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Category: business – Page 9

Grok in Tesla’s Leaked / Tesla Expands Robotaxi Invites / Surprising EV Sales Data

Questions to inspire discussion.

🏭 Q: How much LFP cell production capacity does Tesla have in Nevada? A: Tesla’s Nevada facility has equipment for 7–8 GWh of LFP cell production across two production lines, potentially for EVe and grid storage cells.

Tesla Business and Sales.

📊 Q: What are the expectations for Tesla’s Q2 PND report? A: Troy Teslike estimates 356,000 deliveries, while analyst consensus is 385,000, but PND reports are becoming less significant for Tesla’s business model.

💰 Q: What’s crucial for Tesla to become a multi-trillion dollar company? A: Unsupervised FSD rollout and Optimus sales at scale are key, not just increased car or megapack sales.

🇨🇳 Q: How are Tesla’s China sales performing? A: Latest week sales were 20,684 units, down 4.9% QoQ and 11% YoY, but year-to-date figures show Tesla China is closing the gap, down only 4.6% YoY.

Continue reading “Grok in Tesla’s Leaked / Tesla Expands Robotaxi Invites / Surprising EV Sales Data” | >

Tesla’s JUICY New Impact Report (highlights in 10 mins!)

Tesla’s 2024 impact report highlights the company’s progress in accelerating its mission to sustainable energy through innovative technologies, including autonomy, AI, and reduced emissions, with a focus on expanding its ecosystem and making sustainable transportation and energy solutions more accessible ## ## Questions to inspire discussion.

Sustainable Transportation.

🚗 Q: How will Tesla’s robo taxi network impact transportation?

A: Tesla’s autopilot-powered robo taxi network will be far safer than human drivers, lower emissions, and increase accessibility of sustainable transportation, improving city sustainability and accelerating Tesla’s mission.

🏙️ Q: What are the benefits of Tesla vehicles compared to other options?

A: Tesla vehicles offer premium features rivaling luxury cars while maintaining a total cost of ownership comparable to mass market vehicles, providing significantly more value at a similar price point.

Continue reading “Tesla’s JUICY New Impact Report (highlights in 10 mins!)” | >

Hikvision Canada ordered to cease operations over security risks

The Canadian government has ordered Hikvision’s subsidiary in the country to cease all operations following a review that determined them to pose a national security risk.

The order was forwarded to Hikvision last Friday, and the matter was made public over the weekend by Mélanie Joly, Canada’s Minister of Innovation, Science and Industry.

“Following a National Security Review under the Investment Canada Act, the Government of Canada has ordered Hikvision Canada Inc. to cease all operations in Canada and close its Canadian business,” reads the announcement.

BYD Accused of Cooking The Books & Faking Profitability (extremely BAD signs if true)

BYD, an electric vehicle company, is accused of cooking the books and faking profitability, potentially hiding financial issues such as a liquidity crisis and unprofitable electric vehicle business.

Questions to inspire discussion.

Financial Concerns 🚩 Q: What are the warning signs of BYD’s potential financial trouble? A: BYD is offering massive discounts of 10–30% on already affordable vehicles, with some models selling for as low as $10,000, and allegedly has a 12-month payment delay to suppliers. 💰 Q: How is BYD’s automotive business reportedly staying afloat? A: BYD’s automotive business is allegedly being carried by their highly profitable battery cell supply business, which is not separately reported in their financials, making it difficult to determine the true profitability of their electric vehicle sales.

Balaji on AI

A few miscellaneous thoughts.

First, the new bottleneck on AI is prompting and verifying. Since AI does tasks middle-to-middle, not end-to-end. So business spend migrates towards the edges of prompting and verifying, even as AI speeds up the middle.

Second, AI really means amplified intelligence, not agentic intelligence. The smarter you are, the smarter the AI is. Better writers are better prompters.

Building Markets to Scale Carbon Management Solutions

Amid growing policy momentum, Carbon Management Solutions (CMS), including Carbon Capture, Utilization and Storage (CCUS), clean hydrogen, and emerging carbon markets, are gaining critical support. This report examines the evolving landscape of CMS, highlighting emerging value chains integration and novel business models.

Tesla Robotaxi Vs. Waymo

Tesla is planning to launch a robo-taxi service in Austin, Texas, which is expected to disrupt the market with its competitive advantages in data collection, cost, and production, shifting the company’s business model towards recurring software revenue ## ## Questions to inspire discussion.

Tesla’s Robotaxi Launch.

🚗 Q: When is Tesla launching its robotaxi service? A: Tesla’s robotaxi launch is scheduled for June 22nd, marking a transformational shift from hardware sales to recurring software revenue with higher margins.

🌆 Q: How will Tesla’s robotaxi service initially roll out? A: The service will start with a small fleet of 10–20 vehicles, scaling up to multiple cities by year-end and millions of cars by next year’s end, with an invite-only system initially. Tesla vs. Waymo.

📊 Q: How does Tesla’s data collection compare to Waymo’s? A: Tesla collects 10 million miles of full self-driving data daily, compared to Waymo’s 250,000 miles, giving Tesla a significant data advantage for training AI and encountering corner cases.

🏭 Q: What production advantage does Tesla have over Waymo? A: Tesla can produce 5,000 vehicles per day, while Waymo has 1,500 vehicles with plans to add 200,000 over the next year, giving Tesla a substantial cost and scale advantage.

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Iran’s State TV Hijacked Mid-Broadcast Amid Geopolitical Tensions; $90M Stolen in Crypto Heist

Cybersecurity firm Radware said nearly 40% of all hacktivist DDoS activity has been directed against Israel since the onset of the latest flare-up. On June 17, the hacktivist group DieNet warned it would launch cyber-attacks at the United States should it join the conflict against Iran.

The message has since been amplified by other groups like Arabian Ghosts, Sylhet Gang, and Team Fearless, suggesting that these entities are forming a potential collaboration in cyberspace as battle rages on the ground.

“Companies are urged to take maximum vigilance. The warning signs are clear. Critical infrastructure, supply chains, and even global businesses could become collateral targets if the cyber crossfire intensifies,” said Pascal Geenens, director of threat intelligence at Radware.

How AI & Supercomputing Are Reshaping Aerospace & Finance w/ Allan Grosvenor (MSBAI)

Excellent Podcast interview Allan Grosvenor!…” How Allan built MSBAI to make super computing more accessible.

How AI-driven simulation is speeding up aircraft & spacecraft design.

Why AI is now making an impact in finance & algorithmic trading.

The next evolution of AI-powered decision-making & autonomous systems”

What if AI could power everything from rocket simulations to Wall Street trading? Allan Grosvenor, aerospace engineer and founder of MSBAI, has spent years developing AI-driven supercomputing solutions for space, aviation, defense, and even finance. In this episode, Brent Muller dives deep with Allan on how AI is revolutionizing engineering, the role of supercomputers in aerospace, and why automation is the key to unlocking faster innovation.

Continue reading “How AI & Supercomputing Are Reshaping Aerospace & Finance w/ Allan Grosvenor (MSBAI)” | >

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