Chanticleer Musk mega pay rise, Aussie brothers are AI billionaires & why the RBA's stuck
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Nov 7, 2025 This week, hosts dive into Elon Musk's staggering $1.5 trillion retention package and what it could mean for Tesla. They explore Iron's pivot to AI data centers and the potential impact on the tech landscape. A political twist arises with Zohrna Mamdani's New York mayoral victory, signaling potential shifts for investors. Meanwhile, Australia's big banks face rising costs, while the RBA grapples with productivity challenges and housing market heat, adding layers of complexity to their rate decisions.
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Musk's Mega Package Is About Control
- Elon Musk's $1.5 trillion retention package is about control, not cash, increasing his stake from ~15% to ~30% of Tesla.
- Musk frames Tesla's future as humanoid robots and radical economic expansion, so influence matters more than payout.
Brothers Turn Bitcoin Sheds Into AI Gold
- Iron's pivot from bitcoin mining to supplying NVIDIA-powered data centers to Microsoft made the Roberts brothers billionaires almost overnight.
- Their shares jumped 1,135% in six months, exemplifying speculative froth and rapid wealth creation in the AI boom.
NeoClouds Power The AI Factory Boom
- NeoClouds are a new data-center category that sell dense GPU compute to AI firms and act like 'AI factories.'
- They evolved from bitcoin miners and specialise in packing maximum compute per square metre to run AI tokens efficiently.