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 CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
