News
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.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.