Mobility

Wall Street says Tesla has effectively reached Level 4 self-driving in most conditions; is insurance the evidence?

A Wall Street analyst said Tesla\'s Full Self-Driving software has effectively reached Level 4 autonomy in most conditions. Piper Sandler\'s Alexander Potter cited Tesla\'s lower insurance premiums for heavy FSD users, preparations for a robotaxi business and disclosure of FSD subscriber numbers. He also pointed to his own long-distance trip using FSD. Critics question performance in bad weather and complex cities, and debate collision data and legal responsibility.

AI & Enterprise

SpaceX alumni bet on solar and batteries as AI data centre power demand surges

As power demand from AI data centres surges, founders with SpaceX backgrounds have entered a new power supply business combining solar power and batteries. U.S. energy startup Ambrosia Energy is developing a system targeting AI data centres, aiming to supply stable 24-hour power. It targets a power cost of about $100 per MWh and says plants can be built within 12 months of signing contracts. The company has begun building its first plant in West Texas.