News
Pentagon taps AI-based self-driving vehicles to reduce field casualties
Speaking on Capitol Hill, US secretary of defense Michael Griffin recently stated that AI-based self-driving vehicles would likely be used by the army before autonomous cars start roaming America’s streets.
According to Griffin, AI-powered self-driving vehicles could play a role in reducing casualties in combat zones, considering that a significant number of injuries and fatalities are attributed to military personnel who are tasked with the delivery of fuel, food, and equipment.
Thus, Griffin noted, removing the human factor from the equation could immediately make the logistics of battlefields less risky for military personnel, according to an Automotive News report. The Pentagon official further noted that the technology required for the military’s autonomous vehicles will likely require a simple AI diving algorithm, which makes self-driving vehicles an even more attractive option for the US Army.
“We’re going to have self-driving vehicles in theater for the Army before we’ll have self-driving cars on the streets. But the core technologies will be the same. You’re in a very vulnerable position when you’re doing that kind of activity. If that can be done by an automated unmanned vehicle with a relatively simple AI driving algorithm where I don’t have to worry about pedestrians and road signs and all of that, why wouldn’t I do that?” Griffin said.
The Pentagon’s AI-based self-driving vehicles have a distinct advantage over the autonomous cars from companies such as Waymo and Cruise. Unlike its civilian counterparts, the Pentagon’s development of self-driving vehicles do not need to pass the ever-evolving legal and regulatory environment. Despite this, however, RAND Corp. researcher Karlyn Stanley stated that the Pentagon’s autonomous vehicles would face regulations nonetheless.
“The regulatory structure here in the U.S. and the countries where the U.S. may be sending troops are very different. How autonomous vehicles are going to be regulated — in terms of safety, cybersecurity, privacy and liability — those are going to be critical issues” the Pentagon will have to address as well,” she said.
The Pentagon’s decision to explore AI-based self-driving vehicles is in line with its history. Over the past decades, the Pentagon has supported advanced initiatives that eventually became mainstream, such as the internet. The Defense Advanced Research Projects Agency (DARPA), for one, has even sponsored an actual competition for self-driving cars back in 2004.
Back in April, Griffin stated that the United States would be wise to explore emerging technologies such as AI to ensure the country’s defense. According to Griffin, artificial intelligence should be added as a dimension of national security, and that AI presents an opportunity for the US to take advantage of the emerging technology.
RAND Corp., for its part, recently published a study warning of the dangers of AI-powered weapons. According to the firm’s researchers, AI weapons could ultimately end military conventions such as “mutual assured destruction,” which, in the worst-case scenario, could trigger a full-scale war.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
News
Tesla is making a change to its exterior cameras with a potential upgrade
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
