This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Tesla has tapped a new type of automotive glass from supplier AGP for the Plaid Model S, invoking the thought that everything, even the finest details of the vehicle, was considered a possible improvement for the company’s rebirth of the all-electric, flagship sedan.
Many months ago, Teslarati stumbled across a list of Tesla’s suppliers through international connections. These suppliers were shipping massive volumes of whatever product they were giving to Tesla on cargo ships, and we noticed that there was a company called AGP that was shipping windshields and other automotive glasses to the company’s Fremont Factory.
It turns out that AGP has been providing Tesla with automotive glass for several years. Back in 2016, AGP provided glass for the Model X’s panoramic roof and windshields. However, Tesla utilized AGC Automotive’s windshields for its cars, according to Investopedia.
AGP is a Peru-based company that specializes in all types of automotive glass, but what they’ve done for Tesla is especially interesting. The company has been in business for 50 years, but just like everything else, it changes, and the automotive industry is no different. As electric vehicles have become more mainstream, technologies surrounding the development of these new, sustainable automobiles are popping up left and right. AGP’s eGlass for electric and autonomous vehicles is no different.
Now, AGP says on its website that it collaborates “closely with the companies that are leading the new wave of the electric and autonomous vehicles of tomorrow.” When I first stumbled across AGP many months ago on the cargo ship list for Tesla, there was no indication that there was an official partnership, so I looked into it a tad further. I reached out to AGP and received a response that thanked me for my inquiry but refused to confirm or deny whether it was in any sort of professional relationship with Tesla. Ironically, AGP gave the answer we needed, because responding to me was all I needed to know.
Many may ask, “What’s the significance of what glass Tesla is using on its cars?” There are plenty of automotive glass suppliers out there that are worth their weight in gold, providing high-quality windshields and windows for vehicles on the road. Of course, consumers are going to want something that is relatively high quality, because nothing is worse than driving behind a tractor-trailer on the Interstate, just to have a chip or small crack on your windshield from something as tiny as a pebble. While strength is undoubtedly a need for all windshields, EVs require a slightly different bit of development.
One of the biggest focuses for EVs is their drag coefficient. Why is it so important? Because aerodynamics are crucial to the performance, range, and effectiveness of electric vehicles. As high-quality, long-range batteries are hard to come by in the EV sector, manufacturers look for every advantage they can get to achieve robust range ratings. While Tesla is the leader in EV range figures, the company is still looking for ways to get all of its vehicles to or near the 400-mile threshold.
Aerodynamics are a great way to do that. And Tesla undoubtedly worked extremely hard to achieve the best-in-class drag coefficient of .208, beating out the Lucid Air’s impressive .21 coefficient.
We knew aerodynamics was going to be a big part of the Plaid Model S when it was spotted at the Nürburgring two years ago. The vehicle was sporting a large spoiler, a huge rear diffuser, and the new eGlass from AGP is just another addition to Tesla’s attempts to make the Plaid Model S the most aerodynamic vehicle in its lineup.
A blue Tesla Model S Plaid unit with new aeros attacks the Nurburgring. (Photo: Stefan Baldauf/Auto Motor Uund Sport)
We finally confirmed that AGP was providing the highly aerodynamic and EV-specific automotive glass to the Model S Plaid thanks to Tesla Raj, who took a picture of the manufacturer’s sticker on the window of the all-electric sedan at Tesla’s Delivery Event on June 10th. This all confirmed Teslarati’s discovery of AGP in its supplier list several months ago and also confirmed that the two companies had a partnership, despite AGP’s unwillingness to provide a comment (which we understood why!)
New window manufacturer? pic.twitter.com/m4gjhkl7kR
— Tesla Raj (@tesla_raj) June 11, 2021
It makes me think about what Elon Musk may have needed to work on for the final week of Plaid development. When he had announced that the event was going to be delayed a week due to “tweaks,” I wondered whether it was software or hardware. While it was likely a software fix that needed to be addressed, it could have been related to the drag coefficient, which Tesla proudly displayed at the Plaid Event on the 10th. Nevertheless, the vehicle has finally been released to pre-orderers, and the fastest production car that has ever run the 1/4-mile drag is here, and it’s taking down anything in its path.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
-Joey
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
