Rani Molla @rani.bsky.social · 27/05/2026Salesforce has been doing video earnings calls that are part podcast, part infomercial. I blame the extra space in the Salesforce Tower. 5172
Rani Molla @rani.bsky.social · 01/05/2026One of these companies is not like the others sherwood.news/tech/big-tec... 1102
Rani Molla @rani.bsky.social · 30/04/2026Google’s business did great — its investments in other businesses did even better sherwood.news/tech/googles... 030
Rani Molla @rani.bsky.social · 23/04/2026We gotta talk about the size of lemons. It’s getting out of hand. 050
Rani Molla @rani.bsky.social · 22/04/2026Last quarter Tesla was going to launch a bunch of Robotaxi expansions in the first half of this year. This quarter new markets are listed as “Preparation Underway.” What’s your read? 2132
Rani Molla @rani.bsky.social · 26/03/2026SpaceX isn’t just expensive — it’s in a different orbit sherwood.news/tech/spacex-... 240
Rani Molla @rani.bsky.social · 25/03/2026Giga Texas transformed the Austin landscape. Elon Musk thinks Terafab could be about 10x the size. sherwood.news/tech/giga-te... 122
Rani Molla @rani.bsky.social · 25/03/2026Amazing calculations here: Sora lasted less than one Quibi sherwood.news/tech/sora-la... by @maxknoblauch.bsky.social and @jonkeegan.com 12810
Rani Molla @rani.bsky.social · 11/03/2026This Instacart suggested recipe for the carrots in my basket is a hate crime 040
Rani Molla @rani.bsky.social · 05/03/2026Bank of America thinks Robotaxi will be responsible for half Tesla’s valuation... sherwood.news/tech/bank-of... 010
Rani Molla @rani.bsky.social · 03/03/2026Anthropic doesn’t do advertising. OpenAI does — and for Anthropic apparently 032
Rani Molla @rani.bsky.social · 26/02/2026Nvidia’s Jensen Huang says he’s confident hyperscalers’ cash flows will improve. Look at this goddamn @ljkawa.bsky.social chart, Jensen: sherwood.news/markets/nvid... 210630
Rani Molla @rani.bsky.social · 25/02/2026Will Google ever bring AI to news alerts? (I do not care about the apple you eat) 251
Rani Molla @rani.bsky.social · 06/02/2026Sitting out the conversation on spending ungodly sums on data centers is lone Big Tech company Apple, whose capex actually *declined* last quarter sherwood.news/tech/apple-i... 4464
Rani Molla @rani.bsky.social · 02/02/2026Cars accounted 73% of Tesla’s revenue last year but hey whatever 030
Rani Molla @rani.bsky.social · 02/02/2026In case you’re wondering what’s happening on the other site, Elon is saying that Kamala — not him! — will suffer from Epstein list 120
Rani Molla @rani.bsky.social · 29/01/2026Imagine having more money than god but being mad at Peppa Pig? 072
Rani Molla @rani.bsky.social · 29/01/2026This guy took 58 Austin Robotaxis in a week to get 1 driverless (and that only happened after press that he couldn't get any). It also has a chase car 183
Rani Molla @rani.bsky.social · 28/01/2026Why Tesla is getting rid of the Model S and X in one table: (US EV sales data from Cox Automotive) 183
Rani Molla @rani.bsky.social · 27/01/2026New data! Tesla’s Robotaxi is way cheaper than Uber, Lyft, or Waymo — but you’ll have to wait a lot longer for one sherwood.news/tech/teslas-... 211
Rani Molla @rani.bsky.social · 16/01/2026lol this NYT interview with Netflix’s Ted Sarandos www.nytimes.com/2026/01/16/b... 010
Rani Molla @rani.bsky.social · 15/01/2026Wikipedia’s traffic has been falling thanks to AI but at least it’s now getting revenue from the big tech companies using it to train their AI sherwood.news/tech/as-wiki... 011
Rani Molla @rani.bsky.social · 02/01/2026Tesla Q4 deliveries slide 16% as yearly deliveries drop again. BYD outsold Tesla in battery electric vehicles for the first time in 2025. sherwood.news/tech/tesla-q... 051
Rani Molla @rani.bsky.social · 29/12/2025How Tesla’s rollout of driverless Robotaxis is going.... 221
Rani Molla @rani.bsky.social · 16/12/2025Tesla has closed at an all-time high. It did this for the holidays last year, too. sherwood.news/tech/tesla-c... 031
Rani Molla @rani.bsky.social · 16/12/2025This is fun: Tesla’s market share is going up even as its sales are going down, in part because major automakers are dropping out of EV production sherwood.news/tech/teslas-... 161
Rani Molla @rani.bsky.social · 15/12/2025this font is really dramatic at the gym and has never said the word “sustainable” or “abundance” 000
Rani Molla @rani.bsky.social · 15/12/2025there’s such a cognitive disconnect between these words and this font from Tesla 120
Rani Molla @rani.bsky.social · 19/11/2025Much like the regular Cybertruck, this cost 5X a typical vehicle shop.tesla.com/product/cybe... 030
Rani Molla @rani.bsky.social · 04/11/2025Tesla’s Master Plan 4 still lacks specifics ahead of $1T Musk pay vote. Smart observation by @seanokane.bsky.social techcrunch.com/2025/11/04/t... 191
Rani Molla @rani.bsky.social · 04/11/2025Do we think this Musk endorsement helps or hurts Cuomo/Mamdani? 050
Rani Molla @rani.bsky.social · 27/10/2025That’s a lotta capex, Meta! sherwood.news/tech/meta-is... 010
Rani Molla @rani.bsky.social · 05/10/2025They’re making a phone that doesn’t call www.ft.com/content/58b0... 3101
Rani Molla @rani.bsky.social · 03/10/2025That was fast! Sora is now No. 1 on the App Store sherwood.news/tech/openais... 010
