FSD: Tesla Roadster & Agent Orchestration — Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:00 Intro
00:56 Today's agenda
01:20 The Tesla Roadster: a demonstration of human ingenuity
01:51 "Flying cars and 140 characters": the Roadster demo
02:45 Admiring the products, not the valuation
03:36 Attracting talent, capital, and focus
04:09 What it signals for humanoids and precision engineering
05:03 Agents: hands-on with Meta's Muse
05:55 $11 for tens of millions of tokens: value vs. cost
06:32 Agent orchestration across models and platforms
06:55 OpenRouter: a simple problem with a big outcome
07:31 Why models need to check each other: blind spots and ensembles
08:00 Setting up agents in Slack
08:28 Big Tech does this internally: hundreds of agents
09:16 A startup opportunity: just go build it
09:48 Compute demand and the developer UX gap
10:23 100 agents vs. 1,000 agents
11:22 Data center sentiment and foreign information operations
11:56 Memory and the limits to AI revenue growth
13:09 New markets for coding tools: design and video editing
14:14 Personal assistants and the application layer
15:29 Owning the customer relationship
16:21 Regulated industries: compete with slow incumbents
17:13 Markets: rate-sensitive names and value vs. growth
17:40 Apple and Palantir as valuation barometers
18:53 Buybacks, Anthropic secondaries, and the Jensen interview
20:15 Open-weight models and secondary liquidity
20:42 Live demo constraints: Zoom and parallel agents
21:26 Closing: the promise of AI

Connect with Us Online:

Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth

🌐 Website: https://www.lumidawealth.com

🐦 Twitter Follow us on https://twitter.com/LumidaWealth

🎵 TikTok: https://www.tiktok.com/@lumidawealth

📸 Instagram: https://www.instagram.com/lumidawealth

📘 Facebook: https://www.facebook.com/lumidawealth