Tesla has released new FSD (Supervised) safety data. Miles per major collision: • Teslas Driven With FSD (Supervised): 6,006,200 • Teslas Driven Manually (Active Safety Features): 2,031,221 • Teslas Driven Manually (No Active Safety Features): 845,915 • U.S. Average: 660,164 Total major collisions: • Teslas with FSD (Supervised): 1,579 • Teslas driven manually with Active Safety: 17,775 • Teslas driven manually without Active Safety: 239 • U.S. average: 4,989,713 Total miles logged: • Teslas with FSD (Supervised): 9,483,790,215 • Teslas driven manually with Active Safety: 36,104,958,020 • Teslas driven manually without Active Safety: 202,173,600 • U.S. drivers overall: 3,294,031,000,000 Tesla vehicles with FSD (Supervised) engaged experienced ~9x fewer major collisions than those driving without it on. This is North America data across all road classes (highway and non-highway). The data reflects a rolling twelve-month aggregation of miles and collisions.

Verizon's CEO said today that SpaceX will need at least 4-6 years and $300B-$500B to fully build out its @Starlink Mobile U.S. carrier network: "Their service just can't compete with a terrestrial network. In suburban and urban areas, where 98% of our revenues are, we're somewhere between 100x–1,000x more efficient than they are. We know exactly what they're going to do. We know who they're talking to on towers. There's no magic wand. There's no secret sauce. There's no shortcut. They're going to look at 65,000–80,000 macro sites. They're going to need backhaul, RAN, and a tremendous amount of spectrum. It's going to take a minimum of four to six years to fully build that out. It's going to cost hundreds and hundreds of billions of dollars, I assume somewhere between $300 billion and $500 billion. Then they need to build retail, customer service, back office systems, et cetera. All of that gets them basically the same network and same capabilities and same cost structure as what we have today. Then sometime over the next four to six years, they have the possibility of becoming the sixth, not the fourth, the sixth competitor in the market. You can be sure over these next three to five years or six years, we are not going to be standing still. Four to five years from now, we will be two to three generations better than where we are today. We will have high-speed broadband gig-plus coverage across the country with our millimeter wave. We are ahead of most people and already experimenting with what 6G applications will look like." (via Verizon's Q3 earnings call earlier this morning)

Lars on the Cybercab production line in new interview: "We actually don’t run the line every day because the line can run so fast it’s currently outpacing our robotaxi deployments, so it’s a bit of a race right now to see who can go faster.”

Starlink Mobile will become the first network operator to deploy both satellite and terrestrial spectrum, and be a huge disruptor. We’re finally going to have a fourth major carrier in the U.S.