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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.”
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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
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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.
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DA-21-407A1 (1) by Joey Klender on Scribd
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
