Tesla FSD Beta testers are debunking the claims that FSD doesn’t stop for “children.” Tesla FSD Beta critic, The Dawn Project, recently aired EV ads showing clips of a test that it paid for. These tests, according to The Dawn Project, show that Tesla’s FSD Beta “Tesla’s FSD software “repeatedly hits child-sized mannequins.”
Dan O’Dowd, the founder of The Dawn Project, said that Tesla’s FSD is “a lethal threat to all Americans.” Earlier this year, O’Dowd placed a full-page ad in the New York Times campaigning to ban Tesla’s FSD. He also ran for the state senate in California. His entire campaign was centered around banning Tesla’s FSD.
Debunking the claims that Tesla’s FSD Beta hits “children”
Many Tesla owners and FSD Beta testers not only disagree, but some have decided to perform their own tests. On Twitter, @WholeMarsBlog shared a thread of the many instances Tesla’s FSD Beta reacted to pedestrians and children. He pointed out that spreading misinformation is similar to running ads telling people not to wear seat belts.
Another Tesla FSD Beta tester, @TeslaDriver2022 performed their own test. I reached out to them and we spoke on the phone. @TeslaDriver2022 told me that they’ve been beta testing the software for over a year now and have seen a ton of improvements over the past year.
https://twitter.com/tesladriver2022/status/1557152108071342085
“Prior to the Beta program and even owning Teslas, I’ve owned Volvos for years with their Pilot Assist program which is kind of like basic Autopilot. And I was not seeing that progress. I have a family and I want my children in the safest vehicles which is why we had gotten Volvos.”
@TeslaDriver2022 told me that they would see Tesla’s video and eventually they made the switch to Tesla. Their partner drives a Model Y and they drive a Model 3.
“I became very interested in the potential of Tesla’s technology and when it came time for us to get new cars we both bought Teslas because we thought they were the safest vehicles for our family to be in.”
After driving with Volvo’s Pilot Assist for years, @TeslaDriver2022 said that Tesla’s FSD Beta continues to improve.
“The FSD Beta has just been getting better exponentially even since I’ve been using it. Just some of the predictions it’s got and the capabilities to understand when things are getting in their path. Not even that. Some of the most impressive stuff is just when I’m driving down the road at 45 miles an hour and there’s a car that will turn in front of me to get into a parking lot.
“Its ability to understand whether or not that car is gonna make it or not and whether or not it needs to slow down. It’s becoming very human-like.”
@TeslaDriver2022’s Tesla FSD Beta test with “children”
I asked @TeslaDriver2022 what was it about O’Dowd’s ad that inspired them to perform their own Tesla FSD Beta testing with a “child.” @TeslaDriver2022 told me that they thought the ad “simply just was not true.”
“That commercial is 100%, not the experience I’ve ever had driving my Tesla.”
“I saw his ad on the news after work yesterday and I thought, ‘what is this?!‘ And to be honest with you, I didn’t really know too much about him until that came out. Later on, I was just sitting on the couch really bothered by the ad.
“I drive with FSD Beta with my kids in the car all the time. I see how safe it is. It’s safer than anything else that’s out there. I was talking to my partner and joking and said that ‘I’m about to go into the garage and get one of our Amazon boxes, cut out a cardboard ‘child’ and put one of our kids’ jackets on it and run a test.’”
@TeslaDriver2022’s partner thought this was brilliant and they immediately ran the tests. They ran multiple tests and after tweeting it, received feedback from various Twitter users wanting them to perform other variations of the tests.
“When I originally tested it, I did around eight different tests and in every single one of them, the vehicle would path predict around the cardboard ‘child.’ It wasn’t even ever a close call. It went around the child-sized object every single time.”
After doing the tests that Twitter users suggested, @TeslaDriver2022 recorded what they said was the most impressive of the results.
“I had my neighbor come over and I did a couple of other videos. One was more to the right, one with the ‘child’ crossing the street, and one where my neighbor just launched it out and I think the launched-out ones were a little bit more impressive because that shows a lot of the AI that Tesla has.”
In the last set of tests, the launching out of the cardboard ‘child’ simulates an all too common scenario where a child runs out in front of an oncoming car. The fact that Tesla’s AI was able to tell what was happening and avoided hitting the object is telling.
“I don’t necessarily believe a lot of other vehicles have that. And the fact that Tesla is constantly updating it and making it better is what’s really impressive about it.”
Tesla FSD sees 👁 children — don’t believe the fake rigged Tesla games the competition pays to put in Newspapers & TV media.
Remember TeslaQ, the haters, they have a lot of money betting against Tesla. It’s all dirty tricks. https://t.co/Zhjn66dKi1
— K10✨ (@Kristennetten) August 10, 2022
Disclaimer: Johnna is long Tesla.
I’d love to hear from you! If you have any comments, concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
Elon Musk
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
Ford CEO Farley says Tesla is not who to look at for EV expertise
