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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 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’
