R "Ray" Wang
R "Ray" Wang
Fox Business: Robots, robo-taxis will 'definitely' drive Tesla stock to $500: R 'Ray' Wang
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TikTok Joint Venture Moves Forward
Despite all the geopolitical tension around the world, the TikTok deal moves forward. The roles and responsibilities of the two entities have been defined. TikTok US entity will manage global product sales, ads, and marketing. US based Oracle will host the algorithms in US data centers. Executive Adam Presser will be the new CEO of the US entity. CEO Shou Chew as a director Byte Dance will hold 19.9% of new venture. Participating financiers include SOracle, MGX, SilverLake and Dell’s Vastmere Strategic investments. Both the US and Chinese governments have approved The approach.
The Musk Davos Wrap Up
At the World Economic Forum, Elon Musk announced his Optimus Robots would go on sale in 2026, a full year ahead of the 2027 timeline. In addition, a few RoboTaxis have gone full autonomous and unsupervised among the overall 135 robotaxi fleet. Waymo has 2500 cars in SF, LA, Phoeniz with 450k weekly paid rides, 10M driverless paid miles. Tesla has135 robotaxis in service but supervised. Zoox has 50 unsupervised in Las Vegas and SF. The battle for dominance has just begun!
Constellation's AI Numbers
Constellation expects a total of $2.8 trillion in AI spending for 2026. Looking back, 2025 was a big year for AI Funding with 202.3B total. The top AI companies are about to spend $550B in AI investments for 2026.
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Your POV
Should we change the TikTok algorithm to avoid brain rot? Will Musk meet his MBO's for his compensation plan?
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