

News
Tesla owner blames FSD suite for eight-car Thanksgiving Day crash
A Tesla owner involved in an accident on Thanksgiving Day is blaming the company’s Full Self-Driving suite for causing the eight-car pile-up on San Francisco’s Bay Bridge.
After the driver’s 2021 Model S was allegedly operating with the Full Self-Driving suite, it malfunctioned, they said. An accident then occurred on I-80 with two juveniles going to a local hospital for the treatment of minor injuries.
Police are still attempting to determine whether the suite actually malfunctioned, was even operational in the first place, or whether the statement the driver made to police was accurate, Reuters said in its report.
A police report said the driver’s Model S made an unsafe lane change and was slowing down to come to a stop when another vehicle hit the Tesla, and subsequent crashes occurred. There is no confirmation that the car was operating on Full Self-Driving.
The NHTSA did not offer a comment on the accident, as the agency could be working with Tesla or law enforcement agencies to determine factors contributing to the crash.
In past accidents involving Tesla vehicles potentially operating with the Full Self-Driving suite, the automaker has been able to clarify some of the situations with data available after the crash.
In an April 2021 accident in Texas involving a Model S in Texas where two people perished, the National Transportation Safety Board (NTSB) determined that Autopilot and Autosteer systems were unable to be engaged on the part of the road where the accident occurred.
These dispelled media narratives blaming Full Self-Driving and Autopilot for the accident.
Despite Tesla’s long-standing status as a company with advanced driver assistance features, it is still commonly misconceived that the cars can drive themselves without any human interaction. However, this is incorrect, and Tesla has maintained that drivers must remain vigilant and pay attention to road conditions and surroundings in case they would have to take over the vehicle.
On its website, Tesla’s FAQ section answers the question, “Do I still need to pay attention while using Autopilot?” The automaker responds:
“Yes. Autopilot is a hands-on driver assistance system that is intended to be used only with a fully attentive driver. It does not turn a Tesla into a self-driving car nor does it make a car autonomous.
Before enabling Autopilot, you must agree to “keep your hands on the steering wheel at all times” and to always “maintain control and responsibility for your car.” Once engaged, Autopilot will also deliver an escalating series of visual and audio warnings, reminding you to place your hands on the wheel if insufficient torque is applied. If you repeatedly ignore these warnings, you will be locked out from using Autopilot during that trip.
You can override any of Autopilot’s features at any time by steering, applying the brakes, or using the cruise control stalk to deactivate.”
The company also indicates Autopilot, Enhanced Autopilot, and Full Self-Driving are “are intended for use with a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.”
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, 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.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
Investor's Corner
Tesla (TSLA) Q2 2025 earnings call: What investors want to know

Tesla (NASDAQ:TSLA) is set to report its second-quarter 2025 financial results on Wednesday, July 23, after markets close. With this in mind, Tesla investors have aggregated their top questions for the company at its upcoming Q&A session.
The upcoming earnings report follows a mixed delivery quarter. Tesla produced over 410,000 vehicles and delivered more than 384,000 units globally. In the energy segment, Tesla deployed 9.6 GWh of storage products, continuing momentum for its Megapack business. Tesla’s vehicle sales are currently down year-over-year, though a good part of this was due to the Model Y changeover in the first quarter.
Following are Tesla investors’ top questions for management, as aggregated in Say.
- Can you give us some insight (into) how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
- What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
- What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
- Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
- When do you anticipate customer vehicles to receive unsupervised FSD?
- Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
- Have any meaningful Optimus milestones changed for this year or next, and will thousands of Optimus be performing tasks in Tesla factories by year-end?
- Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years? We still do not know much about HW4.
- Cybertruck ramp is now a year in, but sales have lagged other models. How are you thinking through boosting sales of such an incredible product?
- When will there be a new CEO compensation package presented and considered for the next stage of the company’s growth?
Tesla will release its Q2 update letter on its Investor Relations website after markets close on Wednesday. A live Q&A webcast with management will then follow at 4:30 p.m. CT (5:30 p.m. ET) to discuss the company’s performance and outlook.
News
Tesla Model Y becomes dual champ in China’s vehicle sales rankings
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover.

The Tesla Model Y was recently deemed a double champion in China, with the all-electric crossover topping two notable sales charts in the country’s automotive sector.
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover, as it has continued to outsell even vehicles that are newer and more affordable.
Tesla China’s announcement
In a post on Weibo, Tesla China VP Grace Tao highlighted that the Model Y topped China’s sales of SUVs, as well as vehicles that are priced in the 200,000-400,000 yuan range. This is quite remarkable, as the Model Y is one of the more costly entries in both lists. She also invited everyone to try out the vehicle for themselves. “You will know the champion strength after a try,” the Tesla VP wrote.
For the first half of the year, the Tesla Model Y sold 171,491 units domestically in China. This number was enough to make it the country’s best-selling SUV and vehicle priced in the 200,000-400,000 yuan range, but it could still easily be higher in the second half of 2025.
This was because Tesla initiated a changeover in Gigafactory Shanghai to shift the facility’s Model Y line to the vehicle’s new iteration. Had Tesla sold the Model Y in full force during the first half of 2025 in China, the vehicle’s domestic sales figures would have been even more impressive.
Model Y L coming
Tesla China’s Model Y sales could see a notable boost in the second half of the year due to the addition of the Model Y L, an extended wheelbase version of the all-electric crossover. Tesla is yet to announce the details for the Model Y L, though the vehicle was listed in the MIIT regulatory catalog as a six-seater. This is game-changing, as the Model Y’s previous seven-seat configurations have caught criticism for being far too cramped and unusable for adults.
With the six-seat Model Y in the company’s lineup, Tesla would be able to compete with popular vehicles from rivals like BYD, which have made it a point to release spacious three-row vehicles that are designed to carry the whole family. Provided that the Model Y L is priced correctly, it could very well raise Tesla’s vehicle sales this year.
-
Elon Musk5 days ago
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
-
News5 days ago
Tesla exec hints at useful and potentially killer Model Y L feature
-
Elon Musk6 days ago
Elon Musk reveals SpaceX’s target for Starship’s 10th launch
-
Elon Musk1 week ago
Tesla ups Robotaxi fare price to another comical figure with service area expansion
-
News5 days ago
Tesla’s longer Model Y did not scale back requests for this vehicle type from fans
-
News5 days ago
“Worthy of respect:” Six-seat Model Y L acknowledged by Tesla China’s biggest rivals
-
News6 days ago
First glimpse of Tesla Model Y with six seats and extended wheelbase
-
Elon Musk6 days ago
Elon Musk confirms Tesla is already rolling out a new feature for in-car Grok