实体零售扩张计划 - 公司正在推进开设实体店并招聘零售员工的计划 该计划尚未在内部广泛知晓 [1] - 目前仅有一家实体零售空间Meta Store 位于加州Burlingame园区 用于展示硬件产品如Meta Quest VR头显和Ray-Ban智能眼镜 [2] - 2023年曾在洛杉矶开设快闪店Meta Lab测试智能眼镜销售模式 具体开店数量和时间表尚未明确 [3] 硬件产品销售表现 - 智能眼镜产品线2023年销量突破100万台 但CEO认为尚未对业务产生核心影响 [4] - 公司计划2025年评估智能眼镜是否成为长期产品线 并探索AI眼镜作为新兴计算平台的潜力 [4] - 2024年将推出6款以上AI驱动的可穿戴设备 重点提升销售、用户留存和参与度 [4] 对标行业竞争者 - 苹果全球拥有超过500家零售店 Meta当前实体零售规模显著落后 [2] - 实体店模式效仿苹果 提供硬件产品体验服务 但尚未形成规模效应 [2][3]

Hello there! The warmer weather might mean some post-work festivities. But just because you're off the clock doesn't mean anything goes. An etiquette expert offered tips on what not to order when you're out with work people. In today's big story, we're previewing what to expect from Nvidia's big earnings report after the bell. What's on deck Markets: BlackRock's bond chief shared some trades he's eyeing. Tech: General Catalyst's leader is taking the VC down the road less traveled. Business: Gen Z saw sex wo ...

Tesla's upcoming robotaxi service launch in Austin is right around the corner. Scheduled for sometime in June, the anticipated launch comes years after several missed deadlines and an increasingly competitive — and shrinking — field.General Motors's Cruise recently bowed out of the race, but Alphabet's Waymo has continuously ramped up its service and is now providing 250,000 rides a week in the San Francisco Bay Area, Los Angeles, Phoenix, and Austin, according to the company. There's also Amazon's Zoox, ...

Elon Musk's brand catastrophe in Europe is only getting worse. Tesla's sales collapsed 49% in Europe last month, according to data from the European Automobile Manufacturers Association (ACEA), as the automaker continues to battle a brand crisis in its third-largest market.The slump came even as sales of battery electric vehicles in Europe rose by nearly 28%, per ACEA data. It also suggests that the refreshed version of Tesla's best-selling Model Y, which began rolling off production lines earlier this ye ...

China's EV price war just kicked up a notch — and investors are worried. Shares in some of Tesla's biggest Chinese rivals fell sharply on Monday after a raft of price cuts announced by BYD fuelled fears over the country's brutally competitive EV industry.BYD stock closed 8.6% lower in Hong Kong, after hitting record highs last week. Shares in auto conglomerate Geely and pick-up maker Great Wall Motors fell more than 9% and 5% respectively, while EV makers Xpeng, Nio, and Li Auto also posted falls.The decl ...

Meta's open-source Llama models helped define the company's AI strategy. Yet the researchers who built the original version have mostly moved on. Of the 14 authors credited on the landmark 2023 paper that introduced Llama to the world, just three still work at Meta: research scientist Hugo Touvron, research engineer Xavier Martinet, and technical program leader Faisal Azhar. The rest have left the company, many of them to join or found its emerging rivals.Meta's brain drain is most visible at Mistral, the ...

特斯拉自动驾驶出租车 - 特斯拉计划下月在奥斯汀推出期待已久的自动驾驶网约车服务 将与Waymo展开竞争 [4] - 测试显示特斯拉在复杂路口闯红灯 存在重大安全隐患 Waymo因采取地理围栏策略更安全而胜出 [6][7] - 马斯克未直接回应安全问题 但表示特斯拉将采用地理围栏技术避开特定区域 [7] - 特斯拉股价自马斯克上月强调自动驾驶业务并减少对DOGE关注后已上涨约40% [8] 千禧世代房产继承 - 千禧一代将继承婴儿潮世代大量房产财富 但多数房屋因长期未翻修需重大修缮 [10] - 催生专门帮助处理继承房产的配套服务产业 [10] 微软AI战略 - 微软CEO纳德拉任命前Facebook工程主管Jay Parikh执掌新AI部门CoreAI [11] - Parikh聚焦文化转型、运营优化和客户体验 计划建立"AI代理工厂" [11] Z世代职业转向 - 因大学投资回报率下降及AI冲击白领岗位 Z世代转向管道工/建筑/电工等蓝领职业 [12] - 部分蓝领工作年薪可达六位数 并提供创业成为个体经营者的路径 [12] 债券市场波动 - 传统被视为避险资产的美国政府债券因财政赤字扩大引发投资者担忧 [13] - KKR对债券安全性提出质疑 摩根大通CEO戴蒙公开警告美债信用风险 [13]

麦当劳关闭CosMc's独立门店 - 麦当劳宣布将于6月下旬关闭所有独立运营的CosMc's试点门店并停用其应用程序 [1] - CosMc's是2023年推出的星巴克风格饮品店 产品包括咖啡、茶饮、柠檬水、冰沙及早餐三明治等 [2] - 公司CEO称CosMc's是"具有麦当劳基因但拥有独特个性"的小型概念店 菜单包含可定制饮品和经典产品如Egg McMuffin [2] 战略调整与测试成果 - CosMc's作为饮料创新测试平台 已验证多种新风味和技术流程 未来将把成功元素融入主品牌 [3] - 该项目源于公司对快速增长的饮料市场的布局信念 采用多地点小型化运营模式 [3] - 测试期间确保不影响现有麦当劳门店的顾客与员工体验 [3] 经营环境与业绩表现 - 麦当劳面临疫情封锁期以来最差销售表现 美国同店销售额第一季度下降3.6% [3] - 经济不确定性导致低收入群体持续缩减支出 中收入消费者在第一季度也出现类似趋势 [4] - CEO指出消费者正更加审慎地减少外出就餐次数 [4]

谷歌AI战略与设备业务 - 谷歌正通过AI全面升级其手机、平板和XR眼镜等设备业务 美国银行分析师将其近期AI系列发布称为设备业务的"特洛伊木马" [1] - 在I/O大会上展示的"Project Astra"助手功能显著领先苹果Siri 能通过多模态交互帮助用户解决实际问题 [4] - 公司去年合并Pixel、Chrome和Android团队以把握AI机遇 Android负责人表示这是"一代人一次的重塑手机功能时刻" [12] 移动操作系统竞争格局 - 苹果iOS在美国市场领先但全球仍落后Android 近年双方系统功能逐渐趋同 硬件升级放缓使软件智能成为焦点 [2] - 伯恩斯坦分析师指出硬件升级回报递减 软件能力差距正在扩大 若持续可能打破苹果生态锁定效应 [10][11] - 谷歌Pixel手机全球份额微小 但通过三星等合作伙伴可触达数十亿Android用户 完整AI功能将优先在Android实现 [9] 苹果面临的AI挑战 - 苹果AI进展缓慢 核心功能延期 Siri正基于大语言模型重构 目前落后谷歌和OpenAI且差距持续扩大 [3] - 苹果依赖iMessage等生态锁定手段 但若AI功能差距扩大到临界点 可能引发用户转向Android设备 [8][11] XR设备新赛道布局 - 谷歌XR眼镜演示实时视觉信息叠加功能 该功能为Meta现有产品所缺 苹果首代眼镜预计也不具备 [15] - 谷歌将XR眼镜视为下一代计算平台 与Meta和苹果（计划2026年推出）展开竞争 当前Meta产品表现给予行业信心 [14][15] 谷歌的合作伙伴风险 - 谷歌需平衡自有设备与合作伙伴关系 若过度倾向Pixel手机可能触发"商业地雷" 此前承诺不对自有设备特殊优待 [13]

The Justice Department on Friday said it had reached a deal with Boeing that would allow the planemaker to avoid criminal charges stemming from two 737 Max crashes that killed 346 people and upended the planemaker's business for years. Boeing will instead invest more than $1 billion in strengthening its compliance, safety, and quality programs in exchange for the Justice Department dropping the case. The deal is not yet finalized and will be submitted to the court soon, the department said in a court fili ...