Equity Big Tech’s antitrust cases are starting to feel like Groundhog Day
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Apr 25, 2025 This discussion covers Google and Meta's ongoing antitrust battles, questioning if true monopolies are being dismantled or simply swapped. Tesla faces a staggering 71% profit drop, yet Elon Musk remains bullish on its future. A spotlight shines on Mati Carbon's innovative carbon capture solution, earning accolades at a major competition. The podcast also dives into the competitive landscape of AI, revealing how small startups are grappling with industry giants and the concentration of funding toward a select few companies.
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Tesla Stock Defies Profit Drop
- Tesla's stock price rose despite a 71% profit drop, driven by future-focused ambitions on AI and cheaper EV models.
- Market reacts more to Elon Musk's vision and commitment than current financials.
Climate Tech and Carbon Credits
- Mati Carbon won $50 million for farming-based basalt carbon capture funded by the Musk Foundation.
- Their model relies heavily on future carbon credit markets for financial viability.
OpenAI Eyes Vibe Coding Startups
- OpenAI seeks to expand in AI-powered vibe coding applications by acquiring startups like Windsurf.
- Vibe coding allows users to build applications via chatbot prompts without coding skills.