Sources tell us, is the reason that's important is we obviously get sales data this week globally. I think it will come in the next couple of days. But Europe's particularly troublesome right now.Elon Musk is now directly overseeing sales responsibility for the United States or North America and Europe. And what I'm also hearing from sources and my colleagues have reported with me is that Tom Xu, who runs the Asia business out of Shanghai, now will oversee global manufacturing operations. So this is kind of ...

Big tech meets big football. Microsoft in the Premier League launching a five year strategic partnership aimed at transforming how fans engage with the game from fantasy football to match analysis and even a personal AI companion. Today, we're joined by Darren Hardman, CEO of Microsoft UK, and Will Bross, chief commercial officer at the Premier League.Well, I want to start with you. I follow Chelsea for most of my life, been a season ticket holder for 25 years. I'm used to having a digital relationship with ...

Generative AI Adoption Trends - Generative AI tool usage is expected to be similar between Gen Z and Millennials by 2025 [1] - By 2029, the majority of internet users are projected to use generative AI tools [2] - Over 75% of Gen Z internet users are expected to use generative AI tools [3] Market Share and Competition - Chat GPT currently dominates the generative AI market, used by approximately 75% of generative AI users [4] - While Chat GPT's absolute user numbers are increasing, its share of generative AI users is decreasing due to growing competition [5] - Gemini and Microsoft Copilot are increasing competition in the generative AI market [5] Generative AI Integration - Many individuals are using generative AI through integrated platforms like Google Search without actively seeking dedicated apps [6][7] - Generative AI is becoming pervasive in everyday activities, including shopping, chatbots, AI overviews, and customer service [8] Use Cases - Search is the leading use case for generative AI, currently used by approximately 64% of users and expected to increase to 75% [9] - Generative AI is also used for work-related tasks like coding and productivity tools by approximately 64% to 74% of users [10] - Personal recommendations, such as shopping tools, are used by around 40% of people [11]

Legal & Policy Implications - The Supreme Court ruling limits nationwide injunctions, leading to potential inconsistencies in the enforcement of immigration policies across different states [1][2] - This ruling indirectly impacts tech companies, as the citizenship status of their employees' children may vary depending on the state where the employee resides or sues [2][4] - A decision regarding the constitutionality of the birthright citizenship executive order is expected in October, which could further influence the legal landscape [4][6] Impact on Tech Companies & Employees - Tech companies may face new employee questions and policy considerations related to relocation and potential accommodations for employees concerned about their child's citizenship [3][14][15] - The perception of instability in the U S immigration system could deter high-skilled immigrants from accepting job offers from U S companies, potentially leading to a loss of talent and innovation [10] - Tech companies heavily rely on H-1B visas to hire skilled immigrants, which is crucial for maintaining their competitiveness [8][9] Challenges & Considerations - Differing legal standards across states could create logistical, administrative, and bureaucratic challenges for both H-1B visa holders and the companies employing them [7][8] - Companies may need to address employee concerns about relocating to states where their child's citizenship might be questioned [14] - Companies will need to decide whether to offer accommodations or avoid the topic altogether, requiring new policy considerations [15]

Market Analysis - Aura has gained traction in the ring and wearables market, prompting questions about Apple's strategy [1] - Introducing a ring could refresh Apple's wearables offerings and enhance competitiveness [2] - A ring could serve as a comfortable, less bulky alternative to the Apple Watch, suitable for various occasions [3] Technological Advantages - Apple's expertise in miniaturization and manufacturing could enable them to incorporate more health sensors into a ring compared to smaller companies [4] - Apple's ecosystem allows for potential integration of features like door keys, car keys, Apple Pay, and Siri into a ring [5] - Synchronization with the Apple ecosystem could provide additional health metrics from phones, watches, earbuds, and glasses [5] Strategic Considerations - Apple's focus remains on the Apple Watch, a significant revenue driver with a large color display, accessory ecosystem, and app marketplace [1] - Concerns exist that a ring might be cheaper with lower margins, lacking a screen, applications, or a comprehensive ecosystem [2] - The industry anticipates Apple entering the ring market eventually [6]

Public Opinion on Trade and Security - Americans support tariffs on China, but this support decreases when faced with rising consumer prices [3] - Technology theft by China is a top concern for Americans, followed by China's advancements in AI [4][5] - Preventing Iran from obtaining nuclear weapons is the primary geopolitical concern for Americans, with 84% support across party lines [7][8] Impact of Tariffs on the Tech Sector - Sustained tariffs on allies and friends will harm the American tech sector and its ability to modernize the military [11] - Strategic decoupling of economies from a national security perspective is viewed differently than tariffs on allies [10] Corporate America's Role - Corporate America needs to innovate in defense technology [9] - The US tech sector understands the supply chain challenges related to tariffs [11]

Believe it or not, it's the last day of the second quarter. We already arrive to the second half of what has been an intense year in the technology sector. The Nasdaq 100 is modestly higher right now in the session, but we continue to push consecutive record highs.What is the single catalyst for tech right now. Angelo. Yeah, as you said, certainly a lot has happened in the first half of the year.And maybe the fact that we are hitting all time highs, we see that as a validation of the positive momentum, not ...

There is an articulation that we've got to buy it. But the big issue is what China does with this information. Well, that's right, Carol.China has a huge stake in this and they really will have the final say given that Bytedance, the parent of Tik Tok, is based in Beijing and also happens to oversee some of what the Chinese government would consider sensitive technology, the kind that would need government approval to engineer any kind of final sale, even if the company were to retain control over the algor ...

Famed short-seller Jim Chanos shares his thoughts no Tesla and Elon Musk on the latest edition of Odd Lots. “There’s always one stock in every bull market that has that, at least that imprimatur of, I call it hopes and dreams,” he said. “Everyone can really project their hopes and dreams onto that company and then value it any way they want. And Cisco was that company, by the way, in ‘99. And [now] it’s undoubtedly Tesla.” “You could see Elon robbing a Brinks truck with a mask on or whatever [and people wou ...

The number one factor that will define whether the United States or China wins this race is whose technology is most broadly adopted in the rest of the world. It's not just a matter of building more sophisticated models. Competition between the U.S. and China on AI is expanding to standards, governance, infrastructure and more.It's very hard to say how far ahead we are, but I would say not a huge amount of time. Any lead the U.S. has in eroding fast despite restrictions on exports of advanced semiconductor ...