The Information
Tesla’s North America Sales Chief Leaves -- Blackstone investing $25 billion in Pennsylvania AI push -- Waymo Hits 100 Million Fully Autonomous Miles -- Uber and Baidu to Launch Robotaxi Partnership

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Jul 16, 2025

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1.
‘We are basically all in on this’: Zuckerberg on AI
By Jessica E. Lessin Source: The Information

Meta will have “the largest compute fleet of any company,” Meta founder and CEO Mark Zuckerberg told me in an interview first aired on The Information’s TITV Tuesday.

“And focusing on that on being powered by a small and talent-dense team, I think we’re gonna have by far the most compute per researcher to do leading edge work.”

In a wide-ranging conversation, Zuckerberg also discussed his recent recruiting success as well as his approach to massive spending on AI infrastructure.

He also outlined how Meta’s vision of “personal super intelligence” differs from their competitors’.

“I actually think a lot of what people care about are just relatively simpler things in their lives,” he said.

2.
Tesla’s North America Sales Chief Leaves
By Theo Wayt Source: The Wall Street Journal

Tesla’s top North America sales executive has left the company, the Wall Street Journal reported, as the company faces declining vehicle sales.

Troy Jones had been with Tesla for 15 years and oversaw sales, service and delivery in the company’s largest market, according to the Journal. His departure comes after Tesla reported steep year-over-year sales declines in the first two quarters of 2025, following its first full-year fall since going public. Tesla and Jones did not immediately respond to requests for comment.

It’s the latest in a series of major departures at Elon Musk’s companies. Omead Afshar, a Tesla executive who oversaw all sales and manufacturing in North America and Europe, left the company in June, as did the executive overseeing Tesla’s Optimus robot team. At social media site X, which merged with Musk’s artificial intelligence company xAI earlier this year, CEO Linda Yaccarino announced her departure last week. And OpenAI said last week that it had hired two xAI staffers who worked on data centers.

3.
Blackstone investing $25 billion in Pennsylvania AI push
By Miles Kruppa Source: The Information

Blackstone plans to invest $25 billion in data centers and energy production in Pennsylvania, the investment firm’s president Jon Gray said at a Pittsburgh event where President Donald Trump spoke about artificial intelligence investments.

Gray announced the planned investment on a panel at the Pennsylvania Energy and Innovation Summit, which was organized by Senator Dave McCormick (R-PA). McCormick and Trump today announced $90 billion of planned investments in the state.

Blackstone, which manages $60 billion in its infrastructure business, is one of the largest owners of data center operators, including QTS in the U.S. and AirTrunk in Asia. It has also loaned billions of dollars to CoreWeave, the AI chip rental company.

QTS has secured multiple sites in Northeast Pennsylvania where it plans to build data centers, Blackstone said. Blackstone is working with local utility PPL to build natural gas power generation facilities in the state, which accounts for 20% of the nation’s natural gas output.

Gray said Pennsylvania was an ideal location for new data centers because they can be built close to energy sources, a major bottleneck for new developments.

Google also said Tuesday it would invest more than $25 billion in data centers and AI infrastructure over the next two years in the broader PJM grid region, which covers a broad swatch of the Mid-Atlantic. CoreWeave said it planned to put $6 billion toward a new data center in Lancaster, Pennsylvania.

4.
Waymo Hits 100 Million Fully Autonomous Miles
By Alex Perry Source: The Information

Waymo said Tuesday that its robotaxis hit a new milestone of completing 100 million miles without a driver. The progress reflects Waymo’s gradual expansion of its service to more cities: the company is now operating in Los Angeles, Phoenix, San Francisco, Atlanta and Austin. It plans on launching its robotaxi service in Miami and Washington D.C. next.

The company last announced this May that it completed 10 million fully autonomous paid rides. That’s after it announced in April that it was completing a quarter million fully autonomous paid rides per week.

Waymo’s expansion comes as Tesla has launched a test of its robotaxi service in Austin, and has plans to expand to California later this year.

5.
Uber and Baidu to Launch Robotaxi Partnership
By Alex Perry Source: The Information

Uber said Tuesday that it partnered with Baidu to launch thousands of Apollo Go robotaxis in cities outside of the U.S. and mainland China. The first robotaxis under the partnership are expected to launch in Asia and the Middle East later this year. Baidu owns and operates Apollo Go.

Apollo Go currently operates more than 1,000 robotaxis across 15 cities including Dubai and Abu Dhabi. It crossed 11 million rides in May. Uber has already partnered with several autonomous vehicle companies, including Waymo, WeRide and Avride, to offer robotaxis in cities both within and outside the U.S.

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