

News
Mullen Automotive labeled ‘Another Fast Talking EV Hustle’ in new Hindenburg Research report
Hindenburg Research came out with a new report on Wednesday calling Mullen Automotive “another fast-talking EV hustle,” claiming the up-and-coming electric vehicle startup has “grand promises — and little to back them up.”
Founded in 2014, Mullen has been attempting to build competitive electric vehicles and develop new battery technology that would revolutionize the increasingly-saturated industry. The company’s stock has climbed around 316 percent, according to the report, which has been driven by “retail investor euphoria over bold claims of ground-breaking technology, near term production of its EV vans, and a major as-yet-unnamed Fortune 500 customer.”
A considerable chunk of that growth came recently as Mullen released an update on battery testing, which sent the company’s stock up 145 percent, the report states. “In reality, the “news” appears to be a rehash of testing the company had already announced in 2020,” Hindenburg wrote. The extensive report also questions Mullen’s research and development practices, which have not aligned with what the company has spent investing in developing its products. Hindenburg said Mullen only spent around $3 million in R&D last year, despite the company stating it is on track for commercialization of solid-state batteries within the next 18 to 24 months. Meanwhile, other companies and significant automakers have funneled billions into developing the tech, without much to show for it.
Other claims in the report state that the two electric cargo vans Mullen said it will manufacture are actually Chinese EVs rebranded with a company logo. “Import records show the company recently imported two vehicles from China, one of each model,” the report said.
Additionally, Mullen has major production hurdles to jump over, including EPA certifications and a need for employees.
Mullen shares (NASDAQ: MULN) dropped as much as 8.27 percent this morning after the report was published. Shares were down around 4.4 percent as of 12:51 PM EST. Mullen did not immediately respond to Teslarati’s inquiry for comment.
The automaker is currently developing its introductory EV, the Mullen Five. An all-electric crossover, Mullen estimates the range will be around 325 miles, with a max speed of 155 MPH and 0-60 in just 3.2 seconds.
Earlier this week, Mullen announced the promotion of former Tesla executive John Taylor to its Global Manufacturing and Strategic Planning Head. “John brings a wealth of experience in the EV manufacturing space. He plays a critical role in the ongoing setup and expansion of Mullen’s Advanced Manufacturing and Engineering Center (AMEC) in Tunica, Mississippi,” CEO David Michery said. “John’s international manufacturing experience will come into play as he strategizes and evaluates Mullen’s other domestic and international manufacturing opportunities.”
Hindenburg Research has released numerous short-seller reports in the past, including one with Nikola Motor that turned out to lead to the company’s eventual restructuring. Founder Trevor Milton stepped down, and was indicted on fraud charges late last year.
The full report against Mullen Automotive is available here.
Disclosure: Joey Klender is not a Mullen Shareholder.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here
This represents FSD’s most significant update in nearly a year.

Tesla has started the rollout of Full Self-Driving (Supervised) V14.1, the advanced driver-assist system’s most significant update in nearly a year. The release introduces vision-based navigation for real-time detour handling and a new “Arrival Options” feature that simulates Robotaxi-style drop-offs.
New Tesla Vision-based features
With Version 14.1, Tesla has integrated navigation and routing directly into its vision-based neural network, enabling the system to respond to scenarios such as blocked roads or closures in real time. The update also enhances emergency vehicle detection, allowing the car to pull over or yield when police, fire, or ambulances are nearby.
Other improvements include refined responses to debris, school buses, and lane cut-ins, as well as smoother handling of unprotected turns and gated entries. The update also adds a Robotaxi-style automatic camera-cleaning system. Tesla also promises improved fault recovery for greater reliability during degraded system operation.
New Speed Profiles and other features
Drivers can now personalize FSD’s behavior more precisely through new Speed Profiles. A new “Sloth” mode has joined the lineup, offering a more conservative lane and speed selection than “Chill.” Preferences for parking and arrival positions are saved per destination, while the system’s reasoning model automatically recommends several options for each route.
Users can start FSD from a single tap, adjust settings from the central visualization, and expect fewer driver “nags,” according to Elon Musk. The CEO noted that Version 14 features a 10x higher parameter count and said it “feels sentient” compared to earlier builds. While it’s still a supervised system, unlike the Austin Robotaxi pilot, FSD 14.1 seems to be a key milestone toward the refinement of Tesla’s autonomous driving efforts.
FSD (Supervised) V14.1 release notes
Following are the release notes for FSD (Supervised) V14.1:
FSD(Supervised) v14.1 includes:
• Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.
• Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).
• Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.
• Added additional Speed Profile to further customize driving style preference.
• Improved handling for static and dynamic gates.
• Improved offsetting for road debris (e.g. tires, tree branches, boxes).
• Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school buses.
Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.
• Added automatic narrow field washing to provide rapid and efficient front camera self-cleaning, and optimize aerodynamics wash at higher vehicle speed.
• Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!
Upcoming Improvements:
• Overall smoothness and sentience
• Parking spot selection and parking quality
• You can now select an arrival option such as Parking Lot, Street, Driveway, Parking Garage and Curbside for Robotaxi-style drop offs.
• Your preferences for arrival options and preferred parking positions are persisted for each destination.
• Our reasoning model will assess the suitable options for your destination and pick an intuitive default.
Speed Profiles:
FSD (Supervised) will now determine the appropriate speed based on a mix of driver profile, speed limit, and surrounding traffic:
• Introduced new Speed Profile SLOTH, which comes with lower speeds & more conservative lane selection than CHILL.
• Driver profile now has a stronger impact on behavior. The more assertive the profile, the higher the max speed.
• Right scroll-wheel up/down now adjusts Speed Profile setting rather than your precise max speed offset selection in mph/kph.
UI Improvements:
• Start Self-Driving with a tap of the touchscreen from Park, or any time during your drive.
• Adjust settings like the Speed Profile and Arrival Options directly from the Autopilot visualization on the center display.
News
Tesla plant manager tips off affordable model production

A plant manager at a Tesla factory just tipped off the fact that the company will begin production of an affordable model in the coming weeks, all but confirming that a new car will be unveiled tomorrow.
Tesla has been teasing some kind of product unveiling for October 7 on its social media accounts. It has now dropped two separate indications that a new product is coming on its X account.
Fans have been anticipating two things: either the company’s planned affordable model, which has been codenamed “E41,” or the Roadster, a long-awaited vehicle that Tesla has kept under wraps for much longer than it would likely care to admit.
Tesla all but confirms that affordable Model Y is coming Tuesday
André Thierig, Tesla’s plant manager at the German production plant Gigafactory Berlin, tipped off what is likely coming tomorrow at the product unveiling as he revealed during an internal event today that a light version of the Model Y will begin series production and deliveries “in a few weeks.”
Thierig’s revealing of plans was reported by Handelsblatt, a German media outlet.
The description of a “light version of the Model Y” aligns with what CEO Elon Musk said earlier this year, as well as what we have seen on public roads, both covered and uncovered.
Last week, we finally saw an uncovered version of what the affordable model likely is, as it was cruising around near Gigafactory Texas, just outside of Austin.
Tesla coding shows affordable model details, including potential price
Musk said earlier this year, candidly during an Earnings Call, that the affordable model Tesla planned to release was a Model Y.
“It’s just a Model Y. Let the cat out of the bag there,” Musk said.
The images of what we assumed to be the affordable model lined up with Musk’s candid statement:
🚨 It looks like the new affordable Tesla Model Y was spotted near Giga Texas
Model Y body with the Model 3 fascia, no glass roof, and looks as if there is a front bumper camera!
Should be coming soon! https://t.co/UAXQMHjM23 pic.twitter.com/9lC5te9GnW
— TESLARATI (@Teslarati) October 3, 2025
Tesla is expected to unveil its affordable model tomorrow during the planned event, which has been teased twice. Pricing and other details are still pending, but the company is expected to reveal this information tomorrow.
News
Three things Tesla needs to improve with Full Self-Driving v14 release
These are the three things I’d like to see Tesla Full Self-Driving v14 improve.

As Tesla plans to release Full Self-Driving version 14 this week after CEO Elon Musk detailed a short delay in its rollout, there are several things that continue to plague what are extremely well-done drives by the suite.
Tesla Full Self-Driving has truly revolutionized the way I travel, and I use it for the majority of my driving. However, it does a few things really poorly, and these issues are consistent across many drives, not just one.
Tesla Full Self-Driving impressions after three weeks of ownership
Musk has called FSD v14 “sentient” and hinted that it would demonstrate drastic improvements from v13. The current version is very good, and it commonly performs some of the more difficult driving tasks well. I have found that it does simple, yet crucial things, somewhat poorly.
These are the three things I’d like to see Tesla Full Self-Driving v14 improve.
Navigation, Routing, and Logical Departure
My biggest complaint is how poorly the navigation system chooses its route of departure. I’ve noticed this specifically from where I Supercharge. The car routinely takes the most illogical route to leave the Supercharger, a path that would require an illegal U-turn to get on the correct route.
I managed to capture this yesterday when leaving the Supercharger to go on a lengthy ride using Full Self-Driving:
You’ll see I overrode the attempt to turn right out of the lot by pushing the turn signal to turn left instead. If you go right, you’ll go around the entire convenience store and end up approaching a traffic light with a “No U-Turn” sign. The car has tried to initiate a U-turn at this light before.
If you’re attempting to get on the highway, you simply have to leave the convenience store on a different route (the one I made the vehicle go in).
It then attempted to enter the right lane when the car needed to remain in the left lane to turn left and access the highway. I manually took over and then reactivated Full Self-Driving when it was in the correct lane.
To achieve Unsupervised Full Self-Driving, such as navigating out of a parking lot and taking the logical route, while also avoiding illegal maneuvers, is incredibly crucial.
Too Much Time in the Left Lane on the Highway
It is illegal to cruise in the left lane on highways in all 50 U.S. states, although certain states enforce it more than others. Colorado, for example, has a law that makes it illegal to drive in the left lane on highways with a speed limit of 65 MPH or greater unless you are passing.
In Florida, it is generally prohibited to use the left lane unless you are passing a slower vehicle.
In Pennsylvania, where I live, cruising in the left lane is illegal on limited-access highways with two or more lanes. Left lanes are designed for passing, while right lanes are intended for cruising.
Full Self-Driving, especially on the “Hurry” drive mode, which drives most realistically, cruises in the left lane, making it in violation of these cruising laws. There are many instances when it has a drastic amount of space between cars in the right lane, and it simply chooses to stay in the left lane:
The clip above is nearly 12 minutes in length without being sped up. In real-time, it had plenty of opportunities to get over and cruise in the left lane. It did not do this until the end of the video.
Tesla should implement a “Preferred Highway Cruising Lane” option for two and three-lane highways, allowing drivers to choose the lane that FSD cruises in.
It also tends to pass vehicles in the slow lane at a speed that is only a mile an hour or two higher than that other car.
This holds up traffic in the left lane; if it is going to overtake a vehicle in the right lane, it needs to do it faster and with more assertiveness. It should not take more than 5-10 seconds to pass a car. Anything longer is disrupting the flow of highway traffic.
Parking
Full Self-Driving does a great job of getting you to your destination, but parking automatically once you’re there has been a pain point.
As I was arriving at my destination, it pulled in directly on top of the line separating two parking spots. It does this frequently when I arrive at my house as well.
Here’s what it looked like yesterday:
Parking is one of the easier tasks Full Self-Driving performs, and Autopark does extremely well when the driver manually chooses the spot. I use Autopark on an almost daily basis.
However, if I do not assist the vehicle in choosing a spot, its performance pulling into spaces is pretty lackluster.
With a lot of hype surrounding v14, Tesla has built up considerable anticipation among owners who want to see FSD perform the easy tasks well. As of now, I believe it does the harder things better than the easy things.
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