News
Tesla Model S Plaid fire: Strange observations and claims to date
Details about the Tesla Model S Plaid fire on Tuesday are starting to emerge. Similar to other dramatic electric vehicle fires, the details and observations emerging about the Tesla Model S Plaid fire are very interesting.
Accounts of the Model S Plaid fire have been shared by an EMT that reportedly responded to the incident, the chief fire officer for the Lower Merion Township Fire Department in Pennsylvania, and the lawyers representing the Model S Plaid owner.Â
With this in mind, it is pertinent to provide a view of what each party has stated about the incident so far. Going through each statement would potentially make it a lot easier to come up with a legitimate narrative in the future, especially as official investigations into the fire conclude. That being said, here are the accounts that have been shared on the Tesla Model S Plaid fire earlier this week.Â
What happened?
The Tesla Model S Plaid caught fire in Haverford, Pennsylvania on June 29, 2021. The vehicle, which was a Plaid variant based on the remains of its rear badge, was engulfed in flames when fire crews arrived. A Facebook post from the Gladwyne Volunteer Fire Company indicated that two fire engines were deployed for the incident. Firefighters were at the scene for about three hours, though the vehicle was cooled down for almost 90 minutes to ensure that the batteries were safe.Â
“Engine 24 with a crew of 7 arrived on scene simultaneously with Engine 25. Due to prior training classes on Tesla Vehicle Fire emergencies, Engine 24 laid a 5 inch supply line into the scene so that we could keep a continual water stream on the fire to extinguish the fire and cool the batteries down to ensure complete extinguishment. Engine 24 and Engine 25 both deployed hand lines to extinguish the fire, each maintained a dedicated water source and continued to cool the vehicle down for almost 90 minutes. Firefighters were on scene for just over 3 hours dealing with this emergency. Nobody was hurt in the incident, and both crews worked hard in the high heat/humidity to mitigate the incident,” the Gladwyne Volunteer Fire Company wrote.Â
Interestingly enough, this statement, as well as the Gladwyne Volunteer Fire Company’s Facebook post about the Model S Plaid fire has been taken offline. A look at the fire department’s Facebook page and its official website would reveal that the post about the Tesla fire has now been deleted.Â
A First Responder’s Account
As the story of the Model S Plaid fire gained ground, the incident started to attract a lot of attention on social media as well. On Reddit, u/wilyson, who claimed to be an EMT who responded to the fire, noted that the report they received about the incident was downright strange. According to the EMT, the person who reported the fire stated that the car was driving uphill without an occupant while it was ablaze. The owner was reportedly nowhere to be found. This was a rather dramatic image, and it promptly fueled speculations among the anti-EV crowd about “self-driving” cars catching fire.Â
Quite understandably, the EMT noted that he could not provide many details as the police are not releasing more information yet. That being said, the EMT later noted that car fires are very common and that electric vehicles are actually incredibly safe. Â
The Fire Chief’s Account
As noted in a CNBC report, chief fire officer for the Lower Merion Township Fire Department in Pennsylvania Charles McGarvey stated that the Tesla Model S caught fire on Tuesday while the driver was still at the wheel of the vehicle. According to the fire chief, firefighters eventually removed the Model S Plaid to a complex to safely store it overnight. The vehicle’s owner had since taken the remains of the vehicle from the facility, as per McGarvey, and will have the car investigated independently to determine the cause of the blaze.Â
The fire chief also stated that his teams had been in touch with Tesla and that some information about the incident should be made public soon. A National Highway Traffic Safety Administration spokesperson also noted that it was aware of the incident and that it is now in touch with relevant agencies and Tesla to gather more information about the fire. “If data or investigations show a defect or an inherent risk to safety exists, NHTSA will take action as appropriate to protect the public,” the NHTSA spokesperson said. The NTSB is not conducting an investigation to date.
The Lawyers’ Account
The Model S Plaid owner’s lawyers, Mark Geragos of Geragos & Geragos in Los Angeles, and Jason Setchen of Athlete Defender in Miami, have since mobilized to share details about the incident as well. In a statement to CNBC, the attorneys stated that the Tesla owner initially noticed smoke coming from the back of the Model S Plaid. Following this, the owner reportedly tried to unlock and open the vehicle’s doors, but he ended up having to force his way out of the car as the locks seemed to malfunction. The lawyers noted that after the Tesla owner left his car, the Model S began to move on its own while flames engulfed it.
Geragos Global attorney Ben Meiselas later posted a tweet sharing an image of the burning Model S. As per the lawyer, “Our firm & @AthleteDefender represent an exec who purchased new Tesla Plaid Model S, which was 1/250 shipped. On Tuesday it spontaneously combusted. Our client was trapped & could have died. We tried reaching out to Tesla & have been ignored so far. This is car after escape.”
Interesting (and strange) details
Overall, the Model S Plaid fire in PA features a number of interesting accounts that may not necessarily line up perfectly. The EMT that initially shared details about the incident mentioned that the Model S owner was nowhere to be found. The lawyers, on the other hand, shared an image reportedly taken immediately after the owner escaped, suggesting that the Tesla owner was on the scene of the blaze. As per the Model S Plaid’s Owner’s Manual, the vehicle is also equipped with a manual door release that should make it easy for occupants to vacate the car in case of an emergency. This seems to be a bit overlooked by the owner’s lawyers, who noted that their client was trapped inside the car.Â
Of course, the idea of a car driving on its own uphill while being engulfed in flames is quite strange, considering that neither Tesla’s Autopilot nor Full Self-Driving suite have such features. The only function that may have worked similarly is Smart Summon, but the vehicle was burning on a public street, an area where Smart Summon should have been unavailable.
We’ll definitely keep a pulse on this incident, as well as any details that may emerge as investigations go on, so do keep Teslarati on your radar as we follow developments in this event.
Do you have anything to share with the Teslarati Team? We’d love to hear from you, email us at tips@teslarati.com.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Tesla Robotaxi is among its biggest projects currently, but many have been quick to point out the fact that the company has definitely been slow to expand its fleet.
However, there is definitely a method to that madness. CEO Elon Musk answered several concerns during last night’s quarterly earnings call that some might have about that slow rollout of the Robotaxi suite, maintaining the company’s narrative on prioritizing safety and wanting to avoid injuries to anyone, including animals.
Musk said:
“With Robotaxi, our goals are very ambitious for Robotaxi, but we do need to be cautious about causing any accidents or causing any harm to anyone. Although there are, I think, 30,000 to 40,000 automotive deaths per year in the U.S. alone, most of those do not generate any press or maybe, you never really read about almost any of those. If we injure even one person, it’ll be worldwide headline news, and regulators will immediately clamp down on our activities.
We don’t want to injure anyone. We’re going as fast as humanly possible in scaling Robotaxi, but while trying to ensure that we do not harm anyone at all, and ideally do not even run over a pet. That’s really the constraint is we want to grow as fast as possible with Robotaxi without harm to anyone.”
Tesla has maintained an exemplary safety record with its Robotaxi suite, according to internal data. VP of AI, Ashok Elluswamy, said that the Robotaxi suite has driven more than 380,000 miles unsupervised without any incidents.
0 notable incidents across over 380,000 miles traveled by Robotaxi
— Tesla (@Tesla) July 22, 2026
Analyst Colin Langan of Bank of America also pushed Tesla executives for answers regarding the company’s decision to add cities across several states with dozens of vehicles “as opposed to hundreds.”
Elluswamy said there’s a bigger advantage to do it the way Tesla has been because it ensures that its software stack “is a very general one:”
“The reason we have been expanding across different cities instead of just doubling down on a single city, is that we want to make sure that our stack is a very general one. It is a general one. We just want to both prove to ourselves and to other folks that it is working across a lot of different cities without too much effort per city. That’s what we see internally.”
In the past, we have written about Tesla’s decision to be incredibly conservative with its Robotaxi rollout, especially with the incredibly small fleet size compared to competitors. However, there really is not a price anyone can put on safety for those utilizing the platform or pedestrians, so what Tesla is doing is justified.
A year into the Robotaxi program being active, Tesla has made major strides, but many investors and fans would like to see the fleet expand as quickly as the program has to other cities and states.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Tesla’s switch-up on selling Full Self-Driving has paid off big time
Tesla Robotaxi’s slow rollout gets explanation from Elon Musk
