Nathaniel Whittemore

One interesting quality of life feature that Google showed off was Gemini's ability to understand multiple tabs from the same website as a context group.

For example, if you're shopping multiple items against each other, Gemini will understand that context when giving advice.

Gemini in Chrome also leverages Google's recently released personal intelligence feature, allowing the agent to draw context from your Gmail search history and photos.

The feature will initially be limited to pro and ultra subscribers, so this isn't the free web agent that takes the technology mainstream.

Still, Google is shipping quickly and making a lot of progress with these functional consumer agents.

Lastly today, another one that harkens back to one of the discussions in my 2026 predictions, Tesla has made a $2 billion investment into XAI in defiance of a shareholder vote.

Elon Musk has been toying with the idea of cross-investment between his two companies over the past year.

The matter went to a shareholder vote in November, with over a billion votes in favor and 916 million against.

A significant number of shareholders abstained from voting, which counts as a vote against under Tesla's bylaws, meaning the vote technically failed.

However, it seems that near enough was good enough for Musk.

Tesla disclosed in a shareholder's letter on Wednesday that they made a $2 billion investment in XAI's recent fundraising round.

And the investment is apparently all part of the plan, with Tesla writing, As set forth in Master Plan Part 4, Tesla is building products and services that bring AI into the physical world.

Meanwhile, XAI is developing leading digital AI products and services such as its LLM, Grok.

In that context, and as part of Tesla's broader strategy under Master Plan Part 4, Tesla and XAI also entered into a framework agreement in connection with the investment.

Now, Tesla has already collaborated with XAI by providing them batteries for power redundancy at their data centers, and XAI has also provided Grok and some Tesla vehicles, and there's plans to use XAI models to power the Optimus robots.

In the shareholders' letter, Musk wrote, If there are things XAI can help accelerate our progress, then why should we not do that?

And that is the reason why we've gone ahead with such an investment, because this is part of the strategic initiative.

Now, the investment comes as Tesla hits a pretty rough patch.

During their Wednesday night earnings call, Tesla disclosed a 61% drop in profits year over year.

They announced that the Model 3 and Model X will be discontinued, with the production line repurposed for Optimus robots.