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Rani Molla
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Apple’s China iPhone shipments surged 20% in Q1 even as overall smartphone shipments fell
Apple’s positioning at the upper end of the market, as well as leverage over its supply chain, are saving it from the smartphone slump.
Anthropic has surged past OpenAI in capturing business spending on generative AI software
OpenAI remains a close second but is losing ground.
Tesla sold 1 in 5 Cybertrucks to Musk’s other companies in Q4
We knew Tesla was off-loading Cybertrucks onto Musk’s other ventures, but we didn’t know just how many.
TSMC CEO on Tesla and Intel’s Terafab: “There are no shortcuts”
Elon Musk is hoping to move at “light speed” but CC Wei thinks it will take a bit longer.
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.
Report: SpaceX’s satellite internet business is propping up its rocket and AI businesses
Starlink is responsible for most of SpaceX’s revenue and more than all its profits.
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…
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