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
Tesla is a carmaker and an autonomy option wearing one ticker. Value them separately.
Premium
+2
The Consciousness Question: Why Labs Are Funding It
The pivot to consciousness research is risk management, not metaphysics. What it signals for AI governance.
Premium
+2
Google Is Now Studying If AI Is Conscious
Four years after firing Blake Lemoine, Google DeepMind, Anthropic, and Meta are studying machine consciousness.
Policy
+1
The Great Repricing: Buyers vs. Suppliers of AI
The market stopped paying for AI ambition and started pricing its cost. Buyers down, suppliers up.
Premium
+2
The Magnificent 7 Just Lost $2.3 Trillion
Investors soured on hyperscaler AI spending, wiping $2.3 trillion off the Mag 7 while chipmakers rallied.
Markets
+1
Google Ran Out of AI Compute for Meta
Google capped Meta's Gemini use and rented 110,000 GPUs from SpaceX. The AI bottleneck is physical.
Markets
+2
