News
Tesla modules retrieved by NTSB could reveal clues on fatal Model X crash
NTSB investigators looking into the fatal Tesla Model X crash have retrieved the ill-fated SUV’s restraint control module and infotainment module from the wreckage of the vehicle.
Photographs of the ongoing NTSB investigation have been shared online by ABC7 News photographer Dean C. Smith. The series of pictures depicts a team of investigators from both the NTSB and the CHP’s Multidisciplinary Accident Investigation Team inspecting the wrecked Tesla. Smith was also able to photograph a module from the electric SUV being placed inside an evidence bag.
The NTSB later confirmed to the local news agency that the investigators were able to recover two components of the destroyed Model X — the vehicle’s restraint control module and its infotainment module. NTSB Spokesman Christopher O’Neil noted that the NTSB would be working with Tesla and the CHP in analyzing the data stored in the two devices.
“We’re going to work with CHP and Tesla to download the information from those modules and then see what data is available to us that might give insights into what was going on during the accident sequence,” O’Neil said.
Images of the continuing investigation from the NTSB and CHP could be viewed below.
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- The NTSB’s investigation into a fatal Tesla Model X crash continues. [Credit: Dean C. Smith/Twitter]
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- The NTSB’s investigation into a fatal Tesla Model X crash continues. [Credit: Dean C. Smith/Twitter]
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- The NTSB’s investigation into a fatal Tesla Model X crash continues. [Credit: Dean C. Smith/Twitter]
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- The NTSB’s investigation into a fatal Tesla Model X crash continues. [Credit: Dean C. Smith/Twitter]
Will Huang, the brother of the ill-fated electric SUV’s driver, has also shared some of his insights about the crash in a statement to ABC7. According to Will, his brother had brought the car to the Tesla service center before the accident due to what he believes were issues with the Model X’s Autopilot. Tesla has noted, however, that the owner of the Model X had taken the vehicle to the service center because of concerns about the SUV’s navigation, not its Autopilot, according to the local news agency.
“We’ve been doing a thorough search of our service records, and we cannot find anything suggesting that the customer ever complained to Tesla about the performance of Autopilot. There was a concern raised once about navigation not working correctly, but Autopilot’s performance is unrelated to navigation,” Tesla reportedly stated.
In a statement to the local news agency, Will Huang noted that a crash attenuator could have likely saved his brother’s life. Crash attenuators, better known as crash cushions, are designed to absorb the impact of a vehicle’s collision. As noted by Tesla in its blog post yesterday, however, a huge part of the crash cushion on the spot where the Model X met its end had been removed due to a previous collision.
“That (the crash attenuator) ultimately should’ve saved my brother’s life. We’ve seen videos of similar crash(es) with cushion, and the driver walked out of it unharmed,” Huang noted.
In a recent announcement on its Twitter account, CHP Redwood City revealed that the last collision recorded at the same location as the ill-fated Model X crash happened on March 12, 2018, 11 days before the Tesla’s accident.
Update on #Tesla collision: Per media request, the last collision recorded at that same location took place on Monday 3/12/2018 at 2230 hours. pic.twitter.com/ibizNYWOkk
— CHP Redwood City (@CHP_RedwoodCity) March 29, 2018
The Tesla Model X has a 5-star safety rating from the National Highway Traffic Safety Administration (NHTSA). The electric SUV is equipped with 12 airbags — head and knee airbags in the front, 2 side curtain airbags, 4 seat-mounted side airbags, and 2 door-mounted airbags — which cocoon a driver and the vehicle’s passengers during an accident. As we reported last December, a Model X successfully protected its driver after getting into an accident with a car traveling at near-highway speeds. During that incident, all the Model X’s airbags deployed, and the driver was able to walk away from the collision unharmed.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
