
Musk spends nearly half of Tesla earnings calls on AI and robots
A seven-year transcript analysis shows Musk now talks about AI, robotaxis, and Optimus nearly 50% of the time — up from 15-20% in 2022.
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A seven-year transcript analysis shows Musk now talks about AI, robotaxis, and Optimus nearly 50% of the time — up from 15-20% in 2022.

The humanoid maker has $300M in contract orders, dozens of Digits deployed, and a reverse-merger IPO planned for later this year.

Ex-Optimus engineer Jay Li's startup closes a First Round-led seed and starts shipping a 22-degree-of-freedom robotic hand.

The memory maker's rise reflects how HBM has become the gating resource for AI training, not GPUs alone.

Six 125,000-square-foot rapid-deployment structures outside New Albany, Ohio, powered by 200 MW of off-grid gas turbines.

The OpenAI co-founder will build a team using Claude to speed up the most compute-intensive phase of model development.

Wall Street is pricing a turnaround that hasn't shown up in chip yields yet, with TSMC still ahead and execution thin on specifics.

Court testimony reveals Musk pitched Altman, Brockman and Sutskever on running AI inside Tesla — or making OpenAI a Tesla subsidiary.

A Grimes County filing pegs initial spend at $55B, with Intel and Tesla joining a fab targeting 1 terawatt of chip output per year.

Day three of Musk v. Altman surfaced emails showing Musk halted $5M quarterly payments and recruited from OpenAI while still on its board.

On day two of his OpenAI trial, Elon Musk's tweets keep undercutting his testimony — including a $100M investment claim that was actually $38M.
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