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Former Ford CEO hammers Tesla’s Autopilot probe: ‘It’s half the vehicles Tesla has ever built’
Former Ford CEO Mark Fields hammered Tesla’s Autopilot probe from the NHTSA earlier today on an episode of CNBC’s Squawk Box, stating that over half of the cars the automaker has ever built are involved in the investigation.
Earlier this week, it was announced the NHTSA was launching a probe into the Autopilot system Tesla has equipped on its vehicles. The investigation involves all four of Tesla’s models from year 2014 to 2021, as it aligns with the specifications that the NHTSA’s Office of Defects Investigation listed in its preliminary report. In total, some 765,000 vehicles are going to be a part of the investigation, although only 11 crashes are listed on the document, which the agency shared with Teslarati.
“The Office of Defects Investigation (ODI) has identified eleven crashes in which Tesla models of various configurations have encountered first responder scenes and subsequently struck one or more vehicles involved with those scenes,” it says.
Fmr. Ford CEO Fields: “It’s literally over half of the vehicles Tesla has ever built.”
Mark Fields, who was CEO of Ford Motor Company from 2014 to 2017, appeared on CNBC this morning to talk about the probe. “This is a significant investigation,” he said. However, Fields misidentifies which Tesla semi-autonomous driving suite is actually under investigation, as he claims it is the Full Self-Driving package. FSD is significantly different than Autopilot based on features and functionality alone, and the NHTSA never mentions the Full Self-Driving suite at any point in its document.
Fields points toward the population density of the investigation as a telltale sign that this could be bad news for Tesla, as over half of its produced vehicles could be subjected to a massive recall that could cost the automaker billions of dollars. Tesla surpassed the 1 million production mark in 2020 and is nearing the 2 million vehicle mark this year.
“If you look at the model years, this is a very large time period they’re investigating: 2014-2021. If you look at the number of potentially affected vehicles, it’s …. literally over half of the vehicles $TSLA has ever built,” auto exec Mark Fields on the NHTSA investigation. pic.twitter.com/kwcUT5Jd47
— Squawk Box (@SquawkCNBC) August 17, 2021
The investigation does focus on a larger than half portion of Tesla’s production population in its short history. However, it is worth noting that the company did not mass produce vehicles until 2017 with the introduction of the Model 3. Additionally, Autopilot is available on all Tesla vehicles and was included as a standard feature in March 2019. Full Self-Driving is not a part of this investigation, and is a separate $10,000 charge on top of the vehicle’s purchase price but is completely optional.
Fields said that the investigation could take between a year and a year and a half based on his knowledge of the NHTSA investigation process. If the NHTSA concludes the Autopilot functionality is not up to its standards, it can issue a recall, Fields added.
The 11 Accidents: a Breakdown
According to the NHTSA documents, the 11 incidents involving a Tesla occurred when the vehicles collided with first responders. However, several investigations have already shown that drivers operating the vehicles in some of the incidents were under the influence of drugs or alcohol (2), had suspended licenses (1), were not following instructions that Tesla outlines for Autopilot use, or was caused by driver inattention (4).
In February 2021, a Tesla driver injured five deputy constables when the vehicle collided with a police cruiser, causing a chain collision. The driver was arrested on suspicion of DWI.
In March 2021, a driver in Lansing, Michigan, with a suspended license, crashed into a police cruiser. The vehicle was operating on Autopilot, but the driver was illegally operating the vehicle.
These are just two examples of what the accidents were caused by, and drivers could be blamed for several instances that the NHTSA lists. Autopilot has been one of the safest ways to operate a motor vehicle, according to statistics from Tesla that showed there was one accident every 4.19 million miles in which drivers had Autopilot engaged. The national average was one crash every 484,000 miles.
News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
