay Jeff Bezos on doing his job right and his for-profit companies will do more for societal good than any non-profit. Play. Jeff Bezos on what AI will do for jobs.  Fraud:  Kash Patel on arresting 15 people on Minnesota fraud of $90mAmy Bach 40+ years in prison. Feeding our Future. Here is another one $250m. Spencer Pratt

    49 min

  5. May 9

    Markets, Tesla, AI, SpaceX, Google, Billionaire Tax

    50th Birthday in Portland Sentinel Hotel Will you stop beating your wife? 529 College Saving Plans.  MarketsATH everything.  1 Year: S&P500 up 31% and Tech 47-60%.  5 Year: 75% - 140% Gamestop Ryan Cohen ½ cash ½ stock. Its on the website. We’ll see what happens!! Google Profit jumps 80% Stock up 163% YoY. Liv GolfThe Start up is in trouble. Apple  Tim Cook Stepping down as Apple CEO Tesla High was $490 at $428. 15% to get back to all time high.  Catalysts:  Self Driving and Robotaxi. I never drive my Model Y. Looking to get a more rugged look. Here’s Cathie Wood. Problem with Waymo is they’re not vertically integrated; they don’t build the cars!!! They also have 1 million sensorsRobotaxihttps://robotaxitracker.com/?provider=tesla&area=austinTesla website now tracking milesSemi. 370 Semi’s committed to WattEV in Northern CA. $100m deal. 50 delivered by year end and the rest in 2027. Strategic Partnerships: Cursor represents SpaceX/xAI’s aggressive push into the high-margin AI developer tools and agentic coding market.  Intel brings chip manufacturing muscle to Musk’s ecosystem through the Terafab project. Anthropic (via the fresh Colossus 1 lease) illustrates pragmatic deal-making in the AI compute  Starlink: 10 million satellites.  Satellites use laser inter-satellite links to relay data across the network to ground gateways connected to the terrestrial internet backbone. Tesla Earnings Call here. Discussing new fab building here. Investor Deck here.  AI OpenAI  Musk vs Altman Elon on X explaining Elon tesitfying  Anthropic California Billionaire Tax 1. The Threshold Drop (From $1 Billion to $50 Million) 2. "One-Time" vs. "Annual" and the Power to Change Exit tax. versions include "wealth tax resident" language that applies the tax to people for up to 4 years after they leave California, preventing people from dodging the tax by moving away once it passes.

    40 min

  6. Apr 18

    Golf, Netflix & Reed, Tesla, SpaceX, Open AI, Markets

    Golf Shot a 100!! Masters Cameron on Church and Family MarketsSTAY IN the MaRKETVGT 59%, QQQ 48% and VOO 35%NetflixLet’s hear from Ted on Reed Open AI Lawsuit coming. How did they convert a non-profit to a For-Profit? Tesla EV sales in the US Qg1 2026 Tesla's total across all its models (Model Y, Model 3, Cybertruck, Model X, and Model S) is 117,300 vehicles. This represents 55.43% of the overall total of 211,609 vehicles in the list. Tesla dominated this dataset, accounting for more than half of all the EVs combined. Lidar Elon on Lidar Semi Play at 4:28. Discussion of moving vertically as it hangs from the ceiling moving the Body of the Semi around. ‘ Would love to see Peterbuilt and Freightliner execs watching this video. STd range 325Long rane 500Building supercharge network only for trucks!FSD Europe Tesla official X announcement.  FSD Supervised has been approved in the Netherlands & will begin rolling out in the country shortly!  SpaceX Good video here. 10,000+ satellites.9m paid Starlink subscribersStarlink was $10-12b in 2025.  Revenue total $15-16b.Fraud 267m in Fraud. 5 arrested. 21 charged.

    36 min

  7. Apr 4

    Markets, Terafab, Tesla, SpaceX, CA Fraud

    Opening DNS Security  https://x.com/Geiger_Capital/status/2038729125653819515 Artemis ii Last moon landing. Before I was born.  The last crewed moon landing was Apollo 17, which touched down on the Moon on December 11, 1972 Passwords and ID protection Etrade Kroll ID Protection Experian Trump Comedy:  Why don’t you Tell us about the Attack. Well you didn’t tell us about Pearl Harbor!! Caddie and pro golfer conversations are interesting. Akshay Batia. Markets:  Healthy Correction. Remember: S&P500 6% off, was 9%S&P500: 25% and 18% in 2024 and 2025!3 years ago: Up 66%!!!!!! IGV iShares Expanded Tech-Software Sector ETF (IGV) Tesla and LEAP options Netflix Netflix for my beloved: down 26%. PE is still 40!!!!!! AISpaceX & Tesla CyberCab Manufacturing begins in April 2026Model Y The "best-selling car in the world" title for Model Y (2023–2025 per Tesla)  CyberTruck Tried to order a Dual-Motor all-wheel drive for $69,990. Est delivery is 2027!!!  Tesla Semi Tesla Semi Jay Leno YouTube Video TeraFab Project Tera implies a Terawatt of compute manufacture each year.  Terawatt ($10^{12}$ Watts) is one trillion watts Global chip supply Space is always sunny SpaceX Tesla and SpaceX Merger Best write up so far. Alexxadra.  Terafab description from Tesla X.  Announcing TeraFab Orbital Data CentersInteresting insight on 1/1,000,000 probability guidance system of SpaceX satellitesFraudKey takeaway: No new taxes without full transparency Dr. Oz on shutting down Hospices in California.  220 shutdown in LA. 1800 hospices in CA = ⅓ of entire nation!!!?? 50% probably to be shut down. ONE BUILDING supposedly houses 197 separate hospice and healthcare companies Fair Question. Why not help Nick?  David Spade. The TRAIN.   Even mainstream comedians are making fun of Gavin’

    52 min

  8. Mar 18

    Markets, Golf, Netflix, SpaceX, AI & Fear, Over-taxation

    OpenCameron Young tied on 18. Longest drive on 18. 365. Full pause. Birdy on 17, the hardest hole.  CAl FTB: Sucks Facts of life: Your Thoughts define you Miami Beautiful and no state tax. Everyone moving there. Mansions and yachts, but lots of normal people too.  Ken Griffin.  Meta CEO Mark Zuckerberg and Priscilla Chan have purchased a $170 million, 30,000-square-foot mansion on Miami’sMarketsLong over-due correction.  AI Fear I've listened to a few podcasts featuring Marc Benioff in the last year. He is 100% all-in on AI. The idea that SAAS will be completed disrupted by AI is over-hyped. Jensen Huang put it well: AI will not invent a new hammer or screwdriver; they'll just use what exists. Analogy is to SaaS companies in general. Large Corporations (think Fortune 1000) are not goint to ditch big SaaS companies, like ERP (Workday, Oracle, SAP), Security, CRM, Analytics, Microsoft Office, etc... Long story, short: The AI replacement fear is over-hyped.  NetflixNetflix Loses Bidding War to Paramount!  Tesla & SpaceX Interview with Elon. Play at 0.28. Stop 2.00.Tesla has most advanced Real-world AI. Starting scale production of CyberCab in April.Tesla Semi coming this yearMerger  SpaceX acquired XaISpaceX will go public.  SpaceX will merge with Tesla. Love this take from Travis on Autonomous driving.  XAi  XaI will be a financial behemoth Andrej Karpathy on Elon’s management style AI OpenAI  Anthropic Claude GovernmentNewYork City Fareed Zakaria CA Fraud Nick Shirley Doing his Thing again in CA Wealth Tax https://x.com/stevenfiorillo/status/2033352518802026741 According to IRS migration data, New York has lost $111 billion in net adjusted gross income over the last decade from residents moving to other states.WSJ on Billionaires leaving.  Google co-founder Larry Page recently made headlines by spending $188 million on three Miami mansions.Washington State passes 9.9% tax on income over $1m.  Howard Schultz leaving. Bezos already gone. Recommendations:Hims and Hers! Bill Gurley: Running down a DreamMichael Lewis: Lyar’s Poker. The Rip. Was ok. The Running Man. great airplane movie. Glen Powel

    51 min
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5
out of 5
9 Ratings

About

Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here. 

Information

  • Creator
    Sean Hathaway
  • Years Active
    2020 - 2026
  • Episodes
    111
  • Rating
    Explicit
  • Copyright
    © 2026 Breakaway - Investing & Finance
  • Show Website
    Breakaway - Investing & Finance

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