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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 Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.
Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.
Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.
Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.
This was adjusted after the company refined the design:
(Tesla Cybertruck interior configuration in 2019)
Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.
The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:
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- Credit: @blueskykites
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- Credit: @blueskykites
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- Credit: @blueskykites
The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.
This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.
This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.
This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Tesla Cybertruck undergoes interior mod that many owners wanted
Tesla CEO Elon Musk drops massive bomb about Cybercab
