High oil prices and FSD may drive @Tesla to record delivery levels this year. The last full-year record was 2023, at 1,808,581 vehicles. Tesla needs to deliver 483,901 cars in Q4 2026 to break the record. Very possible. They have a chance to surpass that quite a bit imo.

Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi @robotaxi) We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles. Q2 Highlights North America – Test drives in North America are up 20% sequentially (as you know, butts in seats ...) – Model Y is becoming more accessible with the recent launch of Model Y RWD, which starts at under $45k with 357 miles of range APAC – We achieved record delivery volumes in South Korea 🇰🇷 (@Tesla_Korea), Malaysia 🇲🇾, the Philippines 🇵🇭 & Singapore 🇸🇬 – In July, we launched the Model Y in India 🇮🇳, marking our entry into the world’s third-largest car market @Tesla_India – New Model 3 earned a 5-star Overall Safety Rating from ANCAP, achieving 95% in the Child Occupant Protection pillar – the highest result recorded to date against ANCAP’s 2023-2025 criteria – We continue to prepare for broader release of FSD Supervised in China 🇨🇳 this year (pending regulatory approval) EMEA – Model Y was the best-selling vehicle in Norway 🇳🇴 year-to-date & in Türkiye🇹🇷 , the Netherlands 🇳🇱, Switzerland 🇨🇭 & Austria 🇦🇹 in June – New Model 3 achieved a 5-star Overall Safety Rating from EuroNCAP & is the safest car in Europe (based on the latest EuroNCAP test scores) – We continue to prepare for the launch of FSD Supervised in Europe this year (pending regulatory approval) AI Software & Hardware @Tesla_AI – World's first autonomous delivery to a customer with a new production Model Y driving itself ~30 minutes from the factory across town to its new owner's home, including on highways – We expanded AI training compute with an additional 16k H200 GPUs at Gigafactory Texas, bringing Cortex to a total of 67k H100 equivalents Battery, Powertrain & Manufacturing – Our lithium refining & cathode production plants remain on track to begin production in 2025, on-shoring production of critical battery materials to the US – We are on course to begin domestic production of our first LFP cells for our energy storage products later this year Energy generation & storage – Record Powerwall deployments for the fifth consecutive quarter – Gross profit increased sequentially & year-over-year, reaching a record of $846 million – We started deploying @Tesla_Megapack from Megafactory Shanghai as the ramp continues as planned Services & other – We added over 2,900 net new Supercharging stalls, growing the network 18% year-over-year @TeslaCharging 🔋

Swiggy shares fell to a record low after intense competition led to wider-than-expected loss at the Indian food-delivery contender, raising questions about its long-term earnings potential.

$UBER Uber is betting on drone delivery. Zipline consumer usage is hitting record highs in our trackers, up 174% over the past year, as Uber takes a strategic stake and brings Zipline drones to Uber Eats.

$LPTH: LightPath just reported record backlog of $132.9M, up 54% YoY. • Revenue: $20.8M vs $21.9M expected, +38% YoY
• Gross margin: 41.4% vs 29.8% a year ago
• Adj. EBITDA: $1.3M, fifth straight positive quarter
• Net loss: $1.7M, or $0.02 per share, vs $0.03 expected
• Cash: $82.9M $110.8M of the backlog is requested for delivery within 12 months. Since July, LightPath has booked more than $30M of follow-on counter-drone orders, plus an October order for over 50,000 optical assemblies for drone cameras. The Department of War also awarded a funded BlackDiamond prototype agreement under its CLEAR program for germanium alternatives, and the China subsidiary sale closed Oct 30.

$TSLA has now reported two consecutive very strong delivery numbers. On Friday, it reported 3Q delivs of 486.5K vs 462.0K consensus. That TSLA delivs were down just -2% YoY vs TSLA’s record 2025 3Q, when the $7,500 EV credit was expiring, says it all. This followed TSLA’s blowout 2Q, when it delivered 480K vehicles vs WS expectations of 406K. Investors are now more focused on TSLA’s efforts to scale up unsupervised autonomy in front of competitors, where TSLA’s generalized FSD technology is clearly superior, but its scale up has fallen far short of management’s guidance (current guidance unsupervised autonomous miles compounding at 10%+ per week; prior guidance unsupervised autonomy with no safety drivers in 8-10 metro areas by 2025 year-end, and prior to that in markets addressing 50% of the U.S. population by 2025 year-end). Today TSLA unsupervised autonomy has been approved for use in six U.S. metros across Texas and Florida (Austin, Dallas, Houston in TX; Miami, Orlando, and Tampa in FL) with the San Francisco Bay Area on deck and Las Vegas approved for permit but still not live. Waymo has been authorized for public fully driverless rides in 15 U.S. metros, including Phoenix, the Bay Area, Los Angeles, San Diego, Austin, Dallas, Houston, San Antonio, Atlanta, Miami, Orlando, Tampa, Denver, Nashville, and Las Vegas. Waymo operates roughly 4,000+ driverless vehicles nationwide. Tesla had about 589 vehicles registered in Texas as fully autonomous (420 Model Ys and 169 Cybercabs) as of October 2. YTD TSLA -18% vs NDX +22%.

Consider a customer-service workflow: an agent checks a delivery status and drafts a reply. Useful automation. But the task should not require access to every customer record, database credentials in the model context, or permission to change an order. That is why AI database security needs more than a prompt telling the agent to be careful. Alibaba Cloud's approach brings together three layers: • Control agent actions. • Govern data access • Protect the database. Explore the solution and discuss your workflow with an expert: #AgenticAI# #DatabaseSecurity# #AlibabaCloud# #ApsaraDB#

📔 Loom Speaker Notes You know that feeling when you go to record something and end-up re-doing the intro five times? Just me? Even though I am pretty comfortable speaking off-the-cuff, I reckon we all have things that trip us up when speaking to camera - and that intro line is mine. We’re always working on ways to make the recording process in @loom feel easier for everyone. Here’s an early look of how Marc Jenkinson is designing the details of Speaker Notes. Marc shows a bunch of thoughtful interaction decisions that ultimately helps teams communicate better - by enabling you to feel more prepared, be more authentic in delivery and stay in the flow of the message. All without the 'reading from a teleprompter' vibe that comes from your eyes darting around, or the "uhhh" pauses of frantic window management. I'm still working on the existential choice of "Hey" / "Hello" / "OK" / "G'day" - but Speaker Notes has me covered for the rest.

$BA reported Q3 adjusted losses of $0.34 per share, missing expectations despite narrowing net losses. $ITA Boeing: Revenue = $24.19B Free cash flow = $464M Record backlog = $745B Commercial aircraft division loss = $697M Liquidity = $20.7B EPS Revisions grade = D+ Analysts cut EPS estimates sharply, and delivery bottlenecks weigh on profitability despite robust demand. Seeking Alpha Quant Rating for Boeing: Hold. Can a record $745B backlog outrun the delivery bottlenecks?