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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
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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.
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
