It’s time again to dig through earnings reports, listen to investor calls, and call out the latest wins and losses from around the tech sector and what it means for where the companies go next. - **Tesla** is manufacturing humanoid robots while still working out how to make them useful, reliable, and durable enough for customers. - **Meta** (formerly Facebook) CFO Susan Li emphasized the need for adaptability during the company’s third quarter earnings call.
Key points
It’s time again to dig through earnings reports, listen to investor calls, and call out t…: It’s time again to dig through earnings reports, listen to investor calls, and call out the latest wins and losses from around the tech sector and what it means for where the companies go next.
- **Tesla** is manufacturing humanoid robots while still working out how to make them use…: - **Tesla** is manufacturing humanoid robots while still working out how to make them useful, reliable, and durable enough for customers.
- **Meta** (formerly Facebook) CFO Susan Li emphasized the need for adaptability during t…: - **Meta** (formerly Facebook) CFO Susan Li emphasized the need for adaptability during the company’s third quarter earnings call.
Sources checked by our analysis pipeline: 1
Every company is suddenly an AI company. Compute is an asset. Cars are flying. We’ve been promised robots — again. It’s time again to dig through earnings reports, listen to investor calls, and call out the latest wins and losses from around the tech sector and what it means for where the companies go next.
Fall 2026 earnings watch
Tune into Q3.
Yes, of course there are pay package incentives in play for Musk. But that’s not all.
Elizabeth Lopatto
Tesla is manufacturing humanoid robots while still working out how to make them useful, reliable, and durable enough for customers.
Rani Molla
“Everyone is just going to have to adapt,” CFO Susan Li said during Meta’s third quarter earnings call.
Ellen Thomas
Yes, of course there are pay package incentives in play for Musk. But that’s not all.
Elizabeth Lopatto
Tesla is manufacturing humanoid robots while still working out how to make them useful, reliable, and durable enough for customers.
Rani Molla
“Everyone is just going to have to adapt,” CFO Susan Li said during Meta’s third quarter earnings call.
Andreessen Horowitz has rebranded its digital assets-focused venture capital arm, a16z Crypto, as a16z Frontier, aiming to expand the fund's scope to support startups in AI, robotics, and other emerging technologies. This move follows a similar strategy by a16z in 2018 and is part of a broader diversification effort to tap into new growth areas. The rebranding is intended to attract investors interested in emerging technologies and support startups in developing these fields.
SpaceX is in talks with cellular infrastructure companies to secure access to at least 80,000 sites across the United States, according to Bloomberg News. SpaceX, Crown Castle, American Tower, Vertical Bridge, and the wireless carriers AT&T, Verizon, and T-Mobile saw their shares fall between 4.2% and 5% in extended trading.
Andreessen Horowitz, the venture firm known for its crypto investments, has rebranded its digital asset unit from a16z Crypto to a16z Frontier, reflecting a decline in the importance of crypto and blockchain-focused investing. Since launching in 2018, the unit has raised nearly $10 billion across five funds, backing several major successes in the sector, including Coinbase. However, the firm has struggled to push crypto's utility beyond financial applications and speculative assets. The new name, which focuses on…