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Tesla Autopilot impresses in 79-minute ‘Torture Test’ through long winding roads
A Tesla Model 3 owner recently tested Autopilot’s abilities on the long and winding roads of the Blue Ridge Parkway in North Carolina. The 45.9-mile trip lasted 79 minutes, giving the driver a fair amount of insight regarding Autopilot’s performance with update 2020.16.2.1.
In a later comment on Reddit, the host of Youtube’s The Tech of Tech channel stated that he decided to test Autopilot’s capabilities on rainy, foggy roads stretching across the historic Blue Ridge Parkway in North Carolina.
“I did adjust the maximum speed to accommodate visibility due to fog as Autopilot doesn’t know to just slow down- it will shut off if it can’t see far enough for the speed. However, by lowering the maximum speed to what I’d want to drive anyway, Autopilot remains engaged. Other than that, all steering, braking, acceleration, etc. is done by the car and not me,” the driver wrote.
One notable feature of the update focused on Autopilot’s capability to slow down for sharp curves, which results in safer navigation through abrupt turns. For example, on a right turn, the car will drive closer to the right edge of the pavement, which provides a safer environment if two vehicles are driving through the same curve in opposite directions.
Tech of Tech indicates that the addition of the “Slowing for Sharp Curves” feature was the only reason the car could navigate the tricky roads of the Blue Ridge Parkway, which it did in impressive fashion.
Tesla rolled out a similar feature last year, but there were some issues with its performance that made some drivers feel uncomfortable. The company continually improved the capability, which was then released with 2020.16.2.1 to owners around May 16 this year, according to TeslaFi.com.
“This update introduced new slowing behavior. Autopilot slows much more for tight curves than before, and it does so much more smoothly than the aborted slowing behavior introduced when V10 first released,” the host said.
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As could be seen in the video of the torture test, Autopilot managed to navigate through the various challenging sections of the Blue Ridge Parkway for 79 straight minutes before the car took a turn a bit too sharply, which required the driver to intervene. This instance was the only mistake that the car’s software made in almost 46 miles of driving, and that’s in questionable weather conditions and on a stretch of road that challenges even human drivers.
Tesla’s Autopilot software continues to improve through the millions of miles of driving data that owners contribute to the company’s Neural Network. Tesla CEO Elon Musk indicated during the company’s Q1 2020 Earnings Call that the Neural Net’s training was coming along nicely and that contributions were being assessed to improve the safety and performance of the company’s driver-assist features.
“We are collecting data from over 1 million intersections every month at this point. This number will grow exponentially as more people get the update, and as more people start driving again. Soon, we will be collecting data from over 1 billion intersections per month. All of those confirmations are training on neural net, essentially, the driver when driving and taking action is effectively labeling — the labeling reality as they drive, and making the neural net better and better,” Musk said.
Watch The Tech of Tech‘s Tesla Model 3 navigate the Blue Ridge Parkway below.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
