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Jon Keegan

Footage, data from deadly Tesla crashes casts doubts on Autopilot

A major Wall Street Journal investigation has gathered data and chilling videos from over 200 Tesla Autopilot crashes.

The investigation found evidence that Tesla’s move away from lidar (a highly accurate technology similar to radar that uses lasers instead of electromagnetic waves) to gauge distance in favor of a cheaper AI and camera based system, has led to deadly accidents where road obstacles were not identified in time to safely stop the vehicle.

The family of a Tesla driver that was killed while using Autopilot has been trying to get access to the footage from Tesla for over a year. 

On Tesla’s Q2 earnings call last week, Musk boasted about the quality of the Autopilot feature. “People actually don't know how good the system is, and I would encourage anyone to understand the system better to simply try it out and let the car drive you around,” said Musk.

Tesla CEO Elon Musk has been leaning into Tesla’s Autopilot, putting the technology at the center of the car maker’s plans to roll out autonomous “robotaxis.”

A persistent obsession of Musk’s, the robotaxi would depend upon Tesla’s Autopilot technology, as in Walter Isaacson’s biography of Musk, the CEO said:

“No mirrors, no pedals, no steering wheel. This is me taking responsibility for this decision. Let me be clear, this vehicle must be designed as a clean robotaxi. We're going to take that risk. It's my fault if it fucks up. But we are not going to design some sort of amphibian frog that's a halfway car. We are all in on autonomy.” 

Asked on the earnings call when investors should expect the first robotaxi, Musk said it depends on the company perfecting unsupervised full self driving. “It's difficult. Obviously my predictions on this have been overly optimistic in the past.”

The family of a Tesla driver that was killed while using Autopilot has been trying to get access to the footage from Tesla for over a year. 

On Tesla’s Q2 earnings call last week, Musk boasted about the quality of the Autopilot feature. “People actually don't know how good the system is, and I would encourage anyone to understand the system better to simply try it out and let the car drive you around,” said Musk.

Tesla CEO Elon Musk has been leaning into Tesla’s Autopilot, putting the technology at the center of the car maker’s plans to roll out autonomous “robotaxis.”

A persistent obsession of Musk’s, the robotaxi would depend upon Tesla’s Autopilot technology, as in Walter Isaacson’s biography of Musk, the CEO said:

“No mirrors, no pedals, no steering wheel. This is me taking responsibility for this decision. Let me be clear, this vehicle must be designed as a clean robotaxi. We're going to take that risk. It's my fault if it fucks up. But we are not going to design some sort of amphibian frog that's a halfway car. We are all in on autonomy.” 

Asked on the earnings call when investors should expect the first robotaxi, Musk said it depends on the company perfecting unsupervised full self driving. “It's difficult. Obviously my predictions on this have been overly optimistic in the past.”

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Intel romps amid reported attempt to poach a 21-year Taiwan Semiconductor veteran

A report in the Taiwanese press that Intel is attempting to recruit a recently retired top Taiwan Semiconductor executive, Wei-Jen Lo, to lead R&D at Intel’s troubled foundry division may account for the bump in Intel shares Tuesday, one analyst told us.

A synopsis of the report from technology analysis and news outlet TrendForce News notes:

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

Sunny blue sky with large storm clouds in spring.

This earnings season, all eyes are on cloud revenue growth

AI computing demand is generating huge revenue streams for hyperscalers, but the market is closely watching the pace of growth, which is slowing.

Jon Keegan10/28/25
tech
Jon Keegan

Nokia surges as Nvidia invests $1 billion in company, a 2.9% stake

Nvidia is taking a 2.9% stake in Nokia, as the Finnish mobile networking company has successfully pivoted to AI and data center technology.

In a press release announcing the deal, Nokia said:

“Nokia intends to accelerate development of Nokia’s 5G & 6G RAN software to run on NVIDIA’s architecture and will make investments to drive Nokia’s strategic goal of increasing its presence in the AI & Cloud market with data center aligned networking solutions within its Network Infrastructure business. Nokia and NVIDIA have agreed to collaborate on AI networking solutions and explore opportunities to incorporate Nokia’s data center switching and optical technologies in NVIDIA’s future AI infrastructure architecture.”

Nokia’s stock shot up over 20% on news of the deal.

“Nokia intends to accelerate development of Nokia’s 5G & 6G RAN software to run on NVIDIA’s architecture and will make investments to drive Nokia’s strategic goal of increasing its presence in the AI & Cloud market with data center aligned networking solutions within its Network Infrastructure business. Nokia and NVIDIA have agreed to collaborate on AI networking solutions and explore opportunities to incorporate Nokia’s data center switching and optical technologies in NVIDIA’s future AI infrastructure architecture.”

Nokia’s stock shot up over 20% on news of the deal.

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