Tech
tech
Jon Keegan

Falling behind its rivals and facing internal tension, Meta reportedly preps new “Avocado” AI model

2025 turned out to be quite a chaotic year for Meta’s big AI dreams.

This year was supposed to be all about Llama 4, Meta’s open-source AI model that never fully launched.

In a frenzied pivot to get back in the race, Mark Zuckerberg undertook an AI all-star hiring spree for his new Meta Superintelligence Labs, spending oodles of cash on NBA-sized pay packages to lure recruits.

So how’s it all going within the company? Things aren’t exactly humming along, according to CNBC.

It reports that the new team has encountered friction within Meta’s corporate structure. The cloistered team is apparently working on a new frontier AI model code-named “Avocado,” which, despite Mark Zuckerberg’s passionate open-source AI manifesto, might turn out to be a proprietary, closed-source model.

Per the report, the many in the company were expecting Avocado to be released before the end of this year, but it’s now planned for Q1 2026.

A Meta spokesperson said, “Our model training efforts are going according to plan and have had no meaningful timing changes.”

Updated to include comments from Meta

In a frenzied pivot to get back in the race, Mark Zuckerberg undertook an AI all-star hiring spree for his new Meta Superintelligence Labs, spending oodles of cash on NBA-sized pay packages to lure recruits.

So how’s it all going within the company? Things aren’t exactly humming along, according to CNBC.

It reports that the new team has encountered friction within Meta’s corporate structure. The cloistered team is apparently working on a new frontier AI model code-named “Avocado,” which, despite Mark Zuckerberg’s passionate open-source AI manifesto, might turn out to be a proprietary, closed-source model.

Per the report, the many in the company were expecting Avocado to be released before the end of this year, but it’s now planned for Q1 2026.

A Meta spokesperson said, “Our model training efforts are going according to plan and have had no meaningful timing changes.”

Updated to include comments from Meta

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Wedbush’s Dan Ives predicts Tesla FSD penetration will rise from 12% to above 50%, but doesn’t say how

Ahead of earnings Wednesday, a new Tesla note from Wedbush analyst Dan Ives argues the company is on the cusp of a Robotaxi-driven transformation, with Full Self-Driving penetration rising above 50% and autonomy unlocking as much as $1 trillion in value — putting Tesla on a path to a $2–3 trillion market cap over the coming year.

The issue isn’t the optimism; it’s the absence of mechanics. FSD penetration across Tesla’s global fleet currently sits in the low teens. The note doesn’t explain how Tesla bridges that gap — whether through pricing changes, bundling, or a behavioral shift among mass-market buyers. Tesla is ending the option to buy FSD outright in favor of subscriptions, but that alone isn’t going to push adoption from roughly 12% to 50%.

Ives treats Tesla's Robotaxi progress as inevitable rather than conditional. The removal of safety drivers in Austin — which for now is isolated to two or three vehicles and involves using an extra chase car to follow the Robotaxi — is framed as a tipping point. But there’s little discussion of scaling risks, regulation, real-world performance data, or actual demand. Ives only says President Trump will likely issue an executive order on autonomous rules and regulatory hurdles will effectively disappear — with the implication that FSD adoption would accelerate rapidly.

Even near-term fundamentals are stretched to support the narrative. Tesla didn’t beat Q4 delivery expectations, though Ives says it did, having previously cited whisper numbers rather than analyst consensus. That claim is then used to clear the runway for a valuation argument focused almost entirely on future autonomy.

In the end, this is less an earnings preview note than a statement of belief: autonomy works; adoption follows; Tesla wins at scale.

That story may eventually prove right — but for now, it’s an assertion that outstrips the evidence.

tech
Rani Molla

Bloomberg: Apple’s updated Siri to arrive in February, chatbot Siri this summer

The smarter, AI-powered Siri that Apple previewed back in June 2024 — capable of using personal data and on-screen context to complete tasks — is finally set to arrive in the second half of February, according to Bloomberg. Meanwhile, a completely overhauled and fully integrated chatbot version of Siri will follow in beta this summer, the outlet reports in an article detailing the executive shake-ups and Google partnership that led Apple to this point.

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