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Tesla Model 3 named as vehicle with ‘lowest probability of injury’ by the NHTSA
The National Highway Traffic Safety Administration (NHTSA) has dubbed the Long Range RWD Tesla Model 3 as the vehicle with the lowest probability of injury among all cars that the agency has tested so far. The Model 3’s low likelihood of injury rating was given after the vehicle went through the NHTSA’s New Car Assessment Program, which involves a series of crash tests determining the likelihood of serious passenger injury for front, side, and rollover crashes.
The Model 3’s stellar rating from the NHTSA could be seen as yet another testament to the quality of Tesla’s all-electric cars. Immediately following the Model 3’s scores, after all, are the Model S and Model X, which are currently the vehicles considered by the NHTSA with the second and third lowest probabilities of injury. In a blog post announcing the electric sedan’s safety ratings, Tesla noted that it expects the Dual Motor AWD Model 3 to perform just as well in the NHTSA’s tests as its Long Range RWD sibling.
Part of the reason why the Model 3 is so safe is due to the vehicle’s all-electric design. Tesla opted to place the Model 3’s battery pack, the heaviest component of the vehicle, right at the car’s center of gravity. This gives the Model 3 performance and handling that is almost similar to that of mid-engine vehicles, while allowing the electric sedan to have a near 50/50 weight distribution. Other subtle design tweaks, such as the rear motor being placed slightly in front of the axle, further improve the Model 3’s weight distribution, as well as its overall agility and handling.
Model 3 provides superior safety with its front crumple zone which is optimized to absorb energy and crush upon impact https://t.co/RJEn0LlVNi pic.twitter.com/foF7CXPCc0
— Tesla (@Tesla) October 8, 2018
In true Tesla tradition, the Model 3’s all-electric architecture comprises of a sturdy, rigid passenger compartment, a fortified battery pack, and a low center of gravity. Just like its larger siblings, the Model S and X, the absence of an internal combustion engine in front and a fuel tank at the rear give the Model 3 extra large crumple zones, which are optimized to absorb energy and crush more efficiently in the event of an accident.
In the event of a frontal crash, the crumple zone at the front of the vehicle controls the deceleration of occupants, while the Model 3’s advanced restraint systems keep occupants safe in place. Passenger airbags are even specially designed to protect an occupant’s head in the event of an angled or offset crash, while active vents enable the vehicle to adjust the internal pressure of the frontal airbags when deploying. These systems optimize protection based on the specifics of an accident.
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The Model 3’s energy-absorbing lateral and diagonal beam structures help occupants safe during pole impact crashes. These structures include a high-strength aluminum bumper beam, a sway bar placed close and forward in front of the car, cross members are the front of the steel subframe that are connected to the main crash fails, as well as diagonal beams in the subframe that distribute energy back to the crash rails when they are not directly impacted. An ultra-high-strength martensitic steel beam is further fitted on the front of the suspension to absorb crash energy from severe impacts.
Tesla also designed the Model 3 with a patented pillar structure and side sills to absorb as much energy as possible in a short distance. Coupled with the vehicle’s rigid body construction and fortified battery architecture, these design elements enable the Model 3 to reduce and prevent compartment intrusion in the event of an accident, while allowing its side airbags to have more space to inflate and cushion occupants.
Just like the Model S and Model X, the Model 3’s low center of gravity plays a key role in keeping the vehicle safe from rollover crashes. That said, even if a rollover does occur, Tesla notes that internal tests have shown that the Model 3 is capable of withstanding roof-crush loads equivalent to more than four times the electric sedan’s weight, far more than the NHTSA’s standards that require cars to withstand three times their own weight.
.@NHTSAgov will post final safety probability stats soon. Model 3 has a shot at being safest car ever tested.
— Elon Musk (@elonmusk) September 20, 2018
The Model 3 was recently given a flawless 5-Star Safety Rating in all categories and subcategories by the NHTSA. In a follow-up tweet to the NHTSA’s Model 3 results, Elon Musk noted on Twitter that the electric sedan has a shot at being the “safest car ever tested” by the agency. With the Model 3 being dubbed as the vehicle with the lowest probability of injury by the NHTSA, it appears that Musk’s statement has proven to be accurate.
Model 3 has the lowest intrusion from side pole impact of any vehicle tested by @NHTSAgov https://t.co/RJEn0LlVNi pic.twitter.com/ZvGCC82rEX
— Tesla (@Tesla) October 8, 2018
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It’s not just the NHTSA that has given the Model 3 its approval, either. Earlier this year, the Insurance Institute for Highway Safety (IIHS), a nonprofit funded by auto insurers aimed at reducing accidents on the road, gave the Model 3 a “Superior” front crash avoidance rating. During the course of its testing, the Model 3 performed well in the crash avoidance and mitigation category, thanks to the vehicle’s Forward Collision Warning, its low-speed autobrake, and its high-speed autobrake systems. The Model 3 was also given a “Recommended” rating by Consumer Reports, after an over-the-air software update reduced the vehicle’s braking distance.
Tesla’s electric cars are known for their performance and their safety. The Model X, for one, also received 5-Star Safety Ratings in all categories and subcategories during the NHTSA’s tests. The Model S, on the other hand, performed so well during the NHTSA’s safety evaluation that the agency’s crash-testing gear broke while it was testing the electric sedan.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
