News
OPINION: Tesla’s ‘Safety Score’ Beta needs broader terms for factoring your score
Tesla’s “Safety Score” Beta is one of the most impressive ideas to improve driving safety, in my opinion. An article from Model 3 owner and Tesla enthusiast Nick Howard explained that Tesla is essentially gamifying the act of driving, encouraging owners to drive in a manner that would allow their scores to be higher. If you know anything about the Tesla community, you know that it is filled with die-hard fans who are satirically battling it out for the elusive 100 scores. While Tesla has outlined the ways that driving behaviors could affect the score for better or for worse, I believe that other instances may need to be outlined so owners are perfectly clear on how their score could be affected based on their hobbies or driving style. While I disagree with Consumer Reports’ assumption that the Safety Score is a bad idea (which, in reality, makes no real sense to me), I do believe that some owners are confused on what makes their score higher or lower, especially as many owners are attempting to enter the elusive Full Self-Driving Beta program.
If you’ve taken a peek at Tesla’s Support page that outlines the numerous factors that can affect a driver’s Safety Score, it seems pretty straightforward. There are cut and dry behaviors that tend to be recognized universally as “aggressive,” including tailgating, hard braking, and aggressive turning. Additionally, Forward Collision Warnings per 1,000 miles and forced Autopilot disengagements are also included in the behaviors that could affect your score, but these are exclusive to Tesla, of course, due to their use of Forward Collision Warnings and Autopilot disengagements.
Tesla introduces Safety Score (Beta) system that incentivizes safe driving
It’s very self-explanatory: Drive safely and receive a higher score. But are there not instances where things could get a tad confusing for some drivers, especially those with scores just below the perfect 100 threshold?
One example that I saw over the weekend was from Richard Marrero, a Tesla owner who was curious about taking his vehicle to the local racetrack. While Tesla owners are occasionally hitting the accelerator when a stoplight turns green, it may be understandable for Safety Scores to be affected. However, what if the nature of the driving occurs on a closed circuit? Marrero may drive like a saint on the road but might want to push his vehicle to the limit at a local dragstrip or raceway. After all, why have a high-performance car with face-melting acceleration if you can’t test it from time to time?
Does anyone know if taking my Tesla to a racetrack will hurt my safety score? @elonmusk @SawyerMerritt @DirtyTesla @tesla_raj @Teslarati
— Richard Marrero (@The_Richard_M) October 2, 2021
There are other examples that could affect a Safety Score that are technically out of the driver’s control. In some instances, it may be an action taken by the driver that is technically safer than other options, yet it could reduce the Safety Score. Tesla Joy, a Model 3 owner, encountered this predicament on October 1, according to a Tweet. Her Safety Score was reduced due to hard braking at a “quick changing yellow light.” I believe nearly everyone who has a driver’s license can attest that some stoplights are slightly more accelerated than others. Quick changing yellow lights are one of the most polarizing events in a daily drive. Some will tell you just to run through it, others will argue that the safer thing to do is just slow down and stop. Whichever way you choose to handle this scenario, you are likely to encounter someone who shares a point of view on how to handle the premature yellow light in a different manner.
Today I hard braked for 2 quick changing yellow lights & got dinged. I also sped up at another yellow light and didn’t get dinged but I felt more dangerous that way. Since Tesla car can see?, can hard braking at yellow light be exempt from penalty cuz it’s safer? ? @elonmusk
— Tesla Joy (@TeslaJoy) October 2, 2021
However, I don’t necessarily believe that there is a “wrong” way to handle it. While the right way to do it, according to my knowledge as a driver of over 11 years, would require you to slow down and come to a stop, especially since the yellow light is a key indicator of “slow down.” Tesla Joy did it as most Learner’s Permit booklets would describe, yet she was still docked points.
There are undoubtedly more examples of how Tesla could do a better job of explaining what actions are not favorable for the Safety Score system, and I would love to hear your thoughts or examples on things that have occurred that affected your score. Tesla did a wonderful job of outlining the most face-value actions that Safety Scores will be affected by, but there are other questions that need to be confronted so drivers are clear on what other things could hurt their scores. After all, the wider the FSD Beta testing group is, the more data Tesla will obtain through its Neural Network.
Don’t hesitate to contact us with tips! Email us at tips@teslarati.com, or you can email me directly at joey@teslarati.com.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
