In this episode of Brainstorm, we dive into Tesla's latest earnings report, focusing on their cost-cutting strategies and plans to launch a ride-hail platform next year, initially featuring safety drivers. We also discuss the company's advancements in full self-driving technology. The conversation then shifts to Anthropic's progress in AI agents, showcasing their enhanced ability to use computers and the growing trend towards more autonomous AI systems. Additionally, we explore the rumors about Apple potentially discontinuing the Vision Pro and the surprisingly strong sales of Meta's Ray-Ban smart glasses. The episode wraps up with speculation about Meta's possible move into the AI search market.