According to Andrej Karpathy (@karpathy) on Twitter, the latest Tesla HW4 Model X running FSD version 13 delivers a significant leap in autonomous driving performance. Karpathy highlights that the AI-driven Full Self-Driving system is now exceptionally smooth, confident, and consistently outperforms previous HW3 versions. Notably, the vehicle handled complex city scenarios, intricate left turns, and highway navigation without requiring human intervention, reducing typical post-drive issues to zero. Karpathy attributes these improvements to Tesla's data-driven, end-to-end neural network approach, as discussed in Ashok Elluswamy’s recent ICCV25 presentation, which leverages multi-modal sensor streams and continuous fleet learning. This robust AI stack positions Tesla as a leader in scalable autonomous driving, offering substantial business opportunities in robotaxi services, fleet management, and AI robotics platforms. (Source: @karpathy, Twitter; @aelluswamy, ICCV25 talk)

According to Sawyer Merritt, Elon Musk's 2025 CEO Performance Award shares have officially been issued, split into 12 tranches totaling 423.7 million shares, as detailed in a new SEC filing. Each tranche is only earned if Tesla meets rigorous performance goals, a structure designed to incentivize milestone achievements in AI-powered autonomous driving, robotics, and data-driven manufacturing. The shares, held in Musk’s revocable trust and voted by proxy, cannot currently be voted by Musk himself, ensuring compliance and governance transparency. The vesting timeline, extending to 2033 or 2035 based on when tranches are earned, aligns with Tesla’s strategic roadmap for AI advancement and market leadership. This award structure underscores Tesla’s commitment to long-term AI innovation and positions the company to capture emerging opportunities in autonomous vehicles, AI-powered manufacturing, and global AI mobility solutions (source: Sawyer Merritt, SEC filing).

According to Sawyer Merritt, Tesla's shareholder proposal to authorize investment in xAI received more votes in favor (1,058,999,435) than against (916,321,296), but a significant number of shareholders abstained (473,073,20). Since Tesla's bylaws count abstentions as votes against, the proposal was not approved. This outcome delays potential strategic collaboration between Tesla and xAI, an emerging player in artificial intelligence. The board will review the high abstention rate before deciding on future steps. For the AI industry, this decision postpones possible synergies in AI research, autonomous driving, and data infrastructure, but also signals strong shareholder scrutiny over large AI investments (Source: Sawyer Merritt, Twitter).

According to Sawyer Merritt, Tesla has announced a strategic partnership with Samsung to manufacture advanced semiconductors in the U.S. specifically designed for AI inference and training workloads. This move strengthens Tesla's position in the AI hardware supply chain and directly addresses ongoing demand for high-performance compute. Additionally, Tesla has expanded its AI training compute capacity, bringing its Cortex infrastructure to a total of 81,000 H100 equivalents. This significant increase enables faster model training and supports Tesla's ambitions in autonomous driving and AI-powered services, presenting substantial business opportunities in AI chip design and large-scale training infrastructure (source: Sawyer Merritt, Twitter, Oct 22, 2025).