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The First Humanoid Robot Company Goes Public

The First Humanoid Robot Company Goes Public

Unitree lists at a $9B valuation with something almost no competitor has: a profit.

Markets

+2

Nvidia Is Now the Sixth-Largest Shareholder in SpaceX

Nvidia Is Now the Sixth-Largest Shareholder in SpaceX

A $10B investment in xAI became a $21B stake in a rocket company. That was the point.

Markets

+2

OpenAI's Revenue Mix Just Flipped. Its People Are Leaving.

OpenAI's Revenue Mix Just Flipped. Its People Are Leaving.

A research lab becoming an enterprise software company gets better revenue and a different institution.

Premium

+2

Big Tech Has Quietly Promised $1.5 Trillion for AI

Big Tech Has Quietly Promised $1.5 Trillion for AI

Purchase commitments don't sit on the balance sheet like debt. That's exactly why they matter.

Markets

+2

The AI Price War Is Running in Two Directions at Once

The AI Price War Is Running in Two Directions at Once

Why the cheap model got expensive and the expensive models got cheap.

Premium

+2

Intel Just Sold Stock for the First Time Since 1971

Intel Just Sold Stock for the First Time Since 1971

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

Markets

+2

Two Intels: Pricing the Product Company and the Foundry Option

Two Intels: Pricing the Product Company and the Foundry Option

Why a 55-year first tells you more than the guidance does.

Premium

+2

Tesla Had a Record Quarter. The Stock Fell Anyway.

Tesla Had a Record Quarter. The Stock Fell Anyway.

Tesla delivered a record 480,126 vehicles and the stock fell 7%. The market cares about robots now.

Autonomy

+2

Two Teslas: Pricing the Car and the AI Option

Two Teslas: Pricing the Car and the AI Option

Tesla is a carmaker and an autonomy option wearing one ticker. Value them separately.

Premium

+2

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