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I’ll be honest: when the Waymo news dropped yesterday, my X feed exploded like it was 2016 Autopilot all over again. People love a good rivalry, especially when it involves autonomy, highways, and the question everyone asks in private: Is Tesla actually still in the lead? So let’s talk about it. Because what Waymo just pulled off is impressive, historic even — but it’s not the whole picture. And if you look at the direction of travel (not the daily noise), the Tesla robotaxi

Editor’s note for investors/builders:  Upstart just delivered one of those quarters that looks messy at first pass and more interesting the closer you get. What actually happened? Upstart posted $277M in revenue (+71% YoY), an 11% GAAP net margin, and 26% adj. EBITDA margin. That’s a healthy P&L—just shy of their own revenue guide. The miss wasn’t demand; applications hit a three-year high (2M+). It was the model tapping the brake: approvals came in tighter, average loan size

A Different Kind of Shareholder Meeting If you’ve ever been to a Tesla event, you know it’s not your typical corporate affair. The 2025 Annual Shareholder Meeting at Giga Texas felt more like a tech festival than a financial update — part product showcase, part manifesto. Elon Musk framed the day around a single idea: “Sustainable Abundance.” Not just cars or robots or AI, but an entire ecosystem built to multiply human capability while cutting waste, labor, and inefficiency.

When drone operator Joe Tegtmeyer  said, “The ChatGPT moment for FSD is when the car says, ‘Yeah, you can sleep,’”  it distilled Tesla’s pursuit of autonomy into a single, visceral image. Because that moment — when a driver stops supervising — marks more than technical success. It’s when human trust meets artificial intelligence. What Is the “ChatGPT Moment” for Tesla FSD? The phrase describes the point where Full Self-Driving (FSD)  transitions from being impressive to indis

A Surprising Signal from the Atlanta Fed The Atlanta Federal Reserve’s GDPNow model —a real-time tracker that updates automatically as new data hits—just raised eyebrows. On November 3, it boosted its estimate for Q3 2025 U.S. GDP growth to 4.0 percent , up from 3.9 percent the week before [2]. That may not sound dramatic, but it’s a full percentage point higher than the Blue Chip consensus forecast of roughly 2.5 percent . In other words, the Fed’s real-time model sees an ec

What’s Driving the Buzz Around Bloom Energy? If you’ve been watching the AI arms race, you’ve probably noticed something strange: everyone’s talking about compute, but almost no one’s talking about power . Bloom Energy is changing that conversation. Their solid-oxide fuel cells aren’t just “green boxes.” They’re on-site mini-power plants that can be installed fast, run clean, and—crucially—avoid the grid bottlenecks slowing new data centers. In our latest video, Matt and Brad