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Tesla asked by NHTSA to furnish Autopilot data logs [Updated]
The National Highway Transportation Safety Administration has sent Tesla Motors a 9 page letter asking for specifics about any modifications to the Autopilot system including software changes that Tesla has made since Autopilot was first rolled out in the fall of 2015.
Updated: We received a copy of the 9-page letter sent by the NHTSA to Tesla outlining details on the type of information Tesla must hand over.
At issue is how the system detects and reacts to cross traffic. The probe is related specifically to the crash that killed Joshua Brown on a Florida highway on May 7. His car was operating on Autopilot when it struck the side of a tractor trailer that was crossing the road in front of it. Tesla says the cameras on Brown’s Model S failed to distinguish the white side of the tractor trailer from a brightly lit sky. As a result, the car did not brake automatically.
According to ABC News, the letter is asking for information about how Autopilot reacts when proceeding through intersections where there is cross traffic. Its request also asks the company to describe how the system determines if the input from cameras and other sensors is “compromised or degraded” in any way, and how the problems are communicated to the driver.
Lastly, the NHTSA has given Tesla an August 26 deadline to turnover details of all known crashes, consumer complaints, and lawsuits filed or settled because the Autopilot system didn’t brake as expected. Agency spokesperson Bryan Thomas says the information requested is a routine part of an investigation and the agency has not yet determined whether Autopilot constitutes a safety risk.
Elon Musk told the Wall Street Journal on Tuesday that Tesla has no plans to disable its Autopilot feature in the wake of the fatal crash in Florida. Musk responded by saying that the company is planning an explanatory blog post to educate customers on how Autopilot works. “A lot of people don’t understand what it is and how you turn it on,” he said. Musk is a fierce supporter of the Autopilot system and claims it has already proven to be safer than a human driver.
All of this comes as more details are emerging about a crash in Montana involving a Model X that reportedly veered off a country road. The driver told the Montana state police he had initiated Autopilot, but Tesla says the vehicle log shows only auto steer was activated. The car’s computer detected no force on the steering wheel for more than two minutes. If there’s no force on the wheel or a sharp turn is detected, the vehicle is programmed to gradually reduce speed, stop, and turn on the emergency lights, Tesla said in a statement.
The company said the Model X alerted the driver to put his hands on the wheel, but he didn’t do it. “As road conditions became increasingly uncertain, the vehicle again alerted the driver to put his hands on the wheel. He did not do so and shortly thereafter the vehicle collided with a post on the edge of the roadway,” the statement said. It isn’t clear whether the Model X had made a decision to stop at the time of the crash.
The car traveled around a right hand curve, then went off the road. It traveled about 200 feet on the narrow shoulder, taking out 13 posts, said trooper Jade Shope. No citation was issued to the drivers because the trooper believed any citation would be void if the car was operating on Autopilot as claimed by the driver. That is a fairly curious position for a law enforcement officer to take, since there is no way for authorities to determine at the scene of an accident whether Autopilot actually was or was not activated.
The National Transportation Safety Board has also opened an investigation of the Florida crash. It is entirely possible that some new regulations regarding autonomous driving systems in general will result from the combined NHTSA/NTSB review.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
