Musk: Saving Is Pointless. 72 Hours Later, Grok Bleeds Cash | Stock Market
Deep Values: Value Investing Deep Dives · Nov 2, 2026 · 20:42
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 2, 2026 · 20:42
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Musk called saving pointless, then admitted 72 hours later that serving Grok cost too much. See why $38 billion data centers make cash flow and moats the real test of the AI abundance story.
Chapters
(0:00) The Abundance Paradox
(3:39) Collapsing Cost of Intelligence
(5:01) Two Realities of AI
(6:01) Grok Bot Unit Economics
(7:25) Capex Bottleneck Reality
(8:07) Grok Bot Unit Economics
(8:48) Capex Bottleneck Reality
(12:16) Scarcity Divide Explained
(13:14) Bumpy Transition Risks
(14:19) Value Shift for Investors
(16:04) Intelligent Value Investor Apps
(20:16) Get the free apps
DeepValues toolkit
• Run the numbers on any stock yourself, free
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)
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• Open-source research on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
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• Developer API for your AI agents
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
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Episodes: Deep Values: Value Investing Deep Dives
