Key Takeaways A small aircraft crashed on an Oklahoma highway during a training mission due to engine failure. A Tesla Dashcam captured the near-miss as the vehicle swerved to avoid an incoming plane. David Bellow, who shared the footage, speculates that Tesla’s Full Self-Driving (FSD) may have executed the maneuver, though this is unconfirmed. Hints…
Key Takeaways Tesla introduced a new aggressive driving mode called “Mad Max” in Full Self-Driving v14.1.2. The NHTSA is seeking more information from Tesla regarding the Speed Profile of “Mad Max.” “Mad Max” allows for higher speeds and more frequent lane changes compared to the previous “Hurry” mode. Drivers have full responsibility for compliance with…
Key Takeaways Former Tesla leaders diverge from Elon Musk’s optimistic self-driving predictions. Andrej Karpathy emphasizes that autonomous driving is not solved and requires extensive iteration. Sterling Anderson criticizes Tesla’s safety record compared to GM’s Super Cruise, underlining the importance of building trust with consumers. Tesla currently faces numerous lawsuits related to its Autopilot and Full…
Key Takeaways Elon Musk describes the AI5 chip as an “amazing design” that could outperform the AI4 chip by a factor of 40x. Production will be in partnership with Samsung and TSMC, focusing entirely on U.S. manufacturing. The AI5 chip incorporates a streamlined architecture, eliminating legacy components for improved efficiency and power management. Tesla aims…
Key Takeaways Tesla’s end-to-end AI system links perception, planning, and control into a single neural network for holistic optimization. Unlike competitors, Tesla uses real-world data to train its AI on nuanced driving value judgments, improving decision-making in complex situations. The company addresses immense data challenges by processing billions of input tokens daily, leveraging its global…
Key Takeaways Tesla is facing engineering challenges with the hand, fingers, and forearm of the Optimus bot. Elon Musk stated the company is “on the cusp” of a major breakthrough with the Optimus project. Musk emphasized the complexity of designing a human-like hand, underscoring the need for dexterity and various muscle strengths. The Optimus project…
Key Takeaways Tesla reported record Q3 2025 revenues of $28.1 billion, surpassing estimates. Non-GAAP EPS was slightly below expectations at $0.50 compared to the forecast of $0.54. Free cash flow significantly increased to nearly $4 billion, with total cash on hand reaching $41.6 billion, a new high. Mizuho’s Vijay Rakesh maintained an “Outperform” rating, raising…
Key Takeaways Tesla confirms plans for Hardware 3 owners to access updated Full Self-Driving suite. CFO Vaibhav Taneja acknowledges the frustration over delays, emphasizing the importance of HW3 customers. AI Head Ashok Elluswamy announces a v14 Lite version of FSD set for Q2 next year. Tesla offers trade-in options for HW3 owners to access newer…
Key Takeaways Tesla’s Q3 2025 Safety Report shows Autopilot technology is nine times safer than the national average. One crash was recorded every 6.36 million miles with Autopilot, compared to one crash every 702,000 miles nationally. Tesla’s previous report for Q3 2024 recorded one crash every 7 million miles, showing a slight decline in safety…
Key Takeaways Tesla’s Shanghai Megafactory has significantly boosted local battery exports, achieving a 20.7% increase in lithium battery shipments. Since its February opening, the Megafactory has produced 1,000 Megapack units within six months, showcasing its rapid production capabilities. The factory is a key player in Shanghai’s “new three” industries, contributing to a total export growth…