News
Tesla safety tech takes giant step with FCC approval for wave sensor
Tesla’s request for the Federal Communications Commission (FCC) to approve a millimeter-wave sensor for child protection and anti-theft measures has been granted. Along with five other companies, Tesla received “a grant of waivers” on April 14, 2021, that would allow the installation of radar sensors in the 57-64 GHz frequency band in passenger motor vehicles. The system is now likely to contribute to the imminent release of a driver monitoring system, which would keep drivers attentive during the use of the company’s Full Self-Driving suite.
The document also granted Vayyar Imaging Ltd., Valeo North America, Infineon Technologies America Corp, IEE Sensing Inc., and Brose North America to use millimeter-wave sensors. Tesla and IEE were approved for 60-64 GHz, while the other companies can utilize 57-64 GHz.
Millimeter-Wave Sensor
In August 2020, Teslarati reported that Tesla had requested the FCC to approve a short-range motion sensor that would save kids from being left in hot cars. The sensor would also boost the company’s theft-prevention system as it would be active “approximately 6 feet” outside of the vehicle “to provide vehicle security benefits such as detecting a broken window or a vehicle intrusion.” Tesla originally filed for a request for a waiver on July 31, 2020.
After a few months of research and deliberation, the FCC is waiving requirements that would prohibit the approval of these systems. The government agency says that “We find that grant of these waivers…will bring immediate relief to the industry and the public in this area. Specifically, our action will bring forth substantial public benefits by improving vehicular safety for children and providing opportunities for additional vehicular automation and theft prevention applications without increasing the potential for harmful interference to authorized users in the band.”
The Sensor’s use for Driver Monitoring for Full Self-Driving
New FCC documents obtained by Teslarati indicate that Tesla’s device “will use 4 transmit and 3 receive antennas driven by a highly configurable radar front-end unit and in-vehicle radar modulation will consist of consecutive frames, including an acquisition sequence comprised by a repetition of frequency chirps or stepped chirps, a listening period, then a period for signal processing.” However, there may be more uses for the sensor, which aligns with the company’s current plans to monitor driver behavior and attentiveness during the use of Autopilot or Full Self-Driving.
The documents state:
“Tesla identifies some potential use cases—child detection, cabin intrusion, and exterior detection—for which sensing would occur only while the vehicle is stationary; and other use cases—occupant detection and classification—for which the device would sense both while the vehicle is stationary and while in motion; and one use case—driver’s vital signs monitoring—for which the device would sense only while the vehicle is in motion.”
The device, along with the vehicle’s interior cabin camera, will monitor facial features and vital signs to ensure that a driver is paying attention. Tesla recently revoked access to its FSD Beta program to some owners as they did not remain sufficiently attentive while utilizing the FSD Suite.
Tesla officially expands FSD Beta test field while revoking access to the irresponsible
In early April, Tesla hacker green released footage of the Driver Monitoring system, showing how the interior cabin camera would constantly look at the driver’s facial features. This would ensure that a driver using the FSD or Autopilot systems is still paying attention to the road. Because Tesla’s FSD isn’t operating with Level 5 autonomy, it still requires the driver to pay attention to the road and the vehicle’s surroundings.
By popular demand, night footage with Tesla DMS detections.
It’s not perfect but workable with street lights and whatnot (as suspected)
Full 23.5 minutes footage on youtube: https://t.co/AZSpN3ZoFi
No idea why Dark/blinded top out at 50% only.
reworked display.@rice_fry pic.twitter.com/FiF6i33XGZ— green (@greentheonly) April 8, 2021
Advocates for Highway and Auto Safety believe that the inclusion of the sensor could be highly advantageous for autonomous vehicles. “The ability of a vehicle to detect and classify all occupants will likely be critical as autonomous vehicles (AVs) are deployed onto our roads in the future… because…AVs will need to know the number of occupants and whether they are properly restrained before beginning to move,” safety advocates said.
Child Safety and Anti-Theft Devices
The device was originally going to be used to detect children left in a hot car. The system “provides depth perception and can ‘see’ through soft materials, such as a blanket covering a child in a child restraint,” according to Tesla’s original filing. The device “can differentiate between a child and an object left on the seat, reducing the likelihood of false alarms,” Tesla said. It can also detect “micromovements like breathing patterns and heart rates, neither of which can be captured by cameras or in-seat sensors alone.” Google was granted the use of a device “under the same technical parameters” by the FCC in 2018.
The device would also be able to detect intrusions of theft attempts, which could be coupled with the highly effective Tesla Sentry Mode. Sentry Mode records events that occur near the vehicle and has helped police crack several vandalism and robbery cases in the past.
The National Highway Traffic Safety Administration says that 105 kids were killed in 2018 and 2019 because of being left in a hot car. The death occurred 54% of the time because someone forgot their child was in the car. The approval of the millimeter-wave sensor could decrease that number significantly if it receives widespread approval after Tesla’s usage.
The use of the sensor is immediately effective. “Accordingly, pursuant to authority in Sections 0.31, 0.241, and 1.3 of the Commission’s rules, 47 CFR §§ 0.21, 0.241, and 1.3, and Sections 4(i), 302, 303(e), and 303(r) of the Communications Act of 1934, as amended, 47 U.S.C. §§ 154(i), 302, 303(e), and 303(r), IT IS ORDERED that the Request for Waiver filed by Tesla Inc. IS GRANTED, consistent with the terms of this Order. This action is effective upon release of this Order.”
The FCC’s grant documentation is available below.
DA-21-407A1 (1) by Joey Klender on Scribd
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.