Tech
“Daddy is very much home”
Rani Molla

Tesla is up 2% today after CEO Elon Musk posted in a response to someone on X, “Daddy is very much home,” before detailing his packed Tesla schedule and involvement with various aspects of the company, including Optimus, where he’s said 80% of Tesla’s value will lie.

Tesla investors generally consider Musk’s involvement with the company to be a good thing, agreeing with Wedbush Securities analyst Dan Ives that “Musk is Tesla and Tesla is Musk.”

Additionally, new data from Cox Automotive showed that Tesla had more US EV sales in August than the next four top brands combined.

The stock soared yesterday after Musk purchased $1 billion in stock — a move that sent his personal wealth up by $17 billion. The stock also jumped earlier this month after Tesla proposed a mammoth $1 trillion pay package for Musk intended to keep him at the company.

The phrase “Daddy’s home” is most commonly associated with the 2010 Usher track “Hey Daddy (Daddy’s Home).”

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Claire Yubin Oh
waymo’s world
12m
Waymo’s now serving more than 500,000 paid robotaxi rides every week

The Alphabet-owned company grew its ridership more than tenfold in less than two years.

Waymo Self-Driving Electric Car Sighted In London
tech
Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

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 CEO 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 ~10% mark.

  • Instead of a traditional road show, 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 ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

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 estimate 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 think 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.

Jon Keegan3/26/26

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