$DASH is in advanced talks to acquire $CART after $UBER stepped away which would give DoorDash a much bigger grocery delivery network and access to Instacart's high-margin advertising business.
That could become even more valuable as AI agents start shopping for consumers
I think one of $TSLA most overlooked advantages is that its EV fleet already generates real-world vision data while a ton of the same AI software and hardware can be used across robotaxis and Optimus.
That means Tesla can spread the cost of developing chips, motors and power
The humanoid robotics conversation has largely centered on which robot maker will win.
But the companies supplying the motion systems underneath may matter just as much, regardless of which platform comes out on top.
Actuators, the motors, reducers, sensors, and controllers
$ANT is doing something pretty interesting with its IPO lockup as only ~30% of insider shares unlock after 180 days versus usual 100%.
That avoids the usual one-day flood of shares hitting the market but could also create steady selling pressure throughout its first year of
ANTHROPIC JUST FILED FOR ITS IPO.
INVESTORS ARE EYEING A $1.5T VALUATION.
HERE'S EVERYTHING YOU NEED TO KNOW 🧵
Nasdaq, ticker $ANT, reportedly the week of Nov 16.
THE BULL CASE
• Q2 revenue: $11.6B. All of 2025: $4.6B.
• First operating profit: $974M in Q2.
• Revenue per
