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
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
