Bloomberg Tech Anchor @technology on @bloombergtv. News.
San Francisco, CA
- Tweets 47,641
- Following 6,991
- Followers 33,571
- Likes 50,846
Breaking: Elon Musk has terminated his agreement to purchase Twitter $TWTR
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Breaking @TheTerminal - $TWTR claims in a court filing that @elonmusk is presently under investigation by federal authorities for his conduct in connection with the acquisition of Twitter
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How surprising is it that @elonmusk doesn't have his own line of fragrances/colognes called Elon's Musk?
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Tomorrow... Elon Musk joins Bloomberg at QEF. To be discussed: DOGE, Tesla, SpaceX, Starlink, Neuralink and more. @elonmusk
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Wonder how many Tesla staff in the AI and vehicle teams are learning this for the first time too?
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Big News: SpaceX is buying EchoStar’s AWS-4 and H-block spectrum licenses for about $17 billion. Payment will be split: up to $8.5 billion in cash and up to $8.5 billion in SpaceX stock.
The big takeaway: The deal allows SpaceX to expand its direct-to-device mobile services more independently, beyond its existing T-Mobile partnership.
bloomberg.com/news/articles/…
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FSD (Supervised) v14.1.4: massive rain storm in Bay Area at 5am.
I put the vehicle in to "chill" mode for safety.
No disengagements, handled traffic variance well (a lot of folks driving cautiously, a lot of first responders on the roads).
Handled Golden Gate toll lane fine.
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BREAKING on @TheTerminal ... @elonmusk #ElonMusk passes Warren Buffett on the Bloomberg Billionaires index -- Elon is now now the world’s seventh-richest person blinks.bloomberg.com/news/st…
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BREAKING: $NVDA Nvidia adds $329 billion in market value in a single session, the most in market history.
IN. MARKET. HISTORY.
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Hi @technology. Some news! I’m going to be taking time away from the show and technology to be a dad. That’s been my biggest goal in life for quite some time. Will be back here and there for special shows and big moments. Otherwise, see you some time in 2025.
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Thank you for your time @PalmerLuckey
Clips, full interview to follow soon on X, Instagram, YouTube etc. thanks to all of @technology audience that submitted questions.
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Could the same engineers/facilities used for X/S HEPA filters work on ventilators @elonmusk - are the skills/competencies/capacity transferable? Or would this be more likely to borrow from work of SpaceX on Crew Drago capsule's life support system?
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Note that the letter to Delaware Judge McCormick is dated Oct. 6; In it $TWTR is essentially asking the judge for access to correspondence/documents shared between Musk's team and government authorities. Twitter argues correspondence linked to "key issues in this litigation"
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I forgot to pack toothpaste. A robot just delivered some to my room. #CES2020
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Just got my first official “dada.”
It was at daycare pickup, in front of the other parents, as I approached the door/porch: 4 other adult witnesses.
Our son is 10 months.
This is the most stoked I’ve ever been about anything ever.
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Research from Bloomberg Intelligence @TheTerminal: Tesla vehicle cost 1/7 of Waymo's
"Tesla's Full-Self Driving (FSD) technology, while classified as Level 2 like most other vehicles offering autonomous features, could be closer to reaching full autonomy than peers. Tesla's manufacturing capability is a core differentiator vs Waymo who faces vehicle production constraints. No other incumbent US or European carmaker offers full self-driving capabilities on city roads."
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Tesla $TSLA reached a market cap of $80 billion in Jan 2020. In 2019 it has delivered 367,500 vehicles. In 2020 it delivered almost 500,000
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Full list of attendees at President Trump's dinner with Tech leaders at the White House tonight.
1. The President
2. The First Lady
3. Susie Wiles
4. Sergey Brin
5. Gerelyn Gilbert-Soto
6. Sam Altman
7. Greg Brockman
8. Anna Brockman
9. Safra Catz
10. Gal Tirosh
11. Jason Chang
12. Meredith O’Rourke
13. Nathalie Dompé
14. Tony Fabrizio
15. Dylan Field
16. John Hering
17. Jared Isaacman
18. Sunny Madra
19. Satya Nadella
20. Chamath Palihapitiya
21. Sundar Pichai
22. Mark Pincus
23. Vivek Ranadivé
24. David Sacks
25. Shyam Sankar
26. Jamie Siminoff
27. Lisa Su
28. Alexandr Wang
29. Sanjay Mehrotra
30. Tim Cook
31. David Limp
32. Mark Zuckerberg
33. Bill Gates
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NEWS: Tesla targeting June 12 for launch/early access of the Austin Robotaxi service, source says. This week Tesla tested a Model Y on Austin roads without a safety driver in the driver's seat. An engineer sat in a passenger seat throughout. Story @TheTerminal, link to follow $TSLA
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Jensen Huang on President Trump and the AI Action Plan here in DC:
"America’s unique advantage that no other country can possibly have is President Trump."
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Some other (longer term) things I’ve learned about Robotaxi, in particular.
There’s a small number of highly promising and viable Robotaxi-specific FSD neural nets in development.
Dojo-based data center in New York is getting close. Nvidia-based data center in Austin is proving $$$ (expensive).
Elon first tasked the software team to look at robotaxi-specific architecture / FSD foundation models in 2019.
The barriers to progress were Dojo being behind sked. The hope was production by June 2022 but it hit in July 2023. GPU supply and compute constrains also held back FSD progress but Dojo did to some extent unlock that.
The innovation that’s mattered is FSD software that is end-to-end (no c++ control Code). That’s been the key to unlocking a generation of software that could realistically power a 'robotaxi.'
My understanding is that the promising neural networks are quite a secret that only a few folks have access to. But from a software perspective (because they’ll have to plan and build the specific hardware spec for robotaxi), tesla is making progress
Tesla Big Take report @business (no paywall)
bloomberg.com/news/features/…
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FSD Supervised 12.5.2: just did ~30 miles from Embarcadero in SF to Trader Joes in Novato. Mostly 101 but completely smooth, no disengagements. Lots of lane changes. The updated auto speed adjustment seems to work better.
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Government contractor stocks are markedly lower and extending declines on the idea that @elonmusk @VivekGRamaswamy will be effective in cuts: Science Applications, KBR, Parsons, Booz Allen.
Analysts note that defense is a particularly big outlay as % of discretionary spend.
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NEWS: Tesla cut its 40 person US growth content team last night, including Alex Ingram who started building the team out ~4 months ago. This was part of Musk's early move on traditional advertising and placing $TSLA content on other platforms/here on X. Story @TheTerminal, coming soon for Web.
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xAI, SpaceX and Tesla
Here’s how its been explained to me by investors and insiders:
Musk’s companies are moving toward a vertically integrated AI infrastructure model, with clear strategic overlap. xAI needs global distribution and low-latency inference at scale; Starlink, via SpaceX, offers exactly that. So SpaceX funding xAI is less about external investment and more about securing a core customer for its satellite network. As space-based data infrastructure becomes more viable—through players like Relativity and StarCloud—early alignment between compute, distribution, and application becomes a competitive edge. The broader architecture combines distribution (Starlink), compute (Tesla/NVIDIA), models (xAI), and interface (X/Grok) into a loosely connected but purpose-driven stack.
Importantly, this isn’t being executed through a single entity. Each business—SpaceX, Tesla, xAI, and X—remains structurally separate, partly for regulatory reasons. Combining them would trigger antitrust scrutiny and create compliance burdens across multiple jurisdictions. By keeping the companies distinct (X/XAI under X Holdings Corp.),there’s more flexibility for partnerships, spin-outs, or fundraising tailored to each domain. It’s a modular approach to control and capital—allowing for strategic collaboration without the rigidity or risk of full consolidation.
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Some sad, breaking news: Berkshire Hathaway says Charlie Munger has died peacefully this morning at a California hospital.
From statement:
Berkshire Hathaway a few minutes ago was advised by members of Charlie Munger’s family that he peacefully died this morning at a California hospital.
Warren Buffett, CEO of Berkshire Hathaway, wishes to say: “Berkshire Hathaway could not have been built to its present status without Charlie’s inspiration, wisdom and participation.”
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BREAKING: Milan Kovac, Head of the Optimus program at Tesla, has told staff today is his last day. He's not said why he is leaving but that Ashok Elluswamy will take over his responsibilities to lead both AP and Optimus. $TSLA more coming @TheTerminal
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Bloomberg reporting that Figma IPO is >30x oversubscribed (earlier in the show we covered that now Figma sees pricing $30-32 from previous $25-28). Figma will stop taking orders at Noon ET Tuesday. $FIG
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Musk has also promoted other lieutenants in recent weeks to run more of the key parts of the business: self driving and Optimus, the name of Tesla’s humanoid robot. Ashok Elluswamy @aelluswamy is now vice president of Autopilot and AI software, and Milan Kovac @_milankovac_ is vice president of Optimus. Both have changed LinkedIn pages but am told was effective a few weeks ago prior to We, Robot
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BREAKING: Drew Baglino has left Tesla, am told. One source said he resigned (as opposed to being a part of the layoffs). Long-serving exec and was responsible for power train and energy engineering.
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FSD (Supervised) v13.2.2
Been experimenting a lot on short trips (to grocery store, appointments, car wash) and it’s performed well.
Was also interesting to show my family, who were visiting from the U.K., FSD for the first time. Some had been in a Waymo before or owned a Tesla and others had not but none had been in a car under FSD and they were all pretty astonished to see the wheel turn and the car - with my hands hovering over the wheel and my eyes fixed on the road - direct itself from A to B.
Any new users of FSD seeing this that have any observations? Any long-serving users experience any negatives with latest version?
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Palantir followers/investors: Who is a well respected, well-followed, reputable retail investor you track the comments of? $PLTR
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Uber is moving on @elonmusk confirming our reporting about the first driverless (model Y) test drives in Austin
Down 4%
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The full Robyn Denholm @Tesla interview: Elon's compensation proposal broken down, the questions shareholders have posed, why it has to be @elonmusk and the position on his politics, xAI investment. Welcome feedback and grateful for engagement:
piped.video/watch?v=6t9g_Y3W…
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$TSLA is on track for its worst week since March 2020.
Thoughts?
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Tomorrow: I will sit down with Palantir $PLTR CEO Alex Karp for @technology
Please let me know what questions you have for him on AI, commercial growth, conflicts around the world..?
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I leased a Model Y. Very interesting experience. Going to write about that and my first month of EV ‘ownership’ (cus its a lease) in the next few weeks.
My wife and I looked at so many different EVs, factoring in cost, size, range, perks, timing, availability, terms.
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$TSLA price target raised to $725 from $660 at UBS (neutral rating)
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Elon Musk was pretty clear with Wall Street last night: if you don’t believe in the autonomous driving goals, don’t invest in Tesla
bloomberg.com/news/articles/…
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Tesla owners: a question.
The range on my MY is 260 miles. This weekend I am taking a 200 mile roundtrip (100 miles in each direction).
Is it better to charge to 100% as a one-off. Or is it better to leave at 206mi range (80-85% SoC) and use a @TeslaCharging on the way home?
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$TWTR 8K just hit.
Reverse termination fee of $1B for both Twitter and Musk (bother parties)
Twitter to become subsidiary of wholly owned parent co X holdings Inc 1
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Going to be really interesting to see how the chip industry digests this idea of $TSLA licensing its AI/chip technology for use by other automakers. Infineon, NVDA (gpu and automotive), Renesas are the top suppliers - NVDA on GPUs and AI functionality. Thoughts?
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Tesla latest from CPUC on California and Robotaxi:
“To summarize, Tesla is not allowed to test or transport the public (paid or unpaid) in an AV with or without a driver. Tesla is allowed to transport the public (paid or unpaid) in a non-AV, which, of course, would have a driver.”
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NEWS: A rare bid to break up Alphabet Inc.’s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, reports @leah_nylen @annaedge4 citing sources
$GOOGL down 1% in AH
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Breaking: $TSLA 2Q deliveries 466,000, EST. 448,350
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FSD (Supervised) v12.5.4.1 30 miles from home to work. No interventions. GG bridge and Van Ness/Lombard Dog leg no problem. Boring on freeway. Illogical lane changes but MLCFCD wasn’t selected.
There was however a very curious and slightly concerning occurrence. At the moment I was about 5 feet from passing the light and entering an intersection on Lombard it turned from Green to Yellow. It must have turned yellow the moment I crossed the line.
FSD and the Model Y sharply braked right in the middle of the intersection almost to a stop (I was only doing 25mph anyway). It then realised it was fine and sped up and continued onwards. I didn’t disengage because no one was behind me (I checked my mirrors like a good human driver).
The reason this is particularly curious is that coming out of the Broadway tunnel at Powell the light turned from green to yellow when I was about say 10 feet out. FSD didn’t freak out, it judged it fine. Proceeded through the yellow light and intersection. And I made it through no dramas.
That is all.
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A huge story: OpenAI’s Project Mercury using 100+ ex-bankers at $150/hr to train AI to build financial models for IPOs and restructurings, replacing junior banker grunt work. Contractors submit one model weekly, write simple prompts, and get feedback to refine the AI.
@business
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Trevor Milton has voluntarily stepped down as $NKLA executive chairman.
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FSD Supervised from Novato > Napa (~ 30 miles). Handled 37 > 121 well! Only disengagement was a protected/lighted left hand turn where it was fine but we hit a pothole and that appeared to cause disengagement. My wife did make a good observation that amid steady traffic (50mph) FSD tailed the vehicle In front one or less car lengths. But all in all good!
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BREAKING: Rivian is looking to go public as soon as September at a valuation of ~$50 billion (and perhaps more) according to sources.
Story with @Katie_Roof @kielporter
bloomberg.com/news/articles/….
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News: my understanding is Pete Bannon is leaving Tesla after wide exodus from Dojo team. @elonmusk has directed Dojo be wound down and remaining staff reassigned to other compute/data center/ silicon efforts. Focus now Nvidia/AMD compute and Samsung for chips. Story @TheTerminal
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Me: how is $PLTR AI work in Ukraine working?
Alex Karp: “Ask the Russians”
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Lucid has delayed start of production from "the spring" until the second half of 2021 but wont commit to a date for start of production. $CCIV
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Lucid Motors Is Said to Near Deal to Go Public via Klein’s SPAC
Story from @crystalttc @DNair5 and myself.
bloomberg.com/news/articles/…
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Welsh Cakes done. Glamorgan Sausage ready. Rarebit running behind. So are the daffodils. But... Going full Welsh in San Francisco. Dere mlaen Cymru 🏴 @WelshRugbyUnion
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Good morning from Columbus, Ohio where Anduril had chosen to build Arsenal-1, a $1 billion hyperscale factory.
Later today I’ll speak to Anduril founder @PalmerLuckey live on @technology at the site, as well as Ohio’s Governor Mike DeWine.
Welcome your questions for both
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I have something astonishing to share with you on this platform very shortly. And it’s about Robotaxi day
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NEWS: Amazon has revised its earlier statement. New version
“The team that runs our ultra low cost Amazon Haul store considered the idea of listing import charges on certain products. This was never approved and not going to happen.”- Amazon spokesman
Last line: This was never approved and not going to happen.
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Here's some new details about Tesla $TSLA Supercharger team, other Automaker responses and a shoutout, essentially, to Rebecca Tinucci who I am told was greatly admired by Tesla staff and was key to the deals Tesla did with Ford, Rivian and GM etc. As always, read the story in full, welcome feedback.
GIFT LINK/no pay wall:
bloomberg.com/news/articles/…
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Tesla and Waymo. Morgan Stanley has a note out saying the Waymo / Toyota deal is a major milestone and “legit competition” for Tesla. This is Adam Jonas and team.
Tesla shares down 6%
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Breaking/scoop: $NKLA Nikola Founder Exaggerated the Capability of His Debut Truck
bloomberg.com/news/articles/…
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Top story this Monday:
Elon Musk’s quick visit to China paid immediate dividends, with Tesla receiving in-principle approval from government officials to deploy its driver-assistance system in the world’s biggest auto market.
@elonmusk $TSLA
bloomberg.com/news/articles/…
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Tesla planning on holding robotaxi day at Warner Brothers in Burbank, CA. Blockbuster stuff
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Breaking @TheTerminal: $DIS/Disney say Bob Iger is returning as CEO, replacing Bob Chapek!
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Lucid Is Recalling About 200 High-End EV Sedans Due to a Safety Defect $LCID
bloomberg.com/news/articles/…
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Have asked @TeslaBoomerMama to join us on @technology on July 24 -- 19 years since she's been on Bloomberg TV!
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FSD (Supervised) 12.5.2: 73 miles from Novato to Cupertino via the East Bay. No disengaments but a few tense moments where MY tried to change lanes with the reasoning not being clear. Also the speed of other drives around me was interesting. Got periodic reminders to apply slight force to wheel. Route was mostly freeway. I opted to cancel a few lane changes which seemed to put me in path of slower traffic. Also had one guy cut three lanes and sharply cut me off in front but the car reacted, just. My foot was hovering nervously over break.
Far from perfect, at times stress inducing but it got me from A to B and was comfortable most of time with hands in lap or hovering on wheel.
@kickoffskickons and @RestIsFootball podcasts for company
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FSD (Supervised) v14.1.4: nothing to report/no disengagements on the 30 miles to work.
In "standard" mode.
One observation. Coming out of the broadway tunnel the speed limit drops from 35mph immediately to 20mph. FSD recognized the change and displayed on screen. But kept going at 30mph.
There's a camera there. So am now waiting to see if I get a ticket
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I’ve skanked to more deep techno house in the last four years because of Tesla product events than all the years of my life that proceeded that.
And I lived for Portishead The Rip mixes in college (2011-14)
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NEWS: Tesla Amps Up Rivian $RIVN Poaching Fight, Cites Battery Secrets Theft
“Now apparently under pressure from investors after nearly a dozen years without producing a single commercial vehicle, Rivian has intensified its unlawful efforts,” $TSLA said
bloomberg.com/news/articles/…
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BREAKING: xAI has boosted its fund raising effort to a $20Billion round now majority in debt. We understand that Nvidia is investing into xAI ($2B) as part of the round. But the mechanism is an SPV used to buy Nvidia GPUs for Colossus 2, and xAI effectively rent the chips out for five years.
Story @TheTerminal with @ArroyoNieto
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Palantir shares have jumped in pre-market on a deal with NATO which has acquired an AI military system from the company. No terms disclosed.
Palantir’s Maven Smart System (MSS Nato) will be used to support ongoing Nato operations, the alliance said on Monday. $PLTR
ncia.nato.int/newsroom/news/…
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Bloomberg has a Space team now.
Fun to work with @paayalzaveri (she leads interviews for @technology) and new Space reporter @sana_pashankar!! Big up Space editor @byEricMJohnson and returning to US cov @BruceEinhorn. All led by chief astronaut, I mean correspondent @lorengrush
There's lot of space startups in SoCal. There's many reasons why. Some of it's because of @SpaceX paving the way. We spoke to some of them in this week's Business of Space inc: @bridgitmendler, @RocketLab, @VardaSpace/@WillBruey, @anduriltech, @KTmBoyle
bloomberg.com/news/newslette…
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Tesla did use tele-op to remotely control some of what Optimus did last week. Largely it related to interactions with guests. In other cases, Optimus did act autonomously. Here's the report by me and @DavidWelch47
The reporting doesn't rely on X posts or the analysts notes published, but people familiar with Tesla's running of Thursday night.
bloomberg.com/news/articles/…
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Breaking: Musk sold around 19.5m $TSLA shares worth $3.95B @TheTerminal (Form4)
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