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Rani Molla
Posts
Apple is on its way to becoming the biggest smartphone seller in China
The memory crunch has made iPhones a more popular alternative as competitors’ prices rise.
China just blew up one of Meta’s key AI bets
China has ordered Meta (META) to unwind its $2 billion acquisition of Manus, a Chinese startup (since relocated to Singapore) that makes AI agents and…
SpaceX thinks its total addressable market is $28.5 trillion
Even a fraction of that would be huge.
Tesla Cybercab production has begun
Videos show the gold cars driving themselves off the production line in Austin.
Meta signs deal to use Amazon Graviton chips
This is Meta’s latest deal to get AI chips.
Oracle rises after Wedbush’s Dan Ives calls the stock a buy with 25% upside
The coverage comes after Oracle announced a collaboration with Amazon Web Services and had its best week since 1999.
Tesla tries to throw Waymo under the bus
Elon Musk said a Waymo hit a bus. Waymo says that's not what happened, and there are no NHTSA crash reports backing Musk up.
Two truths and a lie from Tesla’s earnings call
Elon Musk was a little more straightforward on this earnings call, but is still Musk.
Tesla’s big beat comes with a bigger bill ahead
The company’s positive free cash flow is largely due to the fact that it hasn’t ramped capex spending yet.
Tesla Q1 earnings and revenue beat Wall Street’s estimates
Tesla reported earnings after the bell Wednesday.