O'Neil retweeted
Alright this is actually one of the most helpful general explainers I’ve read theringer.com/2026/11/12/tec…
O'Neil retweeted
the wheels of .gov turn slowly. let's see if the wheels of BIS and DOJ turn at all on $NVDA's failure at CDD
xitter.cf/ONeilBox/status/195286…
$NVDA is about to face big questions on its Customer Due Diligence (CDD). Nvidia’s purview to know where these chips go is non-negotiable, and the fact that ten of millions dollars worth ended up in China is a CDD failure on their part. BIS and DOJ should act on it in 45-60 days
O'Neil retweeted
$NVDA is about to face big questions on its Customer Due Diligence (CDD). Nvidia’s purview to know where these chips go is non-negotiable, and the fact that ten of millions dollars worth ended up in China is a CDD failure on their part. BIS and DOJ should act on it in 45-60 days
Two Chinese nationals were arrested this week on charges that they sent tens of millions of dollars worth of advanced AI chips made by Nvidia to China in violation of US export restrictions, according to authorities bloomberg.com/news/articles/…
O'Neil retweeted
Commerce approved a company called New Matrix this year to assemble Nvidia's H200 chips into AI servers. But when the Times visited the site of its listed office, it was mysteriously vacant. People there had no records of this company.
New: Trump administration cleared Nvidia H200 chips to Chinese firms with empty offices and military ties nytimes.com/2026/11/07/busin…
O'Neil retweeted
Tesla to wind down Cybertruck production after years of poor sales in few markets reut.rs/4zuYVVD
O'Neil retweeted
Dear X geniuses:
I’m looking for recommendations for an experienced, can-do publicist.
Someone with a strong track record in non-fiction for my forthcoming book, Car Wars.
If you’ve worked with someone you would highly recommend, I’d love to hear from you.
DMs open or email michael@dunneinsights.com
Thank you.
O'Neil retweeted
When it comes to measuring robotaxi coverage, it's not so much about the number of square miles covered as it is about the population covered.
Today, 15 million Americans can get a robotaxi ride from their homes. That's up from just 2 million three years ago.
Many people focus on square mileage when they estimate robotaxi coverage.
Here’s what the population coverage data looks like👇
Filter by region, by company, deployed or testing fleet.
physicalaidata.com/robotaxi-…
O'Neil retweeted
Today, we’re announcing the next phase of our autonomous driving collaboration with @ToyotaMotorCorp to scale a fleet of bZ4X autonomous vehicles in Japan, beginning with testing and validation in 2027.
Read more about our partnership here: waymo.com/blog/2026/10/toyot…
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本日、@ToyotaMotorCorpとの自動運転分野における協業を新たな段階へと進めることを発表します。2027年に開始する試験および検証を皮切りに、日本国内で「bZ4X」の自動運転フリートの拡大を進めてまいります。
パートナーシップの詳細はこちらをご覧ください：
waymo.com/blog/2026/10/toyot…
O'Neil retweeted
.@Amazon offered a cautious sales outlook for the fourth quarter that encompasses the critical holiday shopping period after delivering fiscal third-quarter results that came in below analysts' expectations.
hubs.ly/Q04CQXGT0
O'Neil retweeted
NEW
The FCC has approved Amazon Leo’s purchase of Globalstar and its 25 megahertz of spectrum.
This will enhance Amazon’s offering of direct-to-device (D2D) services, which will mean even more competition, coverage, and capacity.
O'Neil retweeted
Chinese cars are pouring into the Americas south of the United States. The numbers are staggering:
Chinese share of new car sales in 2026:
Venezuela: 51%
Peru: 39%
Chile: 33%
Mexico: 21%
Brazil: 17%
Argentina: 12%
Yesterday I presented a summary of China’s global export offensive to 400 members of AMDA in Mexico City.
US dealers and finance companies can learn a lot about Chinese cars and business practices by visiting the Mexican car market.
O'Neil retweeted
READ: FCC Proposes to Streamline Supplemental Coverage from Space and Direct-to-Device Rules
"The rules proposed… would more than double the amount of spectrum available for supplemental coverage from space.” insideglobaltech.com/2026/10…
O'Neil retweeted
The decision followed a yearslong campaign from the software developers, particularly @aurora_inno, to obtain approval of an alternative to the triangles drivers must deploy behind trailers when pulled over on the side of the highway. By @kginalex
hubs.ly/Q04BlMLW0
O'Neil retweeted
For commercial vehicle operations, artificial intelligence is no longer a future concept.
However, many fleet managers are only now learning about AI’s potential to improve fleet operations.
Full article from Robert Braswell and Jack Legler: hubs.ly/Q04B10jy0
O'Neil retweeted
Johann Jungwirth, EVP of Autonomous Vehicles at Mobileye, took the stage at The Autonomous Main Event to discuss what it takes to scale autonomous mobility.
From safety-by-design and redundant systems to fleet operations, regulation, accessibility, and consumer trust, he shared why the next 12–18 months will be critical for moving autonomous mobility from validation to real-world deployment.
Watch the full session to learn more about Mobileye’s vision for safer, scalable autonomous mobility: okt.to/gtx6QU
O'Neil retweeted
I see old tech. Let’s explore Ouster Rev8
grok.com/share/c2hhcmQtMg_81…
O'Neil retweeted
Today, C.H. Robinson has entered into a definitive agreement to acquire RXO, Inc. We expect to create a more efficient supply chain platform that delivers greater value for employees, customers, carriers, and shareholders. ➡️ ms.spr.ly/6011aWB7B
O'Neil retweeted
Under the agreement, @rxoinc shareholders will receive $17.25 in cash and 0.0856 shares of @CHRobinson for each RXO share they own.
Developing story here: hubs.ly/Q04z7Cr00
