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Elon Musk Speaks During A town Hall Event In Green Bay, Wisconsin
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Tesla falls after senators voice skepticism about FSD and lack of lidar

Tesla’s VP of engineering testified before a Senate committee hearing on the future of self-driving.

Rani Molla

Tesla Vice President of Vehicle Engineering Lars Moravy testified Wednesday before a Senate committee hearing on the future of self-driving to advocate for federal autonomous driving standards — something that would make Tesla’s goal of an autonomous future that much more possible. While many of the senators were excited about the prospect of furthering self-driving tech in general, overall Tesla seemed to face more criticism than Google’s Waymo, whose chief safety officer, Mauricio Peña, also testified at the event.

Tesla’s stock is down roughly 4% today.

Senator Ben Ray Luján focused on one of the central philosophical divides in autonomous driving: lidar vs. cameras. (Waymos are outfitted with numerous relatively expensive lidar sensors, while Tesla relies solely on cameras to detect objects in its path, a choice that it has said saves money and is just as reliable.)

Luján to Waymo’s Peña:  “Can you explain the role of redundant systems in safety critical systems?”

Peña:  “Having redundancy allows you to have higher reliability and higher levels of safety. You always have to plan for the unexpected.  So if some of your systems malfunction, you want a backup system to be able to come into play and allow you to continue to travel safely.”

Luján to Tesla’s Moravy:  “Can you explain to me why Tesla has decided to limit redundancy for its sensing systems  by removing radar and relying solely on cameras?”

Moravy: “Our human roads are designed to be operated by pure vision, and I reject the notion that we dont have redundancy. We have nine cameras, and each of them is independently wired to our central control. So in that sense, we have redundancy across the vision system that you mentioned.”

Luján:  “When Elon Musk, your CEO, said that lidar and radar reduced safety, do you agree with that?”

Moravy:  “We believe strongly that we can solve all of the self-driving needs with vision alone.”

Senator Luján also said he has evidence Tesla salespeople teach buyers how to thwart its systems meant to keep drivers’ hands on the wheel by buying weighted devices off Amazon.

Senator Ed Markey criticized Tesla’s Full Self-Driving tech as being misleading and not properly constrained.

Markey to Waymo’s Peña:  “Does Waymo restrict its vehicles to safe, pre-mapped operational design domains?”

Peña:  “ We have a very well-defined operational design domain — different road types, weather, different conditions.”

Markey to Tesla’s Moravy:  “Does Tesla restrict its partially autonomous driving systems, such as Full Self-Drive and Autopilot, to safe, pre-mapped operational design domains?”

Moravy: “ Our drivers assistance system that you mentioned, Full Self-Driving, supervised, [is available] in all public roads.  On the other hand, our fully autonomous solution that is in operation in Austin is geofenced and mapped to a limited area.

Markey: “Unlike Waymo, Teslas do not have technology that prevents drivers from triggering Full Self-Drive and Autopilot in unsafe conditions. So from my perspective, thats outrageous, because Autopilot and Full Self-Drive have already been involved in dozens of deaths because, in part, Tesla drivers can enable these driving systems on any road under any conditions. And by failing to follow the best practices of every other AV company, Tesla is putting American lives at risk, and that is unconscionable...  Teslas vehicles say Full Self-Drive, but really they are only partial Full Self-Drive for the driver. Thats very misleading to call something Full Self-Drive when you cannot, in fact, meaningfully use that technology without increasing the danger.

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Tesla’s Model Y just cleared a new federal safety bar

The National Highway Traffic Safety Administration announced today that Tesla Model Ys manufactured after November 12 were the first to pass the agency’s new advanced driver assistance system tests, which are now part of the New Car Assessment Program.

“By successfully passing these new tests, the 2026 Tesla Model Y demonstrates the lifesaving potential of driver assistance technologies and sets a high bar for the industry,” NHTSA Administrator Jonathan Morrison wrote in the press release. “We hope to see many more manufacturers develop vehicles that can meet these requirements.”

The new tests include:

  • Pedestrian automatic emergency braking

  • Lane-keeping assistance

  • Blind spot warning

  • Blind spot intervention

The milestone offers Tesla highly coveted regulatory validation, as it seeks to spur usage of its Full Self-Driving (Supervised) tech. The NHTSA didn’t immediately respond to a request for comment.

80x

We knew Claude Code was driving crazy growth at Anthropic, but it may be much more than the company is expecting.

Speaking at the company’s developer conference yesterday, Anthropic CEO Dario Amodei said that while the company is planning for 10x growth this year, it could be as much as 80x, calling the overwhelming demand “crazy” and that he looked forward to more modest growth, saying such growth is “too hard to handle.”

The demand is so great that Anthropic partnered with Elon Musk’s xAI to buy up the bulk of computing from his Colossus data center in Tennessee.

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Tesla’s made-in-China vehicle sales jumped 36% in April

Tesla’s sales of made-in-China vehicles — sold across China, Europe, and other international markets — rose 36% year over year to 79,478 units in April. The increase marks the sixth straight month of annual growth in sales of vehicles made in the worlds largest manufacturing economy, suggesting the EV maker’s overseas business may be stabilizing after a difficult stretch.

That said, China wholesale deliveries fell from March, even as overall new energy vehicle sales rose 7% during the period.

Later this month, the China Passenger Car Association will report China-only sales, offering a clearer picture of performance in Tesla’s second-largest market.

Later this month, the China Passenger Car Association will report China-only sales, offering a clearer picture of performance in Tesla’s second-largest market.

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Anthropic’s scramble for compute now includes rival xAI

Another day, another major partnership with an AI rival. This time, Anthropic signed a deal with SpaceX’s xAI to access compute from its Colossus 1 data center to help it improve capacity for its Claude Pro and Claude Max subscribers. Just yesterday, The Information reported that Anthropic planned to spend $200 billion on Google Cloud services over the next five years. As Sherwood News’ Luke Kawa wrote:

“Anthropic has been a victim of its own success: the popularity of Claude Code and Cowork have revealed compute constraints and left users frustrated by caps. In response, the Claude developer has embarked upon a mad scramble for compute, striking or expanding deals with CoreWeave, Amazon, Google, and Broadcom.”

Now, it’s adding xAI to the list — even as the Elon Musk company builds a competing model.

In less terrestrial news, xAI said that as part of the agreement, Anthropic “expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity.”

“Anthropic has been a victim of its own success: the popularity of Claude Code and Cowork have revealed compute constraints and left users frustrated by caps. In response, the Claude developer has embarked upon a mad scramble for compute, striking or expanding deals with CoreWeave, Amazon, Google, and Broadcom.”

Now, it’s adding xAI to the list — even as the Elon Musk company builds a competing model.

In less terrestrial news, xAI said that as part of the agreement, Anthropic “expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity.”

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