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  • Super Bowl LVIII: Chiefs win 25-22 vs. SF 49ers; Elon, Jack spotted; record ratings expected

Super Bowl LVIII: Chiefs win 25-22 vs. SF 49ers; Elon, Jack spotted; record ratings expected

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Top stories today:

  1. Super Bowl LVIII: Chiefs win 25-22 vs. SF 49ers; Elon, Jack spotted
  2. Waymo driverless car set on fire in San Francisco
  3. Scams lead to record $10B lost in 2023 in U.S.
  4. Equity risk premium lowest since early 2000s

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

1. Super Bowl LVIII: Chiefs win 25-22 vs. SF 49ers; Elon, Jack spotted; record ratings expected

Elon Musk and Jack Dorsey were spotted at the Super Bowl in Las Vegas, the latter using a Satoshi T-shirt:

This Super Bowl is expected to have been the most watched, with 115M+ viewers, still below the 125M-150M who watched the moon landing

  • Today: ratings should be released.

Taylor Swift dating Chiefs tight end Travis Kelce could have some positive impact on ratings

Her presence on Sunday night games came as Chiefs viewership was +28% higher than non-Chiefs viewership:

Pfizer's Super Bowl ad highlighted great scientists and underscored how Pharma needs better PR

2. Waymo driverless car set on fire in San Francisco


  • Motive not confirmed, but it appears to have been an anti-tech riot.

  • ~10 people involved, according to SF Fire.

  • Multiple people filming the scene, meaning the evidence is out there.


4. Record $10B was lost to scams in 2023 in U.S.

5. Equity risk premium lowest since early 2000s

  1. Higher estimate: S&P forward earnings yield / 10-year TIPS rate

  2. Lower estimate: S&P trailing earnings yield / 10-year Treasury rate

We prefer a mix of the two: S&P trailing earnings yield (since forward earnings estimates are usually much higher than realistic ones — i.e. nominal GDP growth) / 10-year TIPS rate (since earnings should move with inflation, assuming all else is constant).

6. GOODY-2: AI that is so ethical it refuses to discuss anything

The artists at BRAIN took AI ethics to the extreme:

7. Digital advertising expected to continue to grow, as other ad types stall

8. Interesting videos, posts, and memes

9. Other headlines


  • NVIDIA starting custom chip unit.

    • CEO: countries must build sovereign AI infrastructure.

  • Vercel announces integration with Perplexity.

  • ASML showcases new $380M chip maker.

  • MindStudio: start building AI apps in a single afternoon.*




Tech & law

  • Abu Dhabi group G42 sells stakes in Chinese companies to appease U.S.

  • Elon must testify in SEC Twitter probe: Court.

  • Apple lobbying against right to repair 6 months after supporting it.


  • Reversing frailty linked to lower cardiovascular risk, mortality.

  • Neurona raises $120M for cell therapy for neuro diseases.


  • 21% of economists think Fed policy is too tight, most since 2011.

  • Reincorporating in NV, TX: a look at why some leave DE.

  • Disney proxy fight to cost $70M as Peltz, Blackwells fight for seats.


  • NYAG expands crypto lawsuit to $3B, now suing DCG, Genesis, Gemini.

  • Fireblocks lays off 3%, eliminating 21 employees.

  • tea Protocol: click to subscribe to tea's newsletter and learn more about how to get rewards for your open-source contributions.*


U.S. politics


  • IDF rescues 2 hostages in Rafah.

  • Hamas command tunnel founder under UN Gaza HQ.

  • Elon denies Ukraine's accusation of Starlink offering services to Russia.

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