Ross Gerber (@GerberKawasaki) says Tesla’s ($TSLA) Roadster unveiling looked more like a marketing demo than a near-term product launch. He called it an “old Hot Wheels dream” from Elon Musk (@elonmusk)

Ross Gerber (@GerberKawasaki) says Micron ($MU) is a “beast” after record earnings, arguing the memory-chip cycle may no longer be cyclical. Micron says demand will exceed supply through 2028, with $32B in customer commitments.

Ross Perot nearly owned 70% of Home Depot, a stake that would be worth roughly $230B today, but the deal fell apart because Perot didn't want the founders driving Cadillacs. "When [Ken Langone], Bernie, and Arthur were starting Home Depot, Ken took them to Ross Perot and was like, 'We'll just get my buddy Ross to finance this thing.'" "There was a deal on the table and Ross Perot is going to own 70% of Home Depot and bankroll the whole thing, which today would be worth about $230B." "The whole thing blew up because Ross tried to dictate the type of car that Bernie and Arthur were going to drive." "They drove Cadillacs and Ross said, 'My guys don't drive Cadillacs. They drive Chevrolet. If you're going to drive a Cadillac, that's going to be a problem for me.'" "So the Home Depot guys walked away." - Acquired's @djrosent & @gilbert