News
Tesla is patenting a clever way to train Autopilot with augmented camera images
Tesla is currently tackling what could only be described as its biggest challenge to date. In his Master Plan, Part Deux, CEO Elon Musk envisioned a fleet of zero-emissions vehicles that are capable of driving on their own. Tesla has made steps towards this goal with improvements and refinements to its Autopilot and Full Self-Driving suites, but a lot of work remains to be done.
As noted by Tesla during its Autonomy Day presentation last year, attaining Full Self-Driving is largely a matter of training the neural networks used by the company. Tesla adopts what could be described as a somewhat organic approach for autonomy, with the company using a system that is centered on cameras and artificial intelligence — the equivalent of a human primarily using the eyes and brain to drive.
Tesla’s camera-centric approach may be quite controversial due to Elon Musk’s strong stance against LiDAR, but it is gaining ground, with other autonomous vehicle companies such as MobilEye developing FSD systems that rely primarily on visual data and a trained neural network. This approach does come with its challenges, as training neural networks requires tons of data. Tesla emphasized this point as much during its Autonomy Day presentation.
With this in mind, it is pertinent for the electric car maker to train its neural networks in a way that is as efficient as possible with zero compromises. To help accomplish this, Tesla seems to be looking into the utilization of augmented data, as described in a recently published patent titled “Systems and Methods for Training Machine Models with Augmented Data.”
Teslas are equipped with a suite of cameras that provide 360-degree visual coverage for the vehicle. In the patent’s description, Tesla noted that images used for neural network training are usually captured by various sensors, which, at times, have different characteristics. An example of this may lie in a Tesla’s three forward-facing cameras, each of which has a different field of view and range as the other two.
Tesla’s recent patent describes a system that allows the company to process these images in an optimized manner. Part of how this is done is through augmentation, which opens the doors to flexible and widespread neural network training, even when it involves vehicles equipped with differently-specced cameras. The electric car maker describes this process as such:
“Augmentation may provide generalization and greater robustness to the model prediction, particularly when images are clouded, occluded, or otherwise do not provide clear views of the detectable objects. These approaches may be particularly useful for object detection and in autonomous vehicles. This approach may also be beneficial for other situations in which the same camera configurations may be deployed to many devices. Since these devices may have a consistent set of sensors in a consistent orientation, the training data may be collected with a given configuration, a model may be trained with augmented data from the collected training data, and the trained model may be deployed to devices having the same configuration.”
Among the most notable aspects of Tesla’s recent patent is the use of “cutouts,” which allow Tesla’s neural networks to be trained using an optimized set of images. This was something that was discussed by former Tesla Autopilot engineer Eshak Mir in a Third Row Podcast interview, where he hinted at a system adopted in the electric car maker’s ongoing Autopilot rewrite that helped lay out “all the camera images” from a vehicle “into one view.” Such a process has the potential to help Tesla with 3D labeling, especially since the images used for neural network training are stitched together. Tesla’s patent seems to reference a system that is very similar to that described by the former Autopilot engineer.
“As a further example, the images may be augmented with a“cutout” function that removes a portion of the original image. The removed portion of the image may then be replaced with other image content, such as a specified color, blur, noise, or from another image. The number, size, region, and replacement content for cutouts may be varied and may be based on the label of the image (e.g., the region of interest in the image, or a bounding box for an object).”
Tesla is aiming to release a feature-complete version of its Full Self-Driving suite as soon as possible. Elon Musk remains optimistic about this, despite the company missing its initial timeline that was set at the end of 2019. That being said, Elon Musk did mention previously that Tesla is working on a foundational rewrite of Autopilot. In a tweet early last month, Musk stated that an essential part of the rewrite involves work on Autopilot’s core foundation code and 3D labeling. Once done, the CEO indicated that additional functionalities could be rolled out quickly. This recent patent, if any, seems to give a glimpse at how these improvements are being done.
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
