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NHTSA’s incoming senior safety adviser has a serious anti-Tesla Autopilot and FSD bias
The National Highway Traffic Safety Administration (NHTSA) has recently confirmed that Duke University professor Missy Cummings is poised to be named as its new senior safety adviser. While her credentials as a computer science professor and background as a person knowledgeable about autonomous driving technologies would likely be an essential resource for the NHTSA, Dr. Cummings has exhibited something quite peculiar in social media — She appears to have a serious bias against Tesla, particularly surrounding the company’s Autopilot and Full Self Driving programs.
Over the years, Dr. Cummings, through her personal Twitter account, frequently posted overtly negative statements about Tesla, its vehicles, and its CEO Elon Musk. A number of Tesla owners and supporters who claimed to have not interacted with Dr. Cummings online also observed that they seem to have been preemptively blocked by the incoming NHTSA safety official.
Everybody has a personal bias about something they are passionate about. As such, it is understandable for the Duke University professor to adopt a skeptical stance on Tesla and its Autopilot and FSD programs. There is such a thing as a healthy dose of skepticism, after all. However, or at least based on the incoming NHTSA senior safety official’s Twitter feed, Dr. Cummings appears to have crossed the line from objective to subjective when it comes to Tesla and its technologies. The same goes for her stance regarding CEO Elon Musk. In March 2020, for example, Dr. Cummings seemingly joked about needing someone to stop her from punching Elon Musk in the face.
Punching jokes aside, the Duke University professor also stands as a present member of Veoneer, a Swedish LIDAR company. Publicly available SEC disclosures indicate that Dr. Cummings has received restricted stock units in Veoneer worth about $400,000 a year at present market prices. Considering that Tesla is a company directly competing with Veoneer in the way that it is developing autonomous driving systems with only a vision-based system, there seems to be a conflict of interest at play.
It should be noted that Dr. Cummings’ seat at Veoneer was not disclosed when she published a paper (which was later updated to remove inaccurate details about a fatal Tesla crash) criticizing systems such as Autopilot for their possible dangers. And so far, the incoming NHTSA senior safety adviser has not shared if she would be leaving her post at the Swedish LIDAR company, especially since she would soon be advising a US safety agency on driver-assist systems that adopt both LIDAR and non-LIDAR solutions.
Interestingly enough, Dr. Cummings’ criticism of Tesla and its Autopilot and FSD programs seems to stem from the fact that the company’s vehicles lack of equipment such as the LIDAR sensors provided by Veoneer. In an appearance at The Robot Brains Podcast earlier this year, the Duke University professor remarked that she is “basically an albatross around Elon’s and Tesla’s neck” and that “Where (she’s) going after is his (Elon Musk’s) desire to drop radar off of his cars and now go to vision-only.”
Dr. Cummings further noted that “There’s no vision research out there which doesn’t think that’s crazy and is gonna kill someone.” In a 2019 tweet, the incoming NHTSA safety official also noted that the NHTSA should require Tesla to disable Autopilot, since it “easily causes mode confusion.” This was a similar take from her post in 2018 when she noted that Elon Musk’s Tesla is the only “killer robot” present today.
Tesla CEO Elon Musk has noted on Twitter that the Biden administration’s appointment of Dr. Cummings as a senior safety official for the NHTSA is quite “odd,” and in a later post, Musk also observed that “Objectively, her track record is extremely biased against Tesla.” In response to Musk’s post, the incoming senior safety official for the NHTSA noted that she was “happy to sit down and talk with you (Musk) anytime.” Hopefully, such a discussion could really happen with as little bias from both sides as possible, and with absolutely zero punches being thrown at the Tesla CEO.
The NHTSA’s appears to have its eye on Tesla recently. Earlier this month alone, and as the agency’s probe on several Autopilot crashes on stationary emergency vehicles continued, the NHTSA asked Tesla to explain why it rolled out a safety improvement to Autopilot through an over-the-air software update without issuing a recall.
This was quite an interesting question from the NHTSA, seeing as the Autopilot update was done as proactive measure that would allow Teslas to operate in a safer manner on the road, not as a response to a defect. This was despite Tesla accounting for only nine crash injuries with first responder vehicles in the past 12 months, a small fraction of the 8,000 injuries that were reported by the Government Accountability Office (GAO) involving a stationary emergency vehicle in the United States in a year.
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Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
