News
Opinion: Tesla Autopilot NHTSA investigation headlines are out of control
There is a difference between slant and straight-up inaccuracy. Slant is unavoidable as it typically relies on a writer’s personal biases. Making connections that could be immediately debunked with the slightest modicum of research, however, is completely avoidable. This was exactly the case on Monday as a wave of negative Tesla news emerged following an announcement that the NHTSA is launching a formal investigation on Autopilot over 11 incidents that involved Teslas crashing into parked emergency vehicles.
The NHTSA Investigation
The NHTSA’s ODI Resume was very brief and direct. And while the agency did state that it would be evaluating Autopilot for Model S, Model 3, Model X, and Model Y from model year 2014 to 2021, the NHTSA did note that its investigation would involve 11 incidents in the United States. These incidents resulted in 17 injuries and one fatality.
Tesla prides itself on being a company that focuses intently on the safety of its vehicles, and in this light, investigations that would make systems like Autopilot ultimately safer for the general public would likely be welcomed by the company. Elon Musk, after all, has posted in the past that he agrees with the NHTSA “99.9% of the time.” The Tesla CEO has also specified on Twitter that he thinks the “NHTSA is great.”
If one were to look at the coverage of the investigation in some mainstream media outlets, however, one would think that things are far more dire.
The Coverage and Missing Details
It is true that negative stories attract more eyeballs. This is something that has been true even before the days of online journalism. And in this landscape, a company led by a rebel CEO that no longer issues comments on issues is the perfect target. This could be seen in the headlines that immediately followed the NHTSA” s announcement. CNN’s headline, “Tesla is under investigation because its cars can’t stop hitting emergency vehicles,” is a great example of this. It’s sensationalist and it suggests that the issue being investigated by the NHTSA is something extremely grave. And this is just one outlet.
Other news outlets such as CNBC proceeded to feature Ford former Co-CEO Mark Fields, who proceeded to highlight that the NHTSA’s investigation covers Teslas from a large time period. Persistent Tesla bears were also featured for their take on the news despite their past accuracy on the EV maker.
Interestingly enough, one of the things that were not mentioned much (if at all) in the general coverage of the NHTSA Autopilot investigation was the state of the drivers in some of the incidents. As aggregated by some Tesla watchers online, a good number of the drivers in the 11 crashes were hardly the most attentive. Two incidents were deemed as DUI cases, for example, and one driver had a suspended license. Four cases involved driver inattention, with one incident having a driver who did not have their hands on the wheel for 3 minutes 41 seconds. The other four incidents have no police report readily available.
An Unrelated Incident
On the same day as the NHTSA announced its investigation, a Tesla Model 3 was involved in a car crash at a school parking lot in the UK, injuring six people. It did not take long before Reuters, citing a report from The Telegraph, ran with a headline which read “Six injured as self-driving Tesla crashes in school car park in Southern England – Telegraph.” Such a headline immediately raised red flags, the first being that no Teslas owned by consumers today are “self-driving” cars per se. They have advanced driver-assist features, but those still require constant attention.
This headline grabbed a lot of attention — that much was no surprise. What was unfortunate was that as it became clear that the Tesla involved in the incident could not be a “self-driving” car, Reuters proceeded to issue a retraction on the article, stating that it had updated the story to correct the headline and drop the “self-driving” reference. The publication, however, kept a section of the article which still stated that it remained to be seen if the Tesla that injured six people had a driver behind the wheel at the time of the incident.
The Perfect Target
Tesla is no stranger to negative reporting, and that’s to be expected. Some negative slant from a reporter covering news about the company is pretty understandable, after all. However, it becomes a bit more difficult to justify errors such as those committed by Reuters about the UK incident. Even a little research on the features of a Model 3 in Europe would show that there are no “self-driving” Teslas right now, after all, and narratives which seem to hint at rogue electric cars are ultimately just as fantastical as they are inaccurate.
This may not be Tesla’s first rodeo with false news, but it’s not like there is nothing that could be done. Tesla China, for example, has adopted an assertive external relations and legal campaign that pursues false reporting on Giga Shanghai, and it has worked to great effect. Whether a similar strategy would work in the United States is up for question, but there seems to be few reasons remaining why Tesla should just allow itself to be a punching bag for misinformation without even airing its side.
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Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
The Space Force just handed SpaceX $2.29 billion to build the military’s space internet backbone.
The U.S. Space Force awarded SpaceX a $2.29 billion contract on May 26, 2026 to build the backbone of its Space Data Network, a satellite-based communications system designed to keep American military forces connected anywhere on Earth in real time. The contract is firm-fixed-price and requires SpaceX to deliver a fully operational prototype by the end of 2027.
In plain terms, the SDN Backbone is the plumbing behind the military’s space-based internet. It functions as a low Earth orbit satellite constellation providing robust, high-capacity, and low-latency data transport for the Joint Force, connecting sensors and weapons systems continuously, globally, and securely. Think of it as a private, hardened version of Starlink built specifically for battlefield communications, one that soldiers, ships, and aircraft can rely on even in contested environments where ground-based networks have been disrupted.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The Space Force was direct about why SpaceX was selected. “The SDN Backbone leverages the best of commercial innovation and delivers a strong foundation for the SDN mission set — a huge benefit and enabler for our warfighters,” said USSF Col. Ryan Frazier.
“We aren’t trading speed for scale; we are demanding both. By using rapid prototyping and Other Transaction Authorities, we are ensuring our advanced solutions are integrated and delivered to the warfighter as fast as possible,” added USSF Lt. Col. Fry, SDN Backbone system program manager.
The SDN Backbone will work alongside the Space Development Agency’s Transport Layer, with the two systems forming a unified open architecture to provide critical data transport for current and future Department of War missions.
As Teslarati has reported, this is not SpaceX’s first Space Force contract of 2026. In April, the Space Force awarded SpaceX $178.5 million to launch missile tracking satellites, and SpaceX is already embedded in the Golden Dome missile defense software group. The $2.29 billion SDN Backbone award puts SpaceX at the center of how the American military communicates in space, a position with direct implications for its reported $1.75 trillion IPO valuation as the company heads toward a public offering as early as June 2026.
Tesla’s dedicated factory for building up to ten million Optimus units is officially under construction at Gigafactory Texas.
Drone footage released on May 27 by Giga Texas observer Joe Tegtmeyer captures the significant milestone of the first steel structure officially standing at Tesla’s new Optimus factory on the North Campus of the facility.
Phase two of land reclamation is advancing steadily, and the progress will let the new building extend nearly the full length of the main Giga Texas factory, potentially exceeding 4,000 feet, while measuring somewhere between 50 and 70 meters narrower. Extensive foundation work is proceeding as well.
Big news at the new Optimus 10m/y factory construction site today! The 1st steel structure has been erected & as expected the second phase of land reclamation is underway.
This will allow this new factory to grow to nearly the same length as the main Giga Texas factory,… pic.twitter.com/FidRLV6XpU
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 27, 2026
This facility forms a central element of Tesla’s broader North Campus expansion at Giga Texas. The project will add more than 5.2 million square feet of new industrial space. It sits alongside other advanced developments, including a Terafab for next-gen AI chips. The scale reflects Tesla’s commitment to transforming humanoid robotics into a core pillar of the company’s future.
Musk has said that Optimus will be the biggest product in the world on several occasions. He believes it will be Tesla’s biggest valuation contributor.
Tesla prepares to expand Giga Texas with new Optimus production plant
Tesla plans to build about 10 million robots at the site annually once it is completed, which would be about 27,000 units each day.
The Optimus plant at Giga Texas is part of Tesla’s phased strategy for Optimus manufacturing. In an effort to start production of the robot well before the Giga Texas plant is complete, Tesla ended production of the Model S and Model X vehicles, which were built in Fremont, California, to make way for initial Optimus manufacturing efforts.
Production there will start in either July or August of this year, and early units will support internal factory tasks while the team gathers real-world data to refine processes. The Gigafactory Texas facility will house a second-gen production line. It targets high-volume output starting in Summer 2027.
Musk has repeatedly described Optimus as potentially more valuable than Tesla’s entire vehicle business. Current versions are already completing minor tasks around various facilities, while Tesla continues to refine its abilities and add new features.
Tesla’s total investment could reach several billion dollars. Significant challenges lie ahead, including the creation of an entirely new manufacturing ecosystem, the refinement of AI systems for dependable autonomy, and the development of reliable supply chains for actuators, sensors, and other components.
Nevertheless, the visible progress at Giga Texas highlights Tesla’s capacity to translate ambitious concepts into physical reality.
Tesla’s Optimus factory stands as much more than a simple expansion project, as it is quite literally the second phase of what could potentially be the biggest product ever. With construction beginning, 2027 is poised to become a transformative year for Tesla, as it evolves even further from an electric vehicle leader into a pioneer of intelligent, general-purpose machines.
The Tesla and SpaceX merger everyone is talking about is quietly building
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
