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Rani Molla
Posts
Elon Musk gives an estimate for Tesla’s AI6 chip timeline… while the AI5 is still unfinished
Sending the Optimus and Robotaxi chip to manufacturing by December may take some “luck.”Source: Sherwood News.
Elon Musk gives an estimate for Tesla’s AI6 chip timeline… while the AI5 is still unfinished
Sending the Optimus and Robotaxi chip to manufacturing by December may take some “luck.”Source: Sherwood News.
NHTSA expands Tesla FSD probe, focusing on whether system can detect when cameras can’t see the road
Unlike Google’s Waymo, Teslas don’t have lidar.Source: Sherwood News.
Apple to bring in $1 billion in AI revenue — without big AI spending
Apple is behind on developing its own AI, but it’s making plenty of money from the AI boom.Source: Sherwood News.
Anthropic capturing 73% of first-time enterprise AI spend, up from 50% in January
Big Tech is pivoting from experimentation to revenue — and enterprise is where that shift is playing out.Source: Sherwood News.
Microsoft considers suing Amazon and OpenAI over $50 billion deal
This is the latest drama in Microsoft and OpenAI’s long-standing relationship.Source: Sherwood News.
Morgan Stanley says robotaxis could help Tesla sell more cars
The analysts visited Giga Texas and left more optimistic about Tesla’s robotaxi push.Source: Sherwood News.
Big Tech companies are now racing to see who can build the best AI coworker
After years of trying to have the best model, Big Tech is getting serious about the business side of AI.Source: Sherwood News.
Amazon CEO sees AWS sales doubling from prior estimate to $600 billion in 2036
His prior estimate was $300 billion.Source: Sherwood News.
Morgan Stanley thinks Tesla’s Terafab could cost an additional $35 billion to $45 billion in capex
That’s on top of the record $20 billion Tesla says it expects to spend on capex this year.Source: Sherwood News.