Waymo, Alphabet’s autonomous driving subsidiary, is close to finalizing or has finalized a $16 billion funding round that values the company at $110 billion, more than doubling its valuation from the previous round. Alphabet (Google’s parent company) is providing about $13 billion of the $16 billion. New investors: Sequoia Capital, DST Global (led by Yuri …
SpaceX has applied to build orbital data centers in space using up to 1 million AI inference satellites. The application references that this will be a first step to creating a Kardashev 2 civilization. A Kardashev civilization uses all of the energy of the sun. This is about 5 trillion times more than civilization is …
BYD (BYDDY ADR on OTC, or 1211.HK on HKEX) has seen poor share price performance over an extended period. There are EV market headwinds like softening global demand, intense domestic price wars in China. Average EV prices fell ~20% in 2022-2023), and macroeconomic factors such as interest rate hikes and policy shifts. In October 2025, …
Lemonade charges half of the per mile insurance for Tesla cars when Tesla FSD is active. Lemonade collaborates directly with Tesla to access real-time vehicle telemetry data, which allows them to precisely differentiate between FSD-engaged miles and human-driven miles (down to the second, in some descriptions). This means no separate physical device (like a plug-in …
Elon Musk had talked about getting XAI Grok 4.20 out by the end of 2025. It has now been pushed back to mid-February. It will be two months late (or more). It has more training so it will likely be a better model than what would have been released two months ago. There is also …
On January 23 around 7:40 a.m. near Grant Elementary School, Santa Monica Waymo’s driverless Jaguar I-Pace hit a child who ran from behind a double-parked SUV amid crossing guards and stopped cars. The vehicle braked from 17 mph to under 6 mph before minor-impact contact, then called 911 and stayed until police cleared it; the …
Tesla is now reporting the paid robotaxi miles in the quarterly. It was about 200,000 miles in December. Tesla now has 500+ cars in Austin and SF Bay Area and is doubling each month (verbally reported as the number of robotaxi and the goal to increase on earnings call). A fleet of 2,000 cars in …
Tesla Q4 2025 Earnings Analysis – Most important earnings call in Tesla history – not just for Tesla, but any company – Stock hit $450 briefly, pulled back to $440 post-call – Strong profitability despite 16% fewer deliveries Q3→Q4 – Higher profit margin: 18% → 21% gross margin – Beat expectations: 50¢ vs 44¢ expected …
Active FSD subscriptions is a line item in the financials for Tesla. 1.1 million active subscriptions. 3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi FSD pages. 1 page of summary, 4 pages of financials and operational numbers. Really 3 out of 4 pages highlighting what the …
Tesla has an earnings call today. Gross profit was over $5.0 billion versus consensus at $4.15 billion. Tesla is trading up 2-3% in after hours on the earnings deck. 3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi, FSD pages. 1 page of summary, 4 pages of …
, the Maia 200 packs 140+ billion transistors, 216 GB of HBM3E, and a massive 272 MB of on-chip SRAM to tackle the efficiency crisis in real-time inference. Hyperscalers prioritize inference efficiency and cost (40-50% reductions). By 2028, custom ASICs could capture 20-30% market from Nvidia’s ~90%, with total AI chip sales ~$975B in 2026. …
