AI Market Movers · Robotics, defense & physical AI
Tesla
TSLA
Tesla is a car company with a lab inside: Dojo, Optimus, and FSD. The robotaxi and the humanoid are the AI story. The cars pay the bills.
- Site
- tesla.com
- Product
- Optimus
- Who
- Elon Musk, CEO
In the Daily
· Morning Brief
They discounted the slowdown· Closing Time
Closing Time: The agents found a quieter roomOpenAI agents on a German wiki, G42’s chip trade, Microsoft’s dime transcription, Spark in Photos.
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Morning Brief
Buy the chips. Or buy the team.Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.