There were huge fears that Apple would have bad earnings and bad guidance. Apple is buying back a lot of shares. The company is boosting its buyback program by $110 billion. For context, Apple upped its authorization by $90 billion a year ago, and analysts were expecting a similar increase this time around. Apple being …
Crowdsourced results show that Tesla FSD 12.3.6 should have the best disengagement results for any version prior version of FSD. FSD 12.3 had slightly better city driving results but usually the reported disengagement results improve from the first days. It would be a very solid result for 12.3.6 to get over 300 miles for city …
Sanctuary AI and Microsoft will work together to bolster AI research and development and Sanctuary AI will leverage Microsoft’s Azure cloud resources for their AI workloads. SanctuaryAI is among the humandoid robotics companies that have partnered with Nvidia. Among the nine companies on stage with Nvidia CEO Jensen Huang had the SanctuaryAI bot at the …
Chinese automakers and suppliers have level-two-plus driver-assistance systems with LIDAR and other sensors. There are at least 10 chinese automakers and suppliers that have unveiled driver-assistance systems over the past two years that can navigate city streets and make turns at intersections. EV makers Xpeng, Li Auto, Xiaomi , Huawei are among the carmaker with …
I was on a youtube panel discussion with Herbert Ong, Jeff Lutz and Xander Sky. We were talking yesterday about the major Tesla deal with Baidu for FSD mapping and for the various China approvals that put Tesla on the brink of being fully authorized to sell FSD in China. Current Tesla stock analysts blend …
Meta has put Meta AI front and center in the search bars for Facebook and Instagram that have served as key tools to find content from particular friends or creators. This is what the All-in-Podcast guys called scorched Earth for AI. This means almost no one will pay the $20 per month or other subscriptions …
Last year, China approved 12 nuclear reactors for construction. China already had very large energy plans in order as the average wealth increases and to replace the 70% of energy from coal. However, there are two major new energy demands are emerging. There is the new need for energy for AI data centers. AI data …
Every Tesla FSD sale even with the price cuts is $8000 per car or $99 per month. The $99 per month is $1200 per year or $7200 for six years. Tesla has the highest profit per car of all car makers at $7000 per car. This is why Tesla FSD before robotaxi is a big …
Elon Musk’s visit to China has resulted in approval in principle for FSD in China and a FSD mapping partnership with Baidu. Here’s what you need to know: • Tesla Inc. received in-principle approval to deploy driver-assistance system in China • Tesla did manage to clear two of the most important hurdles: reaching a mapping …
TSMC has to screw up to lose its lead in Semiconductors. Intel was in the lead for decades and then they screwed up badly and lost about 6+ years. Intel was about 2-4 years and now are trying to catch up from 4 years behind. TSMC Morris Chang is keeping it going. 30 minutes into …
TSMC introduced its System-on-Wafer (TSMC-SoW™) technology, an innovative solution to bring revolutionary performance to the wafer level in addressing the future AI requirements for hyperscaler datacenters. At the TSMC 2024 North America Technology Symposium, they debuted the TSMC A16™ technology, featuring leading nanosheet transistors with innovative backside power rail solution for production in 2026, bringing …