#AI4S# is back in focus. $MRNA's historic Phase 3 cancer vaccine win reignited interest in how AI and data could reshape biotech. In Hong Kong, #DiagensTech# (HKEX: 2526) is gaining attention. H1 revenue rose 21% YoY, while model-service revenue jumped 101%, now accounting for 87% of total revenue. Other AI4S names in focus include #InsilicoMedicine# (HKEX: 3696) and #XtalPi# (HKEX: 2228). All are tradable on StableStock. → Not investment advice. For informational purposes only.

Introducing Hyra-1.0, the first version of Hunyuan Research Agent. 💡💡💡 Built to recursively improve solutions for performance-driven research and engineering tasks. Explore our demos in AI4AI, AI4Science, and AI4Fun:

🔬 Can AI actually "discover" science? Tested on 90 real Nature papers, even the strongest agent beat SOTA on under 20% of tasks. Title: NatureBench: Can Coding Agents Match the Published SOTA of Nature-Family Papers? URL: 📋 Overview Using 90 tasks drawn from Nature-family journals across six domains, this work tests whether AI coding agents can reproduce and surpass published SOTA. An "information firewall" hides the original method, and NatureGym builds per-task containerized environments for strict, unified evaluation with web search disabled. 🎯 The problem it solves Prior agent-on-research benchmarks were fragmented and low in credibility. This work forces genuine discovery instead of reproduction and creates a common ground for cross-domain comparison. 📐 Methodology Tasks are scored with a SOTA-normalized relative gap (g > 0.1 to surpass, g >= 0 to match), comparing across 81 metrics. Ten agents are evaluated across three harnesses under a 4-hour budget with task-based GPU allocation. 📊 Results ・Even the top agent, Claude Opus 4.7, surpassed SOTA on only 17.8% of tasks and matched on 47.8% ・45.5% of successes were just translating a science task into supervised prediction; genuine domain reasoning was only 8.3% ・Failures were driven by wrong method choice (45.1%) and insufficient compute (24.4%), with task misunderstanding at only 3.1% ・Interdisciplinary tasks consistently scored worse A sober snapshot: today's agents are good at "translation" but weak at real "discovery." #AI4Science# #CodingAgents#

FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks. This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.

Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July