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Musk falsely claims Tesla FSD is 10X safer than humans, complains about lawsuits

2 months 2 weeks ago

Elon Musk claimed this week that Tesla’s “Full Self-Driving” is so much safer than human drivers that it could save 90% of the roughly one million lives lost in car crashes globally each year — a 10X improvement in safety.

The problem is that Tesla has never released the data that would support anything close to that claim, and Musk is already using it to pre-frame the lawsuits Tesla is facing over FSD crashes as an unavoidable cost of progress.

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Fred Lambert

Tesla (TSLA) down 20% in 2026 — JPMorgan sees another 60% downside

2 months 2 weeks ago

Tesla stock is down roughly 20% year-to-date in 2026, and JPMorgan thinks the bleeding is far from over. Analyst Ryan Brinkman reiterated his Underweight rating this week and stuck with a $145 price target — implying another ~60% downside from where TSLA trades today.

The note landed days after Tesla disclosed a Q1 delivery miss and the largest single-quarter inventory build in company history.

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Fred Lambert

Tesla FSD v14.3 rolls out with MLIR rewrite, 20% faster reactions

2 months 2 weeks ago

Tesla has started rolling out Full Self-Driving (Supervised) v14.3 to HW4 vehicles, and the headline change is under the hood: Tesla rewrote the AI compiler and runtime from scratch on MLIR, which the automaker says delivers a 20% faster reaction time.

The update, shipping as software version 2026.2.9.6, also brings a new parking spot pin on the map, better behavior around emergency vehicles and school buses, and Tesla’s first public acknowledgement that it’s leaning on MLIR — the compiler infrastructure built by Chris Lattner, who briefly led Tesla Autopilot back in 2017.

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Fred Lambert