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Elon Musk is about to move the goalpost on Tesla’s Full Self-Driving (FSD) program in a masterful way that will allow him to claim a win.

Don’t be fooled.

I asked Grok, Musk’s “truth-seeking AI”, to list all of the CEO’s timelines for Tesla achieving self-driving and then compared them to reality:

  • 2015: Predicted full autonomy by 2018.
    • Reality: Not achieved; Tesla cars still required human supervision.
  • 2016: Claimed full autonomy from LA to New York by 2017, all Teslas as robotaxis by 2020.
    • Reality: Did not happen; FSD remained in development.
  • 2018: Full self-driving capability in “3 to 6 months”.
    • Reality: Missed, FSD still required human supervision.
  • 2019: Early access FSD by year-end, full unsupervised driving in 2020.
    • Reality: Limited beta release in 2020, but not unsupervised.
  • 2020: Very close to Level 5, quantum leap in FSD.
    • Reality: FSD Beta launched, but still Level 2 with human oversight.
  • 2021: Full self-driving, 1 million robo-taxis by year-end.
    • Reality: Neither achieved; FSD remained in beta.
  • 2022: Full self-driving by end of 2022 or May 2023.
    • Reality: Did not reach this milestone; FSD still not fully autonomous.
  • 2023: Reiterated confidence in achieving full self-driving.
    • Reality: No full autonomy achieved; continued FSD improvements but still supervised.
  • 2024: Announced unsupervised FSD in Texas and California for Q2 2025.
    • Reality: As of early 2025, this has not yet been launched.
  • 2025: Specified launch of unsupervised FSD in Texas for June 2025.
    • Reality: As of now, this has not been confirmed to have occurred; the timeline is still within the projected future, so no definitive comparison to reality can be made yet.

That’s about as embarrassing as it gets, but many Tesla supporters still don’t care because they believe that now it’s going to finally happen.

As the last point states, Tesla is still within the latest timeline of “unsupervised FSD in Texas in June 2025.”

The problem is that what Tesla is planning to launch in Austin in June has very little to do with what Musk has been promising and selling to Tesla FSD buyers since 2016.

As the latest data shows, Tesla FSD is still far from unsupervised self-driving in customer vehicles, which was promised, but it has improved significantly in the last few months. The combination of the improvement and the fact that Musk can’t take many more losses with missed FSD timelines has pushed Tesla to find a solution: Waymo.

Musk has pooh-poohed Waymo’s approach to self-driving for years. He claimed its geo-fenced, mapped, teleoperation-supported approach wouldn’t scale.

Yet, that’s almost exactly what Tesla is about to launch in Austin this year.

The CEO confirmed that Tesla’s plan is a “paid unsupervised self-driving ride-hailing service using an internal fleet of Tesla vehicles” in Austin in June.

We reported that Tesla was looking to hire people to work in teleoperation to support its self-driving vehicles shortly after announcing its plan for unsupervised ride-hailing services in Texas and California last year.

The planned teleoperation, combined with the service being limited to Austin, points to Tesla launching a geo-fenced service where it will optimize FSD performance in Austin and use teleoperation to support the vehicles.

That’s exceptionally close to Waymo’s product, which has been available in many cities for years, including in Austin more recently.

As for the long-anticipated unsupervised self-driving capability in all customer vehicles produced since 2016, it looks like Musk is too scared to share a timeline after being consistently wrong for a decade.

Electrek’s Take

I can almost guarantee what will happen: Tesla will launch this project and claim to have achieved “unsupervised self-driving.”

Elon and his Tesla influencer simps will pump this up while blurring the line between this product and FSD in customer vehicles to give the impression that Tesla is still a leader in self-driving.

When, in fact, Tesla will only have achieved what Waymo delivered years ago.

Tesla won’t be closer to delivering what it promised and sold to owners since 2016: unsupervised self-driving capable of robotaxi driving in customer vehicles.

As of the latest data, Tesla FSD v13 is achieving about 500 miles between critical disengagement while Tesla’s own stated goal to be safer than humans is to surpass miles between collision with human drivers, which is at 700,000 miles, according to NHTSA.

This program in Austin is no more than a diversion, a moving of the goalpost, to give Tesla an impression of a win in self-driving and distract owners who have bought FSD and have been promised unsupervised self-driving capability for years.

Then you had the HW3 situation into the mix, and you have quite the mess.

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Ford dealers told to brace for EV rush as incentive cutoff nears

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Ford dealers told to brace for EV rush as incentive cutoff nears

With the federal EV incentive set to expire at the end of September, Ford is urging its dealers to prepare for a rush of buyers.

Ford warns dealers of upcoming EV rush

Like most automakers, Ford is preparing for a shakeup under the Trump Administration. After the “One Big Beautiful Bill” was signed into law on July 4, the $7,500 and $4,000 tax credit for new and used EVs will no longer be available after September 30.

In a memo sent to dealers this week, Ford warned, “demand is expected to increase as the deadline approaches for eligible vehicles.”

The letter (via CarsDirect) confirmed that the EV tax credit “will no longer be available for vehicles acquired after September 30, 2025.”

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Ford blamed Trump’s new bill for the expected rush of EV buyers ahead of the incentive deadline. Although the Mustang Mach-E doesn’t qualify for the credit, since it’s built in Mexico, Ford is passing it on through a leasing loophole. While it’s still available, the F-150 Lightning does qualify for the credit when purchased or leased.

Ford-EV-rush
2025 Ford Mustang Mach-E (Source: Ford)

Last week, Ford launched its new “Zero, Zero, Zero” summer sales promo, offering a $0 down payment, 0% interest for 48 months, and zero payments for the first 90 days on most Ford and Lincoln vehicles.

The new campaign replaces the employee pricing for all campaign, which ran through the first half of the year. Despite outpacing the industry with overall sales rising 14% in Q2, Ford’s EV sales fell by nearly a third.

Ford-EV-rush
Ford Mustang Mach-E (left) and F-150 Lightning (right) (Source: Ford)

Ford spokesperson Martin Gunsberg told Electrek that electric vehicle sales were lower due to the Mustang Mach-E recall and the transition to the 2025 model year. “Our dealers can’t sell what they don’t have,” Gunsberg said.

Although the Mach-E doesn’t qualify for the credit when purchased, it’s still one of the best EV lease deals available right now, starting at $395 per month. The offer is for 36 months with no down payment required.

Ford-EV-rush
2025 Ford F-150 Lightning (Source: Ford)

Ford isn’t the only one preparing for big changes over the next few months. Honda extended its ultra-low lease offer on the Prologue until the end of September. Hyundai and Kia are slashing prices with generous discounts ahead of the deadline. The 2025 Hyundai IONIQ 5 might be the best EV deal at just $179 per month right now.

Looking to snag the savings while they are still available? You can use our links below to find deals on top-selling electric vehicles in your area.

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Tesla engineer admits Tesla didn’t maintain Autopilot crash records amid trial over fatal crash

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Tesla engineer admits Tesla didn't maintain Autopilot crash records amid trial over fatal crash

A Tesla engineer admitted in court that Tesla didn’t maintain Autopilot crash records before 2018, 3 years after launching the ADAS system, in a trial over the death of a bystander in a crash involving Autopilot.

Tesla is currently on trial in Miami over a crash involving a 2019 Tesla Model S that was operating on Autopilot.

The case attempts to place some responsibility on Tesla for creating complacency with drivers, who were led to believe Autopilot could do more than it actually could.

George McGee was driving his Model S on Autopilot in Key Largo in April 2019 when he dropped his phone and looked down to pick it up when the car blew past a stop sign at a T intersection, and crashed into a parked Chevrolet Tahoe.

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22-year-old Naibel Benavides Leon and her boyfriend Dillon Angulo were standing next to the parked Tahoe. Benavides died and Angulo was seriously injured.

The police charged McGee with reckless driving, but the families of the victims sued both McGee and Tesla. McGee settled with the plaintiffs, but Tesla hasn’t.

The automaker has been sued many times over fatal crashes related to its Autopilot and Full Self-Driving systems. Recently, Tesla settled a few of those lawsuits, but this one is the first to make it to trial.

The plaintiffs allege that Tesla’s communications regarding Autopilot have led drivers, such as McGee, to become complacent and use Autopilot in a manner that led to this crash. They also claim that Tesla misrepresented the safety of Autopilot and failed to deploy proper driver monitoring to ensure its safe use.

The trial started on Monday and on Thursday, the jury heard testimony from Tesla software engineer Akshay Phatak who said that Tesla didn’t even complete records of Autopilot crashes before March 2018 (via Law360):

At the end of the first day of testimony, jurors watched part of the videotaped deposition of Tesla software engineer Akshay Phatak in which he said Tesla did not maintain records before March 2018 for evaluating whether it was safer to operate Tesla vehicles with the autopilot engaged or shut off.

When asked if Tesla maintained records or data before 2018 that kept track of the number of crashes that occurred per vehicle mile driven with the autopilot engaged, he replied simply, “No.”

That’s despite Tesla launching Autopilot almost 3 years prior. The jury will hear more of Phatak’s deposition today after Tesla attempted to keep it out of court over claims that it contains “sensitive trade secrets.”

Plaintiffs also challenged Tesla’s Autopilot safety report. We previously highlighted how Tesla suddenly stopped reporting the statistics and only started again a year later, while updating older data.

Dr. Mendel Singer testified on Tuesday and highlighted the discrepancy:

He noted that Tesla offered corrections to the vehicle safety report in January 2023 after finding some errors and miscounts. The crash data for when the autopilot was on stayed about the same, but the crash rate for when the autopilot was off went up by about 50% in the updated report, he said.

Mary Cummings, a professor and director of the Autonomy and Robotics Center at George Mason University and a longtime critic of Tesla’s self-driving efforts, is expected to testify today.

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Redwood is repurposing GM’s EV batteries into energy storage

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Redwood is repurposing GM's EV batteries into energy storage

General Motors and Redwood Materials are joining forces to take EV battery tech beyond the road and onto the grid. The two companies just signed a non-binding memorandum of understanding that sets the stage for turning both new and second-life GM batteries into energy storage systems to support the US’s rising electricity demand.

The collaboration aims to help the grid keep up with the surge in power-hungry applications, from AI data centers to electrified transport and industry.

“The market for grid-scale batteries and backup power isn’t just expanding, it’s becoming essential infrastructure,” said Kurt Kelty, GM’s VP of batteries, propulsion, and sustainability. “Electricity demand is climbing, and it’s only going to accelerate… GM batteries can play an integral role.”

Redwood launched a new venture in June called Redwood Energy that repurposes both new and used EV battery packs into fast and cost-effective energy storage systems. Today’s announcement allows Redwood to use second-life batteries from GM EVs and new GM battery modules to create US-built energy storage systems.

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This isn’t just a future plan – it’s already happening. GM’s repurposed EV batteries are currently powering the biggest second-life battery project in the world. Located in Sparks, Nevada, Redwood’s 12MW/63MWh installation is also the largest microgrid in North America and supports Crusoe, an AI infrastructure company.

“Electricity demand is accelerating at an unprecedented pace,” said JB Straubel, Redwood’s founder and CEO. “Both GM’s second-life EV batteries and new batteries can be deployed in Redwood’s energy storage systems, delivering fast, flexible power solutions.”

And the timing couldn’t be better. AI data centers alone are expected to triple their share of US electricity use, from 4.4% in 2023 to 12% by 2028. That’s driving the urgent need for scalable, domestic energy storage.

GM and Redwood Materials say they’ll share more details on their plans later this year.

Read more: Arizona brings a huge grid battery online ahead of peak demand


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