Excited to try out FSD tracking on @TezLabAppAll the stats of how much of your driving is on FSD.If you own a Tesla this app is a must. Download it. https://t.co/SriuJF6Ygh https://t.co/wldXKiyD5vTezLab (@TezLabApp):We've launched our Fully Autonomous Tracking system - Includes Autopilot too. We've worked hard on this system, we know you'll love it. Thank you to everyone who helped us build and test the entire system. To start tracking, grab some credits and turn it on -> https://t.co/xNXlMSVHRp ...

凤凰网科技讯 北京时间11月21日，据科技网站TheVerge报道，特斯拉上周专门在官网上新开设了一个 板块，报告其辅助驾驶系统Autopilot和全自动驾驶系统(FSD)的安全统计数据。然而，安全专家表示， 这些数据存在缺陷，具有误导性。 此前，特斯拉的季度安全报告因未能充分考虑交通统计数据等基本事实而受到批评。新的报告则朝着更 可验证、更可靠的方向发展。鉴于特斯拉的未来依赖于公众对其自动驾驶技术的信任，这一举措的重要 性不言而喻。 但安全专家表示，新报告仍"为时过晚、力度不足"。 库普曼总结道："特斯拉发布的文件充满了营销噱头，算不上严肃的安全分析。" Waymo在美国五个城市运营自动驾驶出租车，还会公布经过同行评审的研究报告，以佐证其完全无人 驾驶车辆安全性持续优于人类驾驶员的论断。这种级别的独立验证在特斯拉的报告中完全缺失。 土木工程师古道尔表示，他很难发表关于特斯拉数据的研究，因为评审专家会认为这些数据是假的。 特斯拉季度安全报告此前遭到的最常见批评之一，是这些报告几乎只关注主要用于高速公路的辅助驾驶 系统Autopilot，而非能在本地道路使用的FSD系统。报告未考虑到一个事实：事故在城市街道和非 ...

Tesla just quietly posted 6-month Vehicle Operator contracts in Hong Kong.Job?Drive engineering cars all day collecting camera + audio data for Autopilot/FSD.Timing lines up perfectly:Elon said Nov 7 → Full FSD approval in mainland China expected Q1 2026These contracts end ~May 2026→ Hong Kong (separate regulator) likely targeting Q2 2026 launchDense urban chaos = gold-tier training data. ...

Core Insights - Tesla has provided detailed data on the performance and safety of its Full Self-Driving (FSD) software, claiming significant improvements over national averages in collision rates [1][10] - The data indicates that Tesla FSD users experience major collisions every 2.9 million miles and minor collisions every 986,000 miles, compared to national averages of 505,000 miles and 178,000 miles respectively [10] Summary by Sections Tesla's Data Release - Tesla's new website section claims that FSD users drive approximately 5 million miles before a major collision and 1.5 million miles before a minor collision [1] - The company has been criticized for its previous safety reports, which focused on Autopilot rather than the more advanced FSD software [3][9] Comparison with National Averages - According to the National Highway Traffic Safety Administration (NHTSA), the average driver experiences a major collision every 699,000 miles and a minor collision every 229,000 miles [2] - Tesla's interpretation shows that FSD users are significantly safer than the national average, with a major collision rate that is about 5.7 times better than the national average [10] Definition of Collisions - Tesla defines "major collisions" as incidents where airbags are deployed, and includes crashes where FSD was active within five seconds before the event [11][12] - The company emphasizes that its reported collision rates capture both active and disengaged scenarios of the FSD system [12] Future Data Updates - Tesla plans to update its safety data quarterly, reflecting a rolling twelve-month aggregation of miles and collisions [13] - The company will not release injury rates but will focus on collision frequency and airbag deployment rates as proxies for collision severity [14]

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $732 million, a 6% increase year-over-year, at the high end of guidance [15][21] - Cloud revenue reached $563 million, up 13% year-over-year, representing 77% of total revenue [15][21] - Adjusted earnings per share for Q3 were $3.18, a 10% increase compared to the previous year [21] - Cash flow from operations was $191 million, up 20% year-over-year, indicating strong operational execution [22] Business Line Data and Key Metrics Changes - Customer engagement revenue, which accounted for 84% of total revenue, was $613 million, increasing 6% year-over-year [20] - Financial crime and compliance revenue, representing 16% of total revenue, totaled $119 million, up 7% year-over-year [20] - Annual recurring revenue (ARR) from AI and self-service offerings accelerated to 49%, driven by organic momentum and the acquisition of NICE Cognigy [16][8] Market Data and Key Metrics Changes - The Americas region contributed 84% of revenue, increasing 5% year-over-year, with double-digit cloud revenue growth [17] - EMEA revenue increased 7% year-over-year, while APAC revenue grew by 19% year-over-year, contributing to an 11% increase in international revenue [18] Company Strategy and Development Direction - The company is focused on an AI-first strategy, with significant momentum in cloud and AI bookings, and international expansion [7][13] - The acquisition of NICE Cognigy is expected to enhance AI and self-service growth trajectories, with a strong emphasis on integrating AI capabilities into existing platforms [15][24] - The company aims to lead the AI revolution in customer experience, leveraging its CX One platform and NICE Cognigy solutions [13][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for AI solutions, highlighting a vibrant market for AI transformation [8][11] - The company anticipates continued growth in cloud revenue and a positive outlook for international markets, driven by investments in sovereign cloud infrastructure [18][22] - Management expects to see an upward trend in net revenue retention (NRR) in the coming quarters, supported by strong customer loyalty [16][17] Other Important Information - The company ended the quarter debt-free, with total cash and short-term investments of $456 million, demonstrating financial strength [22] - Upcoming Capital Markets Day is scheduled for November 17, 2025, to discuss long-term strategy and financial outlook [14] Q&A Session Summary Question: What is the expected Q4 revenue contribution from Cognigy? - Management indicated that Cognigy contributed approximately 50 basis points to cloud revenue growth in Q3 and is expected to add about 150 basis points in Q4 [28] Question: How is Cognigy positioned in the go-to-market strategy? - Cognigy will actively pursue the CX market, regardless of the underlying CCAS platform, leveraging NICE's support to enhance its market presence [29] Question: What are the competitive dynamics in the market? - Management acknowledged the emergence of new players in the AI space but emphasized the company's strong competitive positioning through the acquisition of Cognigy and its proven capabilities [37] Question: How is the partnership with RingCentral impacting pipeline velocity? - The renewed partnership is expected to drive growth, with identified leads and collaboration between the two organizations enhancing market momentum [42] Question: What is the outlook for the Actimize business? - The Actimize business remains strong, with high demand driven by regulatory compliance needs, and is positioned well for future growth [91]

Core Insights - Tesla Inc. is facing challenges in the Indian market, particularly with its Full Self-Driving (FSD) system under scrutiny due to an ongoing NHTSA probe affecting 2.88 million vehicles [1] Group 1: Tesla's Operations in India - Tesla's sole offering in India is the Model Y, available in Standard and Long-Range versions, priced at approximately $67,500 and $76,600 respectively [3] - The company does not currently offer FSD features in India, but customers can purchase the FSD package for an additional INR 600,000 (approximately $6,700) [4] - Sales in India have been disappointing, with over 600 orders for the Model Y against a utilization quota of 2,500 cars [5] Group 2: Autopilot and Market Adaptation - A recent video highlighted that Tesla's Autopilot system failed to recognize tuk-tuks in Mumbai, mistaking them for motorcycles, indicating a need for better software calibration for local road conditions [2] - CEO Elon Musk has expressed confidence in the FSD system's capabilities, suggesting that it could spread rapidly and that existing cars could gain self-driving features through software updates [6] Group 3: Broader Market Performance - Tesla's sales in China have declined nearly 10% in October, with the Shanghai Gigafactory selling over 61,497 units of the Model Y and Model 3, marking a nearly 33% drop in sales [7]

Core Insights - The article discusses the rise of Xidi Intelligent Driving, a company that has rapidly grown in the commercial vehicle autonomous driving sector, contrasting its journey with that of Tesla's Semi truck, which faced significant delays and challenges [4][26]. Group 1: Company Background and Development - Xidi Intelligent Driving was founded in December 2017 in Changsha, China, by Dr. Ma Wei and Professor Li Zexiang, leveraging China's robust infrastructure and talent pool [4][6]. - The company initially focused on vehicle-to-everything (V2X) technology, which is crucial for autonomous driving, but faced challenges due to the COVID-19 pandemic affecting infrastructure development [9][10]. Group 2: Market Strategy and Product Focus - Xidi chose to enter the heavy-duty commercial vehicle market, specifically targeting unmanned mining trucks, due to the high demand for safety and efficiency in hazardous environments [10][11]. - The company successfully implemented its first unmanned mining truck project in 2019, leading to significant operational efficiency improvements and cost reductions [11][13]. Group 3: Technological Innovation and R&D - Xidi emphasizes a strong focus on technology as its competitive advantage, with over 50% of its team dedicated to research and development [17][19]. - The company employs a unique iterative methodology in its R&D process, allowing for flexibility and timely adjustments based on market needs [19][20]. Group 4: Global Expansion and Market Opportunities - Xidi is expanding its operations internationally, particularly targeting the Middle East, where infrastructure development and mining opportunities are abundant [22][25]. - The company has signed strategic partnerships to introduce its intelligent driving technology in the Middle East, aligning with local development goals [24][25]. Group 5: Future Outlook - The article concludes that Xidi Intelligent Driving is poised to become a leading player in the intelligent driving sector, focusing on enhancing productivity through its innovative solutions [26][27].

Core Viewpoint - Waymo emphasizes the need for transparency and safety in the autonomous vehicle industry, suggesting that other companies must provide more data to prove their technology's safety [1][5]. Group 1: Company Safety Claims - Waymo's vehicles are reported to be five times safer than human drivers and twelve times safer regarding pedestrian safety [2]. - Tesla publishes quarterly vehicle safety reports focusing on its Autopilot technology, but these reports do not cover the safety of its robotaxi pilot program [3]. Group 2: Industry Transparency and Responsibility - Companies deploying autonomous vehicles have a responsibility to be transparent about their operations and safety data, especially when removing human drivers from the equation [5]. - Other companies in the autonomous vehicle space, such as Zoox, May Mobility, and Pony AI, are still in early deployment or testing phases, with limited commercial launches in the U.S. [4].

Insane to think Ashok joined Tesla from a tweetElon Musk (@elonmusk):@SawyerMerritt Ashok was the first person recruited from my tweet saying that Tesla is starting an Autopilot team! ...

Core Viewpoint - The National Highway Traffic Safety Administration (NHTSA) is investigating Tesla's new "Mad Max" driver assistance mode, which reportedly allows vehicles to operate at higher speeds than posted limits, raising concerns about traffic safety violations and crashes [1][2][3]. Group 1: Investigation Details - NHTSA is seeking information from Tesla regarding the "Mad Max" mode and has opened an investigation into 2.9 million Tesla vehicles equipped with the Full Self-Driving (FSD) system due to numerous reports of traffic-safety violations and crashes [1][2][6]. - The investigation includes reviewing 58 reports of traffic safety violations associated with FSD, which involve 14 crashes and 23 injuries [2][3]. - NHTSA has identified incidents where Tesla vehicles with FSD engaged proceeded through red traffic signals, resulting in crashes with other vehicles [3]. Group 2: Tesla's Response and Features - Tesla has not provided immediate comments on the investigation but has previously described the "Mad Max" mode as enabling aggressive driving behavior, likening it to a sports car experience [3][4]. - The FSD system, which requires driver supervision and intervention, is positioned by Tesla as capable of driving almost anywhere with minimal driver input, although it does not make the vehicle fully autonomous [3][6].