According to SawyerMerritt, Nvidia’s DSX Ready certifies Tesla Megapacks for AI factories, reducing integration risk for power and cooling deployments.

According to SawyerMerritt, Morgan Stanley says Tesla and SpaceX align on chips, energy, and connectivity to win physical AI over the next decade.

According to @CNBC, Elon Musk promotes AI safety while opposing new regulations, forming unusual alliances that could reshape AI policy and competition.

According to SawyerMerritt, Tesla FSD Supervised saw 40% fewer collisions in AU and NZ, with one every 1.1M miles vs 665k miles manually, per TeslaAUNZ.

According to SawyerMerritt, Tesla’s Robotaxi Cybercab shows an on-screen joystick integrating first responder feedback for safer operations.

According to SawyerMerritt, Tesla trained first responders on Cybercab and Model Y Robotaxi using an on-screen joystick with no wheel or pedals.

According to @CNBC, analysts issued key calls on Nvidia, Apple, Tesla, Alphabet, Lyft, Palo Alto, and more, highlighting AI growth and margin upside.

According to @CNBC, analysts issued bullish calls on Nvidia, Tesla, Apple, SpaceX, and Micron, highlighting AI demand, chip capacity, and ecosystem growth.

According to Sawyer Merritt, Musk and Shotwell detail AI uses across Starlink, autonomy, and factories, outlining product roadmaps and synergy at All-In Summit.

According to SawyerMerritt, Elon Musk said Tesla needs a live audience at the Oct 1 Roadster event to prove the demo is not AI generated.

According to Sawyer Merritt, Slovenia’s Deputy PM tested Tesla FSD Supervised, citing no fatigue and safer driving, per X video source and remarks.

According to Sawyer Merritt, Tesla FSD Supervised won Slovenia approval and navigated a cliffside road in a viral demo, signaling new EU expansion.

According to Sawyer Merritt, a 10.01 video raises questions on Autopilot behavior, highlighting testing, data labeling, and compliance risks for fleet rollouts.

According to Sawyer Merritt, Hyundai will slow Atria AI to collect edge-case data and target surpassing Tesla FSD within five years with safer automation.

According to SawyerMerritt, FSD is now a primary Tesla purchase driver in North America, reflecting a sharp 3–6 month awareness shift, per his observations.

According to SawyerMerritt, Morgan Stanley says Tesla Semi autonomy could earn $12–18k per month, driving $17B software revenue and $7.5B EBIT by 2040.

According to SawyerMerritt, Tesla detailed Cybercab, FSD progress, and robotaxi advantages on KevinOConnor’s show, highlighting data scale and integration.

According to TheRundownAI, Tesla’s Cybercab stumble, XPeng’s IRON scale-up, Zoox’s rider focus, and a softer robot push reshape 2026 robotics.

According to Sawyer Merritt, a 98-year-old uses Tesla FSD Supervised with Grok for daily trips, highlighting real-world safety and accessibility gains.

According to CNBC, analysts spotlight Nvidia, Tesla, and Dell on AI demand, chip supply, and enterprise adoption, signaling revenue upside and margin risks.