"There is only basically one way to make everyone wealthy, and that is AI and robotics."— Elon Musk https://t.co/ut8mGPTKms ...

At least 10 AI songs have charted recently, according to Billboard. The arrival of commercially viable songs made almost entirely with AI marks an inflection point for the music industry, and it has set off heated debates. https://t.co/i4LOHtAJ99 ...

Geopolitical Developments - Israel confirmed the elimination of Hezbollah's chief of staff, Haytham Ali Tabatabai, in a targeted airstrike, marking a significant escalation in regional tensions [3][4] - The strike, which resulted in at least five deaths and numerous injuries, was described as a response to Hezbollah's ceasefire violations and threats to regional stability [4] Mining Industry Dynamics - BHP Group has made a renewed takeover approach to Anglo American, challenging the previously agreed $60 billion merger with Teck Resources [5][6] - The Anglo-Teck merger aims to create a major player in the copper market, with a projected annual production capacity of around 1.2 million tons, positioning it as one of the top five copper producers globally [6] Global Economic Policy - G20 leaders have committed to addressing flaws in the global minimum tax deal, known as Pillar Two, which aims to establish a 15% minimum tax rate for large multinational corporations [7][8] - There is increasing pressure from the U.S. and developing nations to rectify loopholes in the current framework, which could potentially reduce expected tax revenues [8][9] Technological Alliances - Japan and India have agreed to enhance cooperation in artificial intelligence and semiconductor technologies, with Japan planning a $68 billion investment over the next decade [10][11] - This partnership aims to diversify global tech collaborations and bolster India's position as a semiconductor manufacturing hub, aligning with Japan's national growth strategy [11]

Overall Performance - Grok 在通用人工智能性能和编程能力方面均处于领先地位[3] - Grok 在基准测试、排行榜和使用指标中占据主导地位[3] Leaderboard Rankings - Grok 在 ²-Bench Telecom (Agentic Tool Use) 基准测试中排名第一[4] - Grok 在 OpenRouter Trending Leaderboard 中排名第一[4] - Grok 在 Kilo Code Leaderboard 中排名第一[4] - Grok 在 Cline Leaderboard 中排名第一[4] - Grok 在 BlackBox AI Leaderboard 中排名第一[4] - Grok 在 Roo Code Leaderboard 中排名第一[4] OpenRouter Performance - Grok 在 OpenRouter 的 Token 使用量中排名第一[4] - xAI 在 OpenRouter 的市场份额中排名第一[4] - Grok 在 OpenRouter 的编程用例中排名第一[4] - Grok 是 OpenRouter 上最受欢迎的英语 LLM 之一[4]

Core Insights - Microsoft is planning to invest approximately $80 billion in AI-enabled data centers in fiscal 2025, indicating a significant shift towards AI and cloud applications [1][7] - The company has executed aggressive layoffs, cutting more than 15,000 workers in 2025, with nearly 9,000 occurring in July alone, marking one of the most substantial rounds of layoffs in its history [2][4] - The restructuring around AI is leading to a new operational model in Big Tech, focusing on revenue growth rather than headcount growth, with Microsoft exemplifying this trend [5][6] Investment and Financial Implications - Microsoft's Azure cloud business is experiencing growth rates exceeding 10%, contributing to the overall positive outlook for the company's stock, which is a significant component of major index funds [3] - The juxtaposition of record AI spending and substantial workforce reductions is altering the exposure of investment portfolios to Big Tech, often without investors' awareness [2][4] Industry Trends - The tech industry is witnessing a broader trend of increasing profitability while simultaneously reducing headcount, with over 141,000 IT jobs lost in 2025, a 17% increase from the previous year [6] - The shift towards AI investment is reshaping operational strategies across Silicon Valley, as companies prioritize capital investment in technology over maintaining or increasing employee numbers [5][6]

Group 1 - The "Magnificent Seven" includes Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla, representing 35% of the S&P 500 value [1] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [4][5] - Tesla's electric vehicle deliveries declined in the first half of 2025, with automotive revenue growing only 6% year over year and operating margin dropping to 5.8% [6] Group 2 - Other companies in the "Magnificent Seven" have strong revenue streams, such as Apple's iPhone and services, Amazon Web Services, and Nvidia's compute and networking segment [5] - Tesla's Robotaxi business is beginning to roll out, but its autonomous Cybercab is not yet in production, highlighting a key difference from its peers [7] - Tesla's valuation is considered astronomically high compared to other companies in the group [7]

Core Insights - The "Magnificent Seven" companies, including Tesla, have provided significant long-term gains, but Tesla may be overextended compared to its peers [1][2] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [3][4] Company Performance - Tesla's electric vehicle deliveries declined in the first half of 2025, although it remains the market leader; automotive revenue grew by only 6% year over year, with a 7% increase in deliveries [5] - The operating margin for Tesla fell to 5.8%, down from 10.8% a year earlier, indicating potential profitability issues [5] - Tesla is investing heavily in artificial intelligence and robotics, but these investments have not yet yielded significant returns [6][9] Market Position - Tesla's Robotaxi service is currently operational in select markets, but profitability at scale remains uncertain, and the service is still reliant on human monitors in many areas [7][9] - Tesla's stock is trading at 178 times expected 2026 earnings, suggesting a valuation that may not align with its core electric vehicle business [9] Comparative Analysis - Other companies in the Magnificent Seven, such as Apple, Amazon, Alphabet, Microsoft, Meta Platforms, and Nvidia, continue to show strong revenue growth and profitability across various segments [4] - Tesla's current valuation appears increasingly disconnected from its core business, leading to a recommendation for investors to consider other compelling opportunities in big tech [9]

Bret Taylor and Clay Bavor have sterling Silicon Valley pedigrees, with leadership roles at the biggest tech companies in the world. Now they’re in the startup trenches, on a quest to make AI agents the primary way companies interact with their customers.Read more: https://t.co/xfayBaPjoo ...

ExactlyAshok Elluswamy (@aelluswamy):Not to mention, these chips are heavily co-designed with the @Tesla_AI software teams to achieve incredible performance, while also beating by a large margin on perf per Watt and perf per dollar.For instance, AI4 can process and understand a million pixels of streaming video ...

Not to mention, these chips are heavily co-designed with the @Tesla_AI software teams to achieve incredible performance, while also beating by a large margin on perf per Watt and perf per dollar.For instance, AI4 can process and understand a million pixels of streaming video within ~1 ms. This is only achievable because the software AND the hardware are designed together to achieve this performance point.Elon Musk (@elonmusk):Most people don’t know that Tesla has had an advanced AI chip and board engineerin ...