Under the new leadership of Elon Musk, Twitter is working harder to thwart hateful conduct. The new Chief Twit took ownership of the platform just before Halloween weekend and has been rapidly implementing new changes, addressing the needs of Twitter’s users, such as wrongful suspensions and addressing a spike in the use of a racial slur that took place as Twitter transitioned to its new leadership.
Jason Calacanis, a host of the All-In podcast, is working with Twitter’s new leadership team to help Elon Musk make the necessary changes to the platform. Calacanis shared a tweet by Twitter’s Head of Safety & Integrity, Yoel Roth, and said that the coordinated, hateful conduct surge was quickly thwarted.
Update on the coordinated, hateful conduct surge — it was quickly thwarted. https://t.co/QUNveJRVY6
— @jason (@Jason) November 1, 2022
In his thread, Roth gave a very clear update on how Twitter is addressing the surge in hateful conduct. This is a very different Twitter since many users, including myself, have experienced hateful conduct and have seen Twitter’s slow response to it. Roth’s full thread reads as follows:
“Since Saturday, we’ve been focused on addressing the surge in hateful conduct on Twitter. We’ve made measurable progress, removing more than 1500 accounts and reducing impressions on this content to nearly zero. Here’s the latest on our work and what’s next.”
“Our primary success measure for content moderation is impressions: how many times harmful content is seen by our users. The changes we’ve made have almost entirely eliminated impressions on this content in search and elsewhere across Twitter.”
“Impressions on this content typically are extremely low, platform-wide. We’re primarily dealing with a focused, short-term trolling campaign. The 1500 accounts we removed don’t correspond with 1500 people; many are repeat bad actors.”
“Impressions don’t tell the whole story. These issues aren’t new, and the people targeted by hateful conduct aren’t numbers or data points. We’re going to continue investing in policy and technology to make things better.”
“Many of you have said you’ve reported hateful conduct and received notices saying it’s not a violation. Here’s why and what we’re doing to fix it:”
“To try to understand the context behind potentially harmful Tweets, we treat first-person, and bystander reports differently. First-person: This hateful interaction is happening to or targeting me. Bystander: This is happening to someone else.”
“Why? Because bystanders don’t always have full context, we have a higher bar for bystander reports in order to find a violation. As a result, many reports of Tweets that in fact, do violate our policies end up marked as non-violative on first review.”
“We’re changing how we enforce these policies, but not the policies themselves, to address the gaps here.”
“You’ll hear more from me and our teams in the days to come as we make progress. Talk is cheap; expect the data that proves we’re making meaningful improvements.”
Author’s note: There has been a huge uptick in bots over the weekend. I’ve noticed several bots targeting Teslarati and continuing to spam the replies of Elon Musk. There was even a verified account posting as “Tesla News” promoting a link to a YouTube that promoted a crypto scam.
That said, I don’t expect Elon Musk and his new team to solve these problems overnight. Seeing Twitter’s fast response to the hate is very hopeful. I also hope they apply this same speed to child sexual abuse materials. Advocate Eliza Blue has even offered to work with Twitter and Elon Musk for no charge to help spearhead the removal of the content.
I like to be as transparent with my followers as possible.
I have offered to work with X (Twitter) under the new leadership to remove child sexual exploitation material at scale. I offered to work for free.
— 𝔈𝔩𝔦𝔷𝔞 (@elizableu) October 26, 2022
As Eliza pointed out to me over the phone, Elon Musk was most likely not aware of the ongoing lawsuits against Twitter regarding child sexual abuse materials. Having this material up, she said, is a liability, and as a supporter of Elon’s, she would like to help Twitter remove it.
“One key benefit of Elon Musk prioritizing the removal of this content besides protecting children is that corporate media and governments won’t be able to weaponize this very real crime against him,” she told me.
It is a topic of the utmost importance and it's interesting that mainstream media never cared until Elon took over.
— Truth Nudge Unit (@TruthNudgeUnit) November 1, 2022
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Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
