Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption and see the market as a two-horse race between Waymo and Tesla
Waymo's momentum is undeniable, but Uber's scale is being undervalued in AI-driven selloff — Uber can't seem to emerge from the shadow of what's to come.
Tesla agrees to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November 2025 that failed to win approval
Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs …
Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval
Mytra, which is building autonomous robots for warehouses that can move loads up to 3,000 pounds, raised a $120M Series C led by Avenir Growth
Senior Finance Reporter And Author Of Term Sheet — Mytra's Chris Walti (L) and Ahmad Baitalmal (R).MYTRA — Chris Walti once led engineering for Tesla's humanoid Optimus.
Mytra, which is building autonomous robots for warehouses that can move loads up to 3,000 pounds, raised a $120M Series C led by Avenir Growth
Senior Finance Reporter And Author Of Term Sheet — Mytra's Chris Walti (L) and Ahmad Baitalmal (R).MYTRA — Chris Walti once led engineering for Tesla's humanoid Optimus.
Tesla shareholders approve Elon Musk's $1T pay package, divided into 12 tranches of milestones, including expanding Tesla's market cap to $8.5T over 10 years
Musk had threatened to leave Tesla if the record-setting package didn't pass — Tesla shareholders approved a record-setting pay package …
Elon Musk became the first person to surpass a $500B net worth after Tesla's shares climbed on October 1; Musk is $150B ahead of runner-up Larry Ellison
Musk is now half-way to becoming the first ever trillionaire. — Elon Musk achieved yet another major milestone Wednesday …
Palantir reports Q2 revenue up 48% YoY to $1B, vs. $940M est., and boosts full-year outlook guidance to $4.142B-$4.150B, up from $3.89B-$3.90B; PLTR jumps 5%+
where the economy ‘weakens in a self-reinforcing fashion’ Larry Dignan / Constellation Research : Palantir's software revolution: Forget sales people, let value do the talking Loredana Harsana / Watch...
Experts say Samsung's $16.5B Tesla chip deal alone is unlikely to revive its foundry division, which has struggled since TSMC became Apple's principal supplier
Financial Times :
A look at SpaceX's $2B xAI investment and Tesla's possible investment in xAI, and the idea that Tesla stock is a way to invest in the “Musk Mars Conglomerate”
Also the Windsurf deal, duct cleaning, tokenization and HYPE. — The Musk Mars Conglomerate