News
Tesla crash leads NTSB to begin probe of autonomous driving technology
The echoes of the Autopilot crash that killed Joshua Brown on May 7 are still reverberating. Not only is the National Highway Transportation Safety Administration conducting an investigation, now the National Transportation Safety Board (NTSB) is getting into the act. NHTSA chief Mark Rosekind and Transportation Secretary Anthony Fox have expressed approval of autonomous driving technology. With more than 80% of the 34,000 highway deaths in the US every year attributed to human error, they recognize the power of new safety system to reduce the carnage on America’s roadways.
The NTSB on the other hand has warned that such systems can lead to danger because they lull drivers into complacency behind the wheel. Missy Cummings, an engineering professor and human factors expert at Duke University, says humans tend to show “automation bias,” a trust that automated systems can handle all situations when they work 80% of the time.
According to Automotive News, NTSB will send a team of five investigators to Florida to probe the of Joshua Brown after his Tesla Model S while driving on Autopilot crashed into a tractor trailer. “It’s worth taking a look and seeing what we can learn from that event, so that as that automation is more widely introduced we can do it in the safest way possible,” says Christopher O’Neil, who heads the NTSB.
“It’s very significant,” says Clarence Ditlow, executive director of the Center for Auto Safety, an advocacy group in Washington, DC. “The NTSB only investigates crashes with broader implications.” He says the action by the NTSB is significant. “They’re not looking at just this crash. They’re looking at the broader aspects. Are these driverless vehicles safe? Are there enough regulations in place to ensure their safety” Ditlow adds, “And one thing in this crash I’m certain they’re going to look at is using the American public as test drivers for beta systems in vehicles. That is simply unheard of in auto safety,” he said.
That is the crux of the situation. Tesla obviously has the right to conduct a beta test of its Autopilot system if only other Tesla drivers were involved. The question is whether it has the same right to do so on public roads with other drivers who are not part of the beta test and who are unaware than an experiment is taking place around them as they drive?
For its part, Tesla steadfastly maintains that “Autopilot is by far the most advanced driver-assistance system on the road, but it does not turn a Tesla into an autonomous vehicle and does not allow the driver to abdicate responsibility. Since the release of Autopilot, we’ve continuously educated customers on the use of the feature, reminding them that they’re responsible for remaining alert and present when using Autopilot and must be prepared to take control at all times.”
That’s all well and good, but are such pronouncements from the company enough to overcome that “automation bias” Professor Cummings refers to? Clearly, Ditlow thinks not. What the NTSB decides to do, if anything, after it completes its investigation could have a dramatic impact on self driving technology both in the US and around the world. Regulators in other countries will place a lot of weight on what the Board decides.
From Tesla’s perspective, they will want to know if the death of one person is reason enough to delay implementation of technology that could save 100,000 or more lives each year worldwide. The company is racing ahead with improvements to its Autopilot system. Just the other week a Tesla Model S was spotted testing near the company’s Silicon Valley-based headquarters with a LIDAR mounted to its roof.
NTSB has a lot of clout when it comes to promulgating safety regulations. It will be hard pressed to fairly balance all of the competing interests involved in the aftermath of the Joshua Brown fatality.
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
