News
Automakers will focus on self-driving technology at CES 2017
The 2017 Consumer Electronics Show in Las Vegas opens to the public on January 5 but will be preceded by press and preview days on January 3 and 4. This year’s show will span across 2.5 million square feet of floor space spread across multiple venues and feature 3,800 exhibitors.
“One of the big themes is going to be connectivity,” Jeff Joseph, senior vice president for communications and strategic relationships at the Consumer Technology Association, which hosts CES. “For example, Internet of Things, vehicle-to-vehicle communication, voice-activated communication with things like Alexa and Google Home and higher-value content – 4K-produced content that you can move from device to device.”
Faraday Future
In the past few years, more and more car companies and automotive suppliers have used CES to showcase their technological prowess, particularly in the area of self-driving cars. Faraday Future says it will reveal its first production car via a live stream beginning at 6:00 pm on January 3. The all electric vehicle appears to be a crossover SUV based on teaser videos the company has released ahead of the show.
Hyundai Ioniq
Hyundai says it will be providing show goers rides in its new Ioniq equipped with autonomous driving technology. In a preview earlier this year, C/Net RoadShow reporter Antuan Goodwin found the self driving Ioniq competent if a little boring. The car never exceeds the speed limit, for instance, and deals with pedestrians and turns within city limits with painfully slow precision.
Chrysler Pacifica
Chrysler is expected to introduce a battery electric version of its Pacifica minivan at CES 2017. The car is not expected to be available for sale before 2018 and little is known at this time about battery size, range, or other specifications. Chrysler has just started selling a plug-in hybrid version of the Pacifica in the US. 100 of those cars have been modified at a separate facility in Detroit to use Google’s self driving technology. Google has recently announced that it is no longer considering manufacturing its own self-driving car.
Honda NeuV
Honda will bring a “box on wheels” concept electric car to the Las Vegas show. Called the NeuV, the car can recognize the occupants’ mood and adjust lighting, visual displays, and driving characteristics to match. It will also showcase vehicle to vehicle communication systems designed to speed the flow of traffic in congested urban areas.
https://www.youtube.com/watch?v=z-XMA6YAh5c
Rinspeed
Not to be outdone in the goofiness department, Rinspeed will present its highly unusual and totally unique Oasis concept. The car is intended to answer the question, “What will drivers and passengers do with their time when self driving cars become the norm?” One answer, says Rinspeed, is an onboard garden that occupants can tend to while under way.
MobilEye
MobilEye, Tesla’s former partner for autonomous driving systems, has linked up with Delphi, a major component supplier to the automotive industry, to create a self driving platform that will be marketed to various car makers. The two companies will offer show visitors a 6.3 mile long test drive of their Centralized Sensing Localization and Planning (CSLP) automated driving system. It won’t be production ready until 2019, but the two companies insist it is “the first turnkey, fully integrated automated driving solution with an industry-leading perception system and computing platform.”
https://vimeo.com/193388153
Keynote speakers at CES 2017 will include Nvidia CEO Jen-Hsun Huang, who will talk about “the latest in artificial intelligence, self-driving cars, VR, and gaming.” Carlos Ghosn, CEO of Renault-Nissan, is also scheduled to give a keynote address.
CES is about more than automobiles. New advances in televisions, smartphones, and personal assistants like Google Home and Amazon Echo will be featured as well as advances in gaming and virtual reality technology. No one could see, touch, and experience everything that every exhibitor will bring to the show.
We will attempt to keep you informed about new technologies that will apply to the automotive and mobility industries, beginning with the first press conferences next Tuesday, January 3. Like us on Facebook and get a behind the scenes look from CES 2017.
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.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
