It is tough being Tesla. In a world where cars are becoming electric, just as the company initially intended when its mission began 18 years ago, Tesla is the top dog at the moment. Every car company in the world is nipping at its heels in an attempt to catch up to Elon Musk’s car company. However, recent developments have inspired me to look at a different kind of competition that Tesla is facing, something that feels somewhat unjust in the grand scheme of things. Unfortunately, it’s not from another car company, it’s from federal investigators and Tesla skeptics who continue to magnify the company’s accidents, all because there is the possibility that a car involved in an accident may have been operating on Autopilot.
Earlier this week, a Model Y was involved in a crash in Michigan. What turned out to be a case of reckless driving was initially blamed on the possibility of Autopilot by mainstream media sources. Unfortunately for them, their credibility regarding Tesla vehicles continues to be chipped away as they sacrifice long-term trustworthiness in the field of electric vehicles for short-term viewership. A Tesla was in fact in an accident in Detroit, and yes, the NHTSA was investigating it. There’s no reason to go any more broad than that.
Unfortunately, Tesla’s rollout of Autopilot and Full Self-Driving has put the company at risk for these types of stories. Anytime a Tesla crashes, the first thing that is planted in people’s minds is the possibility that the car may have been using the semi-autonomous driving functionalities. Why? Human beings are still responsible for operating the car even when the vehicle is utilizing the state-of-the-art technology. It is in no way the car’s fault when the driver is still responsible for the ultimate operation of the vehicle. It’s like blaming a fork for obesity, in my eyes.
While it is unfortunate that there have been deaths due to Autopilot, there are instances where gross negligence from the driver is truly the cause of an accident. For example, in a case where speed and reckless driving is truly the factor, there needs to be an immediate clarification by investigating officers. Perhaps Tesla could provide some clarification to authorities in some kind of system where officers could give the VIN of a vehicle involved, and Tesla could determine immediately whether the car was operating using its driver assistance features. Obviously, there may be a better way. But in the short-term, especially in the early days of the FSD Beta, the credibility of the vehicle’s systems is extremely important for future rollouts.
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Statistically, Tesla vehicles are much safer than human drivers, to begin with. Recent Q4 2020 Safety Report statistics from Tesla show that one accident occurred with Autopilot every 3.45 million miles. The national average is 484,000 miles. Isn’t that enough to prove Autopilot is a better option than human driving? By the way, it only gets more accurate and precise with every mile driven thanks to its Neural Networks that attain new data.
The exposure Tesla receives after one of these tragic accidents is likely what is the most frustrating. Immediately, people jump to conclusions and assume the car was responsible for the issues. It’s interesting though because I can’t ever recall a single instance of media jumping all over an issue with SuperCruise or any of the other numerous driver assistance systems that are out on the market today. I am sure there has been coverage, I just can’t recall any instance where it has been a national headline like Tesla seems to be included in on a regular basis.
In all honesty, it is just extremely frustrating to know that there is so much focus on Tesla’s shortcomings instead of its broad successes. I am a TSLA investor, but I am also extremely critical of the company at times, and I believe it is because of my holdings. There are times I would do things differently. I was vocal about my distaste for not telling any Model Y LR RWD reservation holders that their cars weren’t going to be made. I am upset that there is relatively no communication with Model S Plaid reservation holders regarding their steering wheels. I am not a fan that we’ve been told Semi/Roadster production is imminent on numerous occasions but we are still sitting here with neither of those vehicles. I get the bottlenecks, but I think those things have just frustrated me personally.
I’m glad Tesla spends $0 on advertising. The news outlets & media don’t deserve Teslas money. It’s better used growing the company & for things like building next-gen factories. Ford and GM alone will spend over $5B this year on US advertising. The bias is clear and money talks.
— Sawyer Merritt ?? (@SawyerMerritt) March 17, 2021
However, I am also going to admit when things are just plain unfair, and Tesla is a victim of that on so many occasions. I don’t know if that has to do with oil money lining the pockets of MSM, or it is just an attempt to derail a company that has really disrupted the automotive industry. I won’t speculate. There is, of course, a reason for the investigations that could be beneficial. It could just be an attempt to learn from the mistakes of Tesla and pass them along for future instances. Unfortunately, there will be more accidents with self-driving software, and it will go far beyond Tesla. However, Tesla is the only company with a robust self-driving program, so the microscope almost needs to be on them at times, but that’s where this whole situation really gets sticky.
A big thanks to our long-time supporters and new subscribers! Thank you.
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
Elon Musk
Tesla Semi’s official battery capacity leaked by California regulators
A California regulatory filing just confirmed the exact battery size inside each Tesla Semi variant.
A regulatory filing published by the California Air Resources Board in April 2026 has put official numbers on what Tesla Semi owners and fleet buyers have long wanted confirmed: the exact battery capacities of both the Long Range and Standard Range Semi truck variants. CARB is California’s independent air quality regulator, and it certifies zero-emission powertrains before they can be sold or operated in the state. When a manufacturer submits a vehicle for certification, the resulting executive order becomes a public document, making it one of the most reliable sources for confirmed production specs on any EV.
The document lists two certified powertrain configurations. The Long Range Semi carries a usable battery capacity of 822 kWh, while the Standard Range version comes in at 548 kWh. Both use lithium-ion NCMA chemistry and share the same peak and steady-state motor output ratings of 800 kW and 525 kW respectively. Cross-referencing Tesla’s published efficiency figure of approximately 1.7 kWh per mile under full load, the 822 kWh pack supports roughly 480 miles of real-world range, which aligns closely with Tesla’s advertised 500-mile figure for the Long Range trim. The 548 kWh Standard Range pack works out to approximately 320 miles, again consistent with Tesla’s stated 325-mile target.
Here is a direct comparison of the two versions based on the CARB filing and published specs:
| Tesla Semi Spec | Long Range | Standard Range |
| Battery Capacity | 822 kWh | 548 kWh |
| Battery Chemistry | NCMA Li-Ion | NCMA Li-Ion |
| Peak Motor Power | 800 kW | 525 kW |
| Estimated Range | ~500 miles | ~325 miles |
| Efficiency | ~1.7 kWh/mile | ~1.7 kWh/mile |
| Est. Price | ~$290,000 | ~$260,000 |
| GVW Rating | 82,000 lbs | 82,000 lbs |
The timing of this certification is not incidental. On April 29, 2026, Semi Programme Director Dan Priestley confirmed on X that high-volume production is now ramping at Tesla’s dedicated 1.7-million-square-foot facility in Sparks, Nevada. A key advantage of the Nevada location is vertical integration: the 4680 battery cells powering the Semi are manufactured in the same complex, eliminating the supply chain bottleneck that had delayed the program for years.
Tesla’s long-term goal is to reach a production capacity of 50,000 trucks annually at the Nevada factory, which would represent roughly 20 percent of the entire North American Class 8 market. With CARB certification now in hand and the production line running, the regulatory and manufacturing groundwork for that target is in place.
Tesla became the first company to pass the United States government’s new Advanced Driver Assistance Systems (ADAS) testing with the Model Y, completing each of the new tests with a passing performance.
In a landmark announcement on May 7, the National Highway Traffic Safety Administration (NHTSA) declared the 2026 Tesla Model Y the first vehicle to pass its newly ADAS benchmark under the New Car Assessment Program (NCAP).
Model Y vehicles manufactured on or after November 12, 2025, met rigorous pass/fail criteria for four newly added tests—pedestrian automatic emergency braking, lane keeping assistance, blind spot warning, and blind spot intervention—while also satisfying the program’s original four ADAS requirements: forward collision warning, crash imminent braking, dynamic brake support, and lane departure warning.
The NHTSA has just officially announced that the 2026 @Tesla Model Y is the first vehicle model to pass the agency’s new advanced driver assistance system tests.
2026 Tesla Model Y vehicles, manufactured on or after Nov. 12, 2025, successfully met the new criteria for four… pic.twitter.com/as8x1OsSL5
— Sawyer Merritt (@SawyerMerritt) May 7, 2026
NHTSA administration Jonathan Morrison hailed the achievement as a milestone:
“Today’s announcement marks a significant step forward in our efforts to provide consumers with the most comprehensive safety ratings ever. By successfully passing these new tests, the 2026 Tesla Model Y demonstrates the lifesaving potential of driver assistance technologies and sets a high bar for the industry. We hope to see many more manufacturers develop vehicles that can meet these requirements.”
The updates to NCAP, finalized in late 2024 and effective for 2026 models, reflect growing recognition that ADAS features are no longer optional luxuries but essential tools for preventing crashes.
Pedestrian automatic emergency braking, for instance, targets one of the fastest-rising causes of roadway fatalities, while blind spot intervention and lane keeping assistance address common sources of side-swipes and run-off-road incidents. By incorporating objective, performance-based evaluations rather than mere presence of the technology, NHTSA aims to give buyers clearer data on real-world effectiveness.
This milestone arrives at a pivotal moment when vehicle autonomy is transitioning from science fiction to everyday reality.
Tesla’s Full Self-Driving (FSD) software and the impending rollout of robotaxis underscore a broader industry shift toward higher levels of automation. Yet regulators and consumers remain cautious: safety data must keep pace with technological ambition.
The Model Y’s perfect score on these ADAS benchmarks validates that current driver-assist systems—when engineered rigorously—can dramatically reduce human error, which still accounts for the vast majority of crashes.
For Tesla, the result reinforces its long-standing claim of building the safest vehicles on the road. More importantly, it signals to the entire auto sector that meeting elevated federal standards is achievable and expected.
As autonomy edges closer to Level 3 and beyond, where drivers may disengage more fully, such independent verification becomes critical. It builds public trust, informs purchasing decisions, and accelerates the development of systems that could one day eliminate tens of thousands of annual traffic deaths.
In an era when software-defined vehicles promise transformative mobility, the 2026 Model Y’s NHTSA triumph is more than a manufacturer accolade—it is a regulatory green light that autonomy’s future must be built on proven, testable safety foundations. The bar has been raised. The industry, and the roads we share, will be safer for it.
Tesla is going to fix the nearly 219,000 vehicles that it recalled due to an issue with the rearview camera with a simple software update, giving owners no need to travel to a service center to resolve the problem.
Tesla is formally recalling 218,868 U.S. vehicles after regulators discovered a software glitch that can delay the rearview camera image by up to 11 seconds when drivers shift into reverse.
The affected models include certain 2024-2025 Model 3 and Model Y, as well as 2023-2025 Model S and Model X vehicles running software version 2026.8.6 and equipped with Hardware 3 computers. The National Highway Traffic Safety Administration (NHTSA) determined the lag violates Federal Motor Vehicle Safety Standard 111 on rear visibility and could increase crash risk.
Yet this is no ordinary recall. Owners do not need to schedule a service-center visit, hand over keys, or wait for parts.
Tesla fans call for recall terminology update, but the NHTSA isn’t convinced it’s needed
Tesla identified the issue on April 10, halted further deployment of the faulty firmware the same day, and began pushing a corrective over-the-air (OTA) software update on April 11.
By the time the NHTSA posted the recall notice on May 6, more than 99.92 percent of the affected fleet had already received the fix. Tesla reports no crashes, injuries, or fatalities linked to the glitch.
The episode underscores a deeper problem with regulatory language. For decades, “recall” meant hauling a vehicle to a dealership for hardware repairs or replacements. That definition no longer fits software-defined cars. When a fix arrives wirelessly in minutes — identical to an iPhone update — the term evokes unnecessary alarm and misleads the public about the actual risk and remedy.
Elon Musk has repeatedly called for exactly this change. After earlier NHTSA actions, he stated plainly: “The terminology is outdated & inaccurate. This is a tiny over-the-air software update.” On another occasion, he added that labeling OTA fixes as recalls is “anachronistic and just flat wrong.”
The terminology is outdated & inaccurate. This is a tiny over-the-air software update. To the best of our knowledge, there have been no injuries.
— Elon Musk (@elonmusk) September 22, 2022
Musk’s point is simple: regulators must evolve their vocabulary to match the technology. Traditional recalls involve physical intervention and downtime; OTA updates do not. Retaining the old label distorts consumer perception, inflates perceived defect rates, and slows the industry’s shift to faster, safer software iteration.
Tesla’s rapid, remote remedy demonstrates the safety advantage of over-the-air capability. Problems that once required weeks of dealer appointments are now resolved in hours, often before most owners notice. As more automakers adopt software-first designs, the entire regulatory framework needs to catch up.
Updating “recall” terminology would align language with reality, reduce public confusion, and recognize that modern vehicles are no longer static hardware — they are continuously improving computers on wheels.
For the 219,000 Tesla owners involved, the process is already complete. The camera works, the car is safe, and no one left their driveway. That is the new standard — and the vocabulary should reflect it.
Tesla Semi’s official battery capacity leaked by California regulators
Tesla crushes NHTSA’s brand-new ADAS safety tests – first vehicle to ever pass
