Bloomberg Intelligence BI Weekend: Meta, Constellation Deal, Tesla Robotaxi Limits
4 snips
Jun 6, 2025 The podcast dives into Meta's energy strategy as it partners with Constellation to secure power from a nuclear plant. Discussions also unveil the complications surrounding Tesla's full self-driving technology, emphasizing recent crashes. Comcast's theme parks emerge as potential financial game-changers amid competition with Disney. Additionally, insights into TAE Technologies shed light on advancements in nuclear fusion energy, proposing a promising avenue for sustainable power. Finally, Wells Fargo's newfound growth opportunities post-regulatory changes highlight shifts in the banking landscape.
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Meta’s AI Power Needs
- Meta's demand for power is driven by increased use of AI chips in their data centers.
- They proactively secure power deals to optimize AI chip infrastructure efficiency amid a power shortage.
Tesla’s Full Self-Driving Limits
- Tesla's current full self-driving system requires constant driver supervision and remains under federal scrutiny after fatal crashes.
- Elon Musk pursues autonomous driving leveraging cameras only, contrasting with competitors using multiple expensive sensors.
Comcast’s Theme Park Growth
- Comcast is heavily investing in its theme parks to offset struggles in broadband.
- The parks are poised to become a major growth and valuation driver, similar to Disney.