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Ahead of Tesla’s robotaxi launch, video from a fatal full self-driving accident shows the shortfalls of relying on cameras only

Driverless Tesla robotaxis may soon be funneling select passengers down the streets of Austin, Texas, but video from a fatal 2023 accident in which the driver was employing the car’s full self-driving software shows the potential limits of the technology even with a driver in the seat.

Bloomberg just published harrowing video footage from the accident for the first time, showing how in the glare of the sun the Tesla managed to miss numerous cues — cars pulling over, hazard lights, a person waving — alerting a traffic accident ahead. Human drivers saw these signals and slowed, but the Tesla plowed ahead at 65 mph and struck and killed a grandmother. Read the whole thing here, but one major takeaway:

While presumably Tesla’s technology has advanced a lot since the footage, its hardware hasn’t. Unlike Google’s Waymo, which has expensive lidar and radar in addition to numerous cameras in each car, Tesla vehicles still depend solely on cameras.

When asked on Tesla’s latest earnings call about how the company plans to overcome visual impairments like the sun, Musk said, “Actually, it does not blind the camera,” citing a “breakthrough that we made some time ago.”

Musk’s explanation of the breakthrough, however, “perplexed” a former vehicle development engineer Bloomberg asked about it.

Bloomberg just published harrowing video footage from the accident for the first time, showing how in the glare of the sun the Tesla managed to miss numerous cues — cars pulling over, hazard lights, a person waving — alerting a traffic accident ahead. Human drivers saw these signals and slowed, but the Tesla plowed ahead at 65 mph and struck and killed a grandmother. Read the whole thing here, but one major takeaway:

While presumably Tesla’s technology has advanced a lot since the footage, its hardware hasn’t. Unlike Google’s Waymo, which has expensive lidar and radar in addition to numerous cameras in each car, Tesla vehicles still depend solely on cameras.

When asked on Tesla’s latest earnings call about how the company plans to overcome visual impairments like the sun, Musk said, “Actually, it does not blind the camera,” citing a “breakthrough that we made some time ago.”

Musk’s explanation of the breakthrough, however, “perplexed” a former vehicle development engineer Bloomberg asked about it.

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tech
Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

ARC-AGI-3

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26

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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.