tech

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 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 believe 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.)

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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.

tech

The US leads the world in robotaxi deployments

Every day it seems another robotaxi launches somewhere in the world. But most of them are in the US.

Of the 171 active robotaxi deployments globally, 69 — or 40% — are in the US, according to a new report from the Bank of America Institute. China, the next largest market, accounts for 24% of deployments.

Most of those deployments are still in testing or early commercial stages. Only 10 US cities currently have fully commercial robotaxi operations, defined as services that operate on public roads, carry paying passengers, run fully driverless without a safety driver, and function all day in any weather.

For now, that effectively refers to Alphabet’s Waymo, which operates commercially in Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area. That definition excludes competitors like Tesla, whose Robotaxi service uses safety monitors, and Amazon’s Zoox, which has yet to charge customers for rides.

Wait, just how addicted to Facebook and YouTube are Americans today?

While a jury found both Meta and Alphabet have designed addictive apps, usage among US adults has dropped off.

Justice Gavel with Floating Social Media Like Icons and Hearts – Digital Justice and Online Engagement

tech

Sen. Sanders and Rep. Ocasio-Cortez introduce data center moratorium bill

Tapping into the growing public pushback surrounding the data center construction boom, Sen. Bernie Sanders, I-Vt., and Rep. Alexandria Ocasio-Cortez, D-NY, have announced The AI Data Center Moratorium Act of 2026. The bill calls for a halt to new data center construction until federal legislation regulating AI is enacted.

Lawmakers in at least 11 states have proposed pauses on data center construction, according to the National Conference of State Legislatures.

In addition to halting new data center construction, the bill also calls for banning the export of advanced AI chips to countries that lack regulations that protect against harms from AI.

In a press release, Ocasio-Cortez said:

“Congress has a moral obligation to stand with the American people and stop the expansion of these data centers until we have a framework to adequately address the existential harm AI poses to our society. We must choose humanity over profit.”

Heading into the midterm elections, data centers are starting to emerge as a political issue following a growing list of projects that have been scuttled due to community opposition. President Trump has pushed AI companies to voluntarily pledge to “pay their way” for the massive energy requirements of data centers.

Sanders and AOC unveil data center moratorium bill

Sanders and AOC unveil data center moratorium bill

Lawmakers in at least 11 states have proposed pauses on data center construction, according to the National Conference of State Legislatures.

In addition to halting new data center construction, the bill also calls for banning the export of advanced AI chips to countries that lack regulations that protect against harms from AI.

In a press release, Ocasio-Cortez said:

“Congress has a moral obligation to stand with the American people and stop the expansion of these data centers until we have a framework to adequately address the existential harm AI poses to our society. We must choose humanity over profit.”

Heading into the midterm elections, data centers are starting to emerge as a political issue following a growing list of projects that have been scuttled due to community opposition. President Trump has pushed AI companies to voluntarily pledge to “pay their way” for the massive energy requirements of data centers.

tech

RIP ChatGPT-XXX

OpenAI has shelved its planned ChatGPT “adult mode” indefinitely, according to a report from the Financial Times. The startup is in the midst of an internal effort to eliminate many of its “side quests” to focus on enterprise features like coding and productivity tools.

Earlier this week, the company announced it was killing one of those side quests: its video-generation app, Sora.

Per the report, investors and staff raised concerns that offering an erotica-generating AI model doesn’t exactly align with the company’s stated mission to “ensure that artificial general intelligence benefits all of humanity.”

As other tech companies deal with the legal consequences of failing to protect minors from their products, OpenAI would be choosing a potentially dangerous path with such an X-rated feature, while its main competitor, Anthropic, continues to make inroads among enterprise customers by improving on coding and spreadsheet skills.

OpenAI puts erotic chatbot plans on hold ‘indefinitely’

OpenAI puts erotic chatbot plans on hold ‘indefinitely’

Per the report, investors and staff raised concerns that offering an erotica-generating AI model doesn’t exactly align with the company’s stated mission to “ensure that artificial general intelligence benefits all of humanity.”

As other tech companies deal with the legal consequences of failing to protect minors from their products, OpenAI would be choosing a potentially dangerous path with such an X-rated feature, while its main competitor, Anthropic, continues to make inroads among enterprise customers by improving on coding and spreadsheet skills.

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