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Elon Musk pushed to use Tesla’s internal driver monitoring camera to record video of drivers’ behavior, primarily for Tesla to use this video as evidence to defend itself from investigations in the event of a crash, according to Walter Isaacson’s new biography of the Tesla CEO.

Walter Isaacson’s biography of Elon Musk is out, resulting in several revelations about Tesla’s past, present, and future. One of these revelations is a potential use for the Tesla internal driver monitoring camera that is included on current Teslas.

Many cars have a camera like this to monitor driver attentiveness and warn a driver if they seem to be paying too little attention to the road, though other automakers typically use infrared cameras and the data never leaves the car.

Teslas have had these cameras for many years, first showing up on the Model 3 in 2017 and later on the S/X, but they weren’t activated until 2021. Before that, Tesla determined attention by detecting steering wheel torque (a safety that was pretty easy to defeat).

Nowadays, the camera is used to ensure that drivers are still watching the road while Autopilot or FSD are activated, as both systems are “Level 2” self-driving systems and thus require driver attention. The hope, though, was to potentially use the camera for cabin monitoring if Tesla’s robotaxi dream is ever realized.

But that wasn’t the only thing Tesla wanted to use the cameras for. According to the biography, Musk pushed internally to use the camera to record clips of Tesla drivers, initially without their knowledge, with the goal of using this footage to defend the company in the event of investigations into the behavior of its Autopilot system.

Musk was convinced that bad drivers rather than bad software were the main reason for most of the accidents. At one meeting, he suggested using data collected from the car’s cameras—one of which is inside the car and focused on the driver—to prove when there was driver error. One of the women at the table pushed back. “We went back and forth with the privacy team about that,” she said. “We cannot associate the selfie streams to a specific vehicle, even when there’s a crash, or at least that’s the guidance from our lawyers.”

– Walter Isaacson, Elon Musk

The first point here is interesting because there are indeed a lot of bad drivers who misuse Autopilot and are certainly to blame for what happens while it’s activated.

As mentioned above, Autopilot and FSD are “Level 2” systems. There are six levels of self-driving – 0 through 5 – and levels 0-2 require active driving at all times, whereas with levels 3+, the driver can turn their attention away from the road in certain circumstances. But despite Tesla’s insistence that drivers still pay attention, a study has shown that driver attention does decrease with the system activated.

We have seen many examples of Tesla drivers behaving badly with Autopilot activated, though those egregious examples aren’t entirely the issue here. There have been many well-publicized Tesla crashes, and in the immediate aftermath of an incident, rumors often swirl about whether Autopilot was activated. Regardless of whether there is any reason to believe that it was activated, media reports or social media will often focus on Autopilot, leading to an often unfair public perception that there is a connection between Autopilot and crashing.

But in many of these cases, Autopilot eventually gets exonerated when the incident is investigated by authorities. Oftentimes, it’s a simple matter of the driver not using the system properly or relying on it where they should not. These exonerations often include investigations where vehicle logs are pulled to show whether Autopilot was activated, how often it had to remind the driver to pay attention, what speed the car was driving, and so on. Cameras could add another data point to those investigations.

Even if crashes happen due to human error, this could still be an issue for Tesla because human error is often a design issue. The system could be designed or marketed to better remind drivers of their responsibility (in particular, don’t call it “full self-driving” if it doesn’t drive itself, perhaps?), or more safeguards could be added to ensure driver attention.

The NHTSA is currently probing Tesla’s Autopilot system, and it looks like safeguards are what they’ll focus on – they’ll likely force changes to the way Tesla monitors drivers for safety purposes.

But then Musk goes on to suggest that not only are these accidents generally the fault of the drivers, but that he wants cabin cameras to be used to spy on drivers, with the specific purpose of wanting to win lawsuits or investigations brought against Tesla (such as the NHTSA probe). Not to enhance safety, not to collect data to improve the system, but to protect Tesla and his ego – to win.

In addition to this adversarial stance against his customers, the passage suggests that his initial idea was to collect this info without informing the driver, with the idea of adding a data privacy pop-up only coming later in the discussion.

Musk was not happy. The concept of “privacy teams” did not warm his heart. “I am the decision-maker at this company, not the privacy team,” he said. “I don’t even know who they are. They are so private you never know who they are.” There were some nervous laughs. “Perhaps we can have a pop-up where we tell people that if they use FSD [Full Self-Driving], we will collect data in the event of a crash,” he suggested. “Would that be okay?”

The woman thought about it for a moment, then nodded. “As long as we are communicating it to customers, I think we’re okay with that.”

-WALTER ISAACSON, ELON MUSK

Here, it’s notable that Musk says he is the decision-maker and that he doesn’t even know who the privacy team is.

In recent years and months, Musk has seemed increasingly distracted in his management of Tesla, recently focusing much more on Twitter than on the company that has catapulted him to the top of the list of the world’s richest people.

It might be good for him to have some idea of who the people working under him are, especially the privacy team, for a company that has active cameras running on the road, and in people’s cars and garages, all around the world, all the time – particularly when Tesla is currently facing a class action lawsuit over video privacy.

In April, it was revealed that Tesla employees shared videos recorded inside owners’ garages, including videos of people who were unclothed and ones where some personally identifiable information was attached. And in Illinois, a separate class action lawsuit focuses on the cabin camera specifically.

While Tesla does have a dedicated page describing its data privacy approach, a new independent analysis released last week by the Mozilla Foundation ranked Tesla in last place among car brands – and ranked cars as the worst product category Mozilla has ever seen in terms of privacy.

So, this blithe dismissal of the privacy team’s concerns does not seem productive and does seem to have had the expected result in terms of Tesla’s privacy performance.

Musk is known for making sudden pronouncements, demanding that a particular feature be added or subtracted, and going against the advice of engineers to be the “decision-maker” – regardless of whether the decision is the right one. Similar behavior has been seen in his leadership of Twitter, where he has dismantled trust & safety teams, and in the chaos of the takeover, he “may have jeopardized data privacy and security,” according to the DOJ.

While we don’t have a date for this particular discussion, it does seem to have happened at least post-2021, after the sudden deletion of radar from Tesla vehicles. The deletion of radar itself is an example of one of these sudden demands by Musk, which Tesla is now having to walk back.

For its part, Tesla does currently have a warning in the car that describes what the company will do with the data from your internal camera. This is what it looks like currently in a Model 3:

Tesla’s online Model 3 owner’s manual contains similar language describing the use of the cabin camera.

Notably, this language focuses on safety rather than driver monitoring. Tesla explicitly says that the camera data doesn’t leave the vehicle unless the owner opts in and that the data will help with future safety and functionality improvements. But also says that the data is not attached to a VIN, nor is it used for identity verification.

Beyond that, we also have not seen Tesla defend itself in any autopilot lawsuits or investigations by using the cabin camera explicitly – at least not yet. With driver monitoring in focus in the current NHTSA investigation, it’s entirely possible that we might see more usage of this camera in the future or that camera clips are being used as part of the investigation.

But at the very least, this language in current Teslas does suggest that Musk did not get his wish – perhaps to the relief of some of the more privacy-interested Tesla drivers.

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OpenAI spearheads one of Europe’s biggest data centers with 100,000 Nvidia chips

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OpenAI spearheads one of Europe’s biggest data centers with 100,000 Nvidia chips

Jaque Silva| Nurphoto | Getty Images

OpenAI on Thursday said it is launching a Stargate-branded AI data center in Norway, marking its first foray into Europe with such a project.

British firm Nscale will design and build the site as part of a 50-50 joint venture with Norwegian energy infrastructure firm Aker.

OpenAI will be a so-called “off-taker” in the project, meaning it will effectively buy capacity from the data center.

“Part of the purpose of this project is to partner with OpenAI and leverage European sovereign compute to release additional services and features to the European continent,” Josh Payne, CEO of Nscale, told CNBC in an interview on Thursday.

The site aims to deliver 100,000 NVIDIA graphics processing units (GPU) by the end of 2026, “with the intention to expand significantly in the years ahead,” OpenAI said in a press release. The companies said the data center will run entirely on renewable power and have 230 megawatts of capacity, making it one of the biggest in Europe.

Nvidia’s GPUs have become the de facto choice of chips for data centers because of their ability to handle large AI workloads.

For the Norway project, Nscale and Aker have each committed around $1 billion to the initial 20MW phase of the project. The site will be located in Kvandal, just outside Narvik in northern Norway. The companies said the region is characterized by “abundant hydropower, low local electricity demand, and limited transmission capacity.”

Payne declined to comment on how Nscale would fund this project or the financial benefits of the project to the company. The CEO said there were no plans for additional Stargate data centers but that Nscale has its own “robust European expansion plan.”

Stargate was initially launched this year in the U.S. as an infrastructure project between OpenAI, Oracle, Japan’s SoftBank, and the UAE’s MGX. The project aims to invest $500 billion over the next four years, building out AI infrastructure.

OpenAI has looked to take this initiative globally. In June, the company and its partners announced plans to build a Stargate campus in the UAE.

Europe has meanwhile been pushing the concept of “sovereign AI,” requiring data centers and AI workloads to be located and processed on European soil.

Payne said Europe has two “problems” — the first is that it does not have enough computing capacity, and the second it is “very fragmented.”

“What the continent needs is large AI infrastructure projects deploying compute [power]. The ecosystem can consume from the project to build AI products, to generate productivity growth and economic benefit,” Payne said.

Companies like Nvidia and OpenAI have also been touting their ability to deliver sovereign AI as they look to expand their businesses.

In a trip to Europe this year, Nvidia CEO Jensen Huang urged the continent to build more AI infrastructure. French AI company Mistral announced plans to use Nvidia’s GPUs in a new data center planned for France.

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Oil giant Shell posts profit beat, keeps share buyback pace steady at $3.5 billion

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Oil giant Shell posts profit beat, keeps share buyback pace steady at .5 billion

The brand logo of the mineral oil and natural gas company Shell plc can be seen at a filling station of the company in Nuremberg (Bavaria) on July 25, 2025.

Picture Alliance | Picture Alliance | Getty Images

Britain’s Shell on Thursday reported better-than-expected second-quarter profit and maintained the pace of its shareholder returns, despite the impact of lower global oil and gas prices.

The energy giant posted adjusted earnings of $4.26 billion for the three months through June, beating analyst expectations of $3.87 billion, according to an LSEG-compiled consensus.

A separate, company-provided analyst forecast had expected Shell’s second-quarter profit to come in at $3.74 billion.

Shell reported adjusted earnings of $6.29 billion over the same period last year and $5.58 billion in the first three months of 2025.

The results come shortly after the London-listed firm flagged weaker trading results at its integrated gas division and losses at its chemicals and products arm.

Shell also announced another $3.5 billion in share buybacks over the next three months, keeping the pace of its shareholder returns. It marks the 15th consecutive quarter of at least $3 billion in buybacks.

“The backdrop of the macro has been challenging, and what I would say is we continue on the momentum that we have in transforming Shell,” CEO Wael Sawan told CNBC’s “Squawk Box Europe” on Thursday.

“On all measures, [I’m] pleased with that performance. And on the trading side, indeed, despite difficult macro, pleased with how the team has performed,” Sawan said.

Shares of Shell were up 2.5% at around 9 a.m. London time (4 a.m. ET).

Value creation

In March, Shell announced plans to prioritize shareholder returns, ramp up the cost of savings and double down on its liquified natural gas (LNG) push. The strategic update was designed to bolster its commitment to value creation, while maintaining focus on “performance, discipline and simplification.”

The plan appears to have been well received by investors. Shell’s share price has outperformed many of its European and U.S. rivals so far this year, notching gains of 8%. By comparison, Britain’s BP is up 3%, France’s TotalEnergies is down 2% and Exxon Mobil is up 4% over the same period.

Notably, Shell recently dismissed speculation about a possible takeover bid for BP, saying in late June that it had “no intention” of making an offer for its struggling domestic rival.

Shell is focused on "10% growth per share over the next 5 years", says CEO

Asked about the prospect of acquisitions and whether the current state of play means bigger is better for oil companies, Sawan replied: “I don’t buy bigger is better. I think you have to drive it from a value perspective.”

Shell’s CEO said scale is not of concern for the world’s largest trader of liquified natural gas (LNG).

“It is how do we leverage that scale by focusing on the areas where we have competitive strengths and the areas where can create value,” he addd.

‘You can be sure of Shell’

Customers pump gas into their vehicles at a Shell station on April 10, 2025 in Miami, Florida.

Joe Raedle | Getty Images

“Part of the reason is actually we have been outperforming. We have been able to just stick to our own story, just deliver on what we say we’re going to do. At Capital Markets Day we used the old tag line: ‘You can be sure of Shell,'” Sawan said.

“On the back of that, we feel more and more confident that our message is getting through to those pools of capital that want to invest in this differentiated investment thesis that we have,” he added.

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Windrose lines up $60M electric semi truck order PLUS South American expansion

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Windrose lines up M electric semi truck order PLUS South American expansion

It’s a big day for upstart electric semi truck manufacturer Windrose. The company has lined up what could be a landmark, $60 million deal and announced plans to being shipping its innovative HDEV trucks to South America.

ChinaTrucks is reporting that Windrose has lined up a deal to supply several hundred of its long-range, battery-powered heavy-duty trucks to US-based, zero emissions logistics company Nevoya that, once finalized, will represent the startup’s largest North American order to date. The agreement, which is reportedly valued at more than 430 million yuan (approximately $60 million, as I type this), has initial deliveries of the Windrose R700 BEV semi planned by the end of 2025, with full deployment expected by the end of 2026.

To meet those ambitious delivery dates, Windrose has shipped its first batch of “knock-down kits” to the US, where the distinctive sleeper cabs will be joined to Windrose’s electric chassis.

The company used its own electric trucks to complete the logistics process between warehouses and ports in both Shanghai and Los Angeles, achieving what it’s calling a fully zero-emission transport loop. Windrose CEO Wen Han posted the knock-down kits arriving at the Port of Long Beach a few days ago, and it appears that these could be the first of hundreds of electric semi trucks destined for deployment at Nevoya.

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Expansion plans


Windrose R700 electric semi truck; via Windrose.

At the same time, Windrose announced expansion into its 5th continent, thanks to a partnership with Chilean logistics firm Trailerlogistics Sudamerica.

Chile has a goal of reaching 100% zero-emission sales of freight transport and intercity buses by 2045. This aligns with its broader National Electromobility Strategy, which targets carbon neutrality by 2050. Chile is ranked as the 5th largest economy in Latin America by nominal GDP and 46th in the world (just above Finland and Portugal). Further, Chile has the highest per-capita GDP in Latin America. In 2024, there were 14,267 trucks sold in Chile, according to National Automotive Association of Chile.

WINDROSE TECHNOLOGY

For their part, Trailerlogistics Sudamerica seems excited by the prospect of electrifying their fleet with Windrose. “I am completely convinced Chile is the perfect market to start with Windrose in South America,” says Hernan Searle Ferrari, the company’s founder and CEO. “Apart from having totally open trade agreements with all international markets, Chile boast world-class highways and a unique geography; from the desert in the north, all the way south down to Antarctica, covering a total of 4000km. This will allow us to continue developing the dominance of our long-haul EV technology in all terrains.”

The first Windrose trucks will arrive in Chile to begin route testing with Trailerlogistics later this year, with a stated goal of deploying up to 100 trucks by the end of 2026.

SOURCES | IMAGES: China Trucks; Windrose, via LinkedIn.


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