News
SpaceX and Tesla CEO Elon Musk teases major Neuralink update “in a few months”
In a several-hour live interview on September 6-7, Tesla and SpaceX CEO Elon Musk managed to slip in a few words about Neuralink, a side-project company formed by Musk for the purpose of bridging the gap between potential superhuman AI and the human brain itself.
Although the eccentric CEO/CTO wouldn’t say much more, he did tease a potentially revolutionary update from the fully-stealthed startup “in a few months”.
The purpose of neuralink is to "merge" with AI tech. Musk says they have an announcement on that front coming in a few months.
— Robin Seemangal (@nova_road) September 7, 2018
Currently composed of at least several dozen employees, Neuralink has been working in absolute silence since its July 2016 formation, effectively acting as a privately-funded research laboratory for the vast majority of those ~25 months. More recently, however, the theme of job listings has gradually shifted from experimental science, engineering, and fabrication to something more explicitly focused on one or a few particularly promising solutions to the problems at hand.
Those challenges are quite significant: to even begin to build “ultra-high bandwidth brain-machine interfaces to connect humans and computers”, Neuralink will need to push miles ahead of all competitors, both academic and otherwise. Somehow, the company will need to find ways to build brain-computer interfaces (BCIs) that are extraordinarily noninvasive (i.e. no surgery, no anesthetic, no open holes in the skull), feature bandwidth hundreds or thousands of times greater than the current state-of-the-art offerings, and can be uniformly distributed throughout the brain while still being able to cluster at critical centers of activity (memory, speech, vision, etc).
Still, Musk apparently believes that some significant progress is being made, and demonstrated no hesitation at all before stating that,
“I think [Neuralink will] have something interesting to announce in a few months that’s at least an order of magnitude better than anything else, probably better than anyone thinks is possible.”
This is an extraordinarily good sign for the highly speculative neural interface company, as almost any progress at all will demand leaps forward that – as Musk notes – very few people would believe possible. The “order of magnitude” improvement he mentions is also thoroughly interesting, requiring one to ask what particular aspect(s) of a BCI might mesh well with that sort of language.
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- While we have no clue what Neuralink’s stealthed work has produced, it’s perhaps the most long-term venture Musk has started. The path to market for medical devices is very long and even more expensive.
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- A traditional, state-of-the-art 100 electrode array. This is implanted directly into the brain by way of open-brain surgery. (Matthew McKee, Brown University)
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- An alternative non-invasive electrode, in the form of an injectable mesh. (Lieber Research Group)
There are a couple of possibilities for that order of magnitude step forward. While some of these comparisons may actually be anachronistic depending on just how cutting-edge of an approach Neuralink is pursuing, the most obvious source of a tenfold or greater improvement would be the density of electrodes fit onto a given array, currently capped at around a few hundred per each several square millimeter array. However, that form of neural interface electrode is quite simply very invasive, requiring a literal hole in the subject’s skull to directly embed the electrodes into the brain itself. As such, it may actually be more likely that Musk is referring to an “order of magnitude” improvement more generally referencing a multitude of various advancements, ranging from bandwidth to ease of installation to the number of neurons able to be both surveilled and stimulated, or perhaps even the granularity of the surveillance/stimulation available.
As Musk notes, “If we can solve the bandwidth problem, humans can probably indefinitely continue to live in symbiosis with machines.” Fingers crossed that Neuralink is having some success in that direction. Read more here about the challenges ahead of Neuralink, the brilliant individuals involved, and the many potential routes the company might take in pursuit of symbiotically merging human brains and AI.
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Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
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.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
