News
Tesla’s use of AI Day for recruitment piqued interest from engineers, Musk says
Tesla’s use of specific events for recruiting purposes was welcomed in by the company’s recently held AI Day, which took place in mid-September. Looking to expand its team of software engineers and AI experts, Tesla showed the most intimate details regarding its AI platform, impressive examples of its Full Self-Driving suite, and even unveiled the Tesla Bot. The idea worked, CEO Elon Musk revealed during the 2021 Annual Shareholder’s Meeting, which was held last night.
AI Day was perhaps Tesla’s most in-depth look into its semi-autonomous driving programs, its plan for a next-level Supercomputer and chip, and a surprising look at the company’s plans to begin building robot prototypes. Ultimately, for anyone who was in attendance or listening to the event, it was obvious it wasn’t geared toward informing the normal Tesla fan or enthusiast about its FSD progress. The language and technical nature of the event pointed toward one thing: Tesla needed new, young, and bright talent for their development of AI, and this was the perfect outlet for it.
Still, it is only a good idea if it works. But let’s be real, in 2021, what hotshot out of college would not want to work at Tesla? With all of the great technology that the company has released in the past few years, combined with the undoubted position of authority that Tesla holds in the EV space, most college students or engineering prodigies would most likely be willing to submit an application to Tesla, and Elon Musk stated that the event was overwhelmingly successful in bringing Tesla the talent that it sought after.
“And then AI Day, I think it was important to change the fundamental perception of Tesla because people do…they sort of think of Tesla as a car company, and yes, we made cars, but the AI part of Tesla was not well understood,” Musk said at the Shareholder meeting. “Tesla is as much a software company as it is a hardware company. And we also do the chips. So we designed the full self-driving inference computer. We’re designing a training computer that’s going to be able to, we think, be the most efficient neural net training computer in the world by far.”
It is a common misperception among most people to think that Tesla is exclusively an automotive manufacturer. However, the company deals with much more outside the realm of vehicles. Along with sustainable energy storage and production through its Tesla Energy side, it also develops software, chips, and other crucial parts of a car’s “brain,” if you can see it in that light. This is all a result of the hard work and dedication Tesla’s engineers have put forth. Musk indicates that more highly qualified candidates are on the way.
“We’re seeing a tremendous response, so daily applicants by role…And then after AI Day, that’s the AI applicants increased dramatically. So I thought that was a very successful day. Team did a great job. And yes, it’s going to be a very important part of the future. Self-driving is obviously one of the functions,” Musk added.
Please consider joining Tesla AI software or hardware teams! pic.twitter.com/HgigdtenKN
— Elon Musk (@elonmusk) October 8, 2021
Tesla has landed on Universum’s list of most attractive employers for engineering students on several occasions. Released in November 2020, the most recent list had Tesla and SpaceX ranked first and second, respectively, in the rankings.
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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
