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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.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
