News
Tesla FSD is the answer to concerns about EVs’ possible “added” road risks
A recent article from Slate has brought up a rather interesting concern about electric vehicles and their wide adoption. Since electric cars tend to be a lot heavier than their combustion-powered counterparts, there is a nonzero chance that they could actually be more dangerous to pedestrians in the event of a crash. Tesla FSD could be the answer to these concerns.
There is an uncomfortable truth in the United States, and that is the fact that road fatalities are climbing. The National Highway Traffic Safety Administration (NHTSA), for one, noted that American road deaths soared during Q1 2022, rising 7% to 9,560 fatalities, the highest quarterly toll since 2002. The numbers are sobering, as they suggest that compared to pedestrians in countries like France and Canada, Americans are more than twice as likely to die in a crash.
There are quite a few factors behind these disturbing statistics, but one of them is believed to be the prevalence of overly large and heavy vehicles like full-size trucks and SUVs. While trucks are generally designed for work, full-sized pickups are now widely used by casual drivers to the point where some pickups barely see a day of legitimate work. SUVs are also all the rage. But while these vehicles could be quite safe for those inside them, they are a nightmare for the pedestrians that they might hit in the event of an accident.
As noted by Slate, one study actually found that the shift to SUVs over the past couple of decades ended up leading to over 1,000 more pedestrian deaths. Now, it should be noted that these large vehicles are already overly heavy with an internal combustion engine. When they are powered by a giant battery pack and equipped with electric motors, they become even heavier and a whole lot faster. The over-9,000-pound Hummer EV is the poster child of this, as the behemoth is capable of hitting highway speeds in about 3.3 seconds.
But inasmuch as these concerns are valid, heavy electric vehicles are only really just as dangerous as their drivers and safety features. Tesla has been making overly-heavy and ridiculously-fast sedans and crossovers for many years, yet its vehicles constantly rank among the safest on the road. This is due in no small part to the company’s active and passive safety features, which are standard on every Tesla that gets built at each of the company’s vehicle factories, both in the United States and abroad.
And coupled with Tesla’s FSD software, the risks for heavy electric vehicles are likely even less. Behind all the drama and smear campaigns targeted toward the advanced driver-assist system, after all, FSD is an incredibly cautious system that takes pedestrian safety as a top priority. Tests of Tesla FSD Beta releases have shown this time and time again — the system always keeps people around the car as safe as possible.
The use of systems like FSD Beta would likely be more widespread as the adoption of electric vehicles becomes more prevalent. Teslas would likely continue to be among the safest vehicles on the road, despite the company likely producing one of the heaviest vehicles on the market in the Tesla Semi. Fortunately, Tesla does seem to be open to the idea of having its software, like Autopilot, licensed to other automakers. This means that Tesla’s stellar safety systems could be rolled out to more vehicles, including those beyond the reach of the company’s products.
This, however, would require other automakers to admit that Tesla’s Autopilot and FSD are industry-leading solutions for pedestrian safety. Such an admission takes a lot of humility, and thus, is easier said than done. But the longer other automakers wait to roll out systems that are comparable to FSD or at least Autopilot, the longer pedestrians are exposed to an increasing number of electric vehicles that could indeed be too heavy and too fast in an accident.
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Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
