tech

Rani Molla3/21/25

Analysts keep cutting Tesla delivery estimates

Analyst estimates for the number of Teslas the electric vehicle company will sell this year keep going down.

This week: Morgan Stanley lowered its full-year estimate for Tesla deliveries to 1.615 million vehicles, or nearly 10% lower than the 1.789 million the company sold last year. Wells Fargo now predicts a 7% decline. Barclays didn’t give an exact full-year estimate but wrote today, “We believe that a soft 1Q and continued pressure in 2Q potentially puts Tesla’s 2025 delivery volume at risk of being flat, or potentially even down y/y.”

Even analysts who still believe in Tesla’s promise to “return to growth” have lowered their previous expectations. This week Piper Sandler lowered its delivery expectations to 1.877 million this year, down from its previous estimate of 1.957 million, according to FactSet.

Third-party sales data from the first two months of 2025 isn’t looking up in the US or around the world.

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Report: Anthropic valuation shoots up to $350 billion

A flurry of deals is driving valuations of AI startups through the roof.

Dario Amodei - INBOUND 2025 Powered By HubSpot

Meta’s AI video feed, Vibes, which launched in late September as part of the Meta AI app, has 2 million daily active users, Business Insiders reports, citing internal data. That’s more than OpenAI’s Sora, which launched around the same time but only recently — and perhaps temporarily — became available to the public without an invite. It had about 673,000 daily active users in November, according to Similarweb.

Still, for Meta, 2 million isn’t much for a product that’s integrated with Facebook and Instagram. Threads, another app Meta users are pushed to from its larger properties, for example, recently surpassed 150 million daily active users. In its last earnings report, Meta said it had 3.5 billion daily users across Facebook, Instagram, Messenger, and WhatsApp.

Manifest Destiny

Google’s Waymo to open to public in five new US cities in 2026

Waymo is aiming to pull further ahead of Tesla, which currently has service in only two markets.

Waymo In Union Square

Google releases Gemini 3 AI model

The major update to Google’s flagship model features better reasoning, multistep agentic tasks, and stronger “vibe coding.”

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Intuit strikes $100 million partnership with OpenAI

We are starting to see the appification of ChatGPT.

Last month, OpenAI announced its refreshed vision for app integration within ChatGPT, announcing deals with Spotify, Zillow, and Figma to allow those companies’ customers to use the apps right within the chatbot.

Today, Intuit is joining the lineup, bringing its products into ChatGPT. TurboxTax, QuickBooks, Credit Karma, and Mailchimp will come to ChatGPT as part of a $100 million multiyear partnership between Intuit and OpenAI.

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

OpenAI, Intuit Strike Strategic Partnership

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Today, Intuit is joining the lineup, bringing its products into ChatGPT. TurboxTax, QuickBooks, Credit Karma, and Mailchimp will come to ChatGPT as part of a $100 million multiyear partnership between Intuit and OpenAI.

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

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