Elon says FSD 14 drops in 6 weeks with 10x more parameters, and Robotaxi goes public next month!🤯@thejefflutz talks about Tesla’s progress toward safer, smoother self-driving and how Austin’s advanced build could mean less driver attention 👇 $TSLA https://t.co/lfYaccF0zD ...

Tap button, press brakeAnd just like that, FSD Supervised takes you wherever you wantThe world has no idea that this is cominghttps://t.co/zusJjrshjP ...

Teslas can drive themselves!Tesla North America (@tesla_na):Once you try it, it will be hard to go back ...

Tonight, a Florida jury forcing Tesla to pay $243 million to victims in a deadly 2019 crash. The jury finding flaws in Tesla's self-driving software were partly to blame. >> We can be proud that we stood up and that we did everything in our power to help shine light on what's going on.>> She's right there. Right there in the bushes. Dylan Angulo was seriously injured and his girlfriend Nyel Benvdz died after the Model S electric vehicle seen here and driven by George McGee crashed into them.McGee testifying ...

Core Insights - Aeva Technologies (AEVA) and Innoviz Technologies (INVZ) are leading players in the LiDAR market, which is crucial for self-driving cars, smart cities, and industrial applications [1] - Both companies are targeting a multi-billion-dollar market but have different strategies and financial health [3][4] Company Strategies - AEVA utilizes "4D LiDAR" technology that can detect object speed and is expanding into infrastructure and industrial applications [2] - Innoviz focuses on "automotive-grade" LiDAR and has established strong partnerships with major car manufacturers, generating income from engineering work while awaiting mass production [3][7] Financial Performance - AEVA's revenue for Q1 2025 was $3.4 million, while Innoviz reported $17.4 million, indicating a significant disparity in financial health [6][8] - Innoviz's revenues increased 2.5 times year-over-year, driven by profitable engineering services and a gross profit margin of 40% [9] Revenue Outlook - AEVA is projected to generate over $17 million in revenue for 2025, reflecting a 90% growth from a low base [14] - Innoviz is expected to achieve $60 million in revenues for 2025, more than triple AEVA's forecast, with stronger growth anticipated into 2026 [16] Valuation Comparison - AEVA's stock trades at 45 times its expected future sales, indicating a high valuation compared to Innoviz, which trades at just over 3 times its expected future sales [12] - This valuation difference suggests market skepticism regarding AEVA's ability to convert partnerships into substantial revenues [12] Market Performance - Over the past year, AEVA's stock has surged over 500%, while Innoviz's stock has increased by 138%, reflecting differing investor sentiment and business results [11] - AEVA's stock performance appears driven by investor excitement, while Innoviz's aligns more closely with its actual revenue growth [11] Conclusion - Both companies are pursuing significant opportunities in the LiDAR sector, but Innoviz's established revenue base, strong automotive partnerships, and disciplined cost management position it as a more stable investment choice [18][19]

Industry Focus - Self-driving robotaxi leader Waymo's engineers are exploring automating construction equipment [1] Company Initiatives - Waymo is targeting the construction equipment market for automation [1]

Core Insights - Tesla Inc is not only a headline maker due to Elon Musk but also relies on various suppliers that contribute to its electric vehicle (EV) success [1] - Companies like ON Semiconductor, Albemarle, and Panasonic play crucial roles in Tesla's supply chain, enhancing vehicle performance and battery production [2][3] Group 1: Key Suppliers - ON Semiconductor Corp is a leader in silicon carbide chips, essential for improving EV efficiency, and is a significant supplier for Tesla [2] - Albemarle Corp, a major lithium producer, remains integral to Tesla's battery strategy despite lithium price fluctuations, thanks to its scale and long-term contracts [2] - Panasonic Holdings Corp has been a consistent battery partner for Tesla, and its U.S.-based production may gain strategic importance due to tightening tariffs on Chinese imports [3] Group 2: Market Dynamics - New tariffs imposed by the U.S. and EU on Chinese-sourced EV parts may lead Tesla to shift towards North American or friend-shored supply chains [4] - Companies like Quantumscape Corp, which is developing solid-state battery technology, and Aptiv PLC, which supplies advanced driver-assistance systems (ADAS), are positioned to benefit from Tesla's pivot [4] Group 3: Investment Opportunities - Investors seeking to capitalize on Tesla's growth without the associated volatility can explore infrastructure investments linked to these key suppliers [5] - The increasing pressure for localization and tariffs may enhance the value of these supporting companies in the EV ecosystem [5]

A team of engineers from self-driving robotaxi leader Waymo is eyeing another huge market to automate: construction equipment. (Photo: Bedrock Robotics) https://t.co/wP4ovo9K7W https://t.co/wP4ovo9K7W ...

Core Viewpoint - Tesla Inc.'s core car-making business is facing a deteriorating outlook, which poses a significant challenge for CEO Elon Musk to maintain stock price through his vision of a self-driving future [1] Financial Performance - Tesla is expected to report the sharpest revenue drop in over a decade, with analysts projecting adjusted earnings of 42 cents per share on revenue of $22.6 billion for the second quarter, representing declines of 18% and 11% respectively from the previous year [2][6] - Wall Street has reduced 2025 profit estimates by 28% over the last three months, indicating a significant downward revision in financial expectations [6] Market Dynamics - The company’s sales have been negatively impacted by an aging product lineup and backlash against Musk's political affiliations, leading to a 31% decline in stock value from its December peak [4] - Tesla's auto manufacturing business, which accounted for 90% of revenue in 2024, is facing challenges due to a production pause for retooling and increased competition from local brands in China [7] Regulatory Environment - Upcoming changes in federal incentives, including the removal of a $7,500 tax credit for American-made EVs, are expected to further complicate Tesla's sales environment, with the loss of these credits having generated $2.8 billion in revenue last year [9] Investor Sentiment - Despite the challenges, nearly half of analysts covering Tesla recommend buying the stock, driven by optimism surrounding the robotaxi program, which Musk predicts will see hundreds of thousands of vehicles operational by late 2026 [10] - Approximately 95% of Tesla's share price is linked to future potential, highlighting the company's reliance on long-term growth narratives [11] Competitive Landscape - Tesla faces significant competition in the self-driving space, with companies like Waymo already operating similar services in multiple cities, and partnerships forming between Uber and other EV manufacturers to launch robotaxi fleets [12]

A team of engineers from self-driving robotaxi leader Waymo is eyeing another huge market to automate: construction equipment. (Photo: Bedrock Robotics) https://t.co/0zVzgWo4CT https://t.co/4bGy1OFLJM ...