Tesla will give the National Highway Transportation Safety Administration (NHTSA) access to FSD Beta, according to a recent tweet from Elon Musk. Elon responded to a tweet from @WholeMarsBlog who pointed out that even the NHTSA was complaining about having to participate in the safety score process that all of Tesla’s FSD Beta testers have to do.
🤣 ok we’ll turn it on
— Elon Musk (@elonmusk) August 16, 2022
In the tweet, @WholeMarsBlog shared a screenshot of a letter from the agency to Tesla that read:
“As you know, NHTSA owns a Tesla vehicle with the FSD option.”
“With over 700 miles of driving this year and a Safety Score of 99 (including a score of 100 for the most recent 107 miles on January 21), we have not received the OTA update to fully enable FSD in our vehicle.”
“We request some of your time and expertise to asses our situation and help us understand what additional steps we might need to take.”
The letter was dated in January 2022 but is now being brought into the public spotlight on Twitter. This comes after some drama over the weekend. The CEO of Green Hills Software and founder of the Dawn Project, Dan O’Dowd, has been relentlessly campaigning against Tesla’s FSD Beta. The billionaire has recently published television ads claiming that Tesla’s FSD Beta is not stopping for children.
These claims have been debunked several times over the weekend and I wrote about two instances. In the first one, I interviewed @TeslaDriver2022 who performed a test with child-sized Amazon boxes.
“The FSD Beta has just been getting better exponentially even since I’ve been using it. Just some of the predictions it’s got and the capabilities to understand when things are getting in their path. Not even that. Some of the most impressive stuff is just when I’m driving down the road at 45 miles an hour and there’s a car that will turn in front of me to get into a parking lot.
“Its ability to understand whether or not that car is gonna make it or not and whether or not it needs to slow down. It’s becoming very human-like.”
In the second article, @WholeMarsBlog tested FSD Beta on a child-sized mannequin and allowed Tad Park to test it on his son. In each test, FSD Beta recognized and stopped for pedestrians. He told me that the test showed that FSD Beta has no problem detecting pedestrians of all ages.
However, critics claim that the Tesla owners are vile for testing it on their children, yet are refusing to acknowledge that O’Dowd’s claims were disproven. The idea of testing such software on a child may seem horrifying to those who don’t understand the software or know how to drive.
A father who loves his child would quickly take over and brake if the software were to refuse to stop. And in the video, you can see clearly see the screen recognizing the child and stopping at a very safe distance.
In O’Dowd’s videos, the screen is hard to see and you can see some type of error message as the driver refuses to disengage. Many in the Tesla community have pointed out that the driver was accelerating. If this is the case, then FSD Beta would have to allow the driver to take over. This includes acceleration.
Aka, something like "Accelerator pedal is pressed – car will not brake" or "Front camera blocked or blinded".
Why do you keep driving with errors? Why do you keep "coincidentally" posting videos with them too blurry to read?
People have been asking you this from Day 1, Dan.
— Nafnlaus 🇮🇸🇺🇦 (@enn_nafnlaus) August 15, 2022
With Tesla granting the NHTSA access to FSD Beta, the agency will most likely do testing of its own. This, I think would be a very good thing considering that the agency and its employees aren’t running for political office for the sole reason of taking down Elon Musk.
The agency and Tesla may have gone head to head a few times, however, safety is important for both Tesla and the NHTSA so it makes sense to grant the agency FSD Beta for its vehicle.
Disclaimer: Johnna is long Tesla.
I’d love to hear from you! If you have any comments, concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
