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Tesla fans believe Ford is the ‘major OEM’ discussing Full Self-Driving licensing

Credit: Tesla

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Tesla fans overwhelmingly believe Ford is the “major OEM” that the automaker is in discussions with to license the Full Self-Driving suite.

Last week during Tesla’s Q2 2023 Earnings Call, CEO Elon Musk said the automaker was in “early discussions with a major OEM” regarding the licensing of Full Self-Driving:

“And we are already in discussions with — early discussions with major OEM about using Tesla FSD. So, we’re not trying to keep this to ourselves. We’re more than happy to license it to others.”

The move was not necessarily surprising, as Musk had said a month earlier that Tesla was “happy to license” either Autopilot or Full Self-Driving, as well as other Tesla technology.

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For example, we have seen various car companies adopt Tesla’s North American Charging Standard (NACS) connector, and Ford was the first to do so. General Motors followed.

After Tesla’s announcement regarding its early discussions with a major automaker, speculation persisted on which company was most likely to be in talks to license Full Self-Driving.

Tesla fans seem to believe it is Ford.

Right after Musk made the comments, we posted a question on our Twitter page that asked followers who they thought it was. An overwhelming number of respondents said Ford.

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There were plenty of other companies mentioned by those who chose to respond, like Volkswagen, Mercedes-Benz, General Motors, and Rivian.

Volkswagen and Tesla had a good and very public relationship when the German automaker had Herbert Diess at the helm. However, that relationship has cooled, but it does not mean the companies are not still on good terms and perhaps in discussions.

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Mercedes-Benz has a Level 3 system that has been approved for operation in Nevada, California, and parts of Germany. We would be prone to believe Mercedes-Benz would continue with the development of its own suite.

General Motors has Super Cruise, which is also a successful program in terms of where self-driving efforts are in this day and age. CNBC’s test of the suite revealed a Cadillac could be driven for an hour, in some instances, without ever needing to take control of the vehicle.

Rivian, at least in our and many other perspectives, doesn’t match the description of a “major OEM.”

Who do you think Tesla is in early discussions with regarding FSD licensing? Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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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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Tesla expands its mass-market color palette in the U.S.

Delivering a fresh splash of color to its lineup, Tesla is giving U.S. buyers two stunning new blue options that are already turning heads.

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Credit: Brand0n | X

Tesla has expanded the color palette it offers on its mass market vehicles in the United States, giving buyers of the Model 3 and Model Y a few additional options than before.

Delivering a fresh splash of color to its lineup, Tesla is giving U.S. buyers two stunning new blue options that are already turning heads. Starting on May 8, the automaker updated its North American configurator to introduce Marine Blue on Model Y Premium trims and Frost Blue exclusively on the Model 3 Performance.

The move replaces the long-running Deep Blue Metallic, a staple for over eight years, and brings previously exclusive shades stateside.

Marine Blue, a deep, rich oceanic hue formerly limited to Europe and Asia-Pacific markets, is now available on Model 3 and Model Y RWD and Long Range AWD Premium variants. Priced at a $1,000 upgrade—standard for Tesla’s premium paints—it delivers a sophisticated, metallic finish that shifts beautifully under light.

Tesla North America highlighted the change directly in an official post, confirming Marine Blue as the new flagship blue for non-Performance models.

Frost Blue, on the other hand, is the real crowd-pleaser for enthusiasts. Previously reserved for the flagship Model S and Model X, this lighter, icy metallic shade is now offered at no extra cost on Model 3 Performance and Model Y Performance trims.

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Performance buyers effectively get a premium color included in the base price, a smart perk that Tesla has extended to higher-end variants across the board. Early in-person sightings and configurator renders show Frost Blue’s cool, modern vibe popping against the cars’ sleek lines, especially with black wheels and red brake calipers.

The timing couldn’t be better. With Tesla pushing refreshed Model 3 and Model Y refreshes amid growing competition, these updates add visual excitement without major redesigns.

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Deep Blue Metallic orders are being transitioned to the new shades, according to customer reports and Tesla communications. In the U.S., Puerto Rico, and Mexico, the options are live now; Canada sees limited Frost Blue availability on the Model 3 Performance.

Tesla’s color strategy continues to evolve, borrowing from higher-end models to refresh mass-market EVs. Now that we bid farewell to the Model S and Model X, some of their colors might be available on the more widely available Model 3 and Model Y.

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Tesla Semi’s official battery capacity leaked by California regulators

A California regulatory filing just confirmed the exact battery size inside each Tesla Semi variant.

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A regulatory filing published by the California Air Resources Board in April 2026 has put official numbers on what Tesla Semi owners and fleet buyers have long wanted confirmed: the exact battery capacities of both the Long Range and Standard Range Semi truck variants. CARB is California’s independent air quality regulator, and it certifies zero-emission powertrains before they can be sold or operated in the state. When a manufacturer submits a vehicle for certification, the resulting executive order becomes a public document, making it one of the most reliable sources for confirmed production specs on any EV.

The document lists two certified powertrain configurations. The Long Range Semi carries a usable battery capacity of 822 kWh, while the Standard Range version comes in at 548 kWh. Both use lithium-ion NCMA chemistry and share the same peak and steady-state motor output ratings of 800 kW and 525 kW respectively. Cross-referencing Tesla’s published efficiency figure of approximately 1.7 kWh per mile under full load, the 822 kWh pack supports roughly 480 miles of real-world range, which aligns closely with Tesla’s advertised 500-mile figure for the Long Range trim. The 548 kWh Standard Range pack works out to approximately 320 miles, again consistent with Tesla’s stated 325-mile target.

Here is a direct comparison of the two versions based on the CARB filing and published specs:

Tesla Semi Spec Long Range Standard Range
Battery Capacity 822 kWh 548 kWh
Battery Chemistry NCMA Li-Ion NCMA Li-Ion
Peak Motor Power 800 kW 525 kW
Estimated Range ~500 miles ~325 miles
Efficiency ~1.7 kWh/mile ~1.7 kWh/mile
Est. Price ~$290,000 ~$260,000
GVW Rating 82,000 lbs 82,000 lbs

The timing of this certification is not incidental. On April 29, 2026, Semi Programme Director Dan Priestley confirmed on X that high-volume production is now ramping at Tesla’s dedicated 1.7-million-square-foot facility in Sparks, Nevada. A key advantage of the Nevada location is vertical integration: the 4680 battery cells powering the Semi are manufactured in the same complex, eliminating the supply chain bottleneck that had delayed the program for years.

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Tesla’s long-term goal is to reach a production capacity of 50,000 trucks annually at the Nevada factory, which would represent roughly 20 percent of the entire North American Class 8 market. With CARB certification now in hand and the production line running, the regulatory and manufacturing groundwork for that target is in place.

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Tesla crushes NHTSA’s brand-new ADAS safety tests – first vehicle to ever pass

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Credit: Tesla

Tesla became the first company to pass the United States government’s new Advanced Driver Assistance Systems (ADAS) testing with the Model Y, completing each of the new tests with a passing performance.

In a landmark announcement on May 7, the National Highway Traffic Safety Administration (NHTSA) declared the 2026 Tesla Model Y the first vehicle to pass its newly ADAS benchmark under the New Car Assessment Program (NCAP).

Model Y vehicles manufactured on or after November 12, 2025, met rigorous pass/fail criteria for four newly added tests—pedestrian automatic emergency braking, lane keeping assistance, blind spot warning, and blind spot intervention—while also satisfying the program’s original four ADAS requirements: forward collision warning, crash imminent braking, dynamic brake support, and lane departure warning.

NHTSA administration Jonathan Morrison hailed the achievement as a milestone:

“Today’s announcement marks a significant step forward in our efforts to provide consumers with the most comprehensive safety ratings ever. By successfully passing these new tests, the 2026 Tesla Model Y demonstrates the lifesaving potential of driver assistance technologies and sets a high bar for the industry. We hope to see many more manufacturers develop vehicles that can meet these requirements.”

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The updates to NCAP, finalized in late 2024 and effective for 2026 models, reflect growing recognition that ADAS features are no longer optional luxuries but essential tools for preventing crashes.

Pedestrian automatic emergency braking, for instance, targets one of the fastest-rising causes of roadway fatalities, while blind spot intervention and lane keeping assistance address common sources of side-swipes and run-off-road incidents. By incorporating objective, performance-based evaluations rather than mere presence of the technology, NHTSA aims to give buyers clearer data on real-world effectiveness.

This milestone arrives at a pivotal moment when vehicle autonomy is transitioning from science fiction to everyday reality.

Tesla’s Full Self-Driving (FSD) software and the impending rollout of robotaxis underscore a broader industry shift toward higher levels of automation. Yet regulators and consumers remain cautious: safety data must keep pace with technological ambition.

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The Model Y’s perfect score on these ADAS benchmarks validates that current driver-assist systems—when engineered rigorously—can dramatically reduce human error, which still accounts for the vast majority of crashes.

For Tesla, the result reinforces its long-standing claim of building the safest vehicles on the road. More importantly, it signals to the entire auto sector that meeting elevated federal standards is achievable and expected.

As autonomy edges closer to Level 3 and beyond, where drivers may disengage more fully, such independent verification becomes critical. It builds public trust, informs purchasing decisions, and accelerates the development of systems that could one day eliminate tens of thousands of annual traffic deaths.

In an era when software-defined vehicles promise transformative mobility, the 2026 Model Y’s NHTSA triumph is more than a manufacturer accolade—it is a regulatory green light that autonomy’s future must be built on proven, testable safety foundations. The bar has been raised. The industry, and the roads we share, will be safer for it.

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