News
The saga continues with Model X driver involved in Montana crash
Mr. Pang is back this time with a second open letter to Tesla
The Tesla Model X driver involved in a Montana crash while using Autopilot is stirring up controversy once again this time asking Tesla Motors to reveal additional details from the incident. It seems that language differences play a large role in this dispute. Acting as his representative, Steven Xu sent us a second open letter Mr. Pang penned to Elon Musk, in which he takes issue with Tesla’s account of the accident. The open letter reads as follows:
Here is the second letter from my friend, Mr.Pang.
To Tesla Team:
It has been weeks since I published the letter. No one has ever tried to contact us and discus about the crash. To fully understand the reason that caused this crash is critical for all tesla drivers. After awhile tesla published a response towards our letter. Most of parts are fit into the story. However there are few points that I would like to point out.
“From this data, we learned that after you engaged Autosteer, your hands were not detected on the steering wheel for over two minutes. This is contrary to the terms of use when first enabling the feature and the visual alert presented you every time Autosteer is activated.”
I admit that my hands were out of steering wheel after I engaged autopilot. The reason that I was doing that is because I put too much faith in this system. I also believe most Tesla driver would do the something when they
engage autopilot including Elon. The problem here is that Tesla had over advertised this feature by calling it “autopilot”. This feature should named “advance driving assistant”. It is possible that Tesla had known accident like this would come sooner or later. Tesla might think that setting up the term by saying “please put hands on steering wheel at all time” would be response free for Tesla.
2、 As road conditions became increasingly uncertain, the vehicle again alerted you to put your hands on the wheel.
The road condition was better than fine. Lane mark is absolutely clear. Road is flat and there is no incoming car. No matter what my sight was never out of the road. However everything was happened too fast for me to take control. Everything happened in less than a second.
3、No steering torque was then detected until Autosteer was disabled with an abrupt steering action. Immediately following detection of the first impact, adaptive cruise control was also disabled, the vehicle began to slow, and you applied the brake pedal.
No one should avoid the cause of the malfunction of autopilot feature. Since you start explaining it, I realize that you are implying that some sort of force was applied to the steering wheel by me. I had no idea how Tesla got this clue. There are two points I want to make here. First, my hands were not on the steering wheel. Second no obstacle was on the road to alter the steering wheel direction. The one and the only one that was taking control of this entire vehicle and steering it away from the road is autopilot software itself. Somehow I realize if my hands were on the steering wheel with a force, would Tesla blame me for the collision? To me it looks like that if an accident occur by autopilot, either hands are on or not on the steering wheel, Tesla can always find a way out by saying “abrupt steering action”.
Tesla also claimed that “abrupt steering adaptive cruise control was also disabled, the vehicle began to slow.”
This is nowhere near the truth. The real thing is that vehicle was NEVER attended to slow from hitting the first pole towards the last. It only took about a second to hit 12 wood poles. I believe if it wasn’t me who brake the vehicle it would continued cruising. Mr. Huang was injured severely due to high speed impact.
Tesla as a global impact company should respect the truth of every incident. Nothing is more important hand human life. Lying or manipulating towards public about what really happened is unacceptable.
Weeks ago I got contacted by Tesla regarding this accident. Since you cannot find a mandarin translator, we rearranged the call again in four hours. However that was the last time when Tesla tries to contact me. What I am asking is to fully reveal the driving data from the collision. Reliability of Autopilot software matters to hundreds and thousands of Tesla drivers. I wish to know the entire story about what really happened on us on that collision.
Thanks
Sincerely
Mr. Pang
Steven Xu pointed us to comments being made on the Tesla Motors Club forum that seemingly offers Mr. Pang no support at all. In fact, based on those comments, there almost seems to be a cultural bias in play in this situation. One wonders if perhaps things would seem different if they were driving a car in China that only displayed instructions in Mandarin.
Pang’s complaint is very similar to one lodged by a Chinese customer last month whose Tesla crashed on the highway on the way to work. He claimed that the salesman he spoke to before purchasing his car told him specifically that the car could drive itself and proved it by driving with his hands off the wheel during a test drive. Tesla later amended the language it uses to describe its Autopilot system on its Chinese website. It’s possible that same linguistic confusion has a bearing on Mr. Pang’s unfortunate accident.
At this point, it seems the matter will be handled by insurance companies and lawyers. Tesla apparently has had no further contact with Pang. Through Steven, Pang says, “Weeks ago I got contacted by Tesla regarding this accident. Since you cannot find a Mandarin translator, we re-arranged the call again in four hours. However, that was the last time when Tesla tries to contact me.
“What I am asking is to fully reveal the driving data from the collision. Reliability of Autopilot software
matters to hundreds and thousands of Tesla drivers. I wish to know the entire story about what really happened on us on that collision.”
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
