Recent content by OCtoSV

If you want to see an interesting debate about the proposed wealth tax follow San Jose Mayor Matt Mahan on X. He is pillorying the tax and his local rival Ro Khanna. He lives in our old neighborhood and when I met him and commented how he was the only Dem I would ever vote for he told me “I am...

Yes, South facing is a deal breaker for Indian or most Chinese. I remember living in New England and being jealous of my across the street neighbor for his South facing driveway which thawed when mine didn’t

Ackman acknowledges the likely end result - raising the sales tax which will soak the middle class.

Yet Tesla shareholders have done better than any other automaker shareholders as it’s a software/AI and science thesis - straight automotive is a terrible business to invest in anyways . Toyota is by far the best run and most proftiable large scale mfr though and agree with their sound EV...

Elon showed it’s possible and Anduril relies on a lot of ex-military that is readily available in Texas, along with great technical talent from Rice/UT/TAM

Any view premium not entailing an ocean view is a complete hoax

Non-chain mexi and Italian is virtually all we have in South County. There is a place in Aliso Viejo (Trullo?) that is authentic Pugliese. Real veal osso bucco at Jack’s Dana Point. El Cortez for really old school family style mexi. Stella’s Italian in Monarch Beach Plaza with ocean view covered...

I work in cyber - probably the best sector of the software industry to invest in currently. AI has created a whole new category of exposure and risk.

What you fail to comprehend is due to their massive head start in software and materials science only Tesla can turn a profit on EVs - the rest are years away, and it may be a totally intractable problem for them. The type of vehicle doesn’t matter.

ICE is a problem in CA as we will certainly get to $10/gal gas over the next decade as the molecules of petroleum entering the state and subsequent molecules of refined petroleum are at a gross deficit to the requirements of he state’s population. CA is an energy time bomb

My prediction of Tesla as the only EV mfr left standing still looks like the right call. FSD is such a paradigm shift

Newport is a bloodbath now but have fun informing current residents of the bloated inventory and price cuts on every closed transaction

Well, classic cars took off over the last 15-20 yrs. You could buy an old air cooled 911 in the 2000s for less than a third of their current prices. I met Richard Rawlings at an SFO bar years ago - he was flying home from Concours D’Elegance at Pebble. Everyone kept coming up to him and buying...

Classic cars have been a home run investment that I equate to BTC - a symptom of excess Fed-fueled liquidity. All the muscle cars in my high school parking lot are now worth $100K+ and sitting on some dude’s garage turntable

ST2 Wrath of Khan is the crown jewel of all Star Trek media - well done