News
Tesla Autopilot ‘easily tricked’ by Consumer Reports in bizarre test
Consumer Reports claims to have shown that Tesla Autopilot can be “easily tricked” into driving without anyone in the driver’s seat. The test process was extremely bizarre and required certain items that most drivers would never have in their vehicles.
CR released a report on April 22nd entitled, “CR Engineers Show a Tesla Will Drive With No One in the Driver’s Seat.” The test was in response to the recent and very public Tesla Model S crash in Texas, where two men, unfortunately, passed away after their all-electric sedan crashed violently into a tree at a high speed. Investigators are attempting to determine whether the vehicle was “driverless,” a claim made by several mainstream media outlets. CEO Elon Musk chimed in just days after the crash and the very public coverage of it to say that it would be impossible for Autopilot to function on the road where the crash occurred due to the lack of road lines, which are required to initiate the use of Basic Autopilot.
Tesla alleged “driverless” crash in Texas: What is known so far
The CR test required the vehicle, a Tesla Model Y, to be in motion, and engineers then engaged Autopilot and set the speed dial to 0, which brought the car to a stop. Next, Jake Fisher, CR’s Senior Director of Auto Testing, placed a “small, weighted chain on the steering wheel, to simulate the weight of a driver’s hand, and slid over into the front passenger seat without opening any of the vehicle’s doors, because that would disengage Autopilot.” The Autopilot speed was then adjusted so that the vehicle would accelerate from its stationary position. The car managed to drive up and down the half-mile lane of the CR test track, although nobody was in the seat or controlling the vehicle. “It was a bit frightening when we realized how easy it was to defeat the safeguards, which we proved were clearly insufficient,” Fisher said. The engineers encouraged nobody to try the experiment at home, but who will have a custom weighted chain sitting around to experiment with anyway?
“In our evaluation, the system not only failed to make sure the driver was paying attention, but it also couldn’t tell if there was a driver there at all,” Fisher added, but he wasn’t done throwing shade at Tesla. “Tesla is falling behind other automakers like GM and Ford that, on models with advanced driver assist systems, use technology to make sure the driver is looking at the road.” GM’s SuperCruise and Ford’s recently released BlueCruise are what Fisher is referencing, but the comparisons don’t really add up.
Tesla Autopilot has over 23 billion real-world miles of data that is stored in a Neural Network to improve performance. With every mile driven, Tesla’s semi-autonomous driving functionalities become more robust, more precise, and more adaptable to human behavior. Ford and GM have accumulated only a fraction of these statistics. Tesla, meanwhile, recently reported its Q1 2021 Safety Report, where it found that Autopilot is nearly 10 times safer than human driving.
Tesla’s Q1 2021 accident data shows Autopilot is closing in on being 10X safer than humans
The test performed by CR is extremely bizarre because people would not normally have all of these things in their vehicle or even in their possession, to begin with. Tesla maintains that drivers are responsible for remaining attentive during the entirety of their driving experience. The company has never claimed to have released a program capable of Level 5 autonomy where a driver needs to pay no attention to the road or the vehicle’s surroundings. Yet, Tesla’s very-publicized crash raises questions from those who have a historical distaste for the company and its products. Consumer Reports has not been keen on Tesla in the past. They have indicated that GM’s SuperCruise, despite being less effective or safe than Autopilot based on data, holds a commanding lead over Tesla’s semi-autonomous driving program.
It is worth noting that Tesla has several safety thresholds that would prohibit anyone from attempting to let the vehicle drive itself. These include a steering wheel monitoring system, which will bring the car to a complete stop if the driver is not holding it. The system also requires a driver to be in the seat to function, and the company recently revoked FSD software from several drivers who were abusing the program by being inattentive. More safety features, like a facial features recognition camera, will monitor the driver’s eyes and face to ensure they are paying attention to the road.
What are your thoughts on the CR study? Let us know in the comments, or let me know at @KlenderJoey on Twitter. You can email me at joey@teslarati.com as well.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
