tech

Rani Molla4/2/25

Deutsche Bank: Weaker-than-expected US sales responsible for Tesla miss

Many analysts knew Tesla’s delivery numbers today were going to be bad, but they were much worse than expected. Tesla delivered 50,000 fewer vehicles than it had in the first quarter last year, missing consensus estimates by Bloomberg, FactSet, and Tesla itself.

The reason for the massive miss? US sales, Deutsche Bank said in an analyst note following the deliveries report.

“Geographically, we had already factored in a very weak performance from Europe, therefore, US likely led to the downside; China appears about in-line looking at March data,” the analysts wrote.

Monthly sales data had shown that in the first two months of 2025, sales were roughly flat in the US, Tesla’s main market, while they fell in Europe and China. That must have taken a turn for the worse in March, when in response to CEO Elon Musk’s actions at DOGE, protestors picketed at hundreds of Tesla locations around the country and Tesla owners rushed to sell their vehicles.

Despite the bad sales numbers, Tesla stock is up 5% on news that Musk may be leaving the White House and spending more time at Tesla.

More Tech

Form Energy iron-air battery system leaving Form Factory 1

Big batteries are the newest answer to Big Tech’s big energy needs

America’s booming energy demand is creating a powerful case for large-scale energy storage.

Patrick Sisson4/2/26

Astronaut on the Moon

Over 50 years since it last sent astronauts to the moon, the US is now reentering a very different space race

The successful launch of the Artemis II lunar flyby marked one small step for NASA, while China’s already making giant leaps in its own space program.

Millie Giles4/2/26

OpenAI is now valued at $852 billion — that’s about 5 Disneys

The company just closed out the biggest funding round in Silicon Valley history, raising $122 billion.

Sam Altman at BlackRock Infrastructure Summit Held In Washington, DC

Claire Yubin Oh

waymo’s world

Waymo’s now serving more than 500,000 paid robotaxi rides every week

The Alphabet-owned company grew its ridership more than tenfold in less than two years.

Waymo Self-Driving Electric Car Sighted In London

tech

Jon Keegan3/27/26

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

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