News
Elon Musk shares Tesla FSD Beta 9.2’s behind-the-scenes technical release notes
Tesla released FSD Beta 9.2 over the weekend, and while the update’s official Release Notes were identical to FSD Beta 9.2, there were a lot of improvements that were rolled out by the company under the hood. These improvements were so notable that Elon Musk stated on Twitter that 9.2’s release had to be moved back a bit to address some last-minute issues.
The Tesla CEO then decided to share the technical release notes for FSD Beta 9.2, which explains every optimization that has been introduced in the recent update. Based on what Musk has shared, it appears that FSD Beta 9.2 is a massive step up from V9.1, allowing the advanced driver-assist system to navigate through inner-city streets in a safer and more confident manner.
The following are the technical release notes for FSD Beta 9.2, as shared by CEO Elon Musk on Twitter.
- Clear-to-go boost through turns on minor-to-major roads (plan to expand to all roads in V9.3).
- Improved peek behavior where we are smarter about when to go around the lead vehicle by reasoning about the causes for lead vehicle being slow.
- V1 of the Multi-modal prediction for where other vehicles expected to drive. This is only partially consumed for now.
- New Lanes network with 50k more clips (almost double) from the new auto-labeling pipeline.
- New VRU velocity model with 12% improvement to velocity and better VRU clear-to-go performance. This is the first model trained with “Quantization-Aware-Training”, an improved technique to mitigate int8 quantization.
- Enabled Inter-SoC synchronous compute scheduling between vision and vector space processes. Planner in the loop is happening in v10.
- Shadow mode for new crossing/merging targets network which will help improve VRU control.
Apart from the technical details of FSD Beta 9.2’s release, Elon Musk also hinted at the upcoming updates coming for the advanced driver-assist system. The CEO noted that FSD Beta 9.2 would be followed by V9.3 and V9.4, but after this point, Tesla may already release FSD Beta 10. V10 would feature “significant architecture changes,” as per the CEO. Musk did not explain further, though speculations suggest that FSD Beta 10 would be the update that would transition Tesla into a single FSD stack.
Lastly, Musk provided some updates on the release date of the FSD Beta Download Button, which has experienced substantial delays. The CEO explained that the “Button” would probably roll out with Beta 10 or V10.1, which, based on the current release cycles of FSD Beta’s updates, would likely be in the next couple of months, barring any unexpected delays.
“Beta 10 or maybe 10.1. Going to pure vision set us back initially. Vision plus (coarse) radar had us trapped in a local maximum, like a level cap. Pure vision requires fairly advanced real-world AI, but that’s how our whole road system is designed to work: NN’s with vision,” Musk explained.
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News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
