An insurance company wanted to prove that Tesla batteries catch on fire and performed a test without the battery. Yes, you read that right. Axa Insurance put on a show marketed as a crash test and admitted to 24auto.de that there were no batteries in the tested videos.
you can’t make this up:
insurer @AXA tries demonstrating the 🔥 dangers of EVs.
a Tesla Model S goes up in flames – but the battery had been removed beforehand.
how did it burn then? 🤔
why, the car was set ablaze by pyrotechnics, of course 🧨🤷♂️— stekkerauto 🚗⚡️ (@stekkerauto) August 30, 2022
According to a statement by the Axa, EVs can pose a risk of fire due to the batteries. However, Axa chose to perform these tests ‘proving’ it by not including the batteries. Instead, they set the car on fire in a different way.
Axa told 24auto.de that it would have been too dangerous to demonstrate an actual battery fire so they removed the battery cells before the tests. This same reasoning applied to their decision to ignite the fire of a Tesla Model S with pyrotechnics.
“For safety reasons, it was not possible to ignite a real battery fire at an event with around 500 people, which is why a fire with pyrotechnics was staged.”
“We wanted to use the fire the accident researchers: on the one hand point out the danger of a cell fire, which can result from damage to the underside of the electric car, and on the other hand point out the problems with fires in electric vehicles in general. Fortunately, fires are very rare in electric cars as well as in conventional combustion engines. In the rare case of a battery fire, so-called thermal runaways can.”
Michael Pfäffli, head of accident research at AXA Switzerland, said that the high torque found in most EVs could result in unwanted, jerky acceleration and loss of control. During the crash test, it was assumed that the driver would lose control of the Tesla which would then roll over on a traffic island.
After the crash, Axa noted that the passenger side was intact but the underbody was badly damaged. Axa researchers also noted that the drive battery was very well protected but could still pose a fire hazard.
The photo provided by Axa and the videos made available to the media show the EV on fire. pic.twitter.com/E2NTqCnSZ1
— stekkerauto 🚗⚡️ (@stekkerauto) August 30, 2022
I have so many questions…
How can you claim that something catches on fire and then do a test without that object? And honestly, anything will catch on fire if you set it on fire. Except for water unless the water is contaminated with something flammable.
In my opinion, this so-called test combined with the claim that fires are rare with conventional combustible engines is just FUD (fear, uncertainty, and doubt).
Another question. How is it legal for any company to openly test a vehicle in this manner on public roads? If they were worried about safety, they shouldn’t be testing and setting cars on fire in places where innocent people could get hurt. Did they have a permit or some type of agency approval for testing?
Tesla owners get criticized for using Full Self-Driving Beta but it’s okay for insurance companies to stage car fires on public roads?
One last question. Would Axa have come out and admitted that this whole thing was staged if 24auto.de hadn’t asked them? They presented the photo to the media which would have harmed Tesla’s reputation. So the question has to be asked, what were Axa’s real motives here?
Note: Johnna is a Tesla shareholder and supports its mission.
Your feedback is important. If you have any comments, concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
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.
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.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
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
