According to Sawyer Merritt, Tesla's China-made electric vehicle sales rose 9.9% year-over-year in November 2025, reaching 86,700 vehicles, making it the company's second-best month of the year. CPCA data shows that sales of the AI-enabled Model 3 and Model Y produced at Giga Shanghai, including exports to Europe and other regions, surged 41% from October. Tesla's robust performance is attributed to advanced AI-powered manufacturing and supply chain optimization, which have enhanced production efficiency and responsiveness to market demand. These developments highlight significant business opportunities in AI-driven automotive production and logistics optimization for the EV industry (Source: Sawyer Merritt, Twitter; CPCA).

According to Sawyer Merritt, Tesla has begun rolling out its latest Full Self-Driving (FSD) V14.2 AI-powered software update to a broader group of owners, including those with Model 3, Model Y, Model S, Model X, and Cybertruck vehicles (source: Sawyer Merritt on Twitter). This update demonstrates Tesla's ongoing commitment to advancing autonomous vehicle technology by leveraging machine learning and real-time sensor data. The wider distribution of FSD V14.2 is expected to accelerate user feedback, improve algorithmic performance, and strengthen Tesla's position in the competitive autonomous mobility market. For businesses and technology providers, this rollout signals increased opportunities in AI-based automotive solutions, safety analytics, and mobility-as-a-service offerings.

According to Sawyer Merritt, Tesla's FSD V14.2 introduces a Self-Driving stats section that displays exact accumulated autonomous miles for Model Y users (source: Sawyer Merritt on Twitter). This new feature provides drivers with transparent data on Full Self-Driving (FSD) usage, which can enhance user trust and support future insurance products based on actual self-driving mileage. The update demonstrates Tesla's focus on leveraging AI-powered metrics for real-world autonomous vehicle performance, creating new business opportunities in data-driven automotive services and AI-based fleet management.