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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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News
Tesla ends Full Self-Driving purchase option in the U.S.
In January, Musk announced that Tesla would remove the ability to purchase the suite outright for $8,000. This would give the vehicle Full Self-Driving for its entire lifespan, but Tesla intended to move away from it, for several reasons, one being that a tranche in the CEO’s pay package requires 10 million active subscriptions of FSD.
Tesla has officially ended the option to purchase the Full Self-Driving suite outright, a move that was announced for the United States market in January by CEO Elon Musk.
The driver assistance suite is now exclusively available in the U.S. as a subscription, which is currently priced at $99 per month.
Tesla moved away from the outright purchase option in an effort to move more people to the subscription program, but there are concerns over its current price and the potential for it to rise.
In January, Musk announced that Tesla would remove the ability to purchase the suite outright for $8,000. This would give the vehicle Full Self-Driving for its entire lifespan, but Tesla intended to move away from it, for several reasons, one being that a tranche in the CEO’s pay package requires 10 million active subscriptions of FSD.
Although Tesla moved back the deadline in other countries, it has now taken effect in the U.S. on Sunday morning. Tesla updated its website to reflect this:
🚨 Tesla has officially moved the outright purchase option for FSD on its website pic.twitter.com/RZt1oIevB3
— TESLARATI (@Teslarati) February 15, 2026
There are still some concerns regarding its price, as $99 per month is not where many consumers are hoping to see the subscription price stay.
Musk has said that as capabilities improve, the price will go up, but it seems unlikely that 10 million drivers will want to pay an extra $100 every month for the capability, even if it is extremely useful.
Instead, many owners and fans of the company are calling for Tesla to offer a different type of pricing platform. This includes a tiered-system that would let owners pick and choose the features they would want for varying prices, or even a daily, weekly, monthly, and annual pricing option, which would incentivize longer-term purchasing.
Although Musk and other Tesla are aware of FSD’s capabilities and state is is worth much more than its current price, there could be some merit in the idea of offering a price for Supervised FSD and another price for Unsupervised FSD when it becomes available.
Elon Musk
Musk bankers looking to trim xAI debt after SpaceX merger: report
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. A new financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year.
Elon Musk’s bankers are looking to trim the debt that xAI has taken on over the past few years, following the company’s merger with SpaceX, a new report from Bloomberg says.
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. Bankers are trying to create some kind of financing plan that would trim “some of the heavy interest costs” that come with the debt.
The financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year. Musk has essentially confirmed that SpaceX would be heading toward an IPO last month.
The report indicates that Morgan Stanley is expected to take the leading role in any financing plan, citing people familiar with the matter. Morgan Stanley, along with Goldman Sachs, Bank of America, and JPMorgan Chase & Co., are all expected to be in the lineup of banks leading SpaceX’s potential IPO.
Since Musk acquired X, he has also had what Bloomberg says is a “mixed track record with debt markets.” Since purchasing X a few years ago with a $12.5 billion financing package, X pays “tens of millions in interest payments every month.”
That debt is held by Bank of America, Barclays, Mitsubishi, UFJ Financial, BNP Paribas SA, Mizuho, and Société Générale SA.
X merged with xAI last March, which brought the valuation to $45 billion, including the debt.
SpaceX announced the merger with xAI earlier this month, a major move in Musk’s plan to alleviate Earth of necessary data centers and replace them with orbital options that will be lower cost:
“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution, therefore, is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”
The merger has many advantages, but one of the most crucial is that it positions the now-merged companies to fund broader goals, fueled by revenue from the Starlink expansion, potential IPO, and AI-driven applications that could accelerate the development of lunar bases.
News
Tesla pushes Full Self-Driving outright purchasing option back in one market
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
Tesla has pushed the opportunity to purchase the Full Self-Driving suite outright in one market: Australia.
The date remains February 14 in North America, but Tesla has pushed the date back to March 31, 2026, in Australia.
NEWS: Tesla is ending the option to buy FSD as a one-time outright purchase in Australia on March 31, 2026.
It still ends on Feb 14th in North America. https://t.co/qZBOztExVT pic.twitter.com/wmKRZPTf3r
— Sawyer Merritt (@SawyerMerritt) February 13, 2026
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
If you have already purchased the suite outright, you will not be required to subscribe once again, but once the outright purchase option is gone, drivers will be required to pay the monthly fee.
The reason for the adjustment is likely due to the short period of time the Full Self-Driving suite has been available in the country. In North America, it has been available for years.
Tesla hits major milestone with Full Self-Driving subscriptions
However, Tesla just launched it just last year in Australia.
Full Self-Driving is currently available in seven countries: the United States, Canada, China, Mexico, Australia, New Zealand, and South Korea.
The company has worked extensively for the past few years to launch the suite in Europe. It has not made it quite yet, but Tesla hopes to get it launched by the end of this year.
In North America, Tesla is only giving customers one more day to buy the suite outright before they will be committed to the subscription-based option for good.
The price is expected to go up as the capabilities improve, but there are no indications as to when Tesla will be doing that, nor what type of offering it plans to roll out for owners.