News
Stanford studies human impact when self-driving car returns control to driver
Researchers involved with the Stanford University Dynamic Design Lab have completed a study that examines how human drivers respond when an autonomous driving system returns control of a car to them. The Lab’s mission, according to its website, is to “study the design and control of motion, especially as it relates to cars and vehicle safety. Our research blends analytical approaches to vehicle dynamics and control together with experiments in a variety of test vehicles and a healthy appreciation for the talents and demands of human drivers.” The results of the study were published on December 6 in the first edition of the journal Science Robotics.
Holly Russell, lead author of study and former graduate student at the Dynamic Design Lab says, “Many people have been doing research on paying attention and situation awareness. That’s very important. But, in addition, there is this physical change and we need to acknowledge that people’s performance might not be at its peak if they haven’t actively been participating in the driving.”
The report emphasizes that the DDL’s autonomous driving program is its own proprietary system and is not intended to mimic any particular autonomous driving system currently available from any automobile manufacturer, such as Tesla’s Autopilot.
The study found that the period of time known as “the handoff” — when the computer returns control of a car to a human driver — can be an especially risky period, especially if the speed of the vehicle has changed since the last time the person had direct control of the car. The amount of steering input required to accurately control a vehicle varies according to speed. Greater input is needed at slower speeds while less movement of the wheel is required at higher speeds.
People learn over time how to steer accurately at all speeds based on experience. But when some time elapses during which the driver is not directly involved in steering the car, the researchers found that drivers require a brief period of adjustment before they can accurately steer the car again. The greater the speed change while the computer is in control, the more erratic the human drivers were in their steering inputs upon resuming control.
“Even knowing about the change, being able to make a plan and do some explicit motor planning for how to compensate, you still saw a very different steering behavior and compromised performance,” said Lene Harbott, co-author of the research and a research associate in the Revs Program at Stanford.
Handoff From Computer to Human
The testing was done on a closed course. The participants drove for 15 seconds on a course that included a straightaway and a lane change. Then they took their hands off the wheel and the car took over, bringing them back to the start. After familiarizing themselves with the course four times, the researchers altered the steering ratio of the cars at the beginning of the next lap. The changes were designed to mimic the different steering inputs required at different speeds. The drivers then went around the course 10 more times.
-
Even though they were notified of the changes to the steering ratio, the drivers’ steering maneuvers differed significantly from their paths previous to the modifications during those ten laps. At the end, the steering ratios were returned to the original settings and the drivers drove 6 more laps around the course. Again the researchers found the drivers needed a period of adjustment to accurately steer the cars.
The DDL experiment is very similar to a classic neuroscience experiment that assesses motor adaptation. In one version, participants use a hand control to move a cursor on a screen to specific points. The way the cursor moves in response to their control is adjusted during the experiment and they, in turn, change their movements to make the cursor go where they want it to go.
Just as in the driving test, people who take part in the experiment have to adjust to changes in how the controller moves the cursor. They also must adjust a second time if the original response relationship is restored. People can performed this experiment themselves by adjusting the speed of the cursor on their personal computers.
“Even though there are really substantial differences between these classic experiments and the car trials, you can see this basic phenomena of adaptation and then after-effect of adaptation,” says IIana Nisky, another co-author of the study and a senior lecturer at Ben-Gurion University in Israel “What we learn in the laboratory studies of adaptation in neuroscience actually extends to real life.”
In neuroscience this is explained as a difference between explicit and implicit learning, Nisky explains. Even when a person is aware of a change, their implicit motor control is unaware of what that change means and can only figure out how to react through experience.
Federal and state regulators are currently working on guidelines that will apply to Level 5 autonomous cars. What the Stanford research shows is that until full autonomy becomes a reality, the “hand off” moment will represent a period of special risk, not because of any failing on the part of computers but rather because of limitations inherent in the brains of human drivers.
The best way to protect ourselves from that period of risk is to eliminate the “hand off” period entirely by ceding total control of driving to computers as soon as possible.
-
-
Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
-
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
-
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
-
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
