Elon Musk
CEO of Tesla, Founder & CEO of SpaceX
Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law.
x.comSupports
Musk forecasts Cybercab will carry most passenger miles wherever legally permitted, supporting Tesla's long-run scale case while making legal access a condition.
Jason Calacanis
Founder and CEO of LAUNCH, Co-host of the All-In Podcast
I think autonomy will be: ... gold medal: Tesla with 40%+ market share ... Silver: uber and their 30 partners taking ~35% ... Bronze: Waymo going solo with ~25%
x.comMixed
The forecast puts Tesla ahead at 40%+ versus Waymo's roughly 25%, supporting a lead but implying a smaller gap than Tesla dwarfing Waymo.
glassnode
Digital Asset Data, Analytics & Research
Bitcoin's biggest liquidation cluster sits near $60k. These are longs opened near the bottom, and price has not tested their entries since it shot up in August. Patient buyers have often found opportunity in forced selling, and a sweep of $60k would create plenty of it.
x.comSupports
Remaining leveraged longs reinforce “oversold does not mean bottomed” and widen the potential downside beyond $74,000 before forced selling could attract buyers.
glassnode
Digital Asset Data, Analytics & Research
Stablecoin supply is shrinking fast. Total supply fell $14.2B in 30 days, the fastest contraction since June 2022. A turn back to growth would be the first sign of new money.
x.comSupports
The liquidity drain reinforces the missing-buyers thesis; a reversal would support the fresh capital needed for a bullish turn.
Dow Jones
Real-Time Financial News Wire
The issues surrounding Nvidia's chief executive hasn't affected Morningstar's forecasts of Nvidia's financials in the medium term, said Brian Colello, its senior equity analyst. That's largely because of the high costs involved in switching away from Nvidia's AI software ecosyste…
Supports
Unchanged forecasts backed by switching costs support the EPS resilience needed for Nvidia’s valuation recovery despite leadership uncertainty.
Dow Jones
Real-Time Financial News Wire
The last period for which Nvidia reported revenue tied to Singapore was the fiscal quarter that ended in July 2025 ... It said revenue from Singapore was $10.2 billion, or 22% of total revenue, up 81% from a year earlier.
tradingview.comMixed
The reporting change obscures current reliance ahead of Q3; Nvidia says its June 2025 cutoff of Megaspeed remains in force, limiting exposure to that customer.
Kanyi Maqubela
Managing Partner at Kindred Ventures, Co-Founder of Heartbeat Health
There is something like an estimate of up to 20% of the data center revenue coming from NVIDIA that could be going to Singapore. ... And so if the export controls tighten, then I think it creates a structural problem. ... That's a very, very high estimate. And some people think i…
Supports
On these estimates, tighter controls could make Nvidia’s regional reliance a material revenue headwind.
People to start with
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Dow Jones
Real-Time Financial News Wire
Bitcoin recovered above $74,000 on Wednesday, riding a tech stock rally higher as investors push past concerns about further interest rate hikes.
tradingview.comMixed
Recovery despite tightening concerns supports BTC resilience, though the reported 9% monthly loss tempers confidence in limited price damage.
Jim Cramer
Host of CNBC’s Mad Money, Leader of the CNBC Investing Club
Remember how I said they'll be paying over $3 billion per month to rent SpaceX compute starting next month. That's part of a $120.5 billion deal with SpaceX that runs through 2029.
youtube.comSupports
The payment scale makes retaining versus repricing Anthropic’s capacity financially consequential for SpaceX.
Fireside Alpha
Business, Technology and Investing Interview Digest
Dan Schulman (CEO): ... “If he builds a full terrestrial network just like we have, which is a very difficult proposition, or buys, whatever it may be, then you can compete. But that’s a very difficult proposition to go do. I’m prepared for it.”
x.comSupports
Supports the competitive rationale for Starlink Mobile’s Qualcomm rollout, while underscoring its execution hurdle.
Artificial Analysis
AI Benchmarking Company
Take away its tools, and Claude Fable 5.2 scores below Claude Haiku 5.5 with tools on VIALS-AA; across models tool use nearly doubles scores, from ~25% to ~47% on average
x.comSupports
Strengthens the case for tool-using research agents on life-sciences tasks, giving substance to the kind of workload Cerebras could accelerate.
Eric Vishria
General Partner at Benchmark
[Quoting @1538525334781370368: "It got Claude running on AMD in just 3 days with basically no human intervention. Claude ported or wrote almost 100% of the kernels."] If, otoh, the moat on your HW is actually HW, not only is your moat intact, but customers' ability and willingnes…
Supports
If this holds for Cerebras, easier software integration would lower the hurdle for Anthropic to evaluate its hardware for research agents.
Andrew Martin Johnson
CFO & Chief Legal Officer of AST SpaceMobile
We continue to work on several Q4 revenue opportunities that will ultimately determine where we fall within our guidance range, but have high confidence that revenue acceleration this quarter will result in achievement of our full year 2026 revenue guidance with potential upside.
Supports
Management expresses high confidence in achieving the $150M–$200M FY2026 revenue guide, with potential upside, while Q4 opportunities will determine where revenue lands within the range.
AST SpaceMobile, Inc.
Space-based cellular broadband network
We expect to spend several hundred million dollars of incremental CapEx in 2027 associated with Blacklift.
Challenges
AST expects several hundred million dollars of incremental Blacklift capex in 2027, increasing demands on its $3.2B cash balance during the delayed satellite rollout.
Lyn Alden
Investment Strategist, Author of Broken Money
[Replying to Nic Cruz Patane: "This is why Tesla is going all-in on Cybercab"] I’ll fade 500k mile standard lifetimes anytime soon. Would require battery and other overhauls multiple times.
x.comChallenges
Alden argues that 500,000-mile lifetimes would require multiple battery and other overhauls, challenging Cybercab cost-per-mile savings from long service life.