Intro

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on robots and AI. The AI inspired layoffs are NOT just for the tech industry. And are you actually technical enough to run that Clawdbot?

• Zuckerberg teases agentic commerce tools and major AI rollout in 2026 (TechCrunch)
• Microsoft stock drops 7% on slowing cloud growth, light margin guidance (CNBC)
• Tesla scraps models in pivot to AI as annual revenue falls for first time (FT)
• Dow to Cut 4,500 Employees in AI Overhaul (WSJ)
• Waymo robotaxi hits a child near an elementary school in Santa Monica (TechCrunch)
• Tiny startup Arcee AI built a 400B-parameter open source LLM from scratch to best Meta’s Llama (TechCrunch)
• Clawdbot sheds skin to become Moltbot, can't slough off security issues (The Register)

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