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Tesla safety tech takes giant step with FCC approval for wave sensor

Tesla Model Y interior (Photo: Teslarati)

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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.

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

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Investor's Corner

SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

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.

SpaceX is charging Anthropic massive money for its compute

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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.

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Tesla headlights cause recall of over 20,000 Model 3 and Model Y

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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.

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.

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Elon Musk

Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking

Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.

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Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.

On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.

Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.

The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.

Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.

For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.

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