Autonomy debuted its electric vehicle subscription service in Austin, Texas, following its successful launch in California earlier in 2022 and its recent expansion into Florida and Washington. Following California and Florida, Texas is ranked third in EV registrations.
With almost 30,000 new EVs on the road between 2020 and 2021, Autonomy noted that the growth and natural demand makes Texas, “a compelling state for Autonomy to expand operations into.”
Scott Painter, founder, and CEO of Autonomy, gave a press statement emphasizing the growth of EVs in Texas.
“The EV adoption rate in Texas signals to us that there’s even more demand for EVs and more of a need for alternative ways to access one,” he said. “Today, Texas has more than 156,000 EVs on the road, with 22,122 in Travis County alone — the highest-ranking EV county in Texas. These numbers are encouraging, and we’re excited for Autonomy service to help boost EV adoption in the second-most-populous state in the country and increase EV adoption statewide.”
Austin has over 1,300 public EV chargers, with more than 500 new ones added within the last 90 days. Autonomy highlighted the city’s unique Austin Energy Plug-in EVerywhere network subscription plan that offers unlimited charging for $4.17 per month at any of its over 1,000 level 2 charging stations.
During a call with Teslarati on Wednesday, Scott Painter shared the types of EVs it will offer in Austin, along with a few additional details.
“Our fleet is predominantly Tesla Model 3s, and we have a couple of Modely Ys. Right now, we’ve got just under 2,000 cars in total in the fleet, and I think it’s about 100 Model Ys.”
“In the first quarter, we’re going to be adding VinFast, as well as Mercedes and Polestar. Those three brands are going to become part of the lineup in all of our markets.”
Scott added that he and the team at Autonomy were excited about Austin, specifically.
“Austin has a much bigger rate of EV registration rateably than everywhere else in Texas. Everywhere else in the country is sort of at about one or two percent that people are getting EVs. In Austin, it’s almost 10%.”
He added that it’s about 20% in California, but Austin and Miami are the top two cities in terms of EV registrations as a rateable number relative to non-electric vehicles.
We asked if Tesla’s move to Austin played any role in Autonomy’s decision to launch in Austin. Scott pointed out that although it did not, Tesla’s move probably played a key role in Austin’s EV registrations going up.
“Our decision was purely based on the evidence of EV registrations. I’m sure that EV registrations in Austin were influenced by Tesla’s decision to headquarter there. I think Austin feels like it owns Elon now, so, people who live in Austin feel like they should be driving the local car,” he said.
“But we’re simply making decisions based on really rational evidence that says this is the time to go to Austin.”
Scott emphasized the affordability of driving an EV versus a traditional internal combustion engine vehicle.
“I think that we could have never anticipated the kind of tailwinds that we’re seeing right now for going electric. Certainly, when gas prices go above four or five dollars a gallon, it’s undeniable. You should be driving an electric car.”
Scott noted that one could drive the same amount of miles for around one-eighth the price.
“The average American currently still gets 20 miles to the gallon and drives 1,000 miles per month. That means they’re putting $4,000+ per year into their car versus $800 per year for the same miles even in a state like California where we pay almost 20 cents a kWh for electricity.”
He also pointed out that Autonomy fills in the gaps where the cost of buying a new car, especially an EV, is becoming “unreachable” for many Americans. He also noted that many people are holding off on buying an EV because of the Inflation Reduction Act and tax credits.
“Everyone sort of thinks that, ‘I’ll just wait until the tax credit is there.’ Well, to qualify for the tax credit, you have to make a certain amount of money, and you have to buy a car that has a certain amount of all American-made products in it. So Tesla would normally fully qualify, but some of these new entrants don’t.”
Scott explained that as a fleet operator, Autonomy qualifies for all of it and is able to pass along those savings.
Disclosure: Johnna is a $TSLA shareholder and believes in Tesla’s mission.
Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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Cybertruck
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Elon Musk
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.