Tesla sent Robotaxi users a new terms-of-service agreement on Saturday detailing its planned launch in the Bay Area, according to a screenshot viewed by Business Insider. The notification says rides taken outside California are "conducted autonomously."The update lays out a different setup for California, where Tesla is launching its Robotaxi service under tighter state oversight — a move that appears to address how the program complies with local regulations. "If your ride is taking place in California, i ...

The more the merrier at Meta. The AI talent wars took another turn on Friday when Meta CEO Mark Zuckerberg announced that Shengjia Zhao, co-creator of ChatGPT and the former lead scientist at OpenAI, is now the chief scientist at Meta's Superintelligence Labs."In this role, Shengjia will set the research agenda and scientific direction for our new lab working directly with me and Alex," a statement shared to Zuckerberg's Threads account said. "Shengjia co-founded the new lab and has been our lead scientist ...

人才争夺战升级 - Meta从OpenAI挖角ChatGPT联合创始人Shengjia Zhao担任超级智能实验室首席科学家 扎克伯格称其为AI领域"先驱"并直接参与多项重大突破 [1] - Zhao曾参与开发GPT-4并领导合成数据项目 将直接向扎克伯格和新任首席AI官Alexandr Wang汇报工作 [2] - 同时挖走OpenAI苏黎世办公室的三名核心研究员(Lucas Beyer/Alexander Kolesnikov/Xiaohua Zhai) 团队已汇集OpenAI/Anthropic/Google前员工 [3] 资源投入与竞争态势 - Meta正进行数十亿美元AI投资 包括向Scale AI投资15亿美元 并新建专注基础模型和下一代研究的超级智能实验室 [2] - 行业估计全球能开发前沿AI模型的人才不足1000人 企业通过高薪/黑客松/算力资源(如10000块H100芯片)争夺人才 [4] - 扎克伯格亲自参与招聘 包括直接邮件联系候选人和在家接待研究人员 OpenAI CEO也亲自致电潜在聘用对象 [4] 行业评价与争议 - Google DeepMind CEO认为Meta当前未处技术前沿 但追赶策略符合其落后现状 [9] - OpenAI CEO批评Meta的"天价报价"策略过度关注金钱而非工作使命 认为将损害企业文化 [10]

Netflix is quietly searching for a podcast leader as it looks to bring video pods onto the streaming platform, two people close to the company told Business Insider. Netflix had previously explored potential deals with podcasters as it sought new areas of growth, as BI first reported. The hunt for an exec to lead a video podcasting effort shows how seriously Netflix is taking the space.The streamer's interest comes as rival YouTube has cemented itself as a living-room fixture and video podcasting powerhous ...

Robotaxi服务推出计划 - 公司计划本周末在旧金山推出Robotaxi服务，时间可能提前至周五[1] - 部分特斯拉车主将收到使用邀请，用户需为Robotaxi服务付费[1] - 服务初期将在前排配备安全驾驶员，可操控方向盘和刹车[2] 服务覆盖范围 - 服务地理围栏覆盖湾区大部分区域，包括Marin、东湾、旧金山和南至圣何塞[2] - 在奥斯汀的服务目前仅限受邀用户使用，最初推出时仅有10余辆车[6] 监管审批进展 - 公司尚未向加州DMV申请无人驾驶测试或部署许可[3] - 加州公共事业委员会已批准为员工提供运输服务的许可，但未申请面向公众的商业服务许可[4] - 公司正在加州寻求监管批准，并计划在佛罗里达和亚利桑那州申请[12][13] 技术准备与测试 - 在奥斯汀工厂生产了改装版Model Y，配备额外摄像头设备和第二套通信单元[10] - 在加州的自驾测试能力扩大三倍以上，12月注册了224名内部测试驾驶员和104辆车[13] - 展示了首例全自动驾驶交付：Model Y从奥斯汀工厂自动驾驶至客户家中，最高时速达72英里[14] 未来发展计划 - 公司计划在1-2个月内在湾区推出服务[11] - 长期计划将服务扩展至全球范围[13] - 奥斯汀服务已从最初的小范围扩展到更大区域[6]

Intel, AEye, Deckers Outdoor, UnitedHealth, and AST Spacemobile are catching the interest of traders. This is where they were trading premarket at 7 a.m. ET Friday.1. IntelThe move: The tech giant fell more than 8% to $20.76 per share after dipping about 3.5% on Thursday. Why: Intel announced before the closing bell that it intends to cut 25,000 staff from its workforce this year as part of its turnaround plan and that it will scrap European projects.2. AEyeThe move: AEye is up about 18% to $3.44 a share ...

公司业务重组 - 戴尔将消费者解决方案集团(CSG)的日常领导权交给副董事长兼COO Jeff Clarke [1][2] - 公司进行一系列领导层调整 包括任命Sam Burd负责企业战略 [2][16] - 业务分为两大部门 CSG(电脑 显示器等硬件)和ISG(基础设施解决方案) [3] CSG业务表现 - CSG收入连续三年下滑 2025年收入486亿美元 较2022年峰值下降21% [8] - 在消费类和商用笔记本 台式机市场面临联想和惠普的份额侵蚀 [9] - 显示器业务保持市场主导地位 [9] ISG业务增长 - ISG部门收入在2025财年增长29% 受AI服务器需求推动 [8] - 电信系统业务划归ISG部门管理 [16] 公司整体表现 - 2025财年总收入增长8% [9] - 股价自1月以来上涨11% [9] 战略调整 - 强调抓住PC更新周期机遇 [2][10] - 推出AI PC产品线 主打多日续航和AI工作流支持 [11] - 通过组织架构调整引入新思路应对市场挑战 [11][12] 领导层变动细节 - Alex Barretto负责扩展团队包括PC工程和服务等 [16] - Chris Cowger继续领导全球消费和电子商务 [16] - Bert Park接管显示器 扩展坞等外设业务 [16] - Karen Plotkin负责产品运营 战略和转型 [16] - Kevin Terwilliger继续领导PC产品管理 [16]

Meta的AI人才争夺战 - Meta为吸引AI领域顶尖人才提供高达1亿美元薪酬包 目标包括OpenAI等前沿实验室的研究人员[1] - 近期Meta已招募多位行业知名人士 包括GitHub前CEO Nat Friedman Scale AI前CEO Alexandr Wang及多名OpenAI前研究员[1] - DeepMind CEO认为Meta当前未处于AI前沿 高薪挖角是其为追赶行业领导者采取的合理策略[1] AI人才价值观差异 - 部分AI研究人员更看重技术安全使命而非薪酬 DeepMind CEO指出"有比金钱更重要的事"[2] - Anthropic研究人员因公司使命导向拒绝Meta高薪 offer 认为其工作能影响人类未来而非仅创造利润[3] - AI行业薪酬水平显著提升 当前实习生收入相当于2010年代初期公司整个种子轮融资额[10] 头部AI公司薪酬水平 - OpenAI技术员工平均年薪292115美元 最高职位53万美元 最低20万美元[4] - Anthropic技术员工平均年薪387500美元 最高职位69万美元 最低30万美元[4] - Thinking Machines Lab向两名技术员工支付45万美元年薪 另一名获50万美元[9] 行业竞争态势 - AI人才争夺加剧行业成本压力 分析师关注谷歌等公司资源投入与人才保留能力[11] - 谷歌CEO表示公司保留率指标健康 虽有个别案例但整体人才流动可控[11] - 部分公司采取竞业限制措施 如Google DeepMind英国员工需签署12个月竞业协议[12]

Tesla's CEO, Elon Musk, makes bold projections for his ventures. Robotaxi is no exception. Wednesday's earnings call, however, didn't give specifics on one big question: How is robotaxi's pilot launch going in Austin? The self-driving car program launched in June."They've got to show progress, and that's what we didn't get," Gene Munster, a managing partner of Deepwater Asset Management who writes about Tesla and Alphabet, told Business Insider. Here's what Ashok Elluswamy, Tesla's VP of AI software, said ...

Is this the beginning of the end for American chipmaking? It could very well be. Intel, the iconic US semiconductor manufacturer, warned on Thursday that it may stop developing its next-generation chip, known as 14A.The company said in a regulatory filing on Thursday that it is focused on developing 14A and finding a large customer. It was Intel's first warning of the possible fallout from failure. "If we are unable to secure a significant external customer and meet important customer milestones for Intel ...