The National Highway Traffic Safety Administration (NHTSA) has asked Tesla to explain why it rolled out a safety enhancement for its Autopilot driver-assist system without issuing a safety-related recall. The Autopilot improvement was rolled out to Tesla’s fleet of vehicles through a free over-the-air update.
The NHTSA is currently probing Tesla’s Autopilot, as well as comparable driver-assist systems from other automakers such as BMW, Honda, Hyundai, Toyota, Ford, Nissan, Setllantis, Kia, Volkswagen, General Motors, Mercedes-Benz, and Subaru. The probe was initiated partly due to several incidents of Teslas on Autopilot crashing into an emergency vehicle parked on the side of the road.
Tesla rolled out a software update that improved Autopilot’s capability to detect and respond to stationary emergency vehicles last month as a free over-the-air update. With the new feature enabled, Teslas like the Model 3 and Model Y gained the ability to slow down once an emergency vehicle was detected. Drivers also heard a chime and saw a reminder to keep their hands on the wheel.
Videos of the feature in action showed that the Autopilot update worked as intended. This, however, seems to have aggravated the NHTSA to some degree.
In a letter to Eddie Gates, Tesla’s director of field quality, an NHTSA official reminded the EV maker that automakers are required to notify the NHTSA of a recall notice within five days if a “safety defect or noncompliance” is identified on their vehicles. The NHTSA asked if Tesla is planning on filing a recall notice for Tesla’s Autopilot update, or if the company is planning on providing a “technical and/or legal basis for declining to do so.”
“As Tesla is aware, the Safety Act imposes an obligation on manufacturers of motor vehicles and motor vehicle equipment to initiate a recall by notifying NHTSA when they determine vehicles or equipment they produced contain defects related to motor vehicle safety or do not comply with an applicable motor vehicle safety standard,” the NHTSA official wrote.
What is quite interesting to note is that the Autopilot update that Tesla rolled out was done not as a response to a “defect” but as a proactive function that makes the company’s vehicles safer on the road. Despite the NHTSA investigation, after all, Tesla’s Autopilot is only involved in a very small fraction of incidents involving stationary emergency vehicles. As per a Government Accountability Office (GAO) report, about 8,000 injuries were reported involving a stationary emergency vehicle in one year.
In comparison, Tesla only accounted for nine crash injuries with first responder vehicles in the past 12 months. Some of those incidents involved drivers who were intoxicated, while some involved drivers who were not paying attention to the road. With this in mind, it appears that the NHTSA’s reaction to a proactively rolled out over-the-air software update is almost tantamount to making mountains out of a molehill.
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News
Tesla ‘Mad Max’ gets its first bit of regulatory attention
Tesla “Mad Max” mode has gotten its first bit of regulatory attention, as the National Highway Traffic Safety Administration (NHTSA) has asked for additional information on the Speed Profile.
A few weeks ago, Tesla officially launched a new Speed Profile for Full Self-Driving (Supervised) known as “Mad Max,” which overtook the “Hurry” mode for the fastest setting FSD offers.
Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet
It launched with Full Self-Driving v14.1.2, and it was no secret that the company was looking for a new mode that would cater to more aggressive driving styles.
The release notes showed the description of the Speed Profile as:
“Introduced new speed profile MAD MAX, which comes with higher speeds and more frequent lane changes than Hurry.”
It certainly lived up to its description. In our testing, it was aggressive, fast, and drove similarly to some of the more challenging traffic patterns I’ve come across.
In normal highway driving, it was one of the quicker cars on the road, while other applications saw it be a suitable version for navigating things like rush-hour traffic.
Here’s what my experience with it was:
🚨 Tesla “Mad Max” testing on FSD v14.1.2
It drives like a human being! Consistent lane changes, keeps up with quicker traffic, very refined
Well done Tesla Team pic.twitter.com/wzTucDhczA
— TESLARATI (@Teslarati) October 19, 2025
While Tesla owners have certainly enjoyed the feature and the behaviors of Mad Max, the NHTSA said it is in contact with Tesla about it, looking to gather additional information. Additionally, it said:
“The human behind the wheel is fully responsible for driving the vehicle and complying with all traffic safety laws.”
The important thing to note with Mad Max mode, along with the other Speed Profiles, is that the driver can choose whichever one they’d like, and they all cater to different driving styles.
While Mad Max is more aggressive, modes like “Sloth” and “Standard” are significantly more conservative and can be more suitable for those who are not comfortable with the faster, more spirited versions.
News
Tesla shares AI5 chip’s ambitious production roadmap details
Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design.”
Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design” that could outperform its predecessor by a notable margin. Speaking during Tesla’s Q3 2025 earnings call, Musk outlined how the chip will be manufactured in partnership with both Samsung and TSMC, with production based entirely in the United States.
What makes AI5 special
According to Musk, the AI5 represents a complete evolution of Tesla’s in-house AI hardware, building on lessons learned from the AI4 system currently used in its vehicles and data centers. “By some metrics, the AI5 chip will be 40x better than the AI4 chip, not 40%, 40x,” Musk said during the Q3 2025 earnings call. He credited Tesla’s unique vertical integration for the breakthrough, noting that the company designs both the software and hardware stack for its self-driving systems.
To streamline the new chip, Tesla eliminated several traditional components, including the legacy GPU and image signal processor, since the AI5 architecture already incorporates those capabilities. Musk explained that these deletions allow the chip to fit within a half-reticle design, improving efficiency and power management.
“This is a beautiful chip,” Musk said. “I’ve poured so much life energy into this chip personally, and I’m confident this is going to be a winner.”
Tesla’s dual manufacturing strategy for AI5
Musk confirmed that both Samsung’s Texas facility and TSMC’s Arizona plant will fabricate AI5 chips, with each partner contributing to early production. “It makes sense to have both Samsung and TSMC focus on AI5,” the CEO said, adding that while Samsung has slightly more advanced equipment, both fabs will support Tesla’s U.S.-based production goals.
Tesla’s explicit objective, according to Musk, is to create an oversupply of AI5 chips. The surplus units could be used in Tesla’s vehicles, humanoid robots, or data centers, which already use a mix of AI4 and NVIDIA hardware for training. “We’re not about to replace NVIDIA,” Musk clarified. “But if we have too many AI5 chips, we can always put them in the data center.”
Musk emphasized that Tesla’s focus on designing for a single customer gives it a massive advantage in simplicity and optimization. “NVIDIA… (has to) satisfy a large range of requirements from many customers. Tesla only has to satisfy one customer, Tesla,” he said. This, Musk stressed, allows Tesla to delete unnecessary complexity and deliver what could be the best performance per watt and per dollar in the industry once AI5 production scales.
Energy
Tesla VP hints at Solar Roof comeback with Giga New York push
The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.
Tesla’s long-awaited and way underrated Solar Roof may finally be getting its moment. During the company’s Q3 2025 earnings call, Vice President of Energy Engineering Michael Snyder revealed that production of a new residential solar panel has started at Tesla’s Buffalo, New York facility, with shipments to customers beginning in the first quarter of 2026.
The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.
Tesla Energy’s strong demand
Responding to an investor question about Tesla’s energy backlog, Snyder said demand for Megapack and Powerwall continues to be “really strong” into next year. He also noted positive customer feedback for the company’s new Megablock product, which is expected to start shipping from Houston in 2026.
“We’re seeing remarkable growth in the demand for AI and data center applications as hyperscalers and utilities have seen the versatility of the Megapack product. It increases reliability and relieves grid constraints,” he said.
Snyder also highlighted a “surge in residential solar demand in the US,” attributing the spike to recent policy changes that incentivize home installations. Tesla expects this trend to continue into 2026, helped by the rollout of a new solar lease product that makes adoption more affordable for homeowners.
Possible Solar Roof revival?
Perhaps the most intriguing part of Snyder’s remarks, however, was Tesla’s move to begin production of its “residential solar panel” in Buffalo, New York. He described the new panels as having “industry-leading aesthetics” and shape performance, language Tesla has used to market its Solar Roof tiles in the past.
“We also began production of our Tesla residential solar panel in our Buffalo factory, and we will be shipping that to customers starting Q1. The panel has industry-leading aesthetics and shape performance and demonstrates our continued commitment to US manufacturing,” Snyder said during the Q3 2025 earnings call.
Snyder did not explicitly name the product, though his reference to aesthetics has fueled speculation that Tesla may finally be preparing a large-scale and serious rollout of its Solar Roof line.
Originally unveiled in 2016, the Solar Roof was intended to transform rooftops into clean energy generators without compromising on design. However, despite early enthusiasm, production and installation volumes have remained limited for years. In 2023, a report from Wood Mackenzie claimed that there were only 3,000 operational Solar Roof installations across the United States at the time, far below forecasts. In response, the official Tesla Energy account on X stated that the report was “incorrect by a large margin.”
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