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.

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California DMV vs. Tesla The 60-Day Countdown Has Started

California DMV vs. Tesla The 60-Day Countdown Has Started

A California administrative law judge ruled that Tesla engaged in deceptive marketing for Autopilot and Full Self-Driving, agreeing with the DMV's request to suspend the company's sales license for 30...

18 Dec 20258min

Apple's Smart Home Hub Just Showed Up in iOS 26 Code

Apple's Smart Home Hub Just Showed Up in iOS 26 Code

Apple is working on a smart home hub with Face ID, profile switching, and Apple Intelligence support. Recent iOS 26 code leaks confirm several features that have been rumored for years, including a 10...

16 Dec 202511min

xAI Is Burning $1 Billion a Month.

xAI Is Burning $1 Billion a Month.

Elon Musk's xAI has built an enterprise sales team to pitch Grok to major corporations, but the company faces serious obstacles. With no track record in enterprise sales, a burn rate of $1 billion per...

16 Dec 20258min

SpaceX's $1.5 Trillion IPO Would Be the Biggest Ever

SpaceX's $1.5 Trillion IPO Would Be the Biggest Ever

SpaceX set a new share price of $421, valuing the company at $800 billion and reclaiming the title of the world's most valuable private company from OpenAI. Elon Musk confirmed plans for a 2026 IPO th...

15 Dec 20258min

Trump's AI Executive Order Has a $100 Million Lobby Behind It

Trump's AI Executive Order Has a $100 Million Lobby Behind It

Trump signed an executive order blocking states from enforcing AI regulations, creating a DOJ task force to sue states and threatening to withhold federal funding. Congress rejected this twice. Republ...

14 Dec 202510min

Why McDonald's Deleted Its AI Ad and the Defense of It

Why McDonald's Deleted Its AI Ad and the Defense of It

McDonald's Netherlands released a 45-second Christmas ad made entirely with generative AI. The internet called it creepy, soulless, and worse than Coca-Cola's AI ads. McDonald's disabled comments, pul...

13 Dec 20257min

The iPhone Fold: $2,400, No Face ID, and a Bet on Zero Crease

The iPhone Fold: $2,400, No Face ID, and a Bet on Zero Crease

Apple has ordered 22 million display panels for its first foldable iPhone, targeting a fall 2026 launch at around $2,400. IDC forecasts Apple will capture 22% of the foldable market and 34% of market ...

12 Dec 20259min

How Intel's CEO Got Richer While Rescuing the Company

How Intel's CEO Got Richer While Rescuing the Company

Intel CEO Lip-Bu Tan pitched the company's board on buying an AI startup where he serves as chairman and holds a financial stake. The board said no, citing a conflict of interest. Then a bidding war w...

11 Dec 202510min

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