A Tesla owner recently critiqued the performance of Autopilot and Full Self-Driving after the conclusion of a 6,400-mile trip across the United States. According to the driver, more than 99 percent of the trip was driven utilizing Tesla’s semi-autonomous driving functions, with the critiques showing the automaker’s strengths and weaknesses in terms of how both Autopilot and FSD can affect a drive of this substantial distance.
Tim Heckman took his Model S Plaid equipped with FSD Beta and Tesla Vision on the 6,392-mile trip from Los Angeles to Reading, Pennsylvania, and back, recording most of the (currently unreleased) footage on a GoPro mounted inside the vehicle. There were undoubtedly positives but also negatives, as Heckman describes the utilization of Autopilot and FSD on a trip of this length as an advantage in the “personal cost” of driving this many miles in a matter of two weeks.
On December 15th I left to drive from Los Angeles to near Philadelphia. Got back yesterday, after a total of 6,392 miles in the Model S Plaid with #FSDBeta.
Drove more than 99% autonomously, and I’ve some not great @Tesla Autopilot + FSD thoughts and experiences to share… ?
— Tim Heckman (@theckman) January 1, 2023
But where Tesla’s systems helped, it hurt elsewhere. Heckman describes frustration with the company’s recent transition to a camera-only approach, known as Tesla Vision, the suite’s lack of consistency outside of California, and where the company might have spent its focus over the past few years during the development.
No Radar, No Problem?
As Heckman took the drive in a Model S Plaid with camera-based Tesla Vision, the lack of radar was the first point of emphasis. Autopilot was more accurate and less stressful in a previous Tesla that equipped both cameras and radar for operation, Heckman said. “The removal of radar on the highway was a huge mistake,” he said in a Tweet. “Tesla Vision very often misidentified vehicles in front as being much closer than they are, trigging strong phantom braking. Sometimes losing 20mph of speed before I can react, which is a huge safety concern.”
During some points of the drive, the vehicle would recognize cars and adjust speeds that were not actually there. Additionally, Tesla Vision’s performance in low-visibility conditions like rain and fog was not ideal. Past iterations of the suites proved more effective, in Heckman’s opinion.
The automaker rolled out Tesla Vision in early 2021 in the Model 3 and Model Y, and the Model S and Model X received the update in 2022. When Tesla announced it would transition to a camera-only system, CEO Elon Musk explained that radar had helped solve the shortfalls that cameras couldn’t solve. However, it was never in the plan to rely on both radar and cameras.
“And when your vision works, it works better than the best human because it’s like having eight cameras, it’s like having eyes in the back of your head, beside[s] your head and has three eyes of different focal distances looking forward. This is — and processing it at a speed that is superhuman. There’s no question in my mind that with a pure vision solution, we can make a car that is dramatically safer than the average person,” Musk said during the Q1 2021 Earnings Call.
Speed Limit Changes
Another huge problem Heckman described was a slow decrease in speed after the reduction of speed limits in an area. This occurred on streets and not on the highway, but still raised some concern. Heckman noted it took “many seconds” to reach the legal speed when limits decreased by as much as 20 MPH.
In fact, someone I know was pulled over on New Years Eve (yesterday) by a Nevada state trooper because #FSD took too long to slow down in observance of the speed limit going from 55mph to 35mph.
Is that acceptable? Especially when we’ll have single stack on the highway?
— Tim Heckman (@theckman) January 1, 2023
Were Autopilot and FSD beneficial during this trip?
Yes.
“I love long road trips, and Autopilot makes them easier,” Heckman said. Despite the issues, it was still a pleasant experience and something he hopes to do again on his next trek from LA to PA.
At the end of the day, I think this stuff has tremendous potential. But at this point there needs to be focus and good execution, while not causing regressions in the experience especially on features that impact your safety and the safety of others on the road.
— Tim Heckman (@theckman) January 1, 2023
Heckman said he believes the lack of progress and improvements when speaking in terms of highway performance may be related to Tesla’s focus on solving self-driving on city streets.
“As a result of changing focus, Autopilot experience is worse than when we got our Model 3 in summer 2019,” he said.
Fun Fact: Tim told me his two longest days of driving were from Fort Worth, TX, to Burbank, CA, equating to roughly 1,404 miles, and from Burbank, CA, to Amarillo, TX, for 1,079 miles.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
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’
