Musk: Saving Is Pointless. 72 Hours Later, Grok Bleeds Cash | Stock Market

<p>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.</p><p><br /></p><p>Chapters</p><p>(0:00) The Abundance Paradox</p><p>(3:39) Collapsing Cost of Intelligence</p><p>(5:01) Two Realities of AI</p><p>(6:01) Grok Bot Unit Economics</p><p>(7:25) Capex Bottleneck Reality</p><p>(8:07) Grok Bot Unit Economics</p><p>(8:48) Capex Bottleneck Reality</p><p>(12:16) Scarcity Divide Explained</p><p>(13:14) Bumpy Transition Risks</p><p>(14:19) Value Shift for Investors</p><p>(16:04) Intelligent Value Investor Apps</p><p>(20:16) Get the free apps</p><p><br /></p><p>DeepValues toolkit</p><p>• Run the numbers on any stock yourself, free: <a href="https://app.deepvalues.ai/?ref=podcast&amp;src=why_ai_won_t_make_saving_obsolete-en" rel="ugc noopener noreferrer" target="_blank">https://app.deepvalues.ai/?ref=podcast&amp;src=why_ai_won_t_make_saving_obsolete-en</a></p><p>• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed): <a href="https://app.deepvalues.ai/letter?src=spotify&amp;ref=why_ai_won_t_make_saving_obsolete" rel="ugc noopener noreferrer" target="_blank">https://app.deepvalues.ai/letter?src=spotify&amp;ref=why_ai_won_t_make_saving_obsolete</a></p><p>• Is the market overvalued? Track it with Buffett Indicator (iOS): <a href="https://apps.apple.com/us/app/buffett-indicator/id6747404614" rel="ugc noopener noreferrer" target="_blank">https://apps.apple.com/us/app/buffett-indicator/id6747404614</a></p><p>• The same market gauge on Android, Bubble Watch: <a href="https://play.google.com/store/apps/details?id=com.luluventures.buffett&amp;referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket" rel="ugc noopener noreferrer" target="_blank">https://play.google.com/store/apps/details?id=com.luluventures.buffett&amp;referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket</a></p><p>• Open-source research on 300+ companies: <a href="https://research.deepvalues.ai/?utm_source=spotify&amp;utm_medium=description&amp;utm_campaign=market&amp;utm_content=why_ai_won_t_make_saving_obsolete" rel="ugc noopener noreferrer" target="_blank">https://research.deepvalues.ai/?utm_source=spotify&amp;utm_medium=description&amp;utm_campaign=market&amp;utm_content=why_ai_won_t_make_saving_obsolete</a></p><p>• Deep Value Intelligence, the multi-ag