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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 released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
