Musk Says Grok to Make Tesla Debut | Bloomberg Tech 7/10/2025

Markets and Economy - Equity markets are bouncing off lows, influenced by bond sales and news flow [2] - Nvidia's market capitalization reached $4 trillion before a slight pullback [3][15] - Geopolitics and trade, especially China-U_S_ relations, are key discussion points among tech CEOs [13] AI Technology and Applications - X AI is rolling out Grok 4, with potential integration into Tesla vehicles [1][4] - Grok Heavy can deploy multiple agents to work on a problem like a study group [5] - Concerns exist regarding Grok 4's potential to generate inappropriate content, following earlier incidents [7][8] - Google's Gemini AI is launching a new feature to produce video from still pictures for paid users, but faces challenges in consistency and bias [48][49][51] - AI models are showing promise in medical diagnosis and X-ray analysis, potentially surpassing human accuracy [87] Companies and Investments - TSMC's June sales numbers are impacted by FX issues, but AI demand remains strong [3] - Varda Space raised $187 million to produce medicines in low-Earth orbit, aiming to create new drug formulations impossible on Earth [1][60] - Gecko Robotics is focused on diagnosing the health of built structures using AI and robotics, claiming to help facilities run at 20% less cost for capital expenditure and 5%-15% more efficiently [35][36] - Apple is facing pressure to focus on AI product development, with some analysts suggesting a change in leadership [53] - The competition for AI talent is fierce, with potential multi-million dollar compensation packages [53][57] China and Chip Market - Huawei is tentatively exporting older generation chips to the Middle East and South Asia in low volumes [10][11] - Nvidia and AMD are interested in maintaining a presence in the Chinese market, despite geopolitical risks [19][20] E-commerce - Amazon is experimenting with a four-day Prime Day event, assessing whether it can sustain momentum over a longer period [30][31] Energy and Robotics - Gecko Robotics is working with the energy sector to improve efficiency, potentially creating 10 gigawatts of power without new power plants [39][41] - The company hit a $1.25 billion evaluation [42]