60 Minutes overtime. >> Our story this week on 60 Minutes is about Anthropic, which is an AI company based in in San Francisco. Claude is anthropic artificial intelligence and it's used by companies all over the world and CEO Dario Amade is very public about not only the huge possible benefits of artificial intelligence but also the potential dangers of artificial intelligence as well.>> The more autonomy we give these systems you know the more we can worry are they doing exactly the things that we want the ...

AI Development & Strategy - Tesla's AI team has been focusing on vehicle autonomy, solving it pixel by pixel [2] - Embodied AI, specifically a humanoid robot named Optimus, is seen as the next interface of AI, enabling physical interaction [4] - Optimus is positioned to integrate reasoning from chatbots and physical competence, leveraging Tesla's autonomy stack and real-world data [6] Market & Technological Shift - The industry anticipates a shift towards embodied AI, similar to the shift from text-based computers to graphical interfaces [3] - Optimus is expected to be a significant shift in how people interact with AI, moving from screens to physical assistants [5] - The industry views Optimus as a potential "killer app" of AI [1][6]

RT Tesla Owners Silicon Valley (@teslaownersSV)Tesla Cybertruck FSD 14.1.7 parks itself in Whole Foods. Tesla has solved autonomy. https://t.co/kf6klB7kHE ...

Core Viewpoint - Gary Black, Managing Director of Future Fund LLC, expresses skepticism regarding Tesla's focus on autonomy and robots, highlighting concerns over the company's declining sales and high valuation in a competitive market [2][3][4]. Sales Performance - Tesla's sales in China fell to 26,006 units in October, representing a 35.8% year-over-year decline, marking the weakest monthly performance in three years [6]. - The company's market share in China dropped to 3.2% from 8.7% in September, the lowest level since 2020 [6]. - In nine key European countries, Tesla registrations also decreased by 36.3% year-over-year in October [7]. Valuation Concerns - Black argues that over 70% of Tesla's profits are derived from electric vehicles, questioning the justification for the company's forward P/E ratio of over 200x in a market characterized as a commodity business [2][3]. - Needham analyst Chris Pierce supports this view, indicating that half of Tesla's projected gross profit for 2030-2035 relies on unproven ventures like ridesharing and robotics, which limits valuation support at current levels [4]. Strategic Focus - Ross Gerber, co-founder of Gerber Kawasaki, warns that diverting focus from the core electric vehicle business, which he believes is still highly profitable, would be a strategic mistake for Tesla [5]. Stock Performance - Year-to-date, Tesla's stock has increased by 15.91%, but it fell by 1.26% to close at $439.62 on a recent Tuesday [8].

Core Insights - CNH is showcasing its commitment to innovation in agriculture through its 2025 Tech Day, emphasizing customer-centric farming technologies powered by AI, autonomy, robotics, and automation [1][2] - The company aims to create a connected ecosystem that enhances productivity and sustainability for farmers, addressing the challenges of feeding a growing population with limited resources [3][4] Technology Portfolio - CNH's current and future Ag Tech solutions span the entire crop cycle, including Prescription Tillage, Autonomous Tillage, and advanced planter automation, which optimize seed placement and improve yields [4] - The Sense and Act Spraying Portfolio utilizes AI for targeted weed detection, achieving up to 60% herbicide savings, while the upcoming Green-on-Green Spraying technology aims for an 80% reduction in herbicide use [4] - Combine Automation technology has been recognized for its innovation, delivering €70 more per hectare in net revenue and increasing harvesting efficiency by 7.4% [4] Strategic Vision - The CEO of CNH highlights the strategic necessity of innovation in agriculture, with a focus on nearly doubling Precision Tech sales as a percentage of Agriculture Net Sales by 2030 [3] - The company is committed to enhancing soil health and productivity, recognizing the importance of sustainable practices in agriculture [7] Digital Integration - CNH's technologies are integrated through the FieldOps™ Digital Farm Management Platform, which provides real-time data and fleet management, enhancing operational efficiency for farmers [5] - The company is ensuring connectivity in rural areas through partnerships, such as with Starlink™, to support uninterrupted access to its digital solutions [6] Commitment to Sustainability - CNH emphasizes the importance of soil health and sustainable practices, addressing the degradation of soils and the need for efficient resource management in agriculture [7][10] - The company's technologies are designed to conserve water, optimize nutrient placement, and reduce chemical use, contributing to environmental sustainability [10]

RT Tesla (@Tesla)A letter from Robyn Denholm–––Dear Fellow Shareholders,On behalf of the entire Tesla Board, I want to extend our deepest gratitude for the overwhelming support you showed at this year’s Annual Meeting.In particular, your resounding approval of Proposals One, Three and Four sends an unmistakable message: you support the vision embodied by Master Plan Part IV and want us to keep steering Tesla toward the extraordinary future we all see ahead.A world that is not “zero-sum” but instead one in w ...

A letter from Robyn Denholm–––Dear Fellow Shareholders,On behalf of the entire Tesla Board, I want to extend our deepest gratitude for the overwhelming support you showed at this year’s Annual Meeting.In particular, your resounding approval of Proposals One, Three and Four sends an unmistakable message: you support the vision embodied by Master Plan Part IV and want us to keep steering Tesla toward the extraordinary future we all see ahead.A world that is not “zero-sum” but instead one in which we can and w ...

RT Bradford G Smith (Brad) (@ALScyborg)Why trains are dumb!Episode 7 of Future Link Podcast is live! Dive into why trains and buses are a massive waste in the self-driving car era: insane build costs, empty runs, last-mile fails, and how autonomy crushes them with door-to-door efficiency on existing roads. Listen now and rethink mobility!@Tesla @Waymo @xAI ...

joining us uh to take a look at defense and aerospace stocks. Tony Bankrooft, uh Gabelli Funds portfolio manager. He's also a former lieutenant colonel uh in the US Marines.Aren't you still a lieutenant colonel. Can Can I still I want to call you that. I am.>> It's great to have you on. It's a special day today, too, isn't it. >> Sure is.250th birthday of the United States Marine Corps. >> That's a good reason to have to have you on here. Um >> and tomorrow's Veterans Day tomorrow.It's kind of a >> easy to ...

Summary of Tesla Inc. (TSLA) Shareholder Meeting Key Takeaways Company Overview - **Company**: Tesla Inc. (TSLA) - **Event**: Annual shareholder meeting held on November 6, 2025 Key Points Discussed Shareholder Votes - The 2025 CEO incentive award received preliminary approval with over 75% of votes in favor [1][4] - The proposal for investment in xAI also received more votes in favor than against, but included several abstentions [1][2] Product Roadmap 1. **Optimus**: - Production of Optimus V3 is planned to start next year, with V4 in 2027 and V5 in 2028 [2][13] - A production line for 1 million units per year is expected in Fremont, with a 10 million unit per year line planned in Texas [13] - Long-term goal is to produce up to 100 million robots annually [13] - Cost of goods sold (COGS) for Optimus could be around $20,000 at scale [13][15] 2. **Full Self-Driving (FSD)**: - Tesla aims to allow texting while using FSD within 1-2 months [2][16] - Current FSD technology has recorded 4.92 million miles driven between accidents [16] - Partial approval for FSD in China, with full approval targeted for February/March next year [16] 3. **Robotaxi**: - Plans to remove safety observers in Austin by year-end [2][16] - Expansion into markets like Las Vegas, Phoenix, Dallas, Houston, and Miami is anticipated [16] 4. **Vehicle Production**: - Tesla aims for a 50% increase in vehicle production by the end of next year, targeting an annualized production rate of 2.6-2.7 million vehicles in 2026 [16] - Production of Tesla Semi is set to begin next year in Nevada [16] 5. **Semiconductors**: - Plans to manufacture AI5 chips at four locations, with potential collaboration with Intel [16][17] - Demand for chips is expected to be high, leading to considerations for building its own chip fabrication facility [17] Financial Milestones - The 2025 CEO incentive award is contingent on achieving 12 operational and market cap milestones, including: - Market cap milestones ranging from $2 trillion to $8.5 trillion [5][8] - Operational milestones such as cumulative vehicle deliveries and active FSD subscriptions [5][8] Market Performance - Historical performance from January 2018 to September 2025 shows Tesla shares increased by approximately 1,350%, compared to the S&P 500's 130% increase [10] Risks and Outlook - **Downside Risks**: Potential vehicle price reductions, increased competition, tariff impacts, and operational risks associated with vertical integration [19] - **Upside Risks**: Faster EV adoption, earlier product launches, and a stronger macroeconomic environment [19] - **Rating**: Neutral rating with a 12-month price target of $400, indicating a downside potential of 10.3% from the current price of $445.91 [20][18] Conclusion - The shareholder meeting highlighted Tesla's ambitious plans for product development and production scaling, alongside significant financial milestones tied to executive compensation. The company faces both risks and opportunities in the evolving EV market.