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Tesla FSD Beta single stack coming with V11 update, confirms Elon Musk
Tesla CEO Elon Musk recently confirmed on Twitter that the Full Self-Driving Beta’s single stack version should roll out with FSD Beta 11. This should allow the advanced driver-assist system to perform even more impressively in real-world scenarios, likely exceeding the already notable capabilities of the current FSD Beta 10.2.
Musk’s update came as a response to a Tesla owner on Twitter who noted that the driving visualizations for V10.2 were quite incredible. The Tesla owner asked the CEO if the highly-anticipated single stack FSD Beta was expected to be released on the upcoming V11 update. Musk answered in the affirmative.
Considering Musk’s statement, it appears that the upcoming 10.x updates of FSD Beta would not be featuring a single stack. This does not mean that improvements in the advanced driver assist system would be marginal in the near future, however, as Tesla’s steady optimizations have been quite evident with each FSD Beta release.
FSD Beta 10.2, for example, appears to be superior than FSD Beta 10.1 and 10.0. Videos of Tesla owners navigating roads with the system show that V10.2 operates quite similarly to a human driver now, especially in the way it behaves in intersections and when it navigates through narrow, car-lined streets. FSD Beta 10.2 is still not perfect, of course, but it is a substantial improvement to previous versions of the advanced driver-assist system.
A perfect demonstration of these driving behaviors could be seen in AI DRIVR’s recent trip through Berkeley, California. While FSD Beta fluctuated between being far too aggressive and not aggressive enough in some sections, there is no denying that FSD Beta 10.2’s capabilities are indeed becoming quite incredible.
-->Tesla’s shift to a single FSD stack has been mentioned by Elon Musk for quite some time now. Earlier this year, Musk admitted that the version of FSD Beta then is actually not that great yet, and part of it was because it still utilizes a separate stack for city streets and highway driving. The CEO noted that transitioning into a single FSD stack requires an immense amount of neural network training, but Musk also highlighted that once the transition was done, FSD should be “sublime.”
While much about the hype surrounding the Full Self Driving Beta is undoubtedly due to Elon Musk’s optimism about the advanced driver assist system’s potential there is no denying that FSD and Autopilot are both improving at a rapid rate. In a statement to TechCrunch, Don Burnette, co-founder and CEO of Kodiak Robotics, which primarily deals with trucking, remarked that it’s theoretically possible to develop a single stack solution for autonomous driving, but such an endeavor would be very challenging.
“One of the unique aspects of our tech is that it’s highly customized for a specific goal. We don’t have this constant requirement that we maintain really high truck highway performance while at the same time really high dense urban passenger car performance, all within the same stack and system. Theoretically, it’s certainly possible to create a generic solution for all driving in all conditions under all form factors, but it’s certainly a much harder problem,” Burnette said.
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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.
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.
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
