News
Tesla owners convey worries over radar loss for inclement weather
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Tesla’s recent decision to scrap Radar in favor of a Camera-based approach for Autopilot and Full Self-Driving aligned with the company’s plans and statements over the past few Earnings Calls. For CEO Elon Musk, the goal has been to get away from radar and depend on camera systems for Tesla’s self-driving plan, but some owners are not convinced of the decision. Over the past few days, I have received several emails and Tweets about the decision, with some owners still not completely confident in the vision-based approach Tesla will take.
During the Q1 2021 Earnings Call just a few months back, Elon Musk made it clear Tesla would be switching to a Camera-based system for AP and FSD. Comparing the cameras to human eyes, Musk’s explanation made a lot of sense.
Musk said:
“When your vision works, it works better than the best human because it’s like having eight cameras, it’s like having eyes in the back of your head, beside your head, and has three eyes of different focal distances looking forward. This is — and processing it at a speed that is superhuman. There’s no question in my mind that with a pure vision solution, we can make a car that is dramatically safer than the average person.”
Tesla Model 3, Model Y builds in May 2021 will no longer equip radar
Now, the thing is, eyes, while great for seeing things that are in the clear, are highly effective, and it makes a lot of sense to try and use this sort of approach for self-driving because it is how humans have driven for years. But when humans are confronted with low visibility and severe weather on the road, the confidence goes down, and many drivers adjust by traveling at lower speeds. Some even pull over and wait for the weather to subside, a move that is rare for many but some simply do not like driving in bad weather.
This is where radar comes in handy because it can identify and locate objects and how far they are away from the vehicle in the event of low visibility on the road, which is something that the human eyes, or cameras, simply cannot do.
An email from an Australian reader seemed to narrow in this point even further. A man named Peter emailed me and stated that his Model 3 recently identified a truck that was ahead of him but concealed in an opaque, white mist several car links ahead of his vehicle. “I assumed that visualization was created as a result of radar. In those conditions, the message multiple cameras blocked or obstructed appeared and the autopilot screamed and handed over,” Peter said.
Unless I’m in fog on I-5 and can’t see the massive collision ahead…. I’d like to understand the workaround to this. pic.twitter.com/sQXB63yWlv
— Rome Strach (@romn8tr) May 28, 2021
He then added, “On multiple other occasions I’ve noted on the visualization screen an unsighted vehicle obstructed by an SUV ahead of me.”
Without radar, the recognition of these vehicles would not be possible, so it brings some concerns to drivers who have utilized the radar system in vehicles to gain confidence in their surroundings.
Now, in a somewhat comical response to concerns, Musk posted a Reddit response from u/YukonBurger, which stated that they worked with radar a lot and were “very, very happy” with Tesla’s decision. It basically explained that trying to jive radar and cameras together is extremely difficult, and there are instances where using your eyes is just a better option because you can see how far you are away from things. Interestingly, the post does admit that “radar is really only good for reduced visibility situations where lane-keeping will probably also be degraded enough to not be worth it.” It concluded by stating that vision is still quick enough to avoid accidents or vehicles in front of the car in a short period of time, the real issue comes from cars behind you.
Not sure who wrote this, but it’s accurate pic.twitter.com/gRvWxOJZ56
— Elon Musk (@elonmusk) May 26, 2021
It seems that the real key to vision being a better approach comes down to the fact that, in clear conditions, it won’t have an issue identifying and removing itself from danger. Even in rainy conditions, where visibility isn’t necessarily bad, the vision approach is more advantageous than using radar.
The goal, ultimately, is to make the cars act as a human would, and humans don’t have radar. Instead, they compensate for reduced visibility with less dangerous driving. Slower speeds, more cautious navigation, and less frequent lane changes. Autopilot and FSD are already pretty timid and “shy” to begin with, it’s not like they’re out there driving like pissed-off teenagers.
I think that, while this move is somewhat worrisome for some drivers, the benefits outweigh the disadvantages. This has been a part of the plan for some time, and I think that now it is becoming a reality, some are starting to put the pieces together that there won’t be any radar so visibility limitations could end up being problematic. I wouldn’t worry, because I believe the cars will adjust just as humans do, they will simply be more cautious and more courteous on the roads in these settings.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
News
Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Tesla China exports 50,644 vehicles in January, up sharply YoY
Tesla adds a new feature to Navigation in preparation for a new vehicle
