tech

Rani Molla12/30/25

Tesla-compiled estimates show Q4 deliveries expected to fall 15% from last year

A Tesla-compiled average of analyst estimates pegs fourth-quarter deliveries at 422,850, which would mark a 15% slump from the 495,570 the company delivered in the same quarter last year, if realized. The full-year estimate of 1.6 million vehicles would represent an 8% decline from 2024 and the second annual decline for the EV company. The estimates are notably lower than the consensus estimates compiled by Bloomberg and FactSet, which have been declining over the past month.

The market-implied odds derived from event contracts show that most traders think Tesla deliveries will be more than 410,000 but less than 420,000 in the quarter ending December.

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

While Tesla typically shares its compilation of analyst estimates with institutional investors, this is the first time the company has shared those numbers on its own website. Tesla’s numbers include estimates from Daiwa, DB, Wedbush, OpCo, Canaccord, Baird, Wolfe, Exane, GS, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham & Co., HSBC, Cantor Fitzgerald, and William Blair.

Actual numbers are expected Friday.

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tech

Max Knoblauch21h

Tesla’s 45 Austin Robotaxis now have 14 crashes on the books since launching in June

Since launching in June 2025, Tesla’s 45 Austin Robotaxis have been involved in 14 crashes, per Electrek reporting citing National Highway Traffic Safety Administration data.

Electrek analysis found that the vehicles have traveled roughly 800,000 paid miles in that time period, amounting to a crash every 57,000 miles. According to the NHTSA, US drivers crash once every 500,000 miles on average.

The article says Tesla submitted five new crash reports in January of this year that happened in December and January. Electrek wrote:

“The new crashes include a collision with a fixed object at 17 mph while the vehicle was driving straight, a crash with a bus while the Tesla was stationary, a collision with a heavy truck at 4 mph, and two separate incidents where the Tesla backed into objects, one into a pole or tree at 1 mph and another into a fixed object at 2 mph.”

Tesla updated a previously reported crash that was originally filed as only having damaged property to include a passenger’s hospitalization.

Last month, Tesla shares climbed after CEO Elon Musk said in a post on X that the company’s Austin Robotaxis had begun operating without a safety monitor.

Tesla 'Robotaxi' adds 5 more crashes in Austin in a month — 4x worse than humans

Tesla 'Robotaxi' adds 5 more crashes in Austin in a month — 4x worse than humans

The article says Tesla submitted five new crash reports in January of this year that happened in December and January. Electrek wrote:

“The new crashes include a collision with a fixed object at 17 mph while the vehicle was driving straight, a crash with a bus while the Tesla was stationary, a collision with a heavy truck at 4 mph, and two separate incidents where the Tesla backed into objects, one into a pole or tree at 1 mph and another into a fixed object at 2 mph.”

Tesla updated a previously reported crash that was originally filed as only having damaged property to include a passenger’s hospitalization.

Last month, Tesla shares climbed after CEO Elon Musk said in a post on X that the company’s Austin Robotaxis had begun operating without a safety monitor.

tech

Jon Keegan2/13/26

Ahead of IPO, Anthropic adds veteran executive and former Trump administration official to board

Anthropic is moving to put the pieces in place for a successful IPO this year.

Today, the company announced that Chris Liddel would join its board of directors.

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. It’s reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

Exclusive | Anthropic Adds New Board Member as It Eyes IPO

Exclusive | Anthropic Adds New Board Member as It Eyes IPO

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. It’s reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

tech

Rani Molla2/13/26

Meta is bringing back facial recognition for its smart glasses

Meta is reviving its highly controversial facial recognition efforts, with plans to incorporate the tech into its smart glasses as soon as this year, The New York Times reports.

In 2021, around the time Facebook rebranded as Meta, the company shut down the facial recognition software it had used to tag people in photos, saying it needed to “find the right balance.”

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

Meta Plans to Add Facial Recognition Technology to Its Smart Glasses

Meta Plans to Add Facial Recognition Technology to Its Smart Glasses

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

the elder scrolls

Older Americans are spending more time on their phones than younger cohorts, per new data

Some members of the TikTok generation are (very slightly) less glued to their phones than other adults, it turns out.

A man, a woman and a child with a phone instead of a head

Apple doesn’t have an AI spending problem. It has an AI execution problem.

Apple isn’t falling far from the AI tree.

Super Bowl LX: New England Patriots v Seattle Seahawks

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