Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time.
🔥Breaking: BYD has lost a total of $10.3 billion year-to-date, according to filings released today.
The company reported negative cash flow of $3.5 billion in Q3, bringing its total 2025 cash burn over the first nine months to $10.3 billion.
Excluding supplier financing, my research shows that BYD has never generated excess capital on a cumulative basis — in other words, the company remains lifetime cash flow negative.
In Q2 2025, NIO was the most loss-making Chinese automaker.
NIO recorded the largest losses among major Chinese automakers.
Notably, it is also the only one pursuing battery swapping technology.
PC AUTO, a known Chinese auto publication, recently reviewed intelligent driving systems from eight major brands: Huawei, BYD, XPeng, Zeekr, LI, Xiaomi, NIO and Tesla.
In 2 scenarios where a tree is in the way, FSD is the only system that successfully drove around to stay the course. Every other system failed to proceed. For context, FSD is the only system that doesn’t use lidars. Looks like vision-based approach is superior and can solve edge cases which lidars may not.
Teslas now drive themselves from their birthplace at the factory to their designated loading dock lanes without human intervention
One step closer to large-scale unsupervised FSD
One of the most amazing FSD 13.x videos out there - extremely crowded NYC streets - FSD is a bit too hesitant with too many people youtu.be/QDdW1Uzj7Go
🔥Tesla is sailing away from all the other pure EV makers in terms of cash generation. Excluding Tesla, the shown companies burned a combined $79B since inception, according to SEC filings, and remain cash flow negative. Many have even eliminated cash flow disclosure! (eg NIO) @Tesla
@ValueAnalyst1@Luce_On_TSLA has been testing his strategy on higher and higher interest rates for the past three years.. now interest rates will start going down so it will be relatively easy for #tsla to go much higher.. plus energy revenue will be huge soon enough with huge margins too..
(In Our Opinion):
We, Robot may be the most exciting event Tesla has ever had. More than the Cybertruck reveal, Semi, Autonomy Day, etc.
Of course we could be entirely wrong, and please feel free to criticize us if we are.
@Tesla_AI apparently has been cooking something 🔥.
Last night as Tesla FSD 12.5 drove me home for 45 minutes with zero interventions, I saw two Cybertrucks with 4680 structural packs pass by on Sunset Boulevard.
It was at that moment I realized we have arrived in the future.
Watch in 4K: youtu.be/9l3uDKDRVtI
@ValueAnalyst1 Amazing insight @wholemars about extremely quick depreciation of used EVs when autonomous evs are mainstream, and then even quicker for older diesel cars etc.. thanks!
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