Tesla is currently being investigated by the National Highway Traffic Safety Administration (NHTSA) after several of its electric cars crashed into stationary emergency vehicles while Autopilot was engaged. The premise of the investigation itself is enough to whet the appetite of every Tesla skeptic since the idea of Autopilot crashing consistently into parked emergency vehicles makes for a compelling narrative. Tesla later released an update, enabling Autopilot to detect and slow down for stationary emergency vehicles. The NHTSA responded by calling out the company for not issuing a recall when it released its proactive over-the-air software update.
What was lost amidst the spread of the Tesla NHTSA investigation story was the fact that the relatively minor Autopilot update, which simply allowed vehicles to slow down when they detect things such as a police car or a firetruck parked on the side of the road, is already saving numerous lives. This is because there is a deadly problem on America’s roads, and it is something that very few seem to be acknowledging. Emergency personnel are dying on the job at a frighteningly frequent basis. They are dying because cars crash into them while they’re parked on the side of the road. And disturbingly enough, very little is being done about it.
The Flaws of HumanPilot
*Author’s Note and Trigger Warning: The succeeding sections of this article contains links to footage and other online references that may cause distress to readers. Discretion is advised.
One thing that truly stuck out while writing this piece was the sheer frequency of the accidents that happen to emergency personnel while they are responding to someone in need. This was despite the fact that all 50 states in the USA have a “Slow Down Move Over (SDMO)” Law in place. The premise of the SDMO law is simple: Upon noticing an emergency vehicle’s sirens or flashing lights on the side of the road, drivers are required to move away from the emergency vehicle by going into the next lane. If that is not possible, drivers must slow down to reduce the chances of an accident happening. The SDMO law is based on a very simple premise, but it is one that gets violated on a consistent basis.
This is partly due to states interpreting the law differently, with some adopting a “Slow Down and Move Over” model while others are following a “Slow Down or Move Over” system. But ultimately, there have been zero fatalities involving a vehicle that actually slowed down and moved over when they spotted a stationary emergency vehicle. This suggests that the law works, provided that it does get followed.
But when the Move Over Law gets violated, the human toll becomes disturbingly real. A report from the Government Accountability Office (GAO) indicates that about 8,000 injuries involving a stationary emergency vehicle have been reported in one year. As of this year alone, a total of 57 emergency responders have been killed while addressing a roadside issue. Posts from the National Struck-By Heroes Facebook group, which highlight the aftermath of Struck-by injuries (SBIs) are heartbreaking, and videos and posts shared by companies whose staff are killed while on the job are harrowing. This is something that was highlighted by James D. Garcia, the creator of the Move Over Law and an SBI survivor, who shared some of his insights with Teslarati.
“This year is the 25th anniversary of the first Slow Down Move Over Law, passed in South Carolina in 1996. Every state in the US has had an SDMO Law since 2012, and yet this year, we have already reached a record 56 responder deaths (This number has since risen to 57 as of this writing). Since 2018, there have been over 45,000 collisions with stationary roadside objects. Every seven seconds, an object is struck. Every other day, a responder is struck and injured. Every five days, a responder is killed.”
“If you ask the general public the most dangerous risk to a police officer, most would say the chance of being shot in pursuit. If you ask the biggest danger to a firefighter, most envision being trapped in a burning or collapsing building. But statistics prove the real story. Across all agencies, responders are twice more likely to die in an SBI than any other category of work-related injury. It is by far the most dangerous aspect of our job,” Garcia noted.
A DIY Solution
Perhaps the most heart-wrenching thing about the whole situation is the fact that SBIs are not even collected, considered, and analyzed formally by an official government agency, despite it being the leading cause of death and permanent injury for public safety and roadway responders. This situation has been so prevalent that James W. Law, a 32-year-veteran in the emergency roadside response industry and a specialist researcher in the Move Over Law, opted to develop a light sequence he fondly dubs as “E-Modes” to help drivers inform other vehicles that a parked emergency vehicle is nearby. Simply put, the problem of drivers not following SDMO laws is so real and deadly that emergency responders are DIY-ing a solution themselves — because they cannot count on anyone else.
Responding to roadside problems on America’s roads for the past 32 years is no joke, and over this time, Law has encountered the worst drivers possible. Law shared with Teslarati that over the course of his career, he has been personally involved in an accident four times, the first of which happened when he was just 18 years old. In what could very well prove the point that humans are bad drivers, one of Law’s experiences actually involved a driver intentionally crashing into him because he felt upset that traffic was disrupted due to an incident. Law’s legs broke the irate driver’s headlights because of the crash, and the driver wanted to accuse the roadside responder of damaging his car. The police were fortunately reasonable, and Law was not charged. The irate driver, on the other hand, received a $500 ticket for using his vehicle as a weapon.
Speaking with Teslarati, Law admitted that he is a pretty notable Tesla supporter, and he tried his best to emulate CEO Elon Musk’s first principles thinking when he developed E-modes’ custom light sequence. He aims to donate the light sequence protocols he developed to Tesla, partly due to the fact that the company is really the only carmaker out there that seems to be actively doing something to address the deadly issue plaguing emergency roadside personnel today. This became quite evident when the company updated its vehicles to detect and respond to traffic cones on the road. This small update, Law noted, may seem minor — even marginal — to the layman, but for roadside personnel, it was a godsend.
“Tesla’s traffic cone recognition is a crucial safety feature that I take full advantage of on any and all incidents. Properly setting up cones to define the ‘Kill Zone’ offers a quick way to communicate directly to any Tesla vehicle. Unlike humans, Tesla Vision is always aware. It’s one of the ways I communicate with oncoming Teslas. If Elon adopts E-Modes, a Tesla could communicate back to me that it is situation-aware. As a safety advocate, I strongly insist that every emergency responders use cones on every scene every time because it’s the right thing to do to protect everyone,” Law said.
The Lone Problem Solver
Inasmuch as the mainstream media coverage of the NHTSA’s probe on Autopilot’s incidents with emergency vehicles is substantial, the fact is that Tesla only accounted for nine crash injuries with first responder vehicles in the past 12 months. That’s a tiny fraction of the ~8,000 injuries the GAO indicated in its report. The company has also steadily rolled out features to make its vehicles safer. With every update of Autopilot and FSD, features like traffic cone recognition get more refined, and the more refined they get, the more emergency responders they protect. Tesla’s recent Autopilot update, which allows vehicles to slow down when they detect a parked emergency vehicle, is further proof of this.
Law noted that he had been involved in thousands of close calls in his 32-year career, but the one that truly stuck out to him involved a Tesla driver from late 2019, just after the company rolled out Autopilot’s capability to recognize and avoid traffic cones. While he was defining a “Kill Zone” on the road after responding to an incident, he saw an approaching Tesla whose driver appeared to be looking down and not paying attention to the road. Law was unsure if the Tesla was on Autopilot, but the vehicle moved over to the other lane seemingly as soon as it detected the traffic cones that he set up. The veteran emergency responder noted that the Tesla driver seemed surprised as the electric vehicle avoided the cones on its own.
Such an incident, ultimately, is what makes Tesla stand apart, at least for now. It may be an inconvenient truth, especially to those who salivate at the thought of FSD or Autopilot going berserk and hunting down emergency responders, but the fact remains that Tesla is doing far more to protect both its drivers and other people on the road than any other carmaker out there. Emergency responder deaths are preventable, and as the creator of the Move Over Law noted, the lion’s share of these incidents is due to human error. It is this human error that technologies such as Autopilot and FSD are trying to solve, NHTSA probe notwithstanding.
“Ninety percent of all struck-by deaths are a direct result of poor driver behavior. That means that nine out of ten responder deaths could have been prevented if the driver had maintained control of their vehicle at a reasonable speed and reacted in a considerate and attentive manner. Twenty-three percent of lethal struck-by violators were impaired. Five percent were distracted, and another three percent were drowsy. It is important we continue to support efforts to reduce drunk driving and speak out about the rapid rise of distracted driving resulting in responder deaths. Multiple agencies have ongoing PR campaigns to address these aspects, but none are taking on the most dominant category — angry, aggressive, entitled, and selfish drivers.
“The remaining 69% of drivers that crashed into and killed a responder were completely sober. They saw the lights, they recognized the situation, yet they still felt the need to speed up and pass just a few more cars before they moved over. They were in too big of a hurry to slow down to a controllable speed and killed a responder. These drivers consciously made an intentional personal decision to carelessly disregard the life of a responder. Self-absorbed drivers have become the norm. Stronger laws, higher fines, bigger signs, and brighter lights have no effect once they get behind the wheel. We need to face this reality and develop a strategy that confronts this disregard. We must reinforce the value of a responder’s life over whatever current personal priorities are influencing these drivers’ behavior,” Garcia noted.
A (Potentially) Safer Future
One can only hope that agencies such as the NHTSA could see the bigger picture with regards to vehicles and the advantages of technologies such as Autopilot and Full Self-Driving. It takes an immense amount of short-sightedness, after all, to remain fixated on whether a recall was filed for a proactive Autopilot update, or on 11 incidents that involved a Tesla crashing into a stationary emergency vehicle, all while one emergency personnel is killed every five days. Focusing on Tesla and ignoring the larger problem at hand seems counter-productive at best.
In an ideal scenario, technologies such as Autopilot’s capability to identify, slow down, and potentially even move over to another lane when an emergency vehicle is detected would become mandatory for all cars on the road. As noted by esteemed auto teardown expert Sandy Munro, advanced driver-assist systems such as Autopilot and FSD have the potential to save lives on the same level as seatbelts, perhaps even more. And in this light, John Gardella, a shareholder at CMBG3 Law in Boston, MA, told Teslarati that if the NHTSA really wishes to help roll out new safety features, it would actually be a lot easier than one might imagine.
“Implementing the safety feature in Tesla’s vehicles will be easier than one might imagine. The National Highway Traffic Safety Administration (NHTSA) showed earlier in 2021 through its final rule for safety features for automated driving systems that it does not wish to set onerous standards prior to many features for automated driving system (ADS) vehicles coming to market. In fact, the desire of the NHTSA was to reduce barriers to having ADS safety features come to market more rapidly, and thereby accelerate autonomous vehicles coming to mass markets. The NHTSA received some criticism for its approach. However, the NHTSA does still have the authority to interpret the Federal Motor Vehicle Safety Standards (FMVSS), investigate perceived defects or unreasonably safe vehicle features, and carry out its enforcement authority, including recall power,” Gardella said.
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Elon Musk
Tesla Optimus project fires up as Musk sees production line progress
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Investor's Corner
SpaceX gets initial stock coverage from Tesla’s biggest bull
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.