Aug 16, 2026
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4 min read
A $10B investment in xAI became a $21B stake in a rocket company. That was the point.
Markets
+2

Why the cheap model got expensive and the expensive models got cheap.
Premium
+2

The first share sale since 1971, and what it says about the cost of staying in the AI race.
Markets
+2

Why a 55-year first tells you more than the guidance does.
Premium
+2
Tesla delivered a record 480,126 vehicles and the stock fell 7%. The market cares about robots now.
Autonomy
+2
Tesla is a carmaker and an autonomy option wearing one ticker. Value them separately.
Premium
+2
The pivot to consciousness research is risk management, not metaphysics. What it signals for AI governance.
Premium
+2
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