Volkswagen’s China Playbook Reaches Turkey
Volkswagen’s answer to underused factories in China is to ship the parts out of them. The group has signed a letter of intent with Dogus Otomotiv, its distributor in Turkey…
Nvidia’s Rubin Ships With a Smaller Spec Sheet
The specification table changed on the day the hardware arrived. Nvidia began delivering the first production systems built on its Vera Rubin platform on November 1, and in the same…
Big Tech Stopped Buying Back Stock. The Math Is Still Priced for It.
The largest American technology companies are producing more cash than at any point in their history and returning less of it to shareholders than at any point in fifteen years.…
Binance Reopens Withdrawals With 90% of a $6.3 Billion Hole Filled
Binance reopened bitcoin and ether withdrawals on Sunday, three days after hackers moved $6.3 billion of customer tokens out of its hot wallets in the largest theft the industry has…
Falcon 9’s 700th Flight, and the Customers It Can No Longer Carry
On Friday night a Falcon 9 lifted off from Space Launch Complex 4 East at Vandenberg Space Force Base in California carrying 27 Starlink satellites. The first stage, a booster…
The satellite-to-phone fight: how 290MHz came to decide who owns the mobile customer
The engineering question before the Federal Communications Commission, whether a satellite can reach an ordinary handset without degrading the network on the ground, has been settled in principle for two…
Three Months to Max: Meta Builds a Home Robot Before It Has a Market
Mark Zuckerberg has spent three years telling anyone who would listen that the next computer would be worn rather than held. The glasses have been on his face in every…
Microsoft’s Chief Puts a Ceiling on the Compute Rental Trade
Satya Nadella did not name a company. He described a shape instead: a business whose growth comes from a handful of buyers, “like four customers who buy a lot of…
DoorDash Puts a Number on the Agent Threat: Several Hundred
Tony Xu was asked, on his company’s third-quarter earnings call, how much of DoorDash’s business now arrives through artificial-intelligence agents built by other companies. His answer was “maybe several hundred…
Salesforce Buys Its Way to the Front Line
The customer Salesforce is paying for is a logistics sergeant with a broken convoy, a fuel ledger on paper and no signal. Field supply decisions in the U.S. military are…
