This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Earlier this week, NTSB Chief Jennifer Homendy made some disparaging comments regarding Tesla’s use of “Full Self-Driving” to explain its semi-autonomous driving suite. The remarks from Homendy show that Tesla may not have a fair chance when it ultimately comes to proving the effectiveness of its FSD program, especially considering agency officials, who should remain impartial, are already making misdirected comments regarding the name of the suite.
In an interview with the Wall Street Journal, Homendy commented on the company’s use of the phrase “Full Self-Driving.” While Tesla’s FSD suite is admittedly not capable of Level 5 autonomy, the idea for the program is to eventually roll out a fully autonomous driving program for those who choose to invest in the company’s software. However, instead of focusing on the program’s effectiveness and commending Tesla, arguably the leader in self-driving developments, Homendy concentrates on the terminology.
Homendy said Tesla’s use of the term “Full Self-Driving” was “misleading and irresponsible,” despite the company confirming with each driver who buys the capability that the program is not yet fully autonomous. Drivers are explicitly told to remain vigilant and keep their hands on the wheel at all times. It is a requirement to use Autopilot or FSD, and failure to do so can result in being locked in “Autopilot jail” for the duration of your trip. Nobody wants that.
However, despite the way some media outlets and others describe Tesla’s FSD program, the company’s semi-autonomous driving functionalities are extraordinarily safe and among the most complex on the market. Tesla is one of the few companies attempting to solve the riddle that is self-driving, and the only to my knowledge that has chosen not to use LiDAR in its efforts. Additionally, Tesla ditched radar just a few months ago in the Model Y and Model 3, meaning cameras are the only infrastructure the company plans to use to keep its cars moving. Several drivers have reported improvements due to the lack of radar.
These comments regarding FSD and Autopilot are simple: The terminology is not the focus; the facts are. The truth is, Tesla Autopilot recorded one of its safest quarters, according to the most recently released statistics that outlined an accident occurring on Autopilot just once every 4.19 million miles. The national average is 484,000 miles, the NHTSA says.
It isn’t to say that things don’t happen. Accidents on Autopilot and FSD do occur, and the NHTSA is currently probing twelve incidents that have shown Autopilot to be active during an accident. While the conditions and situations vary in each accident, several have already been proven to be the result of driver negligence, including a few that had drivers operating a vehicle without a license or under the influence of alcohol. Now, remind me: When a BMW driver is drunk and crashes into someone, do we blame BMW? I’ll let that rhetorical question sink in.
Of course, Homendy has a Constitutional right to say whatever is on her mind. It is perfectly reasonable to be skeptical of self-driving systems. I’ll admit, the first time I experienced one, I was not a fan, but it wasn’t because I didn’t trust it. It was because I was familiar with controlling a vehicle and not having it manage things for me. However, just like anything else, I adjusted and got used to the idea, eventually becoming accustomed to the new feelings and sensations of having my car assist me in navigating to my destination.
To me, it is simply unfortunate for an NTSB official to claim that Tesla “has clearly misled numerous people to misuse and abuse technology.” One, because it isn’t possible, two, because it would be a massive liability for the company, and three, because Tesla has never maintained that its cars can drive themselves. Tesla has never claimed that its cars can drive themselves, nor has Tesla ever advised a driver to attempt a fully autonomous trek to a destination.
The numerous safety features and additions to the FSD suite have only solidified Tesla’s position as one of the safest car companies out there. With in-cabin cameras to test driver attentiveness and numerous other safety thresholds that drivers must respond to with the correct behaviors, Tesla’s FSD suite and its Autopilot program are among the safest around. It isn’t favorable for NTSB head Homendy to comment in this way, especially as it seems to be detrimental to not only Tesla’s attempts to achieve Level 5 autonomy but the entire self-driving effort as a whole.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
-Joey
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.
News
Tesla adds new feature that will be great for crowded parking situations
This is the most recent iteration of the app and was priming owners for the slowly-released Holiday Update.
Tesla has added a new feature that will be great for crowded parking lots, congested parking garages, or other confusing times when you cannot seem to pinpoint where your car went.
Tesla has added a new Vehicle Locator feature to the Tesla App with App Update v4.51.5.
This is the most recent iteration of the app and was priming owners for the slowly-released Holiday Update.
While there are several new features, which we will reveal later in this article, perhaps one of the coolest is that of the Vehicle Locator, which will now point you in the direction of your car using a directional arrow on the home screen. This is similar to what Apple uses to find devices:
Interesting. The location arrow in the Tesla app now points to your car when you’re nearby. pic.twitter.com/b0yjmwwzxN
— Whole Mars Catalog (@wholemars) December 7, 2025
In real time, the arrow gives an accurate depiction of which direction you should walk in to find your car. This seems extremely helpful in large parking lots or unfamiliar shopping centers.
Getting to your car after a sporting event is an event all in itself; this feature will undoubtedly help with it:
The nice little touch that Tesla have put in the app – continuous tracking of your vehicle location relative to you.
There’s people reporting dizziness testing this.
To those I say… try spinning your phone instead. 😉 pic.twitter.com/BAYmJ3mzzD
— Some UK Tesla Guy (UnSupervised…) (@SomeUKTeslaGuy) December 8, 2025
Tesla’s previous app versions revealed the address at which you could locate your car, which was great if you parked on the street in a city setting. It was also possible to use the map within the app to locate your car.
However, this new feature gives a more definitive location for your car and helps with the navigation to it, instead of potentially walking randomly.
It also reveals the distance you are from your car, which is a big plus.
Along with this new addition, Tesla added Photobooth features, Dog Mode Live Activity, Custom Wraps and Tints for Colorizer, and Dashcam Clip details.
🚨 Tesla App v4.51.5 looks to be preparing for the Holiday Update pic.twitter.com/ztts8poV82
— TESLARATI (@Teslarati) December 8, 2025
All in all, this App update was pretty robust.
SpaceX IPO is coming, CEO Elon Musk confirms
Tesla adds 15th automaker to Supercharger access in 2025
