Elon Musk
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Musk Says the Debt Market Has Shut on Neoclouds. The Filings Say It Has Narrowed, and the Difference Matters.
Musk says debt markets have shut on neoclouds. The high-yield spread widened 25 bps; CoreWeave’s CDS hit 1,195. His four claims, checked against the filings. Continue reading
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Three Rivals Agreed to Slow AI Down in a Single Morning. What Did They Actually Agree To?
Amodei, Altman and Musk endorsed pacing AI within hours. Only one concrete commitment exists. What the essay proposes, who agreed, and what four camps of skeptics say. Continue reading
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Tesla Robotaxi Turns One: A Neutral Economic Look at What Year One Proved, How Tesla Compares to Waymo, and Why the Same Data Supports Two Opposite Stories
One year after Tesla launched its Robotaxi service in Austin with about ten vehicles and human safety monitors… Continue reading
Austin Texas, autonomous vehicles, autonomy economics, AV regulation, BofA Global Research, Cybercab, Elon Musk, Gigafactory Texas, Model Y robotaxi, NHTSA, Reuters investigation Tesla, ride hailing, robotaxi safety, self driving cars, Senator Markey, Tesla 1 year anniversary, Tesla FSD, Tesla Robotaxi, Texas DMV, Waymo -
SpaceX Closes the Largest IPO in History: An Economic Look at What the Company Does, How It Got Here, and Whether USD 1.77 Trillion Is Justified
SpaceX raised USD 75 billion at a USD 1.77 trillion valuation in the largest IPO ever recorded. Continue reading
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China Just Hit Humanoid Factory Scale Before the US Did. Here’s What That Actually Means
On May 29, a Chinese factory in Shenzhen began shipping a full-size humanoid robot every 15 minutes. The story is not who built the most impressive robot. Continue reading