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This Tesla analyst just destroyed the Consumer Reports self-driving trick test
Tesla analyst Pierre Ferragu of New Street Research is not impressed with Consumer Reports’ test that apparently “tricked” a Model Y into driving itself without anyone in the passenger seat.
Earlier this week, Consumer Reports claims that it made a Model Y drive itself by “tricking” it with a series of weights, contraptions, and loopholes that everyday drivers would never use. The experiment concluded that Tesla’s self-driving systems could operate without a driver in the driver’s seat, but many weren’t impressed with the study’s findings.
Now, Ferragu is commenting on the CR experiment, and he destroyed the testing process along with the overall results of the test.
“Consumer Report showed you can trick à tesla to self-drive without a driver. This car is dangerous! Stop selling it! I just showed you can drive an F150 with windows open, a machine gun in your hands, and shoot around random bullets. This car is dangerous! Stop selling it,” Ferragu said in a satirical Twitter post.
Consumer Report showed you can trick à tesla to self drive without a driver. This car is dangerous! Stop selling it! I just showed you can drive an F150 with windows open, a machine gun in your hands, and shoot around random bullets. This car is dangerous! Stop selling it!
— Pierre Ferragu (@p_ferragu) April 24, 2021
While CR was attempting to prove that Tesla’s Autopilot and Full-Self Driving systems could operate without anyone specifically monitoring the wheel, the experiment was unrealistic in terms of what everyday people would do. It seems that if someone wanted their car to drive itself, they could make it do it, but there would be a series of loopholes that the owner would have to jump through to make this happen. Ultimately, any car could be subjected to a test where it makes its operation look completely unfavorable. Anything on Earth can be outsmarted, but the people doing it must know that they’re attempting to do something dangerous at their own risk. It is tough to see how Tesla could be blamed or held liable for owners “tricking” the FSD sensors, which monitor the driver’s hands on the steering wheel, along with the weight in the seat.
Tesla has never indicated that its cars can drive themselves, and Level 5 autonomy, which would make a car operate without any interventions from the driver, has been discussed by Elon Musk in the past. Musk said in late 2020 that he was “extremely confident of achieving full autonomy and releasing it to the Tesla customer base next year.” He has not commented on Tesla’s potential capabilities since then.
Ferragu, a notable Tesla bull, is one of the most realistic analysts on Wall Street when it comes to the carmaker. While he is a Tesla owner, he is also a valuable critic of the company. He is candid with his synopsis of its outlook when adjusting price targets or releasing investor notes and has dropped his price target when the automaker isn’t performing at its best. With that being said, Ferragu has experienced Autopilot for himself in his own car, and in February, he talked about its impressive performance on a 70-mile highway drive.
Did autopilot get a material update recently? I just drove 70 miles of complex highway. Zero touch, I was blown away. For the first time I thought the car behaved like a human in slip roads, densifying traffic, changing lanes, and most importantly when facing unclear situations.
— Pierre Ferragu (@p_ferragu) February 12, 2021
When it comes down to it, drivers ultimately hold the responsibility of using Autopilot and Full Self-Driving systems. Even if the system was “tricked” by Consumer Reports, their testing process was questionable, and it is likely that very few people would be willing to let their cars operate through a loophole, especially when Tesla indicates that drivers hold the ultimate responsibility of paying attention to the road and its conditions while operating their all-electric motor vehicle.
Disclosure: Joey Klender is a TSLA Shareholder.
Elon Musk
Delaware Supreme Court reinstates Elon Musk’s 2018 Tesla CEO pay package
The unanimous decision criticized the prior total rescission as “improper and inequitable,” arguing that it left Musk uncompensated for six years of transformative leadership at Tesla.
The Delaware Supreme Court has overturned a lower court ruling, reinstating Elon Musk’s 2018 compensation package originally valued at $56 billion but now worth approximately $139 billion due to Tesla’s soaring stock price.
The unanimous decision criticized the prior total rescission as “improper and inequitable,” arguing that it left Musk uncompensated for six years of transformative leadership at Tesla. Musk quickly celebrated the outcome on X, stating that he felt “vindicated.” He also shared his gratitude to TSLA shareholders.
Delaware Supreme Court makes a decision
In a 49-page ruling Friday, the Delaware Supreme Court reversed Chancellor Kathaleen McCormick’s 2024 decision that voided the 2018 package over alleged board conflicts and inadequate shareholder disclosures. The high court acknowledged varying views on liability but agreed rescission was excessive, stating it “leaves Musk uncompensated for his time and efforts over a period of six years.”
The 2018 plan granted Musk options on about 304 million shares upon hitting aggressive milestones, all of which were achieved ahead of time. Shareholders overwhelmingly approved it initially in 2018 and ratified it once again in 2024 after the Delaware lower court struck it down. The case against Musk’s 2018 pay package was filed by plaintiff Richard Tornetta, who held just nine shares when the compensation plan was approved.
A hard-fought victory
As noted in a Reuters report, Tesla’s win avoids a potential $26 billion earnings hit from replacing the award at current prices. Tesla, now Texas-incorporated, had hedged with interim plans, including a November 2025 shareholder-approved package potentially worth $878 billion tied to Robotaxi and Optimus goals and other extremely aggressive operational milestones.
The saga surrounding Elon Musk’s 2018 pay package ultimately damaged Delaware’s corporate appeal, prompting a number of high-profile firms, such as Dropbox, Roblox, Trade Desk, and Coinbase, to follow Tesla’s exodus out of the state. What added more fuel to the issue was the fact that Tornetta’s legal team, following the lower court’s 2024 decision, demanded a fee request of more than $5.1 billion worth of TSLA stock, which was equal to an hourly rate of over $200,000.
Delaware Supreme Court Elon Musk 2018 Pay Package by Simon Alvarez
News
Tesla Cybercab tests are going on overdrive with production-ready units
Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the vehicle being reported across social media this week.
Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the autonomous two-seater being reported across social media this week. Based on videos of the vehicle that have been shared online, it appears that Cybercab tests are underway across multiple states.
Recent Cybercab sightings
Reports of Cybercab tests have ramped this week, with a vehicle that looked like a production-ready prototype being spotted at Apple’s Visitor Center in California. The vehicle in this sighting was interesting as it was equipped with a steering wheel. The vehicle also featured some changes to the design of its brake lights.
The Cybercab was also filmed testing at the Fremont factory’s test track, which also seemed to involve a vehicle that looked production-ready. This also seemed to be the case for a Cybercab that was spotted in Austin, Texas, which happened to be undergoing real-world tests. Overall, these sightings suggest that Cybercab testing is fully underway, and the vehicle is really moving towards production.
Production design all but finalized?
Recently, a near-production-ready Cybercab was showcased at Tesla’s Santana Row showroom in San Jose. The vehicle was equipped with frameless windows, dual windshield wipers, powered butterfly door struts, an extended front splitter, an updated lightbar, new wheel covers, and a license plate bracket. Interior updates include redesigned dash/door panels, refined seats with center cupholders, updated carpet, and what appeared to be improved legroom.
There seems to be a pretty good chance that the Cybercab’s design has been all but finalized, at least considering Elon Musk’s comments at the 2025 Annual Shareholder Meeting. During the event, Musk confirmed that the vehicle will enter production around April 2026, and its production targets will be quite ambitious.
News
Tesla gets a win in Sweden as union withdraws potentially “illegal” blockade
As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal.
Swedish union Vision has withdrawn its sympathy blockade against Tesla’s planned service center and showroom in Kalmar. As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal.
Vision’s decision to pull the blockade
Vision announced the blockade in early December, stating that it was targeting the administrative handling of Tesla’s facility permits in Kalmar municipality. The sympathy measure was expected to start Monday, but was formally withdrawn via documents sent to the Mediation Institute and Kalmar Municipality last week.
As noted in a Daggers Arbete report, plans for the strike were ultimately pulled after employer group SKR highlighted potential illegality under the Public Employment Act. Vision stressed its continued backing for the Swedish labor model, though Deputy negotiation manager Oskar Pettersson explained that the Vision union and IF Metall made the decision to cancel the planned strike together.
“We will not continue to challenge the regulations,” Petterson said. “The objection was of a technical nature. We made the assessment together with IF Metall that we were not in a position to challenge the legal assessment of whether we could take this particular action against Tesla. Therefore, we chose to revoke the notice itself.”
The SKR’s warning
Petterson also stated that SKR’s technical objection to the Vision union’s planned anti-Tesla strike framed the protest as an unauthorized act. “It was a legal assessment of the situation. Both for us and for IF Metall, it is important to be clear that we stand for the Swedish model. But we should not continue to challenge the regulations and risk getting judgments that lead nowhere in the application of the regulations,” he said.
Vision ultimately canceled its planned blockade against Tesla on December 9. With Vision’s withdrawal, few obstacles remain for Tesla’s long-planned Kalmar site. A foreign electrical firm completed work this fall, and Tesla’s Careers page currently lists a full-time service manager position based there, signaling an imminent opening.