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
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.
Tesla Robotaxi is among its biggest projects currently, but many have been quick to point out the fact that the company has definitely been slow to expand its fleet.
However, there is definitely a method to that madness. CEO Elon Musk answered several concerns during last night’s quarterly earnings call that some might have about that slow rollout of the Robotaxi suite, maintaining the company’s narrative on prioritizing safety and wanting to avoid injuries to anyone, including animals.
Musk said:
“With Robotaxi, our goals are very ambitious for Robotaxi, but we do need to be cautious about causing any accidents or causing any harm to anyone. Although there are, I think, 30,000 to 40,000 automotive deaths per year in the U.S. alone, most of those do not generate any press or maybe, you never really read about almost any of those. If we injure even one person, it’ll be worldwide headline news, and regulators will immediately clamp down on our activities.
We don’t want to injure anyone. We’re going as fast as humanly possible in scaling Robotaxi, but while trying to ensure that we do not harm anyone at all, and ideally do not even run over a pet. That’s really the constraint is we want to grow as fast as possible with Robotaxi without harm to anyone.”
Tesla has maintained an exemplary safety record with its Robotaxi suite, according to internal data. VP of AI, Ashok Elluswamy, said that the Robotaxi suite has driven more than 380,000 miles unsupervised without any incidents.
0 notable incidents across over 380,000 miles traveled by Robotaxi
— Tesla (@Tesla) July 22, 2026
Analyst Colin Langan of Bank of America also pushed Tesla executives for answers regarding the company’s decision to add cities across several states with dozens of vehicles “as opposed to hundreds.”
Elluswamy said there’s a bigger advantage to do it the way Tesla has been because it ensures that its software stack “is a very general one:”
“The reason we have been expanding across different cities instead of just doubling down on a single city, is that we want to make sure that our stack is a very general one. It is a general one. We just want to both prove to ourselves and to other folks that it is working across a lot of different cities without too much effort per city. That’s what we see internally.”
In the past, we have written about Tesla’s decision to be incredibly conservative with its Robotaxi rollout, especially with the incredibly small fleet size compared to competitors. However, there really is not a price anyone can put on safety for those utilizing the platform or pedestrians, so what Tesla is doing is justified.
A year into the Robotaxi program being active, Tesla has made major strides, but many investors and fans would like to see the fleet expand as quickly as the program has to other cities and states.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Tesla’s switch-up on selling Full Self-Driving has paid off big time
Tesla Robotaxi’s slow rollout gets explanation from Elon Musk
