Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Uber and Tesla are set to compete in the robo-taxi market. Uber's CEO mentioned that Elon Musk is hesitant to make Tesla's robo-taxis available on Uber's platform. Both companies are making strides in autonomous driving technology, with Uber teaming up with Waymo and Tesla planning to launch its own robo-taxi service in Austin using consumer models. The U.S.-China trade war is also affecting the chip sector, with U.S. chip suppliers expressing concerns about potential negative impacts on their business. Chinese AI company DeepSeek announced that it will be open-sourcing five of its code and data repositories, allowing access for anyone to contribute to its AI code. Apple is relocating manufacturing from Mexico to the U.S., Shein is under pressure to reduce its valuation, and Google has priced its Veo 2 AI video model at $0.50 per second of generated video. OpenAI is expected to see a significant revenue increase in 2025, and Alibaba has committed to investing $53 billion in AI infrastructure over the next three years.Moving on, companies are facing pressure from activist shareholders regarding diversity, equity, and inclusion (DEI) efforts. Some companies like Citigroup, Meta, PepsiCo, and Target have scaled back their DEI initiatives, sparking backlash. The Conference Board anticipates heightened pressure on boards in the 2025 proxy season, particularly in DEI and environmental, social, and governance (ESG) areas. Despite dropping the DEI label due to political connotations, many companies remain dedicated to diversity and sustainability efforts. Shareholder activist Andrew Behar believes that companies are holding firm on their DEI policies as data shows that greater diversity leads to financial outperformance. NVIDIA CEO Jensen Huang thinks investors may have overreacted to the impact of Chinese AI company DeepSeek on NVIDIA's products. Overall, companies continue to face challenges in balancing shareholder interests with long-term business goals amidst mounting pressure on DEI and ESG issues.

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