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Rani Molla
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Barclays: robots and drone delivery could eventually cost just $1 per order
DoorDash and Uber could be beneficiaries of shrinking autonomous delivery costs.
Lyft is building the infrastructure robotaxis can’t avoid
The ride-hailing company is building an 80,000-square-foot Nashville warehouse where humans will help robotaxis with everything but driving.
Report: Uber is committing $10 billion to robotaxis
Uber’s autonomous investments mark a shift from its asset-light business model.
Meta will surpass Google in ad revenue this year, new industry data shows
Meta’s net ad revenues are expected to reach $243.46 billion in 2026, surpassing Google's projected $239.54 billion, according to eMarketer.
Tesla competitor Slate closes $650 million funding round and says 2026 production is “on time and on budget”
Slate CEO Peter Faricy says it has more than 160,000 reservations and is “on time and on budget” to deliver its first electric trucks to…
SpaceX reportedly files confidentially for IPO
The IPO of the summer is coming soon.
Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders
The company is considering giving a third or more of its IPO shares to retail investors.
Tesla released estimates for Q1 deliveries and they’re lower than analysts expected
It still represents a 9% jump from last year.
The US leads the world in robotaxi deployments
New Bank of America data shows that 40% of the 171 active robotaxi deployments globally are in the US.
SpaceX isn’t just expensive — it’s in a different orbit
At a $1.75 trillion valuation, SpaceX would be valued at roughly 100x its 2025 revenue.
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