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Tesla release notes detail remedies to address NHTSA Autopilot “recall”
By the time news of Tesla’s Autopilot “recall” was published earlier this week, the company was already in the process of rolling out a free over-the-air software update for the advanced driver-assist system’s alleged safety issues. As per the National Highway Traffic Safety Administration’s (NHTSA) Safety Recall Report, software version 2023.44.30 would include Autopilot’s required remedies.
The Autopilot “recall” covers over 2 million vehicles, including legacy vehicles like model year 2012 Model S sedans. As noted by the NHTSA, Tesla’s default safety checks for the affected vehicles’ Autosteer function may prove inadequate, which may result in drivers abusing the system and potentially increasing their chances of meeting an accident on the road.
As could be seen in the release notes of software version 2023.44.30, which were posted by Tesla software tracking service Not a Tesla App, the changes to Autopilot’s driver checks are quite notable. Following are the pertinent sections of the 2023.44.30 release notes related to Tesla’s prolific 2-million-vehicle “recall.”
2023.44.30 Release Notes
Over-the-Air (OTA) Recall
In accordance with a recent recall (campaign #23V-838 for US and #2023-657 for Canada), Tesla is making the following improvements to Autosteer:
– Improved visibility of driver monitoring warning alerts on the touchscreen by increasing the text size and moving the notifications to a more prominent position (Model 3 and Model Y only).
– Added option to activate Autopilot features with a single stalk depression, instead of two, to help simplify activation and disengagement.
– Increased the strictness of driver attentiveness requirements when using Autosteer and approaching traffic lights and stops signs off-highway.
– Introduced a Suspension Policy that will restrict Autosteer usage for one week if improper usage is detected. Improper usage is when you, or another driver of your vehicle, receive five “Forced Autopilot Disengagements.”
You are the driver. As the driver, you must be vigilant to the road, keep your hands on the wheel, and be ready to intervene to maintain safety.
Autopilot Suspension
For maximum safety and accountability, use of Autopilot features will be suspended if improper usage is detected. Improper usage is when you, or another driver of your vehicle, receive five ‘Forced Autopilot Disengagements’. A disengagement is when the Autopilot system disengages for the remainder of a trip after the driver receives several audio and visual warnings for inattentiveness. Driver-initiated disengagements do not count as improper usage and are expected from the driver. Keep your hands on the wheel and remain attentive at all times. Use of any hand-held devices while using Autopilot is not allowed.
Autopilot features can only be removed per this suspension method and they will be unavailable for approximately one week.
FSD Beta 11.4.9
-Added option to activate Autopilot with a single stalk depression, instead of two, to help simplify activation and disengagement.
-Introduced a new efficient video module to the vehicle detection, semantics, velocity, and attributes networks that allowed for increased performance at lower latency.This was achieved by creating a multi-layered, hierarchical video module that caches intermediate computations to dramatically reduce the amount of compute that happens at any particular time.
-Improved distant crossing object detections by an additional 6%, and improved the precision of vehicle detection by refreshing old datasets with better autolabeling and introducing the new video module.
-Improved the precision of cut-in vehicle detection by 15%, with additional data and the changes to the video architecture that improve performance and latency.
-Reduced vehicle velocity error by 3%, and reduced vehicle acceleration error by 10%, by improving autolabeled datasets, introducing the new video module, and aligning model training and inference more closely.
-Reduced the latency of the vehicle semantics network by 15% with the new video module architecture, at no cost to performance.
-Reduced the error of pedestrian and bicycle rotation by over 8% by leveraging object kinematics more extensively when jointly optimizing pedestrian and bicycle tracks in autolabeled datasets.
-Improved geometric accuracy of Vision Park Assist predictions by 16%, by leveraging 10x more HW4 data, tripling resolution, and increasing overall stability of measurements.
-Improved path blockage lane change accuracy by 10% due to updates to static object detection networks.
Cabin Camera
The cabin camera above your rearview mirror can now determine driver inattentiveness and provide you with audible alerts, to remind you to keep your eyes on the road when Autopilot is engaged. Camera images do not leave the vehicle itself, which means the system cannot save or transmit information unless you enable data sharing. To change your data settings, tap Controls > Software > Data Sharing on your car’s touchscreen.
The NHTSA document also noted that Tesla Model S, Model 3, Model X, and Model Y vehicles that were produced from midday December 7, 2023 are not covered by the recall. This was because the vehicles were already loaded with 2023.44.30 out of the factory.
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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’
