

News
NTSB says Tesla Model S was accelerating at 98.8 percent at time of fatal April crash
The National Transportation Safety Board (NTSB) released new details regarding the fatal crash that took place in Harris County, Texas in April, indicating that the accelerator pedal was applied at levels as high as 98.8 percent at the time of the accident. The crash killed two, a 59-year-old and a 69-year-old.
Media outlets quickly jumped to the conclusion that Tesla Autopilot was responsible for the crash. However, on May 10th, the NTSB cleared Autosteer, a feature of Tesla Autopilot, of being available in the location where the crash occurred. Since then, investigations on the crash have continued, and the NTSB states that the accident is still being examined for further evidence of what caused the accident.
In a new statement released today, the NTSB announced that it had continued to evaluate the deformation of the Model S steering wheel and the vehicle’s event data recorder, or EDR, and also extracted critical pre-crash data from it.
NTSB issues investigative update in fatal April 17 Texas Tesla crash: https://t.co/EhCVVFK3Cj pic.twitter.com/KIzRNFK1kM
— NTSB_Newsroom (@NTSB_Newsroom) October 21, 2021
Upon examination, the steering wheel was damaged and deformed in the accident. “The steering wheel was removed and transported to the NTSB Materials Laboratory for detailed examination. Initial results indicate that although some damage was caused by the intense heat of the postcrash fire, deformation along the top and left side of the steering wheel’s outer rim…was due to an impact,” the NTSB added.
The EDR showed that both the driver and passenger seats were occupied at the time of the crash. Additionally, seat belts were buckled when the crash occurred. The data shows that the driver of the vehicle was applying the accelerator in excessive amounts leading up to the crash. “Application of the accelerator pedal was found to be as high as 98.8 percent,” the NTSB said in their findings. The highest recorded speed in the five seconds leading up to the impact was 67 miles per hour. The area where the crash occurred is residential, and Texas State laws have default speed limits of 30 MPH in residential streets.
The NTSB states that their investigation of the accident is not complete. It is important to note that the NTSB has not determined the exact cause of the accident yet. “The information in this update is preliminary and subject to change as the NTSB investigation progresses. Analysis of the crash facts, along with conclusions and a determination of probable cause, will come when the final report on the investigation is completed. No conclusions about how the crash happened should be drawn from the information in this investigative update,” the NTSB added.
Investigations into all elements of the accident will continue until more information is obtained. “All aspects of the crash, including Tesla’s advanced driver assistance system, the postcrash fire, occupant egress, and results of the driver’s toxicological tests, remain under investigation while the NTSB determines the probable cause, with the intent of issuing safety recommendations to prevent similar events in the future,” the agency said.
News
Tesla Semi completes 5,000-mile winter trial with thyssenkrupp
The test covered nearly 5,000 miles in winter conditions.

thyssenkrupp Supply Chain Services has completed a three-week pilot of the Tesla Semi at one of its California logistics hubs, marking a new step in the company’s sustainability push. The test covered nearly 5,000 miles in winter conditions and focused on evaluating the electric Class 8 truck’s efficiency, transparency, and operational performance.
Tesla Semi offers efficiency gains and real-time logistics visibility
During the pilot, the Tesla Semi was used for active freight delivery, including routes over the Altamont Pass. thyssenkrupp evaluated the vehicle’s ability to reduce downtime, enhance delivery speed, and offer greater real-time supply chain visibility, the company noted in a press release.
Live diagnostics and performance monitoring allowed the logistics provider to track metrics such as speed, routes, and overall efficiency—data that supports smarter and more transparent logistics operations.
“The Tesla Semi aligns with our ongoing commitment to sustainability and operational excellence,” said Bob Denehy, Chief Commercial Officer at thyssenkrupp Supply Chain Services. “Its efficiency and diagnostic features, and low environmental impact make it a natural fit for our evolving logistics strategy.”
Pilot builds on long-term partnership with Tesla and green energy goals
A logistics partner to Tesla since 2015, thyssenkrupp Supply Chain Services was one of the first companies selected to test the Tesla Semi in a real-world setting. The trial reinforces the company’s push into renewable energy logistics and reflects its long-term goal of integrating alternative-fuel technologies across its operations.
Plans are now underway to begin adding electric Semis to its fleet as part of a wider emissions-reduction effort. The pilot is thus the latest example of how logistics providers are embracing next-generation transport technologies to meet environmental goals and enhance supply chain performance.
News
Tesla Semi shows strong results in ArcBest’s real-world freight trial
The truck handled varied terrain, including a 7,200-foot climb over Donner Pass.

ArcBest has successfully wrapped up a three-week pilot program testing a Class 8 Tesla Semi in over-the-road applications. The trial was conducted through ArcBest’s ABF Freight division, and it covered routes between Reno and Sacramento and regional operations around the Bay Area.
Tesla Semi pilot sees strong performance and positive driver feedback
The Tesla Semi logged 4,494 miles during the pilot, averaging 321 miles per day with an energy efficiency of 1.55 kWh per mile. The Tesla Semi handled varied terrain, including a 7,200-foot climb over Donner Pass, and delivered performance comparable to diesel counterparts.
Drivers who participated in the pilot also gave positive feedback to the Tesla Semi, citing the Class 8 all-electric truck’s comfort, safety, and visibility thanks to features like a center seating position and intuitive controls. Matt Godfrey, president of ABF Freight, shared his thoughts on the pilot in a press release.
“We’re not looking for a truck that performs well ‘for an EV.’ It must meet or exceed the performance and total cost of ownership targets of our most efficient diesel units. This pilot gives us great insight into the potential of EV semis in our operations,” he said.
ArcBest highlights need for more charging infrastructure
While the pilot met expectations, ArcBest noted that broader deployment of Class 8 all-electric trucks like the Tesla Semi will still depend on improvements in charging infrastructure. This way, longer-haul operations become more than feasible.
The pilot marks another step in ArcBest’s investment in sustainable logistics technologies. In addition to testing the Tesla Semi, the company operates a small fleet of EVs, including nine electric yard tractors, two electric forklifts, and two Class 6 electric straight trucks. Dennis Anderson, ArcBest chief innovation officer, noted that vehicles like the Tesla Semi are notable developments in the transportation sector.
“Freight transportation is a vital part of the global economy, and we know it also plays a significant role in overall greenhouse gas emissions. While the path to decarbonization presents complex challenges — such as infrastructure needs and alternative fuel development — it also opens the door to innovation. Vehicles like the Tesla Semi highlight the progress being made and expand the boundaries of what’s possible as we work toward a more sustainable future for freight,” he stated.
Investor's Corner
Tesla could save $2.5B by replacing 10% of staff with Optimus: Morgan Stanley
Jonas assigned each robot a net present value (NPV) of $200,000.

Tesla’s (NASDAQ:TSLA) near-term outlook may be clouded by political controversies and regulatory headwinds, but Morgan Stanley analyst Adam Jonas sees a glimmer of opportunity for the electric vehicle maker.
In a new note, the Morgan Stanley analyst estimated that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots, assigning each robot a net present value (NPV) of $200,000.
Morgan Stanley highlights Optimus’ savings potential
Jonas highlighted the potential savings on Tesla’s workforce of 125,665 employees in his note, suggesting that the utilization of Optimus robots could significantly reduce labor costs. The analyst’s note arrived shortly after Tesla reported Q2 2025 deliveries of 384,122 vehicles, which came close to Morgan Stanley’s estimate and slightly under the consensus of 385,086.
“Tesla has 125,665 employees worldwide (year-end 2024). On our calculations, a 10% substitution to humanoid at approximately ($200k NPV/humanoid) could be worth approximately $2.5bn,” Jonas wrote, as noted by Street Insider.
Jonas also issued some caution on Tesla Energy, whose battery storage deployments were flat year over year at 9.6 GWh. Morgan Stanley had expected Tesla Energy to post battery storage deployments of 14 GWh in the second quarter.
Musk’s political ambitions
The backdrop to Jonas’ note included Elon Musk’s involvement in U.S. politics. The Tesla CEO recently floated the idea of launching a new political party, following a poll on X that showed support for the idea. Though a widely circulated FEC filing was labeled false by Musk, the CEO does seem intent on establishing a third political party in the United States.
Jonas cautioned that Musk’s political efforts could divert attention and resources from Tesla’s core operations, adding near-term pressure on TSLA stock. “We believe investors should be prepared for further devotion of resources (financial, time/attention) in the direction of Mr. Musk’s political priorities which may add further near-term pressure to TSLA shares,” Jonas stated.
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