News
Tesla with sleeping driver proves there’s still misunderstanding and irresponsibility surrounding autonomy
Update: 11:06 AM EST: Paragraph 7 added to show the probability of the driver having a medical emergency. California Highway Patrol saw the vehicle and noted the driver was awake after catching up to the car.
A Tesla Model Y with a sleeping driver was recently spotted on the I-15 Freeway near Temecula, California, which proves that people and media still have a vast misunderstanding and irresponsible tone regarding the capabilities of semi-autonomous vehicles.
According to a report from KTLA 5, a woman in a Tesla Model Y was followed by another driver for more than fifteen minutes on the California interstate in an attempt to wake the woman who was taking advantage of the automaker’s semi-autonomous driving functions up.
The report and the incident prove there are still huge misunderstandings in the capabilities of semi-autonomous driving suites, including Tesla’s Full Self-Driving and Autopilot, which require users to remain vigilant and be prepared to take over the vehicle at any point.
Drivers utilize semi-autonomous vehicle functionalities irresponsibly often, and social media has proven time and time again that people take advantage of the capabilities, even though they are not fully autonomous.
It is no secret that people and companies have utilized whatever they can to alleviate themselves of the responsibility of paying attention while the car operates some tasks on its own. With the introduction of advanced driver assistance systems (ADAS) over the past several years, drivers have taken advantage of the functions to instead play on their phones, read books, eat food, or even catch up on sleep.
Tesla’s camera-based driver monitoring system goes through the cellphone test
However, the risks that come with this behavior are potentially catastrophic. For one, those who use these functions irresponsibly put themselves and every other driver on the road at risk because if the vehicle needs assistance or encounters a situation where it would not react safely, the driver is responsible for taking over. Additionally, if an accident occurs, it can be framed as Tesla’s, or any other manufacturer’s fault, depending on the vehicle used, and instances like this can set the future of semi-autonomous and autonomous driving back years due to skepticism.
There is the possibility that the driver had some type of medical emergency or accidentally fell asleep, in which the Tesla’s functionalities kept the operator and others safe. Police stated the driver was caught up to two minutes after receiving calls about the driver, and the driver was attentive at this time.
However, the media’s portrayal of the situation also proves that many are widely uninformed regarding the capabilities of Teslas. While Tesla’s Full Self-Driving suite has caused controversy over its name, the automaker continues to remind those who use it to remain vigilant, as the cars cannot truly drive themselves.
In Tesla’s FAQ section of the Autopilot and Full Self-Driving page, the company answers the question, “Do I still need to pay attention while using Autopilot?:”
“Yes. Autopilot is a hands-on driver assistance system that is intended to be used only with a fully attentive driver. It does not turn a Tesla into a self-driving car nor does it make a car autonomous.
Before enabling Autopilot, you must agree to “keep your hands on the steering wheel at all times” and to always “maintain control and responsibility for your car.” Once engaged, Autopilot will also deliver an escalating series of visual and audio warnings, reminding you to place your hands on the wheel if insufficient torque is applied. If you repeatedly ignore these warnings, you will be locked out from using Autopilot during that trip.
You can override any of Autopilot’s features at any time by steering, applying the brakes, or using the cruise control stalk to deactivate.”
Media labeling the vehicle as “a self-driving Tesla” is a disservice to people and the company. Teslas do not drive themselves, as the vehicles are defined as Level 2, according to the Society of Automotive Engineers Levels of Driving Automation. Level 2 systems reiterate that the driver is still responsible for driving the car when these systems are activated. “You must constantly supervise these support features,” the SAE says. Level 3 to Level 5 systems maintain that the operator is not driving the car, but Level 5 systems are the only ones that are explicitly labeled as “self-driving.”
“This feature can drive the vehicle under all conditions,” the SAE table states.
Credit: Society of Automotive Engineers
Recent ratings by Consumer Reports showed that Tesla’s biggest flaw was driver monitoring. Many systems use cabin-facing cameras to monitor eye behavior to ensure the operator is keeping their eyes on the road. Teslas use a series of audible and visual cues to alert drivers of their inattentiveness, and steering wheel sensors make sure the driver keeps their hands on the wheel.
However, various cheat devices have been marketed across the internet, and in this instance, the driver appears to have their hands on the wheel while they are dozed.
Tesla activated camera-based driver monitoring in May 2021. “The cabin camera above your rearview mirror can now detect and alert driver inattentiveness while Autopilot is engaged,” Tesla said in the notes. Tests of Tesla’s driver monitoring tests showed the system was effective in some instances, especially when looking at cell phones, with alerts coming in 15 seconds.
The potential irresponsibility of users puts major risks to those on the road and the companies that develop these driver assistance programs. While there are workarounds through the previously-mentioned cheat devices, people have to know their irresponsibility could cost them, or others, their lives.
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News
Tesla Cybercab gets a for sale date at last
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.