Tesla’s former AI Director, Andrej Karpathy, was the latest guest on Lex Fridman’s podcast. Karpathy, a founding member of OpenAI and Stanford educator, spoke with Fridman on a variety of topics, including AI, leaving Tesla, and even the meaning of life. For those who are considering learning more about machine learning, Karpathy has this advice to share.
“Beginners are often focused on what to do, and I think the focus should be more on how much you do. So, I am a believer on a high level in this 10,000 hours kind of concept where you just kind of have to pick the things where you can spend time, and you care about, and you’re interested in. You literally have to put in 10,000 hours of work.”
Karpathy emphasized that it’s the work that is the most important part.
“I feel like there’s some sense of determinism about being an expert about a thing if you spend 10,000 hours. You can literally pick an arbitrary thing, and I think if you spend 10,000 hours of deliberate effort and work, you actually become an expert at it.”
Karpathy’s work at Tesla was an important part of its technology development. After taking a sabbatical, he decided to part ways with the company, and Fridman asked him to share why he chose to leave.
-->When Karpathy announced he was leaving, he said it was a difficult decision and that he didn’t have any concrete plans. He wanted to spend more time revisiting his long-term passions around the technical work in AI, open source, and education.
“I think over time during those five years; I’ve kind of gotten myself into a little bit of a managerial position. Most of my days were, you know, meetings and growing the organization and making decisions about sort of high-level strategic decisions about the team and what it should be working on and so on.”
“And it’s kind of like a corporate executive role, and I can do it. I think I’m okay at it, but it’s not like fundamentally what I enjoy, and so I think when I joined, there was no computer vision team because Tesla was just going from the transition of using Mobileye, a third-party vendor, for all of its computer vision to having to build its computer vision system. So when I showed up, there were two people training deep neural networks.”
The last question Karpathy answered was about the meaning of life. Fridman recapped that the two were discussing how to get the creator of the universe to notice us. “We’ve talked about the universe having a conversation with us humans or with the systems we create, try to answer. For the creator of the universe to notice us, we’re trying to create systems that are loud enough to answer back.”
Karpathy pointed out that this may be the meaning of life for some people and shared his own thoughts. “Anyone can choose their own meaning of life because we are conscious entities and it’s beautiful.”
-->“I do think like a deeper meaning of life if someone is interested, are along the lines of like, ‘what the hell is all this?’”
You can watch Karpathy’s full interview with Lex Fridman below.
Disclosure: Johnna is a $TSLA shareholder and believes in Tesla’s mission.
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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.
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.
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
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
