FSD Safety Crisis & Regulatory Pressure

Record 207 crashes in May; H1 2026 crashes surpass full-year 2025 totals. NHTSA escalated to Engineering Analysis, 3.2M vehicles at risk of forced recall. Tesla quietly settled fatal FSD pedestrian crash lawsuit. FSD v14.3.5 released with RL upgrades. Waymo CEO challenges camera-only FSD. Headlight recall on 20k vehicles adds to regulatory pile-up. Tesla sought 5,000 robotaxi permits in Las Vegas but got only 10, capped at 45 mph, no airport pickups.