tech

Joshua Topolsky11/1/24

iPod creator Tony Fadell: Sam Altman is just “spouting shit”

At TechCrunch’s annual Disrupt conference, iPod creator and Nest Labs founder Tony Fadell took to the stage with some strong words for OpenAI’s Sam Altman. “I’ve been doing AI for fifteen years people, so I’m not just spouting shit ... I’m not Sam Altman ... You’ve got to know what you’re using.”

Essentially, his claim is that if there is not transparency on things like data and hallucinations from the LLM-driven businesses sprouting up, the industry is headed for some rough days. If a recent study on its use in medical settings is any indication, he may very well be correct.

Tony Fadell takes a shot at Sam Altman in TechCrunch Disrupt interview | TechCrunch

Tony Fadell takes a shot at Sam Altman in TechCrunch Disrupt interview | TechCrunch

Essentially, his claim is that if there is not transparency on things like data and hallucinations from the LLM-driven businesses sprouting up, the industry is headed for some rough days. If a recent study on its use in medical settings is any indication, he may very well be correct.

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Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways Elon Musk is considering breaking with IPO norms:

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical roughly 10% mark.
Instead of a traditional roadshow, Musk wants investors to visit SpaceX facilities in person.

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical roughly 10% mark.
Instead of a traditional roadshow, Musk wants investors to visit SpaceX facilities in person.

tech

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first quarter earnings next month, Tesla released its own company-compiled Wall Street consensus for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders believe Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

ARC-AGI-3

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

tech

The US leads the world in robotaxi deployments

Every day it seems another robotaxi launches somewhere in the world. But most of them are in the US.

Of the 171 active robotaxi deployments globally, 69 — or 40% — are in the US, according to a new report from the Bank of America Institute. China, the next largest market, accounts for 24% of deployments.

Most of those deployments are still in testing or early commercial stages. Only 10 US cities currently have fully commercial robotaxi operations, defined as services that operate on public roads, carry paying passengers, run fully driverless without a safety driver, and function all day in any weather.

For now, that effectively refers to Alphabet’s Waymo, which operates commercially in Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area. That definition excludes competitors like Tesla, whose Robotaxi service uses safety monitors, and Amazon’s Zoox, which has yet to charge customers for rides.

Wait, just how addicted to Facebook and YouTube are Americans today?

While a jury found both Meta and Alphabet have designed addictive apps, usage among US adults has dropped off.

Justice Gavel with Floating Social Media Like Icons and Hearts – Digital Justice and Online Engagement

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