

News
Tesla owners poke fun at NHTSA for paper notices telling them their cars are already fixed through OTA update
The National Highway Traffic Safety Administration (NHTSA) recently maintained that it is not convinced that Tesla’s safety-focused over-the-air (OTA) software updates need a new terminology. In a comment to Teslarati, the NHTSA stated that any defect, regardless of whether a remedy to an issue is fixed through an OTA update or a visit to a dealership, fits the bill of a recall.
While the NHSTA is justified in this point considering the agency’s focus on vehicle safety, one would find it difficult to argue that Tesla’s software update that slightly increases the font size of three icons is a serious safety issue. And considering that about 2 million Teslas are affected by the “recall,” the NHTSA has started “informing” Tesla owners about the issue.
The thing is, manufacturers are required to mail physical letters to affected Tesla owners informing them about recalls on their vehicles. This is understandable of course, but letters for some of Tesla’s recalls — particularly those that have already been addressed through an OTA software update — seem redundant and extremely wasteful. As shared by some Tesla owners on social media, the paper letters from the NHTSA are basically informing owners that their vehicles have already been fixed through a free over-the-air software update.
Do I need to return the recall letter back to NHTSA since my Tesla car was already fixed! They can use the letter for the next recall! pic.twitter.com/2g4IokJy5D— Tesla?Charge (@BabuNair) February 16, 2024
The NHTSA’s paper recall notices to Tesla’s software-based recalls have become a running joke of sorts among EV owners on social media. Some Tesla owners joked that since the NHTSA’s recall notices are printed on high-quality paper, a good number of trees were probably used just to tell owners that they have nothing to do since their cars have already been fixed.
@NHTSAgov @USDOT <— Save a tree and get with the times. The font size was changed a month ago in my garage while I slept, but thanks for the heads up ? pic.twitter.com/qnwl1QvxYg— Morgan (@l_LlKE_CAKE) February 16, 2024
With the advent of electric vehicles, over-the-air software updates are no longer a Tesla-only affair. Other EV makers such as Rivian and Ford have also started rolling out constant software updates for their electric cars. These cars will likely receive safety-focused software optimizations over time, so it might be in the best interests of the NHTSA to more accurately distinguish a software update from a legitimate recall.
Happy valentines .@NHTSAgov ♥️ pic.twitter.com/TUCABbHC3a— Meccanica (@dictionaryhill) February 15, 2024
There is a big difference between Tesla’s update to increase the font size of three icons, after all, to Toyota’s previous recall of the bZ4x, which was initiated by the Japanese automaker after it was observed that the all-electric crossover showed a risk of losing its wheels while driving.
“We’ve been trying to reach you about your displayed font size” –@NHTSArecalls https://t.co/1N6hBpEMxM pic.twitter.com/J14N94AyRf— The Kilowatts ?⚡️ (@klwtts) February 16, 2024
Like many of you, I am tired of receiving paper letters from @NHTSAgov for issues that were already remediated via over-the-air (OTA) software updates. It is high time we update the terminology used to describe these type of enhancements as well as end the wasteful practice of… pic.twitter.com/23oMSpsaAW— Dan Burkland (@DBurkland) February 15, 2024
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
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.
Elon Musk
Linda Yaccarino steps down as X CEO
Yaccarino highlighted the work that the X team has done over the past two years under her leadership.

X CEO Linda Yaccarino has announced that she is stepping down as the social media platform’s chief executive. She shared her update in a post on X.
In her post, Yaccarino highlighted the work that the X team has done over the past two years under her leadership. As per the executive, the company has made significant strides towards its goal of becoming the Everything App. She also highlighted the company’s work in prioritizing the safety of its users, particularly children.
Following is Yaccarino’s statement:
After two incredible years, I’ve decided to step down as CEO of 𝕏.
When @elonmusk and I first spoke of his vision for X, I knew it would be the opportunity of a lifetime to carry out the extraordinary mission of this company. I’m immensely grateful to him for entrusting me with the responsibility of protecting free speech, turning the company around, and transforming X into the Everything App.
I’m incredibly proud of the X team – the historic business turn around we have accomplished together has been nothing short of remarkable.
We started with the critical early work necessary to prioritize the safety of our users—especially children, and to restore advertiser confidence. This team has worked relentlessly from groundbreaking innovations like Community Notes, and, soon, X Money to bringing the most iconic voices and content to the platform. Now, the best is yet to come as X enters a new chapter with @xai.
X is truly a digital town square for all voices and the world’s most powerful culture signal. We couldn’t have achieved that without the support of our users, business partners, and the most innovative team in the world.
I’ll be cheering you all on as you continue to change the world.
As always, I’ll see you on 𝕏.
Elon Musk has issued a response to Yaccarino’s decision to step down as X’s CEO. In a reply, Musk thanked the executive for her work on the social media platform for the past two years.
“Thank you for your contributions,” Musk wrote.
Under Yaccarino’s leadership, X traversed rocky waters and reestablished itself as a town square where the world’s most notable people are within reach of everyday users across the globe. She also helped lead the company through its acquisition by Elon Musk’s artificial intelligence startup, xAI. At the time, the deal valued X at $33 billion, lower than the $44 billion paid by Elon Musk for Twitter but notably higher than estimates from firms like Fidelity, which valued the social media platform at below $10 billion in late 2024.
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