tech

Rani Molla3/21/25

Analysts keep cutting Tesla delivery estimates

Analyst estimates for the number of Teslas the electric vehicle company will sell this year keep going down.

This week: Morgan Stanley lowered its full-year estimate for Tesla deliveries to 1.615 million vehicles, or nearly 10% lower than the 1.789 million the company sold last year. Wells Fargo now predicts a 7% decline. Barclays didn’t give an exact full-year estimate but wrote today, “We believe that a soft 1Q and continued pressure in 2Q potentially puts Tesla’s 2025 delivery volume at risk of being flat, or potentially even down y/y.”

Even analysts who still believe in Tesla’s promise to “return to growth” have lowered their previous expectations. This week Piper Sandler lowered its delivery expectations to 1.877 million this year, down from its previous estimate of 1.957 million, according to FactSet.

Third-party sales data from the first two months of 2025 isn’t looking up in the US or around the world.

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Amazon expands low-price Haul section to 14 new markets as Amazon Bazaar app

Amazon is expanding its low-cost Amazon Haul experience to a new stand-alone app called Amazon Bazaar.

Amazon launched its Temu and Shein competitor a year ago as a US mobile storefront on its website and has since expanded to about a dozen markets. Consumers could purchase many items for under $10, as long as they were willing to stomach longer delivery times.

Now, thanks to success in those places, the programming is expanding to 14 new markets — Hong Kong, the Philippines, Taiwan, Kuwait, Qatar, Bahrain, Oman, Peru, Ecuador, Argentina, Costa Rica, the Dominican Republic, Jamaica, and Nigeria — with a new app and name: Amazon Bazaar.

“Both Amazon Haul and Amazon Bazaar deliver the same ultra low-price shopping experience, with different names chosen to better resonate with local language preferences and cultures,” the company said in a press release.

Amazon extends Haul’s ultra low-price shopping experience to 14 new destinations with new Amazon Bazaar app

Amazon extends Haul’s ultra low-price shopping experience to 14 new destinations with new Amazon Bazaar app

Now, thanks to success in those places, the programming is expanding to 14 new markets — Hong Kong, the Philippines, Taiwan, Kuwait, Qatar, Bahrain, Oman, Peru, Ecuador, Argentina, Costa Rica, the Dominican Republic, Jamaica, and Nigeria — with a new app and name: Amazon Bazaar.

“Both Amazon Haul and Amazon Bazaar deliver the same ultra low-price shopping experience, with different names chosen to better resonate with local language preferences and cultures,” the company said in a press release.

map of big tech undersea cables

Big Tech’s most important infrastructure is at the bottom of the sea

While data centers on land are getting all the attention, Big Tech’s vast network of undersea fiber-optic cables carry 99% of all international network traffic.

After watching small drones reshape the battlefield in Ukraine, the US Army has announced plans to buy 1 million drones over the next two to three years, according to a report from Reuters.

The military threat of China’s dominance of the quadcopter-style drone industry is also driving the decision. But China’s control over much of the supply chain for drones, including rare earth magnets, sensors, and microcontrollers, will make it much harder for American drone manufacturers to catch up.

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Get ready to text and drive while the Optimus robot cures poverty.

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Tesla shareholders approve Elon Musk’s $1 trillion pay package

The voting results were announced at Tesla’s 2025 annual shareholders meeting Thursday.

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