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.”
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@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.”
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“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.
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“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
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
