⛵ 50 Tesla Semis Head to Chicago
Plus: Nvidia May Oust Huang, OpenAI Revenue Hits $10B
Good Morning, Early Adopters!
Tesla is extending Cybertruck production by a few months. Even its retirement has become a software-style release delay.
Big Tech at the Close | Wed, Nov 11 |
Company | Price | 1 Day | Mkt Cap | |
 | Amazon AMZN | $266.17 | −1.74% | 2.88T |
 | Apple AAPL | $355.63 | +2.04% | 5.16T |
 | Google GOOGL | $293.45 | +2.11% | 3.62T |
 | Meta META | $628.77 | −1.97% | 1.63T |
 | Microsoft MSFT | $521.12 | −2.26% | 3.87T |
 | NVIDIA NVDA | $173.73 | +2.92% | 4.23T |
 | SpaceX SPCX | $139.75 | −2.33% | 1.92T |
 | Tesla TSLA | $390.84 | +2.91% | 1.50T |
50 Tesla Semis Head to Chicago
TL;DR: Tesla says Chicago’s first 50 Semi trucks are on their way. Electrek linked the shipment to local carrier HMD Trucking, which ordered 50 trucks and received its first on Nov. 2. Tesla began volume production of the electric truck in Nevada in September. Read more →
Nvidia May Oust Huang
TL;DR: Nvidia’s board was meeting Wednesday to decide whether to remove co-founder and CEO Jensen Huang, Reuters reported. The Wall Street Journal had reported that directors were preparing to oust him. Nvidia opened an independent investigation on Sunday and had yet to announce a decision. Read more →
OpenAI Revenue Hits $10B
TL;DR: OpenAI told investors that third-quarter revenue rose nearly 50% from the previous quarter to $10 billion, The Information reported. Demand for newer models and enterprise products helped drive the increase. Adjusted operating losses rose from $10.1 billion to $10.9 billion. Read more →
Anthropic Ports Claude to AMD
TL;DR: Anthropic says its Mythos model wrote or ported nearly all the kernels needed to bring Claude’s prompt processing to AMD MI355X GPUs in about three days. The company shared the result during its IPO roadshow as part of its strategy to run Claude across four chip families. Read more →
OpenAI Buys Travel Startup
TL;DR: OpenAI acquired Odessia, an AI travel planner founded by Sonder co-founder Francis Davidson. Odessia shut down its public service and is directing customers with existing bookings to support. Davidson says he is joining OpenAI to work on travel. The deal price was not disclosed. Read more →
DeepMind Launches AlphaGenome 2
TL;DR: Google DeepMind’s AlphaGenome 2 predicts how DNA variants affect gene regulation in hundreds of human cell types. The model is available through an API for noncommercial research, with a private preview for commercial research. Read more →
Globalstar Satellites Pass First Tests
TL;DR: Eight Globalstar replacement satellites passed their initial in-orbit tests, MDA Space said. Payload checks are still underway. The satellites will replenish the network behind iPhone Emergency SOS. Amazon expects its pending acquisition of Globalstar to close in 2027, subject to conditions that include satellite milestones. Read more →
Gemini Robotics 2.5 Reaches Partners
TL;DR: Google DeepMind is rolling out Gemini Robotics 2.5 to its robotics partners. It also released ASIMOV-Jailbreak, an open benchmark that uses disguised unsafe requests to test whether a robot’s reasoning model refuses them. Read more →
Tesla Extends Cybertruck Run
TL;DR: Elon Musk says Tesla will build Cybertrucks through the end of summer 2027 to fill more back orders. That adds roughly two to three months to the previous plan. Tesla is winding down the line at its Texas factory to make room for Cybercab production. Read more →
Meta Infra Chief to Depart
TL;DR: Meta says infrastructure chief and engineering co-head Santosh Janardhan will leave in early 2027. Dave Brown, a former AWS executive who joined Meta as a vice president of infrastructure earlier this year, will take over the infrastructure team. Read more →
Dutch Probe Targets Biogen
TL;DR: The Dutch competition regulator opened an investigation on Nov. 6 into Biogen’s access rules for Stratify, a blood test that helps assess infection risk. The regulator is examining whether limiting the test to patients taking or considering Biogen’s Tysabri could hinder competition from other multiple sclerosis drugs containing natalizumab. Read more →
Helsing Unveils Clarity
TL;DR: European defense company Helsing unveiled Clarity, software that combines sensor feeds, reports and other intelligence to flag potential military targets. Helsing says an operator reviews the evidence, selects targets and authorizes each handoff to a weapon. Read more →
U.S. Biotech Group Pushes Reforms
TL;DR: The Biotechnology Innovation Organization proposed a seven-point plan to help the U.S. compete with China in biotech. The industry group is calling for a White House Office of Biotechnology, easier clinical trial enrollment and more support for domestic manufacturing. Read more →
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