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
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
Investor's Corner
Google’s massive stake in SpaceX will shock you
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
News
Tesla’s switch-up on selling Full Self-Driving has paid off big time
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.