← /news·[MARKETS]·JUL 24·1 min read

Yang Zhilin's Moonshot AI closes frontier model gap with K3

The performance distance between frontier large language models is the metric that allocates enterprise contracts and the capex behind the next training run. Moonshot AI, the Chinese AI company founded by Yang Zhilin

$Isaac Yerby·NewsNTech·[NVDA]

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Tesla shares slide 11% as discount pricing squeezes profits while capex doubles on AI and robotics push

The unit economics of vehicle manufacturing leave little room for price concessions.

Chase Whitlock·2 minJUL 25

[MARKETS]02

AI spending signals send Tesla and Alphabet sharply lower

The constraint investors are now explicitly pricing is this: artificial intelligence infrastructure spending accrues upfront, at scale, and the revenue it is supposed to generate arrives later, with significant uncertain…

Isaac Yerby·2 minJUL 25

[MARKETS]03

Cloud gaming's subscriber acquisition gap pushes Amazon and Microsoft toward separate models

The first-session gap has defined the ceiling for cloud gaming since the category emerged: to reach a new player, a service must clear the hardware prerequisite and the subscription decision before a single session occur…

Devon Ashkar·2 minJUL 25