Core Insights - Tesla's third-quarter 2025 earnings missed analysts' expectations, with a 40% decline in operating profit attributed to higher tariffs and increased R&D expenses for AI projects [1] - Despite an initial drop of over 5% in early trading, Tesla's shares ended the session with a gain of 2.3%, likely due to market optimism surrounding new vehicle launches [2] Financial Performance - Tesla reported earnings per share of 50 cents, missing the Zacks Consensus Estimate by 5.7% and down 30.6% year-over-year [4] - Total revenues reached $28.10 billion, exceeding the Zacks Consensus Estimate by 6.2% and increasing 12% year-over-year [4] - Production totaled 447,450 units, a 5% decline year-over-year, while vehicle deliveries rose 7% to 497,099 [4] - The energy storage division achieved record quarterly deployments, contributing to a gross profit of $1.1 billion, an increase from previous quarters and the prior year [5] - Net cash from operating activities was $6.24 billion, slightly down from $6.26 billion year-over-year, while free cash flow increased to $4 billion from $2.7 billion [6] Future Outlook - The company has sufficient liquidity for its product roadmap and long-term expansion plans, focusing on reducing manufacturing costs and enhancing profitability through AI, software, and fleet-based services [7] - Upcoming products include Cybercab, Tesla Semi, and Megapack 3, with volume production expected to start next year [7] Investment Opportunities - Investors may consider ETFs with significant exposure to Tesla, such as Consumer Discretionary Select Sector SPDR Fund (XLY), Vanguard Consumer Discretionary ETF (VCR), Fidelity MSCI Consumer Discretionary Index ETF (FDIS), and Grayscale Bitcoin Adopters ETF (BCOR) [3] - XLY holds 20.94% of Tesla shares, has gained 6.9% year-to-date, and has assets under management of $24.69 billion [9] - VCR holds 18.18% of Tesla shares, has gained 5.5% year-to-date, and has total net assets of $7.1 billion [11] - QQQU, which includes Tesla at 16.03%, has surged 28.3% year-to-date [12] - BCOR, with Tesla holding 21.86%, has soared 33.9% year-to-date [13]

one. There's no one who knows more than George Kurts uh who is CEO of Crowd Strike and I can't believe we are lucky to have you. George is it's great to see you first of all and you're doing a lot of terrific stuff and I think you've become one of the great maybe the great spokesperson for an industry which cannot be uh which is front page everywhere and yet sometimes you have an outage like AWS and but no one wants to know whether it was cyber attack.Well, when you look at technology and you look at how in ...

Trade Restrictions - The Trump administration is considering restricting exports to China of software-driven products, ranging from laptops to jet engines [1] - The restrictions aim to retaliate against Beijing's latest round of rare earth export controls [1] - The plan intends to prohibit exports of "critical software" or goods produced using US software to China [1]

Competitive Landscape - AMD's software advancements are transforming it into a stronger competitor against Nvidia [1] Strategic Focus - The agreement highlights the significance of chips and AMD's software initiatives [1]

Trust is being replaced by software and markets.Our grandparents trusted the government, the media, and the central bank.They believed what they were told about current events on television. They saw the government as an organization who looked out for them and could save them. And they didn't worry about their money losing value.The new generation doesn't believe any of this.Centralized governance is being replaced by decentralized governance. Dollars are being replaced by bitcoin. The news is eroding as p ...

AI Impact on Software - AI is considered a significant tailwind for enterprise software, benefiting companies through increased investment and customer adoption [2][6][7] - Concerns about AI being a threat to software are diminishing, with AI now viewed as a driver of new growth for the software industry [7] - Valuations in AI, both public and private, are considered to be in a bubble, with concerns about the ability of companies with $50 million in ARR to justify $10 billion valuations [4] Private Equity & Investment Strategy - The opportunity to transform billion-dollar software companies through private equity is larger than ever [5] - The firm focuses on profitability and growth together, emphasizing that companies should make the right investment choices and not depend on outside funding for constant growth [9] - The firm learned to buy software companies cheap and cut costs, a strategy developed during the dot-com bubble burst [3] Call Centers & AI Disruption - Call centers are identified as a sector ripe for disruption by AI, but the firm is investing in call center companies with next-generation AI solutions [9][11] - The firm believes that AI is additive to call centers, enabling companies to offer full platforms versus point solutions [11] Market Cycles & Valuations - Valuations in AI are at bubble levels [4] - It is difficult to predict cycles because it depends on investors optimism and their attitude towards taking risk [8]

The YC-backed startup has raised a $4.5 million seed round as it looks to win over more businesses by replacing cumbersome phone trees with AI-powered software. https://t.co/NEZoU2Evxk ...

Valuation & Funding - The startup achieved a valuation of $3.25 billion [1] Industry Focus - The company is building software to address drug pricing issues [1]

Unlike most software, large language models are probabilistic. A deterministic approach to safety is thus inadequate. A better way forward is to copy engineers in the physical world https://t.co/COsTN2tSGf ...

This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...