Tech

Has Wall St fallen out of love with Tesla?

Published

2 years ago

February 27, 2024

Elon Musk is renowned for his ambitious ventures into futuristic technologies, but despite his grand visions, Wall Street remains cautious about the electric vehicle giant.

Investor Gary Black recently shed light on the reasons behind this skepticism, particularly concerning Tesla’s artificial intelligence endeavors, in a tweet posted on February 24.

Black pointed out that Tesla does not disclose results for its AI businesses, which include initiatives like robotaxis, Full Self-Driving (FSD) licensing, and projects such as Optimus and Dojo.

This lack of transparency makes it challenging for institutional investors to accurately assess the value of these ventures, unlike other companies like NVIDIA, which provide detailed insights into their AI-related operations.

Tesla Model S Bluefire at Tesla Servicecenter Bern Switzerland @ Unsplash

Largely invisible

He emphasised the difficulty in assigning a value to something that remains largely invisible due to the absence of regular disclosure from Tesla.

Black highlighted the contrast between evaluating Tesla in 2017-2018, where financial forecasts could be made based on transparent earnings streams, and the present situation, where assessing the potential of Tesla’s AI ventures feels more speculative and less grounded in financial discipline.

While some argue that analysts and investors can model Tesla’s AI ventures independently, Black countered by citing examples of overly optimistic projections, labeling them as “making up numbers.”

He stressed the need for better disclosure from Tesla if the company wants Wall Street to accurately model its AI businesses.

Black’s remarks underscore a broader issue facing Tesla and other tech companies pioneering cutting-edge technologies.

While Musk’s bold vision captivates many, investors demand clear visibility into the financial prospects of these ventures to make informed decisions.

Without adequate disclosure, skepticism persists, hindering Tesla’s ability to garner full confidence from Wall Street.

Tech

SpaceX shifts focus to Moon with ambitious Lunar City plans

Elon Musk shifts SpaceX focus from Mars to a 2027 Moon landing, merging with xAI for AI satellite networks.

Published

1 hour ago

February 10, 2026

Harvey Vargas

Elon Musk shifts SpaceX focus from Mars to a 2027 Moon landing, merging with xAI for AI satellite networks.

Elon Musk has set his sights closer to home—literally. SpaceX is now prioritizing the creation of a self-sustaining city on the Moon within the next decade. The ambitious plan marks a major shift from previous Mars-focused strategies, aiming for an uncrewed Starship landing as early as 2027 to support NASA’s Artemis program.

This pivot comes as SpaceX merges with Musk’s xAI, combining the companies into a massive $1.25 trillion valuation. Musk believes the Moon offers practical advantages for launches, making it a more strategic stepping stone for humanity’s future in space.

Alongside lunar ambitions, SpaceX is also developing satellite networks to back AI technologies in orbit. Despite the excitement, NASA’s Artemis program has faced delays, pushing the first crewed lunar flight to March due to technical issues.

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Tech

Claude AI is transforming software engineering and productivity

Anthropic’s Claude AI now manages coding tasks, boosting productivity by 50% as engineers shift to oversight roles.

Published

1 day ago

February 9, 2026

Harvey Vargas

Anthropic’s Claude AI now manages coding tasks, boosting productivity by 50% as engineers shift to oversight roles.

Anthropic has confirmed that its AI, Claude, now handles almost all coding tasks at the company. Engineers are shifting from writing code to oversight and planning, marking a major change in how software development teams operate.

Users report a productivity boost of 50 percent since implementing Claude, highlighting the potential of AI to reshape workflows and day-to-day operations. The shift raises questions about the balance between human oversight and automated code generation.

The move has also affected markets, with shares of Indian IT services companies falling as investors assess the impact on traditional tech roles. Industry leaders stress that while AI can generate code, human input remains crucial for design, review, and strategic decision-making.

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Tech

OpenAI and Anthropic launch faster, smarter AI tools for enterprise coding

OpenAI and Anthropic launch advanced coding models, revolutionizing enterprise software development and intensifying the AI tooling competition.

Published

4 days ago

February 6, 2026

Harvey Vargas

OpenAI and Anthropic launch advanced coding models, revolutionising enterprise software development and intensifying the AI tooling competition.

OpenAI and Anthropic have unveiled powerful new AI coding models aimed at transforming enterprise software development. GPT-5.3 Codex operates 25% faster than its predecessor, tackling complex tasks and following real-time directions without losing context.

Claude Opus 4.6 introduces ‘agent teams’, allowing multiple AI agents to work on tasks simultaneously. The update also includes a one-million-token context window, enabling large volumes of text and code to be processed in a single prompt.

GitHub now supports multiple coding agents, letting developers compare AI approaches on the same problems. Both OpenAI and Anthropic are pushing for enterprise adoption, highlighting the potential for professional applications across industries.

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