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Mobility

Tesla no longer just an EV maker as AI and energy support long-term investment case

Market views on Tesla\'s long-term investment appeal are diverging again. Analysts say slowing growth in vehicle sales contrasts with expectations for expansion in self-driving, AI and energy that continue to support a high valuation. Tesla trades at a lofty price-to-earnings multiple, while quarterly results show revenue and profit growth and record energy storage deployments. Wall Street ratings lean toward hold, with wide-ranging target prices reflecting uncertainty over execution.

AI & Enterprise

Automation AI spreads as OpenAI and Anthropic next-generation models take shape

Major AI companies are rolling out automation features in a race to build AI agents that can handle specific tasks without human input. Anthropic updated Claude tools to perform actions on a user’s computer and introduced an auto mode for more autonomous work. OpenAI added plugin support to Codex and highlighted progress on a next-generation model codenamed Spud. The article also reviews moves by other companies, including Meta, SAP, Apple, Google and Microsoft.

AI & Enterprise

Anthropic\'s Claude sees paid subscribers surge, more than double this year

Anthropic\'s AI service Claude is rapidly expanding paid subscriptions in the U.S. consumer market, an analysis showed. Consumer transaction analytics firm Indagari, citing anonymised credit-card data from about 28 million Americans, found paid subscribers hit a record high this year. An Anthropic spokesperson confirmed paid subscribers have more than doubled. Growth was strongest between January and February, with February re-subscriptions also at a record.