It is tough being Tesla. In a world where cars are becoming electric, just as the company initially intended when its mission began 18 years ago, Tesla is the top dog at the moment. Every car company in the world is nipping at its heels in an attempt to catch up to Elon Musk’s car company. However, recent developments have inspired me to look at a different kind of competition that Tesla is facing, something that feels somewhat unjust in the grand scheme of things. Unfortunately, it’s not from another car company, it’s from federal investigators and Tesla skeptics who continue to magnify the company’s accidents, all because there is the possibility that a car involved in an accident may have been operating on Autopilot.
Earlier this week, a Model Y was involved in a crash in Michigan. What turned out to be a case of reckless driving was initially blamed on the possibility of Autopilot by mainstream media sources. Unfortunately for them, their credibility regarding Tesla vehicles continues to be chipped away as they sacrifice long-term trustworthiness in the field of electric vehicles for short-term viewership. A Tesla was in fact in an accident in Detroit, and yes, the NHTSA was investigating it. There’s no reason to go any more broad than that.
Unfortunately, Tesla’s rollout of Autopilot and Full Self-Driving has put the company at risk for these types of stories. Anytime a Tesla crashes, the first thing that is planted in people’s minds is the possibility that the car may have been using the semi-autonomous driving functionalities. Why? Human beings are still responsible for operating the car even when the vehicle is utilizing the state-of-the-art technology. It is in no way the car’s fault when the driver is still responsible for the ultimate operation of the vehicle. It’s like blaming a fork for obesity, in my eyes.
While it is unfortunate that there have been deaths due to Autopilot, there are instances where gross negligence from the driver is truly the cause of an accident. For example, in a case where speed and reckless driving is truly the factor, there needs to be an immediate clarification by investigating officers. Perhaps Tesla could provide some clarification to authorities in some kind of system where officers could give the VIN of a vehicle involved, and Tesla could determine immediately whether the car was operating using its driver assistance features. Obviously, there may be a better way. But in the short-term, especially in the early days of the FSD Beta, the credibility of the vehicle’s systems is extremely important for future rollouts.
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Statistically, Tesla vehicles are much safer than human drivers, to begin with. Recent Q4 2020 Safety Report statistics from Tesla show that one accident occurred with Autopilot every 3.45 million miles. The national average is 484,000 miles. Isn’t that enough to prove Autopilot is a better option than human driving? By the way, it only gets more accurate and precise with every mile driven thanks to its Neural Networks that attain new data.
The exposure Tesla receives after one of these tragic accidents is likely what is the most frustrating. Immediately, people jump to conclusions and assume the car was responsible for the issues. It’s interesting though because I can’t ever recall a single instance of media jumping all over an issue with SuperCruise or any of the other numerous driver assistance systems that are out on the market today. I am sure there has been coverage, I just can’t recall any instance where it has been a national headline like Tesla seems to be included in on a regular basis.
In all honesty, it is just extremely frustrating to know that there is so much focus on Tesla’s shortcomings instead of its broad successes. I am a TSLA investor, but I am also extremely critical of the company at times, and I believe it is because of my holdings. There are times I would do things differently. I was vocal about my distaste for not telling any Model Y LR RWD reservation holders that their cars weren’t going to be made. I am upset that there is relatively no communication with Model S Plaid reservation holders regarding their steering wheels. I am not a fan that we’ve been told Semi/Roadster production is imminent on numerous occasions but we are still sitting here with neither of those vehicles. I get the bottlenecks, but I think those things have just frustrated me personally.
I’m glad Tesla spends $0 on advertising. The news outlets & media don’t deserve Teslas money. It’s better used growing the company & for things like building next-gen factories. Ford and GM alone will spend over $5B this year on US advertising. The bias is clear and money talks.
— Sawyer Merritt ?? (@SawyerMerritt) March 17, 2021
However, I am also going to admit when things are just plain unfair, and Tesla is a victim of that on so many occasions. I don’t know if that has to do with oil money lining the pockets of MSM, or it is just an attempt to derail a company that has really disrupted the automotive industry. I won’t speculate. There is, of course, a reason for the investigations that could be beneficial. It could just be an attempt to learn from the mistakes of Tesla and pass them along for future instances. Unfortunately, there will be more accidents with self-driving software, and it will go far beyond Tesla. However, Tesla is the only company with a robust self-driving program, so the microscope almost needs to be on them at times, but that’s where this whole situation really gets sticky.
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Tesla has officially launched public Robotaxi rides in Austin, Texas, without a Safety Monitor in the vehicle, marking the first time the company has removed anyone from the vehicle other than the rider.
The Safety Monitor has been present in Tesla Robotaxis in Austin since its launch last June, maintaining safety for passengers and other vehicles, and was placed in the passenger’s seat.
Tesla planned to remove the Safety Monitor at the end of 2025, but it was not quite ready to do so. Now, in January, riders are officially reporting that they are able to hail a ride from a Model Y Robotaxi without anyone in the vehicle:
I am in a robotaxi without safety monitor pic.twitter.com/fzHu385oIb
— TSLA99T (@Tsla99T) January 22, 2026
Tesla started testing this internally late last year and had several employees show that they were riding in the vehicle without anyone else there to intervene in case of an emergency.
Tesla has now expanded that program to the public. It is not active in the entire fleet, but there are a “few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors,” Ashok Elluswamy said:
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time. https://t.co/ShMpZjefwB
— Ashok Elluswamy (@aelluswamy) January 22, 2026
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi program also operates in the California Bay Area, where the fleet is much larger, but Safety Monitors are placed in the driver’s seat and utilize Full Self-Driving, so it is essentially the same as an Uber driver using a Tesla with FSD.
In Austin, the removal of Safety Monitors marks a substantial achievement for Tesla moving forward. Now that it has enough confidence to remove Safety Monitors from Robotaxis altogether, there are nearly unlimited options for the company in terms of expansion.
While it is hoping to launch the ride-hailing service in more cities across the U.S. this year, this is a much larger development than expansion, at least for now, as it is the first time it is performing driverless rides in Robotaxi anywhere in the world for the public to enjoy.
Tesla has scheduled its Earnings Call for Q4 and Full Year 2025 for next Wednesday, January 28, at 5:30 p.m. EST, and investors are already preparing to get some answers from executives regarding a wide variety of topics.
The company accepts several questions from retail investors through the platform Say, which then allows shareholders to vote on the best questions.
Tesla does not answer anything regarding future product releases, but they are willing to shed light on current timelines, progress of certain projects, and other plans.
There are five questions that range over a variety of topics, including SpaceX, Full Self-Driving, Robotaxi, and Optimus, which are currently in the lead to be asked and potentially answered by Elon Musk and other Tesla executives:
- You once said: Loyalty deserves loyalty. Will long-term Tesla shareholders still be prioritized if SpaceX does an IPO?
- Our Take – With a lot of speculation regarding an incoming SpaceX IPO, Tesla investors, especially long-term ones, should be able to benefit from an early opportunity to purchase shares. This has been discussed endlessly over the past year, and we must be getting close to it.
- When is FSD going to be 100% unsupervised?
- Our Take – Musk said today that this is essentially a solved problem, and it could be available in the U.S. by the end of this year.
- What is the current bottleneck to increase Robotaxi deployment & personal use unsupervised FSD? The safety/performance of the most recent models or people to monitor robots, robotaxis, in-car, or remotely? Or something else?
- Our Take – The bottleneck seems to be based on data, which Musk said Tesla needs 10 billion miles of data to achieve unsupervised FSD. Once that happens, regulatory issues will be what hold things up from moving forward.
- Regarding Optimus, could you share the current number of units deployed in Tesla factories and actively performing production tasks? What specific roles or operations are they handling, and how has their integration impacted factory efficiency or output?
- Our Take – Optimus is going to have a larger role in factories moving forward, and later this year, they will have larger responsibilities.
- Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.
- Our Take – This is a good one and should get us some additional information on the FSD transfer plans and Subscription-only model that Tesla will adopt soon.
Tesla will have its Earnings Call on Wednesday, January 28.
Elon Musk shared an incredible detail about Tesla Cybercab’s potential efficiency, as the company has hinted in the past that it could be one of the most affordable vehicles to operate from a per-mile basis.
ARK Invest released a report recently that shed some light on the potential incremental cost per mile of various Robotaxis that will be available on the market in the coming years.
The Cybercab, which is detailed for the year 2030, has an exceptionally low cost of operation, which is something Tesla revealed when it unveiled the vehicle a year and a half ago at the “We, Robot” event in Los Angeles.
Musk said on numerous occasions that Tesla plans to hit the $0.20 cents per mile mark with the Cybercab, describing a “clear path” to achieving that figure and emphasizing it is the “full considered” cost, which would include energy, maintenance, cleaning, depreciation, and insurance.
Probably true
— Elon Musk (@elonmusk) January 22, 2026
ARK’s report showed that the Cybercab would be roughly half the cost of the Waymo 6th Gen Robotaxi in 2030, as that would come in at around $0.40 per mile all in. Cybercab, at scale, would be at $0.20.
Credit: ARK Invest
This would be a dramatic decrease in the cost of operation for Tesla, and the savings would then be passed on to customers who choose to utilize the ride-sharing service for their own transportation needs.
The U.S. average cost of new vehicle ownership is about $0.77 per mile, according to AAA. Meanwhile, Uber and Lyft rideshares often cost between $1 and $4 per mile, while Waymo can cost between $0.60 and $1 or more per mile, according to some estimates.
Tesla’s engineering has been the true driver of these cost efficiencies, and its focus on creating a vehicle that is as cost-effective to operate as possible is truly going to pay off as the vehicle begins to scale. Tesla wants to get the Cybercab to about 5.5-6 miles per kWh, which has been discussed with prototypes.
Additionally, fewer parts due to the umboxed manufacturing process, a lower initial cost, and eliminating the need to pay humans for their labor would also contribute to a cheaper operational cost overall. While aspirational, all of the ingredients for this to be a real goal are there.
It may take some time as Tesla needs to hammer the manufacturing processes, and Musk has said there will be growing pains early. This week, he said regarding the early production efforts:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
BREAKING: Tesla launches public Robotaxi rides in Austin with no Safety Monitor
Tesla Earnings Call: Top 5 questions investors are asking
