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Rani Molla
Posts
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.
Nvidia pushes further into the autonomous vehicle space to compete with Tesla and Waymo
Nvidia is helping power the next stage of the robotaxi revolution.Source: Sherwood News.
Lyft and Uber jump after announcing expanded robotaxi partnerships with Nvidia
Uber and Nvidia plan to launch robotaxis in 28 cities by 2028.Source: Sherwood News.
Tesla reports 15th Robotaxi crash
Only one Robotaxi is currently driving around without a safety monitor in the front seat.Source: Sherwood News.
Meta’s reported 20% layoff could bring headcount to its lowest level since 2021
Meta’s headcount has been on the rise, currently at 78,865.Source: Sherwood News.
What we know about Tesla’s Terafab project, which Musk says is launching in a few days
Elon Musk says the goal is to produce 100 billion to 200 billion AI chips a year.Source: Sherwood News.
Amazon raises the price for ad-free Prime Video to $4.99
That’s up from $2.99 and before that, free. Source: Sherwood News.
Uber relaunches robotaxi service with Hyundai-backed Motional in Las Vegas
The companies did a ride-hailing test there back in 2022. Source: Sherwood News.
Musk says “xAI Was Not Built Right” amid executive departures, Cursor hires
There’s been a lot of turnover lately at xAI, with numerous executive departures and, yesterday, news that the SpaceX-owned company was hiring two senior leaders…