Tesla

Headlines · 3

1. 3h
   Ex-Tesla Optimus AI lead launches industrial robot startup Intelligent Machines

   Ashish Kumar, a former AI lead for Tesla's Optimus humanoid robots, has co-founded Intelligent Machines, a San Francisco startup building non-humanoid robots for tasks normally done by highly skilled workers in manufacturing and aerospace, according to The Information, citing two people with direct knowledge. The company has hired several former members of Tesla's Optimus team and is raising a seed round that could end up around $100 million. It currently focuses on robot software, using reinforcement learning to teach complex tasks, though its leaders have discussed designing hardware as well.

   The Information · 🔥 9
2. 7h
   Musk denies TSMC will build or run Terafab, says Tesla and SpaceX will own it

   Responding on X to a post saying Terafab would most likely be owned and operated by TSMC, Musk wrote on October 7: "No, we will build and run the fab. Let there be ZERO doubt about that." He added that TSMC might sublease part of the Terafab site "if they want, but nothing more than that." Terafab is the giant AI chip manufacturing complex Tesla and SpaceX plan to build in Texas, and Intel CEO Lip-Bu Tan said the same day that Intel remains part of the project.

   科技新报 · 🔥 18
3. 2d
   Why AI Applications Struggle to Make Money

   This opinion article argues that standalone AI applications will struggle to sustain profits because single-point capabilities such as coding, translation and presentation generation have low barriers and switching costs. It says the stronger business model is enterprise-focused workflow capture: using AI to take over complete business processes, tie value to measurable P&L outcomes, and embed AI into products, services and operations rather than selling consumer subscriptions.

   虎嗅 AI · 🔥 0

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