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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.
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
SpaceX has updated its target for the thirteenth integrated flight test of Starship, aiming for as early as Thursday, July 23. The 90-minute launch window opens at 5:45 p.m. CT from the company’s Starbase facility in South Texas.
The target flight was initially rescheduled for today, but SpaceX pushed it back again.
This latest adjustment follows an aborted attempt earlier in the week and reflects the iterative, rapid-development approach that has defined the Starship program. With the vehicle already stacked and ground teams making final preparations, the mission represents another step toward proving the full reusability of the world’s most powerful rocket system.
Now targeting to launch Starship’s thirteenth flight test as early as Thursday, July 23 → https://t.co/Rp7VwBzpWx pic.twitter.com/Y0YNzfc5zk
— SpaceX (@SpaceX) July 19, 2026
The original launch attempt on July 16 was scrubbed at T-0 when several Raptor engines on the Super Heavy booster failed to ignite properly. The automatic abort system triggered just as the engines began their startup sequence, preventing liftoff.
SpaceX CEO Elon Musk confirmed that some engines did not start as expected, prompting the decision to replace two Raptors on Booster 20 to ensure reliability. The issue occurred despite a successful full-duration static fire earlier, highlighting the complexities of coordinating 33 engines under flight conditions.
This cautious approach underscores SpaceX’s commitment to safety amid an aggressive test cadence.
Flight 13 builds directly on the lessons from Flight 12 in May 2026. The Super Heavy booster’s primary goals include a successful liftoff, ascent, stage separation, boostback burn, and controlled splashdown in the Gulf of America.
Hardware and software modifications address the off-nominal flip and boostback burn problems from the prior flight, where propellant slosh and engine relight issues led to an uncontrolled impact.
For the Starship upper stage, objectives include deploying 20 operational Starlink V3 satellites, the first real payload of this type, performing a single Raptor engine relight in space, and executing a controlled entry, descent, and splashdown in the Indian Ocean. Propulsion upgrades aim to improve engine-out capability after one vacuum Raptor was lost on Flight 12.
Additional test elements focus on heat shield performance. Six satellites carry cameras to image the tiles during flight, while white-painted tiles and upgraded attachments on flaps and the aft skirt will gather data for future reusability.
The FAA completed its mishap investigation into Flight 12 earlier this month, clearing the regulatory path.
This suborbital mission, the second with V3 vehicles, advances Starship toward operational missions, including potential crewed flights and support for NASA’s Artemis program. Success would mark significant progress in rapid reusability and satellite deployment from the massive system.
Elon Musk sends first warning to SpaceX short sellers
Tesla reveals first vehicle model to receive Starlink integration
