Consumer advocate group Consumer Reports (CR) has issued a sharp rebuke of Tesla’s Full Self-Driving Beta V9, which began its initial rollout earlier this month. CR highlighted FSD Beta V9’s capabilities and lack of safeguards as its main point of criticism for the advanced driver-assist system.
Tesla FSD Beta V9 adopts the company’s pure vision approach, which uses a camera-based Autopilot model. Tesla’s decision to adopt pure vision as opposed to its previous camera+radar approach was quite controversial, though initial reviews from some FSD Beta users have noted that their vehicles have been behaving more confidently with FSD Beta V9. Elon Musk, for his part, has maintained that FSD Beta V9 users must exercise utmost caution when using the system.
Consumer Reports’ Tesla Model Y does not have FSD Beta V9 software, and thus, the company is yet to experience the advanced driver-assist system firsthand, but Jake Fisher, senior director of CR’s Auto Test Center, noted that videos of FSD Beta V9 in action do not inspire confidence. “Videos of FSD Beta 9 in action don’t show a system that makes driving safer or even less stressful. Consumers are simply paying to be test engineers for developing technology without adequate safety protection,” he said.
The magazine pointed to videos uploaded by FSD Beta V9 tester AI Addict, whose YouTube uploads showed instances when the advanced driver-assist system made mistakes and required manual interventions. Missy Cummings, an automation expert who is director of the Humans and Autonomy Laboratory at Duke University, noted that FSD Beta V9 still has fundamental problems.
“It’s hard to know just by watching these videos what the exact problem is, but just watching the videos it’s clear (that) it’s having an object detection and/or classification problem. I’m not going to rule out that at some point in the future that’s a possible event. But are they there now? No. Are they even close? No,” she said.
Selika Josiah Talbott, a professor at the American University School of Public Affairs in Washington, D.C., is more critical of the system, stating that the videos she has seen of FSD Beta V9 show that the advanced driver-assist system behaves “almost like a drunk driver” in the way that it struggles to stay between lane lines. “It’s meandering to the left; it’s meandering to the right. While its right-hand turns appear to be fairly solid, the left-hand turns are almost wild,” she said.
Despite Tesla’s rollout of a camera-based driver monitoring system to its vehicles, Fisher argued that the EV maker still needs to monitor its drivers in real-time to ensure that FSD Beta V9 is being used properly. “Tesla just asking people to pay attention isn’t enough—the system needs to make sure people are engaged when the system is operational. We already know that testing developing self-driving systems without adequate driver support can—and will—end in fatalities,” he said.
It should be noted that FSD Beta V9’s current iteration is not in wide release yet, and it has only been rolled out to the company’s select group of FSD Beta testers. So far, however, tests of the system in action seem encouraging. While manual interventions still happen from time to time, FSD Beta V9 does seem like a step forward from its previous iterations. This does not mean that Tesla’s driver-assist system is ready to go hands-free, of course, but it’s a solid step forward. Needless to say, there’s a good chance that improvements would be made to FSD Beta V9 before it gets a wider release.
Consumer Reports’ full article on Tesla’s FSD Beta V9 could be accessed here.
Watch AI Addict’s FSD Beta V9 video below.
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Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.
Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
Investor's Corner
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date.
Tesla (NASDAQ: TSLA) has released its Q2 2025 vehicle delivery and production report. As per the report, the company delivered over 384,000 vehicles in the second quarter of 2025, while deploying 9.6 GWh in energy storage. Vehicle production also reached 410,244 units for the quarter.
Model 3/Y dominates output, ahead of earnings call
Of the 410,244 vehicles produced during the quarter, 396,835 were Model 3 and Model Y units, while 13,409 were attributed to Tesla’s other models, which includes the Cybertruck and Model S/X variants. Deliveries followed a similar pattern, with 373,728 Model 3/Ys delivered and 10,394 from other models, totaling 384,122.
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date, signaling continued strength in the Megapack and Powerwall segments.
Year-on-year deliveries edge down, but energy shows resilience
Tesla will share its full Q2 2025 earnings results after the market closes on Wednesday, July 23, 2025, with a live earnings call scheduled for 4:30 p.m. CT / 5:30 p.m. ET. The company will publish its quarterly update at ir.tesla.com, followed by a Q&A webcast featuring company leadership. Executives such as CEO Elon Musk are expected to be in attendance.
Tesla investors are expected to inquire about several of the company’s ongoing projects in the upcoming Q2 2025 earnings call. Expected topics include the new Model Y ramp across the United States, China, and Germany, as well as the ramp of FSD in territories outside the US and China. Questions about the company’s Robotaxi business, as well as the long-referenced but yet to be announced affordable models are also expected.
News
Tesla China breaks 8-month slump by selling 71,599 vehicles wholesale in June
Tesla China’s June numbers were released by the China Passenger Car Association (CPCA) on Tuesday.
Tesla China was able to sell 71,599 vehicles wholesale in June 2025, reversing eight consecutive months of year-over-year declines. The figure marks a 0.83% increase from the 71,599 vehicles sold wholesale in June 2024 and a 16.1% jump compared to the 61,662 vehicles sold wholesale in May.
Tesla China’s June numbers were released by the China Passenger Car Association (CPCA) on Tuesday.
Tesla China’s June results in focus
Tesla produces both the Model 3 and Model Y at its Shanghai Gigafactory, which serves as the company’s primary vehicle export hub. Earlier this year, Tesla initiated a changeover for its best-selling vehicle, the Model Y, resulting in a drop in vehicle sales during the first and second quarters.
Tesla’s second-quarter China sales totaled 191,720 units including exports. While these numbers represent a 6.8% year-over-year decline for Tesla China, Q2 did show sequential improvement, rising about 11% from Q1 2025, as noted in a CNEV Post report.
For the first half of the year, Tesla sold 364,474 vehicles wholesale. This represents a 14.6% drop compared to the 426,623 units sold wholesale in the first half of 2024.
China’s competitive local EV market
Tesla’s position in China is notable, especially as the new Model Y is gaining ground in the country’s BEV segment. That being said, Tesla is also facing competition from impressive local brands such as Xiaomi, whose new YU7 electric SUV is larger and more affordable than the Model Y.
The momentum of the YU7 is impressive, as the vehicle was able to secure 200,000 firm orders within three minutes and over 240,000 locked-in orders within 18 hours. Xiaomi’s previous model, the SU7 electric sedan, which is aimed at the Tesla Model 3, also remains popular, with June deliveries surpassing 25,000 units for the ninth straight month.
While China’s EV market is getting more competitive, Tesla’s new Model Y is also ramping its production and deliveries. Needless to say, Tesla China’s results for the remaining two quarters of 2025 will be very interesting.
Tesla surges following better-than-expected delivery report
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Tesla China breaks 8-month slump by selling 71,599 vehicles wholesale in June
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