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Pierre Ferragu Takes Apple To Task For Dismissing The AI Revolution: 'Has Its Head In The Sand'
Monday, June 9, 2025 - 1:00am | 777On Sunday, Pierre Ferragu, an analyst at New Street Research, criticized Apple Inc.'s (NASDAQ:AAPL) research paper on Large Reasoning Models (LRMs), calling the company's approach to the AI revolution misguided. What Happened: Ferragu shared his thoughts on X, formerly Twitter, stating, "...
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Elon Musk Equates Car Ownership In Future To Riding A Horse While Using A Flip Phone — Pierre Ferragu Says Tesla's 'iPhone Moment' Hinges On Full Autonomy
Wednesday, April 23, 2025 - 12:56am | 864On Tuesday, during Tesla Inc.'s (NASDAQ:TSLA) first-quarter earnings call, CEO Elon Musk predicted that car ownership will soon become obsolete. What Happened: Musk said that most people will no longer buy cars in the future, framing the shift as an inevitable change. He compared traditional...
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Tesla Brand Won't Suffer From Elon Musk's 'Antics,' Says Analyst Despite Delivery Miss, 8% Stock Drop In After-Hours Trading
Thursday, April 3, 2025 - 1:44am | 733New Street Research analyst Pierre Ferragu defended his position on Wednesday that negative publicity surrounding CEO Elon Musk won’t harm Tesla Inc. (NASDAQ:TSLA) in the medium term. What Happened: “Many question our view that ‘bad press’ related to Elon will not have a...
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Tesla's FSD And OpenAI's O3 Model Signal 'Year Zero Of The AI Era,' Says Analyst Pierre Ferragu
Monday, December 30, 2024 - 10:10pm | 586New Street Research analyst Pierre Ferragu predicts 2025 will mark the beginning of a new artificial intelligence era, citing breakthrough developments in Tesla Inc.‘s (NASDAQ:TSLA) Full Self-Driving technology and OpenAI’s latest O3 model. What Happened: In a detailed research note,...
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Elon Musk's DOGE Role In Government Set For 'Fascinating Tough Fight,' Says Analyst — Walter Isaacson Sees Challenges For Tesla CEO's Federal Path
Thursday, December 19, 2024 - 11:55pm | 701New Street Research analyst Pierre Ferragu has expressed support for Tesla Inc. CEO Elon Musk‘s upcoming role in the newly announced Department of Government Efficiency while acknowledging the challenges ahead in reforming federal operations. What Happened: “Will be fascinating to see...
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Are ChatGPT Like LLMS 'Digital Gods' Or Just 'Imitating Monkeys' — Investor In Elon Musk's Grok Shares His Thoughts
Monday, December 2, 2024 - 12:56am | 750Tesla bull and Grok investor Pierre Ferragu has shared his thoughts on the true nature of large language models (LLMs) amid ongoing debates in the AI space. What Happened: Over the weekend, Carlos E. Perez, co-founder of Intuition Machine, took to X, formerly Twitter, questioning the capabilities...
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Trump's AI Czar Plans, Alibaba's New Model, Cathie Wood On Tesla AI, And Musk's Combat Transformation: This Week In Artificial Intelligence
Sunday, December 1, 2024 - 10:00am | 693The past week was a whirlwind of AI-related news, with major developments from the likes of Elon Musk, Alibaba Group Holding Ltd. (NYSE:BABA), and President-elect Donald Trump. As we delve into the stories, it’s clear that AI is not just a buzzword but a driving force in shaping our future....
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Amid Elon Musk's Push For Drones And AI For Combat Transformation, Analyst Pierre Ferragu Says Shift The Defense Budget In Favor Of Startups
Wednesday, November 27, 2024 - 12:01am | 563In a provocative discourse on modern military technology, leading tech innovators are challenging traditional warfare strategies, arguing that autonomous drones and artificial intelligence will fundamentally transform military combat. What Happened: Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk sparked...
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Pierre Ferragu Says 'Robotaxi Never Felt That Close Ever Before' After Tesla Drove Through Challenging Roads With No Intervention
Monday, November 18, 2024 - 3:45am | 652A prominent Wall Street analyst has reported a milestone for Tesla Inc.’s (NASDAQ:TSLA) Full Self-Driving technology, completing an unassisted journey from Manhattan to Connecticut, marking a notable advancement in the company’s autonomous driving capabilities. What Happened: Pierre...
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Pierre Ferragu Notes The Disconnect Between Media And Crypto-Based Polymarket On Trump-Harris Election Outcome: 'I Love The Dissonance'
Thursday, October 17, 2024 - 11:54pm | 535Pierre Ferragu, an analyst at New Street Research, recently expressed his views on the disconnect between prediction markets and the press regarding the 2024 U.S. presidential elections What Happened: On Thursday, Ferragu took to X to highlight the contrasting narratives between the media and...
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Elon Musk's SpaceX Was Once Called A Dream Seller By This Potent Rival, Now Pierre Ferragu Warns Companies Never To Underestimate Underdog Innovators Like Nokia And BlackBerry Did
Monday, October 14, 2024 - 12:52am | 741Pierre Ferragu, an analyst at New Street Research, shared a video where Richard Bowles, the regional sales director for Southeast Asia at Arianespace, had dismissed SpaceX as a mere dream seller in the space industry. What Happened: The 2013 video shared by Ferragu features...
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Tesla's Future Valuation: Analyst Pierre Ferragu Unveils Scenarios Ranging From $1.4 To $4.7 Trillion Based On FSD, Robotaxi Success
Thursday, October 10, 2024 - 2:20am | 1150A leading Wall Street analyst has unveiled a comprehensive analysis of Tesla Inc.‘s (NASDAQ:TSLA) potential in the robotaxi market, presenting five distinct scenarios that could shape the electric vehicle maker’s future valuation. What Happened: Pierre Ferragu, lead analyst at New...
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Tesla Bull Pierre Ferragu Calls Elon Musk's X Update Revolutionary, Urges For A Custom X Browser: 'This Is Wikipedia To The Power Of Infinity'
Friday, September 20, 2024 - 5:22am | 710Pierre Ferragu, an analyst at New Street Research and a known advocate of Tesla Inc., and Grok investor has lauded the latest update on Elon Musk’s social media platform X, formerly Twitter. What Happened: On Thursday, app researcher Nima Owji took to X and shared an...
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Kamala Harris's Democrat Supporters Are In 'Complete Denial' Of Unrealized Capital Gains Tax, Claims Pierre Ferragu, Warns 'Dems Have Become The Bad Guys'
Monday, September 2, 2024 - 9:53pm | 672Pierre Ferragu, an analyst at New Street Research, expressed strong opinions about the Democratic Party’s current state on X, formerly known as Twitter. What Happened: According to Ferragu, many Democrat supporters are in “complete denial” about the party’s transformation....
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Wall Street Labels Kamala Harris' Proposed Tax On Unrealized Gains As 'Dumb' Move: 'Opposite Of Creating Incentives To Be Long-Term Oriented'
Wednesday, August 21, 2024 - 9:15am | 753Democratic presidential candidate Kamala Harris is widely expected to continue the policies of President Joe Biden’s administration, where she has played a key role. At the Democratic National Convention that is being held in Chicago, Harris outlined her stance on taxation and it did not go...