News
Cruise leadership pledges more transparency, greater culture of safety in new letter
GM self-driving subsidiary Cruise has posted an update from its key executives. In a letter, the Cruise executives admitted to the company’s previous shortcomings. They also outlined their efforts to ensure that the robotaxi service provider could bounce back stronger than before.
Back in October, a Cruise self-driving robotaxi in San Francisco was involved in an accident with a pedestrian, causing serious injuries. The aftermath of the incident was notable, with Cruise halting its operations in San Francisco and several executives departing the company. The CA DMV also alleged that Cruise “misrepresented” and “omitted” critical information about the accident.
Cruise has been fairly quiet as it navigated the aftermath of the San Francisco incident. But in a recent letter, which was signed by Cruise President and Chief Technology Officer Mo Elshenawy; Cruise President and Chief Administrative Officer Craig B. Glidden; Cruise Chief Safety Officer Steve Kenner; and Cruise Chief Human Resources Officer Nilka Thomas, the executives pledged that the company would do its best to elevate its standards, especially when it comes to transparency and its partnership with the communities it serves.
Following is the letter from Cruise’s executives.
The promise of self-driving technology has always been extraordinary: less traffic in cities and more freedom for all riders, fewer accidents on roads and more accessible opportunities, less time wasted, and more moments to enjoy. At the heart of this mission, one thing has always been most important: a deep responsibility to make our roads safer.
Last October, after one of our vehicles was involved in a severe incident—our response, including communicating transparently and proactively with regulators, communities and the media—fell well short of expectations. This required us to pause operations, make significant senior management changes, redouble efforts to enhance vehicle performance, and rebuild trust with all stakeholders.
All of the steps we have taken after the accident have been in service of building a better, safer Cruise. Although we haven’t been on the roads, we have been advancing this mission every day. We thoroughly examined our standards, processes, and systems, guided by expert external reviews. We welcomed new leadership, strengthened our safety governance, recommitted to transparency, and refocused on our partnership directly with community leaders and residents.
We know that maintaining a culture of safety means this work will never be done. As we look to the challenge ahead, this is our promise:
To continually and consistently strengthen our safety culture through elevated standards, transparent communication, and deep partnership with the communities we serve.
Safety has always been our guiding principle, and it continues to be what motivates us—because every life lost on our roads is unacceptable. We know that self-driving technology has the potential to save lives, make cities safer, and improve life for everyone.
This vision has always been big, and we will not give up on this important work.
Mo Elshenawy, President and Chief Technology Officer
Craig B. Glidden, President and Chief Administrative Officer
Steve Kenner, Chief Safety Officer
Nilka Thomas, Chief Human Resources Officer
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.