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Consumer Reports urges Tesla to disable Autopilot steering
Consumer Reports has publicly called on Tesla to disable the automatic steering portion of Autopilot in the wake of the fatal accident that took the like of Joshua Brown. Tesla’s Autopilot allows the vehicle to automatically steer, accelerate and brake when navigating highways with lane markings. It should be deactivated “until it can be reprogrammed to require drivers to keep their hands on the steering wheel,” says the consumer watchdog organization.
The editors of Consumer Reports say the name Autopilot is “misleading and potentially dangerous.” They want Tesla to block its automatic steering technology, overhaul it, and rename it. Laura MacCleery, vice president of consumer policy and mobilization for Consumer Reports, said in a statement that self-driving systems “could make our roads safer” eventually, “but today, we’re deeply concerned that consumers are being sold a pile of promises about unproven technology.”
That’s quite a reversal for an organization that tested a Tesla with Autopilot last October and reported that is “worked quite well,” given its limitations.
Tesla and Elon Musk are sticking to their guns. “Tesla is constantly introducing enhancements proven over millions of miles of internal testing to ensure that drivers supported by Autopilot remain safer than those operating without assistance,” Tesla said in a statement on July 14. “We will continue to develop, validate, and release those enhancements as the technology grows. While we appreciate well meaning advice from any individual or group, we make our decisions on the basis of real world data, not speculation by media.”
At issue are the length of time the car will continue to drive in semi-autonomous mode even when the system detects no hand on the wheel and how the system alerts drivers that it is time for them to resume direct control of the car. In a recent crash involving a Model X driving on a twisty road in Montana, the company says there was no hand on the wheel for more than 2 minutes. The car was traveling at 60 miles an hour, which means it went more than 2 miles with no human input. The driver says he was unaware the car was directing him to take control because his native language is Mandarin, not English.
Also, some drivers report they were unaware the system had handed back control to them, leaving them responsible for driving the car. Ambiguity is not in anyone’s best interests when it comes to driving a motor vehicle.
“Tesla Autopilot functions like the systems that airplane pilots use when conditions are clear,” Tesla said. “The driver is still responsible for, and ultimately in control of, the car. This is enforced with onboard monitoring and alerts. To further ensure drivers remain aware of what the car does and does not see, Tesla Autopilot also provides intuitive access to the information the car is using to inform its actions.” Some drivers feel that “intuitive access” is less successful that it could be. That’s an area that Tesla could address fairly easily by making warnings clearer and less ambiguous.
Consumer Reports’ suggestion seems more than a little over the top. Still, Tesla has to tread carefully here. Rumor and innuendo can have a strongly negative effect on consumer opinions. Some people may remember the maelstrom surrounding the Audi 5000 sudden unintended acceleration situation that happened some time ago. 60 Minutes got involved and people started calling it a “death car.” Audi sales plummeted and it almost went out of business.
There are hundreds of thousands of motor vehicle accidents every year on America’s roads. Few ever garner any media attention. Why is this one crash causing such a commotion? “If it bleeds, it leads,” is a popular expression it the news business and the media have been quick to make a cause célèbre out of Brown’s death.
Elon is not easily dissuaded from his chosen course. But there is ample evidence to suggest that human drivers are not as alert and tech savvy as perhaps the company assumes they are. The trick is to satisfy any safety concerns without stripping the Autopilot system of its life saving features. Ultimately, the question comes down to whether the death of one driver should be an excuse for failing to protect hundreds if not thousands of other drivers from injury or death.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
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Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
