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Rani Molla7/1/25

Ives: Renewed Musk-Trump beef “remains an overhang on Tesla’s stock”

The Elon Musk and Donald Trump beef that erupted last month before cooling is now back on the boiler, after President Trump responded to a series of posts from Musk criticizing his “big, beautiful bill” by threatening to sic DOGE on its former leader’s government subsidies.

Wedbush Securities analyst and Tesla bull Dan Ives said the public scuffle won’t be good for the stock, which is down 5% premarket.

“[The] situation has now turned into a soap opera that remains an overhang on Tesla’s stock with investors fearing that the Trump Administration will be more hawkish and show scrutiny around Musk related US government spending related to Tesla/SpaceX and most importantly the autonomous future with the regulatory environment key to the future of Robotaxis and Cybercabs. We would expect the stock to be weak to kick off trading this morning as the Street will show concern that the Trump and Musk once BFF relationship now backfires and turns into a junior high school friendship gone bad into an enemy.”

Ives, however, expects the two will resolve their differences again. “Musk needs Trump and Trump needs Musk given the AI Arms Race going on between the US and China,” Ives wrote. “At the end of the day being on Trump’s bad side will not turn out well... and Musk knows this and Tesla investors want this back and forth to end.”

Wedbush maintained its $500 price target and “outperform” rating for Tesla.

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Microsoft is reportedly building a super app to tame product sprawl — and finally crack mobile

Super apps are very 2010s, but they might be the future for Microsoft. The enterprise giant is working on combining its sprawling and often confusing product suite into a single super app expected by late summer, Fortune reports.

By unifying the tools, Microsoft is hoping that the massive popularity of some of its offerings — particularly GitHub Copilot — will rub off on its other, slower-growing products.

The tool will merge its coding assistant GitHub Copilot, its chat function Copilot, its Copilot Cowork tool, and a new agentic workflow called Autopilot. The move, known internally as “Delivering one Copilot,” will have the dual purpose of simplifying Microsoft’s fragmented desktop AI offerings and finally helping the office software giant gain a foothold on mobile, where competing tools have dominated.

Microsoft is taking a page from frenemy OpenAI’s playbook. In March, OpenAI announced plans for its own desktop super app to combine ChatGPT, Codex, and its Atlas browser into one central workstation.

Exclusive: Microsoft is building a super app that combines coding, chat, and other Copilot AI tools | Fortune

Exclusive: Microsoft is building a super app that combines coding, chat, and other Copilot AI tools | Fortune

The tool will merge its coding assistant GitHub Copilot, its chat function Copilot, its Copilot Cowork tool, and a new agentic workflow called Autopilot. The move, known internally as “Delivering one Copilot,” will have the dual purpose of simplifying Microsoft’s fragmented desktop AI offerings and finally helping the office software giant gain a foothold on mobile, where competing tools have dominated.

Microsoft is taking a page from frenemy OpenAI’s playbook. In March, OpenAI announced plans for its own desktop super app to combine ChatGPT, Codex, and its Atlas browser into one central workstation.

Forty-two is the answer to life, the universe, and everything in Douglas Adams’ classic “The Hitchhiker’s Guide to the Galaxy.” It’s also the number of unsupervised Robotaxis Tesla has on the road in Texas, the only state where it’s operating autonomous service, according to records from a newly required government database in the state.

That’s much lower than CEO Elon Musk had hoped, as the company struggles to ready its camera-only autonomous vehicles for commercial scale. In 2025, Musk said that the service would be available to “half the population of the US by the end of the year.”

Even smaller competition has more: Avride has 317 and Nuro has 47. Meanwhile, Tesla’s chief rival, Alphabet subsidiary Waymo, has 577 in operation in the state. Nationwide, Waymo’s fleet currently numbers more than 3,000.

Unfortunately for Tesla, figuring out how to actually scale its robotaxi fleet remains the ultimate question.

INDIA-TECHNOLOGY-AI-DIPLOMACY

Anthropic raises $65 billion at a $965 billion valuation, releases a more “honest” Claude Opus 4.8

Anthropic’s monster $965 billion valuation puts it firmly ahead of OpenAI’s $850 billion valuation as the rivals head toward expected IPOs later this year.

Jon Keegan5/28/26

tech

Jon Keegan5/28/26

Report: Microsoft tries to get back in the AI coding game with new model

Microsoft wants to fight its way back into the AI coding field by releasing a new model next week at its annual Microsoft Build developer conference, The Information reports.

The company is expected to announce a new family of models as Microsoft AI CEO Mustafa Suleyman seeks to shore up the company’s own AI offerings and gradually wean it off OpenAI’s technology over the remainder of their $13 billion partnership.

Microsoft was initially well positioned to meet software developers with AI-enhanced tools. It owns GitHub, the most popular platform for hosting and sharing code, and GitHub’s Copilot AI-powered coding tool was released months before OpenAI’s ChatGPT debuted in 2022.

But it fumbled one of the biggest first-mover advantages in history as Anthropic’s Claude Code, OpenAI’s Codex, and Cursor rolled out coding tools that developers loved.

Microsoft to Release New Coding Model Next Week in Comeback Attempt

Microsoft to Release New Coding Model Next Week in Comeback Attempt

Microsoft was initially well positioned to meet software developers with AI-enhanced tools. It owns GitHub, the most popular platform for hosting and sharing code, and GitHub’s Copilot AI-powered coding tool was released months before OpenAI’s ChatGPT debuted in 2022.

But it fumbled one of the biggest first-mover advantages in history as Anthropic’s Claude Code, OpenAI’s Codex, and Cursor rolled out coding tools that developers loved.

Ojai outside

Waymo to launch free robotaxi rides in its new Ojai vans

The new vehicles are less expensive — which is important for the service to really scale.

Rani Molla5/28/26

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