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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

The Consciousness Question: Why Labs Are Funding It

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

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 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

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