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.
News
Tesla dispels reports of ‘sales suspension’ in California
“This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.”
Tesla has dispelled reports that it is facing a thirty-day sales suspension in California after the state’s Department of Motor Vehicles (DMV) issued a penalty to the company after a judge ruled it “misled consumers about its driver-assistance technology.”
On Tuesday, Bloomberg reported that the California DMV was planning to adopt the penalty but decided to put it on ice for ninety days, giving Tesla an opportunity to “come into compliance.”
Tesla enters interesting situation with Full Self-Driving in California
Tesla responded to the report on Tuesday evening, after it came out, stating that this was a “consumer protection” order that was brought up over its use of the term “Autopilot.”
The company said “not one single customer came forward to say there’s a problem,” yet a judge and the DMV determined it was, so they want to apply the penalty if Tesla doesn’t oblige.
However, Tesla said that its sales operations in California “will continue uninterrupted.”
It confirmed this in an X post on Tuesday night:
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
The report and the decision by the DMV and Judge involved sparked outrage from the Tesla community, who stated that it should do its best to get out of California.
One X post said California “didn’t deserve” what Tesla had done for it in terms of employment, engineering, and innovation.
Tesla has used Autopilot and Full Self-Driving for years, but it did add the term “(Supervised)” to the end of the FSD suite earlier this year, potentially aiming to protect itself from instances like this one.
This is the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” naming. Previous Transportation Secretary Pete Buttigieg was vocally critical of the use of the name “Full Self-Driving,” as well as “Autopilot.”
News
New EV tax credit rule could impact many EV buyers
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date. However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
Tesla owners could be impacted by a new EV tax credit rule, which seems to be a new hoop to jump through for those who benefited from the “extension,” which allowed orderers to take delivery after the loss of the $7,500 discount.
After the Trump Administration initiated the phase-out of the $7,500 EV tax credit, many were happy to see the rules had been changed slightly, as deliveries could occur after the September 30 cutoff as long as orders were placed before the end of that month.
However, there appears to be a new threshold that EV buyers will have to go through, and it will impact their ability to get the credit, at least at the Point of Sale, for now.
Delivery must be completed by the end of the year, and buyers must take possession of the car by December 31, 2025, or they will lose the tax credit. The U.S. government will be closing the tax credit portal, which allows people to claim the credit at the Point of Sale.
🚨UPDATE: $7,500 Tax Credit Portal “Closes By End of Year”.
This is bad news for pending Tesla buyers (MYP) looking to lock in the $7,500 Tax Credit.
“it looks like the portal closes by end of the year so there be no way for us to guarantee the funds however, we will try our… pic.twitter.com/LnWiaXL30k
— DennisCW | wen my L (@DennisCW_) December 15, 2025
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date.
However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
If not, the order can still go through, but the buyer will not be able to claim the tax credit, meaning they will pay full price for the vehicle.
This puts some buyers in a strange limbo, especially if they placed an order for the Model Y Performance. Some deliveries have already taken place, and some are scheduled before the end of the month, but many others are not expecting deliveries until January.
Elon Musk
Elon Musk takes latest barb at Bill Gates over Tesla short position
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
Elon Musk took his latest barb at former Microsoft CEO Bill Gates over his short position against the company, which the two have had some tensions over for a number of years.
Gates admitted to Musk several years ago through a text message that he still held a short position against his sustainable car and energy company. Ironically, Gates had contacted Musk to explore philanthropic opportunities.
Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’
Musk said he could not take the request seriously, especially as Gates was hoping to make money on the downfall of the one company taking EVs seriously.
The Tesla frontman has continued to take shots at Gates over the years from time to time, but the latest comment came as Musk’s net worth swelled to over $600 billion. He became the first person ever to reach that threshold earlier this week, when Tesla shares increased due to Robotaxi testing without any occupants.
Musk refreshed everyone’s memory with the recent post, stating that if Gates still has his short position against Tesla, he would have lost over $10 billion by now:
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
— Elon Musk (@elonmusk) December 17, 2025
Just a month ago, in mid-November, Musk issued his final warning to Gates over the short position, speculating whether the former Microsoft frontman had still held the bet against Tesla.
“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said. This came in response to The Gates Foundation dumping 65 percent of its Microsoft position.
Tesla CEO Elon Musk sends final warning to Bill Gates over short position
Musk’s involvement in the U.S. government also drew criticism from Gates, as he said that the reductions proposed by DOGE against U.S.A.I.D. were “stunning” and could cause “millions of additional deaths of kids.”
“Gates is a huge liar,” Musk responded.
It is not known whether Gates still holds his Tesla short position.