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Tesla’s safety record and Autopilot defended by longtime TSLA analyst

(Credit: Justin Wegner)

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Being one of the most notable advanced-driver assist systems in the market today, Tesla’s Autopilot is subjected to a lot of scrutiny. This became particularly evident recently amid three crashes involving Teslas. Investigations are still ongoing, though one of the vehicles’ drivers had claimed that Autopilot was engaged when the crash happened. 

Longtime Tesla analyst and bull Gene Munster of Loup Ventures has shared his two cents on the fresh scrutiny surrounding the company’s Autopilot and Full Self-Driving software. According to Munster, scrutiny or not, the fact remains that if one looks at the big picture, Teslas are still safer. This could be seen in Tesla’s safety reports, which have shown that Autopilot is getting steadily better. 

Despite being a system that is still a work in progress, Tesla has reported one accident for every 3.7 million miles driven while Autopilot is engaged. That’s an improvement of 18% compared to the system’s scores over the past two years. In comparison, the National Highway Traffic Safety Administration (NHTSA) has reported one accident for every ~475,000 miles driven for all US vehicles. 

Teslas are equipped with a robust set of safety features, most of which are standard. For example, active Safety Features like Blind Spot Monitoring, Automatic Emergency Braking, and Front Collision Warning are included in all of the company’s cars. Autopilot, which includes Traffic-Aware Cruise Control and Autosteer, has been standard in Teslas since April 2019. Only the Full Self-Driving system, which includes Navigate on Autopilot, Auto Lane Change, Autopark, and Smart Summon, is a paid upgrade at $10,000. 

Ultimately, Munster remarked that numbers do not lie. Compared with the national data, Teslas are safer, and with Autopilot, even more so. This is despite Autopilot and Tesla’s advanced FSD features still being in their early days. The Loup Ventures Managing Partner explained that it would likely take some time for people to be comfortable with technologies like Autopilot, and there will be accidents from time to time. However, Munster emphasized that Autopilot could save even more lives than seat belts once the system is fully matured. 

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“That said, we believe autonomous systems will drastically reduce the number of vehicle fatalities, similar as seatbelts did in the ’70s but on a greater scale. For perspective, there are still around 35k-40k vehicle fatalities every year in the US, around the top 10 causes of death. This equates to 11 fatalities per 100k people, compared to 25 per 100k in 1970,” Munster wrote. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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GM takes latest step to avoid disaster as EV efforts get derailed

There was an even larger step taken this morning, as the Detroit Free Press reported that GM was idling its Factory Zero plant in Michigan until late November, placing about 1,200 workers on indefinite layoff status.

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Credit: GM

General Motors has taken its latest step to avoid financial disaster as its electric vehicle efforts have been widely derailed.

GM’s electric vehicle manufacturing efforts started off hot, and CEO Mary Barra seemed to have a real hold on how the industry and consumers were starting to evolve toward sustainable powertrains. Even former President Joe Biden commended her as being a major force in the global transition to EVs.

However, the company’s plans have not gone as they’ve drawn them up. GM has reported some underwhelming delivery figures in recent quarters, and with the loss of the $7,500 tax credit, the company is planning for what is likely a substantial setback in its entire EV division.

Earlier this month, the company reported it would include a $1.6 billion charge in its quarterly earnings results from EV investments. It was the first true sign that things with GM’s EV projects were going to slow down.

There was an even larger step taken this morning, as the Detroit Free Press reported that GM was idling its Factory Zero plant in Michigan until late November, placing about 1,200 workers on indefinite layoff status.

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This is in addition to the 280 employees it has already laid off after production cuts that happened earlier this year at the Detroit-Hamtramck plant.

After November 24, GM will bring back 3,200 people to work until January 5 to operate both shifts. On January 5, GM is expected to keep 1,200 workers on indefinite layoff.

GM is not the only legacy automaker to make a move like this, as Ford has also started to make a move that reflects a cautious tone regarding how far and how committed it can be to its EV efforts.

After the tax credit was lost, it seemed to be a game of who would be able to float their efforts longest without the government’s help. Tesla CEO Elon Musk long said that the loss of these subsidies would help the company and hurt its competitors, and so far, that is what we are seeing.

Elon Musk was right all along about Tesla’s rivals and EV subsidies

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However, Tesla still has some things to figure out, including how its delivery numbers will be without the tax credit. Its best quarter came in Q3 as the credit was expiring, but Tesla did roll out some more affordable models after the turn of the quarter.

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Tesla expands Robotaxi geofence, but not the garage

This has broadened its geofence to nearly three times the size of Waymo’s current service area, which is great from a comparative standpoint. However, there seems to be something that also needs to be expanded as the geofence gets larger: the size of the Robotaxi fleet.

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Credit: Joe Tegtmeyer | X

Tesla has expanded its Robotaxi geofence four times, once as recently as this week.

However, the company has seemingly kept its fleet size relatively small compared to the size of the service area, making some people — even pro-Tesla influencers — ask for more transparency and an expansion of the number of vehicles it has operating.

Over the past four months, Tesla has done an excellent job of maintaining growth with its service area in Austin as it continues to roll out the early stages of what is the Robotaxi platform.

The most recent expansion brought its size from 170 square miles (440.298 sq. km) to 243 square miles (629.367 sq. km).

Tesla sends clear message to Waymo with latest Austin Robotaxi move

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This has broadened its geofence to nearly three times the size of Waymo’s current service area, which is great from a comparative standpoint. However, there seems to be something that also needs to be expanded as the geofence gets larger: the size of the Robotaxi fleet.

Tesla has never revealed exactly how many Model Y vehicles it is using in Austin for its partially driverless ride-hailing service (We say partial because the Safety Monitor moves to the driver’s seat for freeway routes).

When it first launched Robotaxi, Tesla said it would be a small fleet size, between 10 and 20 vehicles. In late August, after its second expansion of the service area, it then said it “also increased the number of cars available by 50 percent.”

Tesla reveals it has expanded its Robotaxi fleet in Austin

The problem is, nobody knows how many cars were in the fleet to begin with, so there’s no real concrete figure on how many Robotaxis were available.

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This has caused some frustration for users, who have talked about the inability to get rides smoothly. As the geofence has gotten larger, there has only been one mentioned increase in the fleet.

Tesla did not reveal any new figures or expansion plans in terms of fleet size in the recent Q3 Earnings Call, but there is still a true frustration among many because the company will not reveal an exact figure.

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Tesla recalls 6,197 Cybertrucks for light bar adhesive issue

On October 20, Tesla issued a voluntary recall of the impacted vehicles and has identified 619 warranty claims and just a single field report that is related to the issue. 

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Credit: Francisco Garcia (via Greggertruck on X)

Tesla has recalled 6,197 Cybertrucks for a light bar adhesive issue that was utilized by Service to install the aftermarket part.

According to the National Highway Traffic Safety Administration (NHTSA), impacted vehicles may have had the light bar “inadvertently attached to the windshield using the incorrect surface primer.”

Tesla identified an issue with the light bar’s adhesion to glass back in February and worked for months to find a solution. In October, the company performed chemical testing as a part of an engineering study and determined the root cause as the BetaPrime primer it utilized, figuring out that it was not the right surface priming material to use for this specific application.

On October 20, Tesla issued a voluntary recall of the impacted vehicles and has identified 619 warranty claims and just a single field report that is related to the issue.

The component is manufactured by a Romanian company called Hella Romania S.R.L., but the issue is not the primer’s quality. Instead, it is simply the fact that it is not the correct adhesive for this specific type of application.

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Tesla says there are no reports of injuries or deaths due to this issue, and it will be resolved. In the 473 report that the NHTSA released this morning, Tesla said:

“At no charge to customers, Tesla will inspect the service-installed optional off-road light bar accessory for delamination or damage and if either is present, replace the light bar with a new light bar adhered with tape and a positive mechanical attachment. If no delamination or damage is present, Tesla will retrofit the service-installed optional off-road light bar accessory with a positive mechanical attachment.”

This is the third recall applied to Cybertrucks this year, as one on March 18 highlighted the potential for exterior trim panels to detach while driving, and another earlier this month when the NHTSA said its front parking lights were too bright.

Tesla resolved the first with a free assembly replacement, while the headlight issue was fixed with an Over-the-Air software update earlier this week. Owners said there was a noticeable difference in the brightness of the lights now compared to previously.

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