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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Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities.
Xpeng CEO He Xiaopeng has offered fresh praise for Tesla’s Full Self-Driving (FSD) system after revisiting Silicon Valley more than a year after his first hands-on experience.
Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
Tesla FSD closing in on Level 4 driving
During his visit, He test-drove a Tesla equipped with FSD V14.2. He also rode in a Tesla Robotaxi. Over roughly five hours of driving across Silicon Valley and San Francisco, He said both vehicles delivered consistent and reassuring performance, a notable improvement from his experience a year earlier.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, allowing users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
He previously tested Tesla’s FSD V12.3.6 and Waymo vehicles in California in mid-2024, noting at the time that Waymo performed better in dense urban environments like San Francisco, while Tesla excelled in Silicon Valley and on highways.
Xpeng’s ambitious autonomy roadmap and internal challenge
The Silicon Valley visit also served as a benchmark for Xpeng’s own autonomy ambitions. He stated that Xpeng is looking to improve its VLA autonomous driving system to match the performance of Tesla’s FSD V14.2 within China by August 30, 2026. Xpeng is poised to release its VLA 2.0 smart driving software next quarter, though He cautioned that the initial version will not be able to match FSD V14.2’s capabilities, as noted in a CNEV Post report.
He also added a personal twist to the goal, publicly challenging Xpeng’s autonomous driving team. If the performance target is met by the 2026 deadline, the CEO stated that he will approve the creation of a Chinese-style cafeteria for Xpeng’s Silicon Valley team. If not, Liu Xianming, head of Xpeng’s autonomous driving unit, has pledged to run naked across the Golden Gate Bridge, He noted.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
News
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
Another Tesla Model 3 variant sold out for January 2026 in China
