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
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
