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10月29日周四
  1. Light Reading60

    T-Mobile 财报会称将在美国首个推出 6G,并否决 SpaceX MVNO 合作

    T-Mobile 在三季度财报电话会上表示,按行业预期 2030 年前后将建成 6G 网络,公司计划成为美国首家推出 6G 的运营商,CTO John Saw 介绍了 ISAC(通信感知一体化)等新应用。公司同时拒绝了与 SpaceX 在消费者及物理与边缘 AI 业务上的 MVNO 合作,称卫星只是互补产品。

    AI 生成摘要 · 以原文为准

  2. a16z46

    a16z 发布年度 American Dynamism 50 榜单,覆盖 50 家构建美国未来的公司,今年主题为“生产即威慑”(Production is Deterrence)。榜单围绕三大支柱组织:威慑冲突的系统(无人机、舰船、导弹等)、制造它们的工厂、以及材料与电力等投入。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    The 2026 American Dynamism 50 is here: our annual list of 50 companies, from within the a16z portfolio and beyond, building for America's future. This year's theme is Production is Deterrence. "America's ability to prevent conflict depends on what it can build, how fast it can deliver, and how long it can keep going." A new generation of defense companies is moving from prototypes to full-scale production, and the industrial base has to keep pace. This year's list is organized around three pillars: 1. Systems: the drones, ships, missiles, aircraft, and spacecraft that deter conflict. 2. Factories: the plants, tools, and software that build them. 3. Inputs: the materials and power they're made of and run on. Get all three right, and the impact reaches well beyond defense, to skilled jobs, revitalized communities, and the supply chains behind energy, housing, and everyday goods. Meet all 50: https://www.a16z.news/p/ad-50-2026-production-is-deterrence

4月23日周四
  1. SEC 8-K · Tesla88

    Tesla 发布 2026 年一季度财报,营收 223.9 亿美元同比增长 16%

    Tesla 于 2026 年 4 月 22 日通过 8-K 发布 2026 年一季度业绩:总营收 223.87 亿美元,同比增长 16%;GAAP 营业利润 9.41 亿美元,同比增长 136%,营业利润率 4.2%;GAAP 净利润 4.77 亿美元,non-GAAP 净利润 14.53 亿美元;自由现金流 14.44 亿美元,期末现金及短期投资 447.43 亿美元。

    AI 生成摘要 · 以原文为准

    关注理由:Tesla Q1 财报披露营收、利润与自由现金流,并更新 Cybercab、Optimus 产线与电池材料产能进展,可对照其汽车、储能与 AI 业务的真实交付节奏。