when you speak to investors, what number do you put on the potential value of this of this industry. >> I mean, if you're looking across the whole industry, it is incredibly difficult actually to put put a number on this because there are individual applications of quantum computing where that one application is well into the billions, right. So, I mean, what is the value of developing the next lithium ion battery.What's the value of developing high temperature superconductors that enable low loss power tra ...

Core Viewpoint - Tesla's recent attempts to transition towards artificial intelligence have highlighted its divergence from other tech giants, as its financial fundamentals deteriorate while its valuation remains high [1][3]. Group 1: Valuation and Financial Performance - Tesla's soaring valuation masks its weakening fundamentals, with the company being the only member of the "Magnificent Seven" to report a decline in actual profits over the past three years [1][3]. - The expansion of Tesla's valuation multiples is largely attributed to declining profit expectations rather than growth, indicating a significant disconnect between stock price and deteriorating fundamentals [1][3]. - Tesla's free cash flow is projected to turn negative for the first time since 2018 due to planned capital expenditures exceeding $20 billion by 2026, contrasting sharply with peers like Alphabet, which is expected to generate substantial free cash flow despite high spending [1][5]. Group 2: Cash Flow and Capital Expenditure - Over the past five years, Tesla's total free cash flow was approximately $27 billion, while other tech giants generated significantly higher cash flows, with each member of the "Magnificent Seven" creating more free cash flow in the past year than Tesla's total over five years [4][5]. - Tesla's planned capital expenditures for 2026, aimed at supporting its ambitions in autonomous driving and AI, will lead to a substantial negative cash flow, highlighting its financial strain compared to competitors [5][6]. Group 3: Profitability and Market Position - Tesla's operating profit margin is currently below 5%, while other tech giants have margins ranging from 11% to nearly 60%, indicating the challenges of building a tech giant on an automotive manufacturing base [7][8]. - Tesla's market share in the global automotive sector is only 1.8%, which limits its ability to leverage its position for higher profitability compared to its peers [7][8]. Group 4: Funding and Financial Strategy - Tesla has indicated to investors that it may require additional funding due to increasing cash consumption, raising concerns about CEO Elon Musk's broader business empire and potential restructuring [2][8]. - Historically, Tesla has engaged in 11 rounds of public equity financing, which is nearly equivalent to the total number of financings conducted by the other six tech giants combined, reflecting its reliance on external funding [8].

Appointments and Changes - General Motors appointed Claudia Gast as deputy CFO and vice president of strategy, corporate development, and technology partnerships, effective March 1, reporting to CEO Mary Barra and CFO Paul Jacobson [2] - Warby Parker named Adrian Mitchell as the new finance chief, succeeding Dave Gilboa, who held the role on an interim basis [3] - Designer Brands appointed Sheamus Toal as executive vice president, CFO, and principal financial officer, effective February 16, replacing Mark Haley, who will return to his previous role [5] Leadership Transitions - Claudia Gast joins GM from Lucid Motors, where she was senior vice president of strategy and business development, and has prior experience at AM General and Global Technology Acquisition Corp [2] - Adrian Mitchell has a background that includes roles at Macy's, Boston Consulting Group, Arhaus, and Crate & Barrel [3] - Stephanie Lemmerman was dismissed from her role as CFO at Kraken ahead of a planned U.S. IPO, moving into a strategic advisory role, with Robert Moore now serving as deputy CFO [4]

Core Insights - The volume of outbound mergers and acquisitions (M&A) from Greater China reached approximately $12 billion in January, marking the highest figure for the first month of a year since 2017 [1] - The increase in outbound M&A activity is attributed to heightened competition, fewer domestic opportunities, and renewed confidence among local brands, supported by Beijing's approval for strategic asset acquisitions [1][12] - Chinese companies are particularly interested in markets with lower regulatory hurdles, including consumer and retail sectors, as well as critical metals and technology [1][8][12] Outbound M&A Activity - Notable acquisitions include Luckin Coffee's potential bids for Blue Bottle Coffee and Costa Coffee, and HSG's interest in Leica Camera AG [5][11] - The Aluminum Corporation of China is acquiring a controlling interest in Cia. Brasileira de Alumínio, while CMOC Group and Jiangxi Copper Co. are making significant acquisitions in Brazil [8][11] - The strong performance of stock markets, such as Hong Kong's Hang Seng Index, has bolstered corporate confidence, facilitating increased M&A activity [6][11] Market Dynamics - The competitive landscape in China is driving innovation and positioning companies favorably for international expansion, particularly in Europe and Southeast Asia [9][12] - Private companies in China are often sector leaders, having developed the necessary scale and capabilities to compete globally [12] - The fast-growing data center sector is attracting investment, with companies like DayOne Data Centers planning expansions and IPOs [10][12] Strategic Considerations - The appetite for overseas expansion includes sensitive sectors, which may lead to complications in negotiations, as seen in the case of CK Hutchison Holdings Ltd. [7][11] - Companies are proactively advancing strategic priorities in a constructive M&A environment, supported by a dynamic global backdrop [11]

Find yourself a job that AI can doAnd never work a day in your life!TechCrunch (@TechCrunch):Spotify says its best developers haven’t written a line of code since December, thanks to AI https://t.co/6hafAJOeJv ...

IBM will hire your entry-level talent in the age of AI https://t.co/2J8oyWfSzX ...

经济观察网 根据2026年02月11日数据，奥斯汀科技（OST.OQ）股价为1.70美元，与昨日收盘价持平， 当日无涨跌；近5日跌幅0.29%，总市值约0.10亿美元。股票状态显示为特殊状态（S），当日无成交。 以上内容基于公开资料整理，不构成投资建议。 ...

YouTube finally launches a dedicated app for Apple Vision Pro https://t.co/0xXzlYhFXn ...

Jensen Huang transformed Nvidia from niche business into the $187 billion beating heart of the AI economy. As the AI revolution continues to take over industries, Huang's efforts have placed him on the #Forbes250 list, featuring America’s greatest living innovators.See the list: https://t.co/S1qgkoTqmtPhoto: Patrick T. Fallon/AFP via Getty Images ...

RT Breanna Morello (@BreannaMorello)🚨TAKE A LOOK🚨Microsoft laid off 16,000 American workers, while receiving approval for 9,000 H-1B visas.Why do we allow this?! https://t.co/j7aDG0lreh ...