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Tesla keeps underperforming more tariff-affected automakers

Thanks to tariffs and reciprocal tariffs, automakers are doing terribly today. But hey, at least they’re not Tesla, which at one point was down more than 11% this morning. It’s down 8.1% as of 11:20 a.m.

That’s despite having a leg up compared to other car companies when it comes to tariffs, since its cars are assembled in the US.

As we mentioned earlier today, Tesla is facing myriad headwinds, from plummeting sales to increased competition to self-inflicted wounds from CEO Elon Musk. Even retail traders who are buying everything else during this market rout aren’t buying Tesla.

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OpenAI working to build a US supply chain for its hardware plans, including robots

When OpenAI purchased Jony Ive’s I/O, it entered the hardware business. The company is currently ramping up to produce a mysterious AI-powered gadget.

But OpenAI plans on making more than just consumer gadgets— it also plans on making data center hardware, and even robots.

Bloomberg reports that OpenAI has been on the hunt for US-based suppliers for silicon, motors for robotics, as well as cooling systems for data centers.

AI companies are looking towards robots as a logical next step for finding applications for their models.

OpenAI told Bloomberg that US companies building the AI brains of robots might have an edge against the Chinese hardware manufacturers who are currently making some impressive humanoid robots.

Bloomberg reports that OpenAI has been on the hunt for US-based suppliers for silicon, motors for robotics, as well as cooling systems for data centers.

AI companies are looking towards robots as a logical next step for finding applications for their models.

OpenAI told Bloomberg that US companies building the AI brains of robots might have an edge against the Chinese hardware manufacturers who are currently making some impressive humanoid robots.

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ICE agents arrest workers from Meta’s Hyperion data center site

Yesterday, US Immigration and Customs Enforcement (ICE) officers stopped and arrested two workers from Meta’s massive Hyperion data center construction site in Richland Parish, Louisiana.

According to the Richland Parish Sheriff’s Office, two dump truck drivers were stopped and arrested as part of a traffic stop as they headed to the construction site where thousands of people are working.

Bloomberg reports that unmarked vehicles at the perimeter of the construction site were stopping and checking the identification of workers. The Sheriff’s Office said ICE agents did not enter the Meta site at any time.

Bloomberg reports that unmarked vehicles at the perimeter of the construction site were stopping and checking the identification of workers. The Sheriff’s Office said ICE agents did not enter the Meta site at any time.

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Two cofounders leave Thinking Machines Lab to return to OpenAI

A group of researchers have left Mira Murati’s Thinking Machines Lab to go back to OpenAI. Fidji Simo, OpenAI’s head of apps, posted on X that Thinking Machines cofounders Barret Zoph and Luke Metz, along with Sam Schoenholz, will be returning to the company.

In October, Thinking Machines cofounder Andrew Tulloch left to work for Meta.

Thinking Machine Labs was cofounded by Murati, a former OpenAI executive, and the startup has been raising large amounts of money, reportedly with a $50 billion valuation.

Thinking Machine Labs was cofounded by Murati, a former OpenAI executive, and the startup has been raising large amounts of money, reportedly with a $50 billion valuation.

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