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Tesla shares updates on workplace safety, CAL-OSHA investigation results
During the recently-held third quarter earnings call, CEO Elon Musk and VP for Environmental, Health and Safety (EHS) Laurie Shelby briefly discussed the safety initiatives that the company has implemented to keep its factory workers as safe as possible. In one of her remarks, the VP of EHS noted that it is an exciting time for Tesla today, as the company is making the “safest cars made by the safest people.”
In a recent blog post on Tesla’s official website, Laurie Shelby elaborated further on the company’s safety programs that were rolled out over the past year. Since joining Tesla back in October 2017, Shelby stated that her EHS team had grown to 250 employees, including 35 EHS staff in the Fremont factory alone. Several programs, some of which were teased during the earnings call, have also been started as part of Tesla’s pursuit of becoming the safest car factory on the market.
Back in June, for example, Tesla the started transitioning to a new occupational health clinic in the Fremont factory. These clinics are overseen by a leading California orthopedic surgeon specializing in the diagnosis and treatment of musculoskeletal injuries, which comprise around 85-90% of injuries in Tesla’s facilities. Shelby pointed out in her update that prior to its current system, Fremont’s health facility provided a lineup of services that was primarily focused on triage and first aid. With the newly rolled out clinic, Tesla’s workers can receive on-site, specialized care from full-time physicians who can provide medical assessments and immediate diagnosis.
As part of Tesla’s Early Symptom Intervention program, the company has also begun sending professional athletic trainers on the factory lines to identify potential injuries before they occur. These trainers are tasked with offering on-site evaluations and suggestions for improved ergonomic safety. So far, trainers have conducted more than 6,000 consultations with Tesla employees from the General Assembly, Seats, and Production Control lines, to name a few.
Perhaps most notable in the EHS VP’s update, though, was additional information on the CAL-OSHA investigation that was conducted earlier this year. Back in April, an expose by news agency Reveal based on accounts from alleged insiders and previous workers at Tesla accused the company of intentionally misreporting its injury rates. The expose blamed much of Tesla’s alleged safety problems on Elon Musk himself. At one point, for example, the publication noted that Tesla didn’t have enough hazard markings on the factory floor because “Elon does not like the color yellow.” Tesla promptly fired back, strongly denying the allegations in the report. A CAL-OSHA investigation into Tesla’s alleged malpractice eventually followed.
During the third quarter earnings call, Laurie Shelby noted that the CAL-OSHA investigation lasted four months, and the organization found no misreporting on Tesla’s part.
“The company here had a 4-month long Cal-OSHA investigation. And it basically proves that we are recording properly and doing as we should be. So it’s much different than what you would read about in the press,” she said.
In her safety update, Shelby added that after an extensive review of Tesla’s legally mandated records, injury logs, and safety policies, CAL-OSHA identified only two minor issues. One was an extension cord connected to a fan that created a potential trip hazard, and another was a date of injury that was incorrectly logged. Tesla promptly addressed the extension cord issue, while the incorrectly logged date of injury was immediately clarified and confirmed by a medical provider.
In true Tesla fashion, the company has ambitious goals when it comes to the safety of its employees. Earlier this year, for one, Shelby wrote a post announcing the company’s target of becoming the safest car factory in the world. The VP for EHS noted then that ultimately, workplace safety comes down to a combination of common sense, a culture that values safety, and a series of proactive preventive measures. If her recent update is any indication, it appears that over the past year, Tesla has started to make progress on all three fronts.
The full text of Tesla VP for EHS Laurie Shelby’s entire update could be accessed here.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
