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Ives: Musk-Trump feud “not ideal” for robotaxi launch

Tesla is supposed to roll out its circumscribed robotaxi program as soon as this week, days after a very public breakup between Tesla CEO Elon Musk and the president of the United States. While Wedbush Securities analyst Dan Ives says the timing is “not ideal” for the robotaxi launch and its promised expansion to cities across the US this year, he expects the two to mend their friendship and clear the way for Tesla’s domination:

We fully expect under a Trump White House these key initiatives will get fast tracked (despite the Musk beef) as the federal regulatory spiderweb that Musk & Co. have encountered over the past few years around FSD/autonomous clears significantly under Trump given his focus on AI dominance over China.

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Jon Keegan

Report: Google DeepMind builds “strike team” to catch up to Anthropic models

Anthropic’s recent momentum, powered by the success of its popular Claude Code tool, is turning up the heat among its AI competitors — not only for its AI startup peer OpenAI, but also with established Big Tech giants like Google.

The Information reports that within Google DeepMind, a “strike team” has been assembled to make a serious push to improve Gemini’s coding capabilities. According to the report, leaders within Google, including cofounder Sergey Brin, are sounding the alarm after determining that Anthropic’s Claude has superior coding skills. The new team’s goal is to create a AI system that can improve itself.

“To win the final sprint, we must urgently bridge the gap in agentic execution and turn our models into primary developers,” Brin wrote in a recent memo to DeepMind staff.

The Information reports that within Google DeepMind, a “strike team” has been assembled to make a serious push to improve Gemini’s coding capabilities. According to the report, leaders within Google, including cofounder Sergey Brin, are sounding the alarm after determining that Anthropic’s Claude has superior coding skills. The new team’s goal is to create a AI system that can improve itself.

“To win the final sprint, we must urgently bridge the gap in agentic execution and turn our models into primary developers,” Brin wrote in a recent memo to DeepMind staff.

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Rani Molla

Tesla’s federal tax bill last year was once again $0, Reuters reports. While past losses and green energy credits helped shrink the bill, Reuters found that Tesla also leaned on a classic corporate maneuver: offshore profit-shifting. By routing intellectual property rights through paper-only subsidiaries in the Netherlands and Singapore, Tesla effectively parked $18 billion in profits overseas between 2023 and early 2025. The entirely legal setup saved Tesla an estimated $400 million in US taxes. Not bad for a company whose CEO is not a fan of “shady” tax loopholes.

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