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 stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.
The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.
The losses on capex were expected, as Tesla said it would be spending heavily in 2026.
Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.
The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.
Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.
Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
Tesla stock tumbles after earnings, one of its sharpest single-day declines
Elon Musk is not happy about this Tesla Full Self-Driving approval delay
