Tesla and Musk Deliver Again
Tesla reported a jump in first-quarter auto deliveries on Friday, topping leading estimates, as it cited strong demand in China where the electric car maker has been ramping up production.
Tesla's deliveries for the period came in at 184,000, a two percent increase from the amount in the fourth quarter, but more than double the level from the year-ago period.
"We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity," Tesla said in a securities filing.
When Tesla last reported earnings, the company did not project 2021 deliveries, but indicated it expected "faster" growth this year compared with the "multi-year horizon."
Wedbush analyst Dan Ives said in a note Friday that the first-quarter figures were a "jaw dropper," given that many analysts had expected a negative impact from the worldwide semiconductor shortage that has prompted many automakers to curtail production.
"Let's be clear, with chip shortages and related production issues the Street was thinking a 160k-165k numbers was in the cards," Ives said.
Tesla said its production in the fourth quarter was 180,338, up 76 percent from the year-ago period and a slight increase from the fourth quarter.
Don't Be the Best, Be the Only: Winning in an AI World
AI is repricing competence downward. What it cannot reproduce is a life. The case for remaining non-fungible, why friction still produces the best ideas, and what it means to build AI systems that keep the human intellect in them.
Real World Asset Tokenization: KXCO
Tokenization has two halves. The market perfected the wrapper and left the counterparty unsolved. KXCO built the other half first: one verified door in, a complete ontology so a token knows what it is, transfer checks before clearing, and signatures designed to outlive thirty year assets.
AI Demand in 2026: The Revenue Is Finally Catching Up to the Capex
The Q2 2026 numbers show AI capital spending finally converting into revenue. AWS up 37 percent, Google Cloud up 82 percent, Azure in the low-to-mid 40s and Nvidia data center near $75 billion, with combined hyperscaler capex tracking toward $740 billion and demand still outstripping capacity. Shayne Heffernan on what carries into 2027.
AI Makes Storage and DRAM Strategic Assets
Memory supply is growing about 20% a year while AI demand climbs 200%. Shayne Heffernan on the agentic workload behind the shortage, Micron's real fab timelines, the five listed names carrying the trade, and why quantum computing increases demand for classical memory rather than replacing it.
Every story, signed and delivered.
Subscribe to the kxco channel and get the headline, the AI-written key takeaways, and the chain-anchor link the moment we publish. Audio versions and per-ticker subscriptions arrive in the next iteration.