Tesla’s $1 Trillion Question

Tesla’s $1 Trillion Question

Tesla shareholders vote on November 6 on a performance award for Elon Musk that could be worth up to $1 trillion. I break down what the plan pays for, why the board says Tesla risks losing Musk if it fails, where CalPERS and ISS land, and how ownership and autonomy targets shape the outcome. Sources include Reuters, the Financial Times, and new statements from CalPERS ahead of the Austin meeting.

Episoder(1293)

Why Google Funds Anthropic with massive $40 billion investment

Why Google Funds Anthropic with massive $40 billion investment

Anthropic’s rapid financial and infrastructure expansion in 2026, highlighted by a massive $40 billion investment and computing partnership with Google. This alliance provides Anthropic with vital acc...

26 Apr 7min

Why Tesla Must Retrofit Four Million Cars

Why Tesla Must Retrofit Four Million Cars

The technological evolution and competitive landscape of Tesla's self-driving hardware. While Hardware 3 has been officially deemed incapable of supporting unsupervised autonomy due to memory constrai...

25 Apr 15min

How Claude Code cost AMD 42000 dollars

How Claude Code cost AMD 42000 dollars

A tumultuous period for Anthropic, specifically concerning its AI coding assistant, Claude Code. A major focus is a massive source code leak on March 31, 2026, which exposed over 512,000 lines of prop...

24 Apr 30min

SpaceX Targets Two Trillion Dollar Orbital IPO

SpaceX Targets Two Trillion Dollar Orbital IPO

In early 2026, SpaceX executed a major strategic expansion by acquiring xAI for $1.25 trillion and securing an option to purchase the AI coding startup Cursor for $60 billion. These moves are designed...

23 Apr 22min

Claude Mythos finds thousands of hidden vulnerabilities

Claude Mythos finds thousands of hidden vulnerabilities

The 2026 emergence of Claude Mythos and GPT-5.4-Cyber, specialized artificial intelligence models designed to identify and exploit critical software vulnerabilities. Developed by Anthropic and OpenAI,...

23 Apr 20min

Amazon, Anthropic and the city sized grid

Amazon, Anthropic and the city sized grid

Amazon and Anthropic have significantly expanded their strategic partnership through a massive $100 billion infrastructure agreement and an additional $25 billion investment from Amazon. As part of th...

22 Apr 20min

Tim Cook steps down, John Ternus and the new iPhone Air

Tim Cook steps down, John Ternus and the new iPhone Air

A major era of transition at Apple, highlighted by the announcement that Tim Cook will step down as CEO in 2026 to be succeeded by John Ternus. This leadership shift coincides with an aggressive push ...

22 Apr 16min

How 88 Profitable Corporations Paid Zero Tax

How 88 Profitable Corporations Paid Zero Tax

Corporate tax avoidance and the financial performance of major firms, with a specific focus on Tesla’s fiscal strategies in 2025. Reports indicate that at least 88 profitable U.S. corporations effecti...

21 Apr 30min

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