Gordon Johnson, analyst at GLJ Research, is sounding the alarm on Tesla Inc.. Using third-party Full Self-Driving (FSD) Community Tracker data, Johnson says Tesla’s critical disengagement metrics have collapsed. The tracker measures “city miles to critical disengagement” — a key safety benchmark. According to Johnson’s post on X, the metric peaked at 4,109 city miles per critical disengagement whe...
Gordon Johnson, analyst at GLJ Research, is sounding the alarm on Tesla Inc.. Using third-party Full Self-Driving (FSD) Community Tracker data, Johnson says Tesla’s critical disengagement metrics have collapsed. The tracker measures “city miles to critical disengagement” — a key safety benchmark. According to Johnson’s post on X, the metric peaked at 4,109 city miles per critical disengagement when FSD v14.1 hit its high in October 2025. After v14.2 rolled out, that figure cratered to just 809. Don't Miss: Notably, CEO Elon Musk has personally interacted with the same tracker data Johnson cites. 1/3 According to third-party-sourced $TSLA FSD Community Tracker data, data which @elonmusk has interacted w/ himself, FSD is sharply deteriorating on a "city miles to critical disengagement" basis, going from 4,109 to 809 since FSD v14.1 peaked Oct. 2025 & v14.2 was rolled out. pic.twitter.com/0xitZQDzpx Waymo Comparison Raises Hard Questions Johnson didn’t stop at the numbers. He put them in sharp context. While Tesla is at 809 city miles to critical disengagement, Alphabet Inc.-backed Waymo did not remove safety drivers from behind the wheel until reaching 30,000 city miles, Johnson noted. That’s a gap of more than 37 times between the two autonomous platforms on this metric. Trending: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Where Is NHTSA? Johnson’s raised a direct question about why the National Highway Traffic Safety Administration is allowing the situation to occur on public roads. Tesla, for its part, published safety data in February showing its Supervised FSD has covered over 8.2 billion miles, including 3 billion in city driving. The company claims its FSD causes “7X” fewer major collisions versus human drivers. Read Next: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get In It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 sinc...
Gordon Johnson, analyst at GLJ Research, is sounding the alarm on Tesla Inc.. Using third-party Full Self-Driving (FSD) Community Tracker data, Johnson says Tesla’s critical disengagement metrics have collapsed. The tracker measures “city miles to critical disengagement” — a key safety benchmark. According to Johnson’s post on X, the metric peaked at 4,109 city miles per critical disengagement whe...
Gordon Johnson, analyst at GLJ Research, is sounding the alarm on Tesla Inc.. Using third-party Full Self-Driving (FSD) Community Tracker data, Johnson says Tesla’s critical disengagement metrics have collapsed. The tracker measures “city miles to critical disengagement” — a key safety benchmark. According to Johnson’s post on X, the metric peaked at 4,109 city miles per critical disengagement when FSD v14.1 hit its high in October 2025. After v14.2 rolled out, that figure cratered to just 809. Don't Miss: Notably, CEO Elon Musk has personally interacted with the same tracker data Johnson cites. 1/3 According to third-party-sourced $TSLA FSD Community Tracker data, data which @elonmusk has interacted w/ himself, FSD is sharply deteriorating on a "city miles to critical disengagement" basis, going from 4,109 to 809 since FSD v14.1 peaked Oct. 2025 & v14.2 was rolled out. pic.twitter.com/0xitZQDzpx Waymo Comparison Raises Hard Questions Johnson didn’t stop at the numbers. He put them in sharp context. While Tesla is at 809 city miles to critical disengagement, Alphabet Inc.-backed Waymo did not remove safety drivers from behind the wheel until reaching 30,000 city miles, Johnson noted. That’s a gap of more than 37 times between the two autonomous platforms on this metric. Trending: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Where Is NHTSA? Johnson’s raised a direct question about why the National Highway Traffic Safety Administration is allowing the situation to occur on public roads. Tesla, for its part, published safety data in February showing its Supervised FSD has covered over 8.2 billion miles, including 3 billion in city driving. The company claims its FSD causes “7X” fewer major collisions versus human drivers. Read Next: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get In It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 sinc...
Beijing aims to accelerate the rise of China’s home-grown airliner fleet, including the C909 regional plane, C919 narrowbody and C929 widebody, through 2030. This push to challenge the duopoly of Boeing and Airbus comes as a national five-year plan calls for aircraft production, development and the roll-out of a domestically developed engine. The next five years will prove vital to the success of ...
Beijing aims to accelerate the rise of China’s home-grown airliner fleet, including the C909 regional plane, C919 narrowbody and C929 widebody, through 2030. This push to challenge the duopoly of Boeing and Airbus comes as a national five-year plan calls for aircraft production, development and the roll-out of a domestically developed engine. The next five years will prove vital to the success of the three aircraft models and the continued localisation of critical parts such as engines, according to an analyst. The road map addresses vulnerabilities amid ongoing disruptions and geopolitical turmoil. Advertisement China will boost production and strengthen supply chains. Specialised models will be developed – including a high-plateau variant designed to operate at high-altitude airports, where thinner air reduces engine performance and lift. And efforts will be stepped up to resolve technological hurdles in widebody-jet development. These goals form part of the latest national plan, which is set to be approved by the top legislature this week and will guide socio-economic development in the 2026 to 2030 period. The certification and use of a high-bypass turbofan engine, the CJ-1000 , will also be accelerated, the plan noted. Advertisement “For the C919, the key words are output and supply chains,” said Brian Yang Bo, a veteran aviation consultant. “This is a candid admission of the challenges it has faced, and thus the focus is squarely on stabilising and growing output.” The narrowbody jet is the flagship model from the Commercial Aircraft Corporation of China (Comac) and has been in domestic operations since May 2023.
Tippapatt/iStock via Getty Images Market Review The ICE BofA US High Yield Index rose 1.35% in the fourth quarter, with the option-adjusted spread (OAS) widening 1 basis point (bps), finishing the period at 281 bps. For the quarter, the ICE BofA BB US High Yield Index returned 1.57%, the B US High Yield Index rose 1.55%, and CCC US High Yield Index decreased 0.52%. The fourth quarter saw $65.4 bil...
Tippapatt/iStock via Getty Images Market Review The ICE BofA US High Yield Index rose 1.35% in the fourth quarter, with the option-adjusted spread (OAS) widening 1 basis point (bps), finishing the period at 281 bps. For the quarter, the ICE BofA BB US High Yield Index returned 1.57%, the B US High Yield Index rose 1.55%, and CCC US High Yield Index decreased 0.52%. The fourth quarter saw $65.4 billion of issuance across 75 issues. This quarter's issuance was less than the $121.9 billion posted in the third quarter of 2025. During the quarter, refinancing activity (70%) was the main use of proceeds, followed by acquisition financing/leveraged buyouts (LBOs) (14%), general corporate purposes (13%), and dividends (3%). In addition to the primary issuance, during the quarter there were $3.1 billion in fallen angels across two issuers, and nine rising stars accounting for $11.1 billion. Fund flows were positive in the quarter, totaling $2.4 billion. October and December reported positive flows of $1.3 billion and $1.7 billion, respectively, while November had outflows of $0.6 billion. This quarter's flows were a decrease from the $6.6 billion inflow from the third quarter of 2025. Default activity increased in the quarter, following a rather active third quarter 2025. According to JPMorgan ( JPM ), including distressed exchanges, the par weighted high yield bond default rate is 1.88%. A total of $14.7 billion in bonds defaulted during the quarter, an increase from the third quarter of 2025. In addition, loan defaults and distressed exchanges decreased in this quarter. JPMorgan is estimating a 1.75% high yield bond default rate in 2026 versus a long-term average 3.2%. Portfolio Review In the fourth quarter, the Lazard US High Yield Portfolio appreciated 1.95% (Institutional shares), outperforming the 1.35% return of its benchmark, the ICE BofA US High Yield Index ("the index"). (Portfolio return was measured net of fees and in US dollar terms.) Overweight exposure to the ...
Atlassian Corp. plans to cut 1,600 jobs or a 10th of its global workforce, joining rivals in slashing staffing to cope with the advent of AI and a broader post-Covid industry slowdown. Australian billionaire founder Mike Cannon-Brookes explained the reductions in a staff memo, while also announcing his chief technology officer was leaving the Sydney-based company. Most Read from Bloomberg The redu...
Atlassian Corp. plans to cut 1,600 jobs or a 10th of its global workforce, joining rivals in slashing staffing to cope with the advent of AI and a broader post-Covid industry slowdown. Australian billionaire founder Mike Cannon-Brookes explained the reductions in a staff memo, while also announcing his chief technology officer was leaving the Sydney-based company. Most Read from Bloomberg The reductions are the latest AI-linked cuts in the software industry and beyond, as companies across the globe adapt to an era in which the technology can handle many of the tasks thus far performed by humans. Still, companies are also facing skepticism they are exploiting AI fears to dress up old-fashioned cost-cutting as technological futurism. “It would be disingenuous to pretend AI doesn’t change the mix of skills we need or the number of roles required in certain areas,” Cannon-Brookes said. “It does.” The topic of “AI-washing” has transfixed Silicon Valley players in recent months, in the wake of layoffs from Jack Dorsey’s Block Inc. as well as Oracle Corp. Many tech companies hired aggressively during the pandemic, when online and digital activity boomed and many firms struggled to keep pace with that demand. At the same time, concerns are growing that AI will reduce a reliance on external software tools, eroding the lucrative business of enterprise IT services. While AI hasn’t yet translated into clear productivity gains, many companies are seeking ways to do more with less. What Bloomberg Intelligence Says: Atlassian’s 10% head-count reduction reinforces our caution that AI-led disruption will pressure traditional seat growth and force SaaS companies to defend margins as revenue shifts. As AI inferencing-driven revenue grows, we anticipate lower gross margin on incremental sales. The CTO’s departure adds to executive risk amid leadership transitions over the past year. -Sunil Rajgopal, analyst Click here for research Cannon-Brookes’ rationale was reminiscent of one given ...
2017年6月,谷歌的8位AI研究员发表了一篇名为 《Attention Is All You Need》 的论文,提出了 Transformer 架构。 Transformer就是ChatGPT里的“T”,大公司的大模型、各种各样的AI Agent、自动驾驶的算法、几乎所有人工智能的创造,底座都是Transformer。 不夸张地说,Transformer诞生的那一刻,人工智能的历史进程骤然加速...
2017年6月,谷歌的8位AI研究员发表了一篇名为 《Attention Is All You Need》 的论文,提出了 Transformer 架构。 Transformer就是ChatGPT里的“T”,大公司的大模型、各种各样的AI Agent、自动驾驶的算法、几乎所有人工智能的创造,底座都是Transformer。 不夸张地说,Transformer诞生的那一刻,人工智能的历史进程骤然加速。 《Attention Is All You Need》的8位作者 然而,这篇开山之作发表时,论文的8位作者、他们供职的谷歌、全球高科技公司都远远低估了Transformer的革命性。对它最准确的评价来自《连线》杂志[1]:一个不是秘密的秘密武器。 当时,社会公众对人工智能的想象还集中在下围棋的AlphaGo。论文发表一个月前,AlphaGo在乌镇3:0横扫围棋选手柯洁,直观塑造了社会公众对AI的认知。 这似乎解释了为什么最不该低估Transformer的谷歌,会大大低估论文的重要性: AlphaGo的发明者 DeepMind 在2014年被谷歌收购,击败柯洁同期,DeepMind发布新版 AlphaGo Zero ,以100:0吊打AlphaGo。另一个大项目 AlphaFold(蛋白质折叠预测) 也在紧锣密鼓推进,创始人 Demis Hassabis 凭借该项目,拿到2024年诺贝尔化学奖。 而Transformer论文作者来自谷歌另一个AI研究部门 Google Brain 和 Google Research 团队。在DeepMind看来,自己在伦敦解决复杂的科学难题,Google Brain在美国做翻译软件,高下立判。 谷歌管理层对Transformer也谈不上重视。2018年,谷歌基于Transformer架构推出BERT模型,用来优化谷歌搜索,完全没意识到人工智能的核武器握在自己手里。 AlphaGo也迷惑了马斯克,作为OpenAI的重要金主,马斯克觉得他们进展太慢,完全打不过谷歌和DeepMind,提出将OpenAI并入特斯拉,自己亲自挂帅指挥,被创始人 Sam Altman 拒绝。 随后,马斯克完全退出OpenAI,反手挖走了创始成员 Andrej Karpathy ,担任特斯拉自动驾驶总监。 英伟达的遭遇更富戏剧性:2017年5月,英伟达推出了搭载Ten...
(RTTNews) - Algoma Steel Inc. (ALGOF.PK) announced Loss for its fourth quarter of -C$364.70 million The company's earnings totaled -C$364.70 million, or -C$3.36 per share. This compares with -C$66.50 million, or -C$0.61 per share, last year. The company's revenue for the period fell 22.9% to C$455.00 million from C$590.30 million last year. Algoma Steel Inc. earnings at a glance (GAAP) : -Earnings...
(RTTNews) - Algoma Steel Inc. (ALGOF.PK) announced Loss for its fourth quarter of -C$364.70 million The company's earnings totaled -C$364.70 million, or -C$3.36 per share. This compares with -C$66.50 million, or -C$0.61 per share, last year. The company's revenue for the period fell 22.9% to C$455.00 million from C$590.30 million last year. Algoma Steel Inc. earnings at a glance (GAAP) : -Earnings: -C$364.70 Mln. vs. -C$66.50 Mln. last year. -EPS: -C$3.36 vs. -C$0.61 last year. -Revenue: C$455.00 Mln vs. C$590.30 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.