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Tesla FSD is the answer to concerns about EVs’ possible “added” road risks
A recent article from Slate has brought up a rather interesting concern about electric vehicles and their wide adoption. Since electric cars tend to be a lot heavier than their combustion-powered counterparts, there is a nonzero chance that they could actually be more dangerous to pedestrians in the event of a crash. Tesla FSD could be the answer to these concerns.
There is an uncomfortable truth in the United States, and that is the fact that road fatalities are climbing. The National Highway Traffic Safety Administration (NHTSA), for one, noted that American road deaths soared during Q1 2022, rising 7% to 9,560 fatalities, the highest quarterly toll since 2002. The numbers are sobering, as they suggest that compared to pedestrians in countries like France and Canada, Americans are more than twice as likely to die in a crash.
There are quite a few factors behind these disturbing statistics, but one of them is believed to be the prevalence of overly large and heavy vehicles like full-size trucks and SUVs. While trucks are generally designed for work, full-sized pickups are now widely used by casual drivers to the point where some pickups barely see a day of legitimate work. SUVs are also all the rage. But while these vehicles could be quite safe for those inside them, they are a nightmare for the pedestrians that they might hit in the event of an accident.
As noted by Slate, one study actually found that the shift to SUVs over the past couple of decades ended up leading to over 1,000 more pedestrian deaths. Now, it should be noted that these large vehicles are already overly heavy with an internal combustion engine. When they are powered by a giant battery pack and equipped with electric motors, they become even heavier and a whole lot faster. The over-9,000-pound Hummer EV is the poster child of this, as the behemoth is capable of hitting highway speeds in about 3.3 seconds.
But inasmuch as these concerns are valid, heavy electric vehicles are only really just as dangerous as their drivers and safety features. Tesla has been making overly-heavy and ridiculously-fast sedans and crossovers for many years, yet its vehicles constantly rank among the safest on the road. This is due in no small part to the company’s active and passive safety features, which are standard on every Tesla that gets built at each of the company’s vehicle factories, both in the United States and abroad.
And coupled with Tesla’s FSD software, the risks for heavy electric vehicles are likely even less. Behind all the drama and smear campaigns targeted toward the advanced driver-assist system, after all, FSD is an incredibly cautious system that takes pedestrian safety as a top priority. Tests of Tesla FSD Beta releases have shown this time and time again — the system always keeps people around the car as safe as possible.
The use of systems like FSD Beta would likely be more widespread as the adoption of electric vehicles becomes more prevalent. Teslas would likely continue to be among the safest vehicles on the road, despite the company likely producing one of the heaviest vehicles on the market in the Tesla Semi. Fortunately, Tesla does seem to be open to the idea of having its software, like Autopilot, licensed to other automakers. This means that Tesla’s stellar safety systems could be rolled out to more vehicles, including those beyond the reach of the company’s products.
This, however, would require other automakers to admit that Tesla’s Autopilot and FSD are industry-leading solutions for pedestrian safety. Such an admission takes a lot of humility, and thus, is easier said than done. But the longer other automakers wait to roll out systems that are comparable to FSD or at least Autopilot, the longer pedestrians are exposed to an increasing number of electric vehicles that could indeed be too heavy and too fast in an accident.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
