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Rani Molla

Tesla’s robots get the same treatment as its cars: Video training

Tesla is pivoting its strategy for training its Optimus robots to using mostly video recordings, rather than motion-capture suits and headsets to record human operators’ movements, in an effort to scale data collection more quickly.

That’s per Business Insider, which reports that the change happened after the departure of the company’s head of Optimus in June.

As Insider notes, that’s a similar strategy to the one Tesla has used to train its self-driving car models, forgoing expensive sensors like lidar and radar and relying instead on cameras and video. As is the case with its cars, using video to train Optimus — while cheaper and more easily scaled — has some drawbacks, including that it’s not as robust as more expensive methods.

As Insider notes, that’s a similar strategy to the one Tesla has used to train its self-driving car models, forgoing expensive sensors like lidar and radar and relying instead on cameras and video. As is the case with its cars, using video to train Optimus — while cheaper and more easily scaled — has some drawbacks, including that it’s not as robust as more expensive methods.

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Google reaches record high and crosses $4 trillion market cap after major wins for Gemini

Google parent Alphabet closed yesterday at a record-high stock price of $331.86, giving the company a market capitalization just above $4 trillion, as investors reward a string of wins for its Gemini AI model, including high-profile partnerships with Apple and Walmart.

After months of speculation, Apple announced a multiyear partnership to use Gemini to power its AI assistant, Siri, a major endorsement of Google’s AI prowess. That same day, Walmart said it would partner with Google to let customers purchase products directly through the Gemini chatbot, a move that would put Gemini in front of millions of Walmart shoppers and test whether AI chatbots can drive real commerce at scale rather than isolated queries. (Amazon, OpenAI, and Microsoft are experimenting with similar AI shopping tools.)

The stock is up nearly 1% again in premarket trading today. While Microsoft and Apple have both crossed $4 trillion in the past, they’ve since dipped below it, leaving Google and Nvidia as the only companies currently valued above the threshold.

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Meta reportedly plans to cut about 10% of employees in Reality Labs metaverse business

Meta is planning to cut roughly 10% of its Reality Labs employees, according to a report from The New York Times. The division is home to products related to the namesake of the company — the metaverse — which includes virtual and augmented reality glasses and headsets. Employees working on the metaverse are the target of the cuts, per the report.

Reality Labs has been bleeding cash and struggling to build significant revenue, racking up losses of around $70 billion since the company started reporting its numbers in 2020. Other than Meta Ray-Ban glasses, the group’s products have not been popular with consumers, and the idea of the metaverse that CEO Mark Zuckerberg evangelized never took off.

The company has since pivoted to a focus on building AI “superintelligence.”

Reality Labs has been bleeding cash and struggling to build significant revenue, racking up losses of around $70 billion since the company started reporting its numbers in 2020. Other than Meta Ray-Ban glasses, the group’s products have not been popular with consumers, and the idea of the metaverse that CEO Mark Zuckerberg evangelized never took off.

The company has since pivoted to a focus on building AI “superintelligence.”

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Tesla’s Elon Musk says AI deal with Apple gives Google “unreasonable concentration of power”

Apple has selected Google’s Gemini AI model to power the next generation of Siri — and Tesla and xAI CEO Elon Musk is not pleased. Responding on X to Google’s announcement, Musk wrote that the deal “seems like an unreasonable concentration of power for Google,” pointing to the company’s control of Android and Chrome.

Musk has previously sued Apple, accusing the company of unfairly favoring OpenAI’s ChatGPT — with which Apple also has a more limited AI partnership — in its App Store. Musk’s xAI, which works closely with Tesla, develops a competing AI model, Grok. Long considered the AI front-runner, OpenAI, which was also in the running to power Siri, has been facing increased competition from Google.

In a monopoly case last September, a judge ruled that agreements such as Apple’s deal to preload Google Search on Safari were permissible as long as they were not exclusive — a decision that may have helped clear the path for the companies’ new multiyear AI partnership.

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