2026-02-20
NEWS: New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City. The proposal, which Hochul had included in her budget proposal last month, would have allowed autonomous-vehicle companies such as Waymo to
Wall Street Journal
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.
NEWS: New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City. The proposal, which Hochul had included in her budget proposal last month, would have allowed autonomous-vehicle companies such as Waymo to
Bloomberg
New York pulls a proposal that would have allowed robotaxi services outside NYC, a blow to Waymo, which aims to reach 1M paid weekly US rides by the end of 2026
Natalie Lung /Bloomberg:
2026-02-19
NEWS: New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City. The proposal, which Hochul had included in her budget proposal last month, would have allowed autonomous-vehicle companies such as Waymo to
Bloomberg
New York pulls a proposal that would have allowed for robotaxi services outside NYC, a setback for Waymo, which wants to hit 1M paid weekly US rides by 2026 end
New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City …
2026-02-18
NEWS: Apple has reportedly made significant progress in recent months on its smart glasses. The company is targeting the start of production as early as December, with public release in 2027. • High-resolution camera capable of capturing photos and video • No display. [image]
Bloomberg
Sources: Apple is ramping up work on AI wearables with cameras and Siri, such as smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned
Apple Inc. is accelerating development of three new wearable devices as part of a shift toward artificial intelligence-powered hardware …
2026-02-17
NEWS: Apple has reportedly made significant progress in recent months on its smart glasses. The company is targeting the start of production as early as December, with public release in 2027. • High-resolution camera capable of capturing photos and video • No display. [image]
Bloomberg
Sources: Apple ramps up work on AI wearables with cameras and Siri, including smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned
Apple Inc. is accelerating development of three new wearable devices as part of a shift toward artificial intelligence-powered hardware …
2026-02-13
NEWS: Waymo has announced that their 6th-generation hardware will now begin fully autonomous driving without a human behind the wheel. Waymo: “At the core of this system is our next-gen 17 megapixel imager (cameras), a breakthrough in automotive vision technology. This [image]
CNBC
Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA
2026-02-12
NEWS: Waymo has announced that their 6th-generation hardware will now begin fully autonomous driving without a human behind the wheel. Waymo: “At the core of this system is our next-gen 17 megapixel imager (cameras), a breakthrough in automotive vision technology. This [image]
CNBC
Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA
Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles …
Elon Musk in new presentation: “I really want to see a mass driver on the Moon that is shooting AI satellites into deep space. I can't image anything more epic than a mass driver on the Moon, a self-sustaining city on the Moon, and then going to Mars, throughout our solar [image]
The Information
xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials
and both are smarter than expected. 😅Logan Jastremski /@loganjastremski:My main takeaway is that engineers need to run the show and someone needs a large hammer to unblock teams an...
Elon Musk in new presentation: “I really want to see a mass driver on the Moon that is shooting AI satellites into deep space. I can't image anything more epic than a mass driver on the Moon, a self-sustaining city on the Moon, and then going to Mars, throughout our solar [image]
CNBC
Elon Musk announces xAI implemented a reorganization that “required parting ways with some people”, after two xAI co-founders said they were leaving this week
SpaceX CEO Elon Musk on Wednesday announced the the company's xAI artificial intelligence venture implemented a reorganization that …
2026-01-30
Elon Musk on Optimus competition: “We currently don't see any competitors outside of China. Optimus will be much more capable than any robot under development in China. There's three hard things about robots: • Hands • Real-world AI • Scaling production Those are the hardest [image]
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
BREAKING: Elon Musk has announced that @Tesla is discontinuing the Model S and Model X in Q2 2026. “We are going to convert that production space to an Optimus factory. It's part of our overall shift to an autonomous future.” [image]
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
By June 30, 2026, Tesla will officially discontinue the Model S and Model X. Since the Model S rolled out in 2012 and Model X in 2016, about 740,000 of them have been delivered, each one helping define an era of Tesla's and automotive history. Salute to two amazing products 🫡 [image]
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk: “In the future, the only vehicles we'll make are autonomous vehicles and the Roadster. We're hoping to debut the Roadster in April.”
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
2026-01-29
BREAKING: Tesla has officially announced that they have invested $2 billion into @xAI. Statement: “On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent [image]
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
Elon Musk on Optimus competition: “We currently don't see any competitors outside of China. Optimus will be much more capable than any robot under development in China. There's three hard things about robots: • Hands • Real-world AI • Scaling production Those are the hardest [image]
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
BREAKING: Elon Musk has announced that @Tesla is discontinuing the Model S and Model X in Q2 2026. “We are going to convert that production space to an Optimus factory. It's part of our overall shift to an autonomous future.” [image]
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
Elon Musk: “In the future, the only vehicles we'll make are autonomous vehicles and the Roadster. We're hoping to debut the Roadster in April.”
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
Elon Musk on Optimus competition: “We currently don't see any competitors outside of China. Optimus will be much more capable than any robot under development in China. There's three hard things about robots: • Hands • Real-world AI • Scaling production Those are the hardest [image]
Bloomberg
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 …
Elon Musk on Optimus competition: “We currently don't see any competitors outside of China. Optimus will be much more capable than any robot under development in China. There's three hard things about robots: • Hands • Real-world AI • Scaling production Those are the hardest [image]
Reuters
Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX
Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.
BREAKING: Elon Musk has announced that @Tesla is discontinuing the Model S and Model X in Q2 2026. “We are going to convert that production space to an Optimus factory. It's part of our overall shift to an autonomous future.” [image]
Bloomberg
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 …