tech

Jon Keegan4/4/25

Meta’s Llama 4 model behind schedule, underperforming: Report

Meta has bet a ton — some would even say the future of the company — on AI.

It has poured massive resources into building its AI infrastructure to train and run its Llama 3 AI model, including city-sized data centers and possibly a $200 billion data center campus.

But everything depends on its next model: Llama 4. And according to new reporting from The Information, things are not going according to plan. Development has been subject to several delays, and the release of DeepSeek’s breakthrough fast and cheap models caused Meta to make significant changes to its development plans.

The company is trying to get to 1 billion AI users and then monetize them, but it currently gives Llama 3 away for free to developers. Per the report, Meta is considering selling businesses API access to a hosted version of the model, which it currently does not offer, unlike startup competitors OpenAI and Anthropic.

The rest of the AI industry is also trying to figure out how to justify the hundreds of billions in capex spending planned for this year to its investors.

Meta Nears Release of New AI Model After Performance Hiccups

Meta Nears Release of New AI Model After Performance Hiccups

But everything depends on its next model: Llama 4. And according to new reporting from The Information, things are not going according to plan. Development has been subject to several delays, and the release of DeepSeek’s breakthrough fast and cheap models caused Meta to make significant changes to its development plans.

The company is trying to get to 1 billion AI users and then monetize them, but it currently gives Llama 3 away for free to developers. Per the report, Meta is considering selling businesses API access to a hosted version of the model, which it currently does not offer, unlike startup competitors OpenAI and Anthropic.

The rest of the AI industry is also trying to figure out how to justify the hundreds of billions in capex spending planned for this year to its investors.

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Reading between the lines on the latest SpaceX merger report and Musk’s cryptic tweet

There are a few things to note in and around Bloomberg’s report that SpaceX and xAI are in advanced deal talks.

Elon Musk waving

tech

Analyst: Investors should brace for Europe’s breakup with US Big Tech

The signs are there: the French government has restricted the use of Zoom for its employees. In Germany, the state of Schleswig-Holstein is ending the use of Microsoft Teams among its workers.

As US-EU tensions rise, Europe is looking to secure its own “digital sovereignty,” reduce its dependence on US-owned technology platforms, and grow its domestic tech industry. It now seems the European breakup with Big Tech is underway.

Tuttle Capital Management CEO Matthew Tuttle thinks that most investors aren’t paying enough attention to this growing problem for the American tech sector’s stocks.

In a note to investors, Tuttle wrote:

“The world is building optionality away from U.S. policy and platform dependence. And once you see it, you can’t unsee it — because it’s showing up in procurement decisions, supply chains, defense budgets, and capital flows.”

Europe wants to break up with US tech. Here’s how it plans on doing that.

Europe wants to break up with US tech. Here’s how it plans on doing that.

Tuttle Capital Management CEO Matthew Tuttle thinks that most investors aren’t paying enough attention to this growing problem for the American tech sector’s stocks.

In a note to investors, Tuttle wrote:

“The world is building optionality away from U.S. policy and platform dependence. And once you see it, you can’t unsee it — because it’s showing up in procurement decisions, supply chains, defense budgets, and capital flows.”

Waymo is seeking to raise $16 billion in a funding round that would value the autonomous car company at nearly $110 billion, Bloomberg reports. That’s higher than earlier Bloomberg estimates for the round and more than double Waymo’s 2024 valuation.

Parent company Google is leading the financing, expected to close in February, by making a $13 billion commitment that would account for a huge chunk of the round.

tech

China outlaws door handles Tesla is famous for

A new Chinese safety rule will require every vehicle sold in the country to have mechanically operable external and internal door handles that work even without power by 2027. The move would effectively ban the flush, motor-activated door handles Tesla is famous for, and that other EV makers like Xiaomi, Lucid, and Rivian have also adopted. Tesla is already facing scrutiny over its door designs in the US, where regulators have investigated crashes in which passengers struggled to exit vehicles after power failures.

China Bans Hidden Car Door Handles in World-First Safety Policy

China Bans Hidden Car Door Handles in World-First Safety Policy

tech

Tesla’s Europe sales get big headlines — but they’re a small part of the business

Another month, another round of headlines about Tesla’s sales in Europe — a market small enough that the company doesn’t even break out its revenue separately in filings.

The monthly headline bonanza around Tesla’s European sales has to do with the fact that, unlike in the US, there is readily available data on vehicle registrations there. But the availability of those headlines tends to overstate Europe’s importance to Tesla’s overall vehicle business.

In 2025, Tesla sold 238,656 vehicles across the Europe, down 27% from 2024. That represents less than 15% of Tesla’s total global vehicle sales. Early data from several European countries paints a mixed picture at the start of 2026 — declines in France and Norway, increases in Spain and Sweden — but in absolute terms, those markets remain relatively small for Tesla.

By comparison, the US is a much larger and more important market for Tesla, accounting for about 35% of unit sales last year, according to estimates from analyst Troy Teslike, and roughly half of the company’s revenue in 2025. Crucially, vehicle sales are declining there, too.

Tesla registrations in Europe show little recovery in January

Tesla registrations in Europe show little recovery in January

In 2025, Tesla sold 238,656 vehicles across the Europe, down 27% from 2024. That represents less than 15% of Tesla’s total global vehicle sales. Early data from several European countries paints a mixed picture at the start of 2026 — declines in France and Norway, increases in Spain and Sweden — but in absolute terms, those markets remain relatively small for Tesla.

By comparison, the US is a much larger and more important market for Tesla, accounting for about 35% of unit sales last year, according to estimates from analyst Troy Teslike, and roughly half of the company’s revenue in 2025. Crucially, vehicle sales are declining there, too.

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