Jon Erlichman✓

An update from me… I started something new on YouTube! It’s called Ticker Take. Hope you’ll check it out and subscribe!

The first internet message was sent on this day in 1969. They wanted it to say “login,” but the network crashed, so it was… “lo.”

Price paid to acquire these companies: Instacart: $17 billion (DoorDash) Flipkart: $16 billion (Walmart) Tableau: $15.7 billion (Salesforce) Delivery Hero: $14.8 billion (Uber) Whole Foods: $13.7 billion (Amazon) Hugging Face: $12.9 billion (Nvidia) Zynga: $12.7 billion (Take-Two) Motorola Mobility: $12.5 billion (Google) Mailchimp: $12 billion (Intuit) Skype: $8.5 billion (Microsoft) MGM Studios: $8.5 billion (Amazon) Wolt: $8.1 billion (DoorDash) GitHub: $7.5 billion (Microsoft) ZeniMax Media: $7.5 billion (Microsoft) Pixar: $7.4 billion (Disney) Grubhub: $7.3 billion (Just Eat Takeaway) Nokia phone unit: $7.2 billion (Microsoft) Credit Karma: $7.1 billion (Intuit) Marvel: $4 billion (Disney) Lucasfilm: $4 billion (Disney) Deliveroo: $3.9 billion (DoorDash) Nest: $3.2 billion (Google) Beats: $3 billion (Apple) Postmates: $2.65 billion (Uber) ezCater: $2.3 billion (Uber) Fitbit: $2.1 billion (Google) YouTube: $1.65 billion (Google) PayPal: $1.5 billion (eBay) Waze: $1.3 billion (Google) Zappos: $1.2 billion (Amazon) Tumblr: $1.1 billion (Yahoo) Ring: $1 billion (Amazon) Instagram: $1 billion (Facebook) Twitch: $970 million (Amazon) Grubhub: $650 million (Wonder) MySpace: $580 million (News Corp) ESPN: $202 million (ABC) Android: $50 million (Google) Venmo: $26 million (Braintree) PowerPoint: $14 million (Microsoft)

Ticker Take is coming to Crave. @CarolineLesley and I are excited to expand our partnership with @BNNBloomberg and Bell Media.

On this day in 2010: Tesla opened its first factory. It was an old GM-Toyota plant. Today, Tesla’s worth more than 5x GM and Toyota combined.

Number of Anthropic customers spending more than $100,000 a year: 2026: 11,900 2025: 1,500 2024: 200 2023: 20 Source: Anthropic IPO filing

Microsoft bought 1.6% of Facebook for $240 million on this day in 2007. 1.6% would now be worth $26 billion.

“Failure is a figment of your imagination.” ~ Kobe Bryant

Expected dividend growth in next 3 years: Nvidia: +42% GE Vernova: +42% Western Digital: +33% Vertiv: +23% Monolithic Power: +19% Dell: +16% Intuit: +14% Applied Materials: +12% Amphenol: +11% Microsoft: +10% ASML: +10% KLA: +10% Source: Bloomberg projections

What are some quality stocks with dividend growth potential beyond tech? Here are 6…

On this day in 2008: first Android phone goes on sale.

$18,000 invested in Tesla in 2013 would be worth $1 million today.

SpaceX’s revenue: 2026: $27.1 billion (first 9 months) 2025: $18.7 billion (annual) 2024: $14.0 billion (annual) 2023: $10.4 billion (annual)

Commentary on 1987 market crash.

RT @elonmusk: Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.

Cost of 1 GB of hard drive storage: 60 years ago: $1,000,000 40 years ago: $25,000 30 years ago: $150 20 years ago: $0.25 10 years ago: $0.03 Today: $0.02 (cheapest estimated cost)

On this day in 1985: Nintendo Entertainment System launched

Investments 10 years ago that are now worth $1 million: Tesla: $37,000 
Shopify: $25,300 
Micron: $19,500 
AMD: $12,800 
Nvidia: $7,800

On this day in 1923: Disney founded. It got started in this garage.

Things Elon Musk unveiled at Tesla: 2026: Flying Roadster 2024: Cybercab 2024: Robovan 2022: Optimus 2020: FSD 2019: Cybertruck 2019: Model Y 2019: Megapack 2017: Semi 2016: Solar Roof 2016: Model 3 2015: Powerwall 2012: Supercharger 2012: Model X 2009: Model S 2006: Roadster

“The scarce commodity is not money. It’s talented, dedicated teams willing to take risks to make something happen.” ~ Elon Musk