“Load the Boat” — Part 1

HAPPY TUESDAY TO THE GREATEST LIVING AMERICANS!

That means you! and everyone else in the G L A network. This edition of the Infinite Innovation newsletter is a very serious edition….It’s the conviction edition, aka there is no competition edition, aka LOAD THE BOAT EDITION.

Before I go crazy, let me remind you that this is NOT INVESTMENT ADVICE, or financial advice, Im not currently a registered advisor or stock broker. Im just some guy who studies long term innovation investing 15 hours a day. An ex broker, 2002-2022 who traded short term for high net worth clients throughout the country. A guy that lives and breaths for his network of family and friends. I know that it’s my responsibility to relay what my research is saying, so here it is…..

• AI / ROBOTICS / ENERGY STORAGE / GENOMICS / BLOCKCHAIN – Are the 5 innovation platforms converging today that will spur massive cost declines, good deflation, and economic growth that will rival the early 1900’s when we had electricity, the automobile and the telephone.

• The Companies that solves the largest problems will produce the largest returns. These companies will be lead by visionary founders that are mission driven, that will continue to innovate / and will continue to hire likeminded, mission driven talent.

• We only invest in companies or technologies that our research says can 10 X, 20 X, 30 X over the next 5-10 years. With that said we want companies that have products that will change the world which brings me to the TESLA CYBERCAB.

Tesla (TSLA) and the CYBERCAB

What Tesla does, in plain English Tesla used to be “the electric-car company.” That is still the cash engine. It is no longer the whole story. Today Tesla is building three stacked businesses:

1. Cars people drive — Model Y, Model 3, Cybertruck, and the rest. Millions of rolling computers on wheels.

2. Energy — giant batteries (Megapack) that keep the lights on for homes, businesses, and the grid.

3. Autonomy and robots — software that drives the car (FSD / Robotaxi), a purpose-built robotaxi called Cybercab, and a humanoid robot called Optimus.

The car is the Trojan horse. Every Tesla on the road has 8 sensors and cameras collecting driving data. That data trains the software (AI BRAIN). The software becomes a taxi network.

The purpose-built taxi — Cybercab — is the product designed only for that network: two seats, no steering wheel, no pedals, built to work while you sleep. What Cybercab is Imagine an Uber that does not need a human in the front seat. Now imagine that car was never designed for a human driver at all. No wheel, No pedals, No extra airbags for a driver who is not there. Smaller, lighter, cheaper to build and cheaper to run.That is Cybercab. This week in Austin it started taking paying riders as part of Tesla’s Robotaxi app — the first time the public could hail the purpose-built two-seater, not just a Model Y running the same software. Early fare checks showed Cybercab cheaper than Tesla’s own Model Y robotaxi on the same trip, and far cheaper than a comparable Uber. Elon has talked about selling the vehicle itself under $30,000, and about running it, over time, near 20 cents a mile. The iPhone comparison is the right one. In 2007 the iPhone was not “a nicer phone with a better plan.” It made the old category look antique. Cybercab is that product for the car: the first physical AI machine ordinary people may one day own, ride, and then send out to earn.

Energy customers are utilities and companies buying storage. Robot customers, later, are factories and homes. Cybercab is how the middle class plugs into the autonomy story first. The latest earnings — said simply, and why bulls should like the “ugly” parts Quarter ended June 30, 2026 (Q2):

• Sales: $28.2 billion, up 26% from a year ago. First time trailing-twelve-month sales cleared $100 billion.

• Cars delivered: 480,126 — a record second quarter, up 25%.

• Energy storage: 13.5 GWh deployed in the quarter; $3.1 billion of energy sales.

• Services: $4.6 billion, up 50%, and more profitable than it used to be.

• Official net profit: $1.11 billion.

• They spent like builders: capital spending about $5.8 billion in the quarter, R&D up hard, free cash flow negative as they poured money into robotaxi, Optimus, batteries, chips, and factories. Operating profit got squeezed on purpose. (Which we applaud)

Wall Street wanted fatter car margins this quarter. We wanted proof they are funding the next S-curve this decade. Record deliveries plus FSD attach plus Cybercab in production plus Robotaxi in more cities is that proof. Margins get thin when you are installing the future. That is not the business dying. That is the business changing. Why Cybercab is a must-have, not a nicer taxi. For a hundred years the middle-class deal was: stretch for a car, watch it rust, pay insurance and parking, and hope the payment does not win. Cybercab Revolutionizes Transportation.

• Most paid rides are one or two people.

• Delete the driver and you delete the driver’s wages and increase profits.

• Delete the wheel, pedals, mirrors, and extra hardware and you delete cost every rival still pays.

• Vision cameras plus a huge real-world driving dataset plus a factory that already essentially prints cars by the hundreds of thousands is a stack Waymo-style lidar taxis cannot copy at the same price. A robotaxi that costs six figures before it turns a wheel cannot flood a city the way a ~$25,000–$30,000 purpose-built two-seater can. Price is something that Waymo or Uber will never be able to compete with.

  Public buses lose money and run empty most of the day. A small robotaxi that shows up when you tap an app, at a fare that keeps falling, is individualized mass transit. And the owner-fleet toggle is the must-have for households: the first physical AI product that can pay you instead of only costing you. Elon Musk Same founder pattern as Bezos and Jobs, different machine. He bet the company on electric cars when Detroit said it was impossible to make them profitably. He bet on reusable rockets at SpaceX when landing boosters was a punchline. He is betting Tesla on a car with no steering wheel and a robot that walks.

The G.L.A. stance –We have been in Tesla through the hero years and the “it’s just a car company” years. The stock has been a roller coaster for a long time. Fine. The chart was noisy. The factory, the data, and the software kept getting better. Today our conviction is at a high — not because every quarter will look perfect, and not because the first few dozen Cybercabs hit the streets in Austin. It’s because Tesla is building the most important products the world has ever seen. It’s Because the cost curve, the data curve, the factory curve, and the “my car pays me” curve are the four curves that matter.

Tesla is there most vertically integrated innovation company of all time, They have the best electric cars, the Cybercab, the best FSD, and soon will have the best humanoid robot, and don’t forget the TERRFAB, which will be the largest chip fab on earth. The Key here is that Tesla will continue to innovate and chase perfection with all of their products and services. I know I have said this many times but I will say it again – $TSLA is not a short term trade, this is the very definition of a longterm exponential growth investment. Load the boat. — Coach Kyle

PART 2 OF THE LOAD THE BOAT EDITION – SPACEX Coming Soon!

Disclaimer: This newsletter and service is not investment or financial advice, all info is meant for educational purposes. At G.L.A INVE$T RE$EARCH, My mission is to keep my network of family and friends “IN THE KNOW” with what’s really going on with the stock market and its best investments. Through our family of infinite innovation newsletters and one on one coaching calls, we provide breaking news, news translations, on demand deep dive research reports, 24/7/365 coverage of the top public and private market investments, and most importantly independent experienced perspectives and insights of a 25 year Wall ST. veteran, Ex stockbroker. My service is here to help create generational wealth and to democratize and revolutionize investing for all people.

— Coach Kyle
G.L.A. INVE$T RE$EARCH