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Tesla taps new glass supplier for Plaid Model S

Credit: Tesla

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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.

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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.

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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!)

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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.

A big thanks to our long-time supporters and new subscribers! Thank you.

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

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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What is Digital Optimus? The new Tesla and xAI project explained

At its core, Digital Optimus operates through a dual-process architecture inspired by human cognition.

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Credit: Grok

Tesla and xAI announced their groundbreaking joint project, Digital Optimus, also nicknamed “Macrohard” in a humorous jab at Microsoft, earlier this week.

This software-based AI agent is designed to automate complex office workflows by observing and replicating human interactions with computers. As the first major outcome of Tesla’s $2 billion investment in xAI, it represents a powerful fusion of hardware efficiency and advanced reasoning.

Tesla announces massive investment into xAI

At its core, Digital Optimus operates through a dual-process architecture inspired by human cognition.

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Tesla’s specialized AI acts as “System 1”—the fast, instinctive executor—processing the past five seconds of real-time computer screen video along with keyboard and mouse actions to perform immediate tasks.

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xAI’s Grok model serves as “System 2,” the strategic “master conductor” or navigator, providing high-level reasoning, world understanding, and directional oversight, much like an advanced turn-by-turn navigation system.

When combined, the two can create a powerful AI-based assistant that can complete everything from accounting work to HR tasks.

Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI

The system runs primarily on Tesla’s low-cost AI4 inference chip, minimizing expensive Nvidia resources from xAI for competitive, real-time performance.

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Elon Musk described it as “the only real-time smart AI system” capable, in principle, of emulating the functions of entire companies, handling everything from accounting and HR to repetitive digital operations.

Timelines point to swift deployment. Announced just days ago, Musk expects Digital Optimus to be ready for user experience within about six months, targeting rollout around September 2026.

It will integrate into all AI4-equipped Tesla vehicles, enabling parked cars to handle office work during downtime. Millions of dedicated units are also planned for deployment at Supercharger stations, tapping into roughly 7 gigawatts of available power.

Digital Optimus directly supports Tesla’s broader autonomy strategy. It leverages the same end-to-end neural networks, computer vision, and real-time decision-making tech that power Full Self-Driving (FSD) software and the physical Optimus humanoid robot.

By repurposing idle vehicle compute and extending AI4 hardware beyond driving, the project scales Tesla’s autonomy ecosystem from roads to digital workspaces.

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As a virtual counterpart to physical Optimus, it divides labor: software agents manage screen-based tasks while humanoid robots tackle physical ones, accelerating Tesla’s vision of general-purpose AI for productivity, Robotaxi fleets, and beyond.

In essence, Digital Optimus bridges Tesla’s vehicle and robotics autonomy with enterprise-scale AI, promising massive efficiency gains. No other company currently matches its real-time capabilities on such accessible hardware.

It really could be one of the most crucial developments Tesla and xAI begin to integrate, as it could revolutionize how people work and travel.

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Tesla adds awesome new driving feature to Model Y

Tesla is rolling out a new “Comfort Braking” feature with Software Update 2026.8. The feature is exclusive to the new Model Y, and is currently unavailable for any other vehicle in the Tesla lineup.

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Credit: Tesla

Tesla is adding an awesome new driving feature to Model Y vehicles, effective on Juniper-updated models considered model year 2026 or newer.

Tesla is rolling out a new “Comfort Braking” feature with Software Update 2026.8. The feature is exclusive to the new Model Y, and is currently unavailable for any other vehicle in the Tesla lineup.

Tesla writes in the release notes for the feature:

“Your Tesla now provides a smoother feel as you come to a complete stop during routine braking.”

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Interestingly, we’re not too sure what catalyzed Tesla to try to improve braking smoothness, because it hasn’t seemed overly abrupt or rough from my perspective. Although the brake pedal in my Model Y is rarely used due to Regenerative Braking, it seems Tesla wanted to try to make the ride comfort even smoother for owners.

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There is always room for improvement, though, and it seems that there is a way to make braking smoother for passengers while the vehicle is coming to a stop.

This is far from the first time Tesla has attempted to improve its ride comfort through Over-the-Air updates, as it has rolled out updates to improve regenerative braking performance, handling while using Full Self-Driving, improvements to Steer-by-Wire to Cybertruck, and even recent releases that have combatted Active Road Noise.

Tesla set to activate long-awaited Cybertruck feature

Tesla holds a unique ability to change the functionality of its vehicles through software updates, which have come in handy for many things, including remedying certain recalls and shipping new features to the Full Self-Driving suite.

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Tesla seems to have the most seamless OTA processes, as many automakers have the ability to ship improvements through a simple software update.

We’re really excited to test the update, so when we get an opportunity to try out Comfort Braking when it makes it to our Model Y.

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Tesla finally brings a Robotaxi update that Android users will love

The breakdown of the software version shows that Tesla is actively developing an Android-compatible version of the Robotaxi app, and the company is developing Live Activities for Android.

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Credit: Grok

Tesla is finally bringing an update of its Robotaxi platform that Android users will love — mostly because it seems like they will finally be able to use the ride-hailing platform that the company has had active since last June.

Based on a decompile of software version 26.2.0 of the Robotaxi app, Tesla looks to be ready to roll out access to Android users.

According to the breakdown, performed by Tesla App Updates, the company is preparing to roll out an Android version of the app as it is developing several features for that operating system.

The breakdown of the software version shows that Tesla is actively developing an Android-compatible version of the Robotaxi app, and the company is developing Live Activities for Android:

“Strings like notification_channel_robotaxid_trip_name and android_native_alicorn_eta_text show exactly how Tesla plans to replicate the iOS Live Activities experience. Instead of standard push alerts, Android users are getting a persistent, dynamically updating notification channel.”

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This is a big step forward for several reasons. From a face-value perspective, Tesla is finally ready to offer Robotaxi to Android users.

The company has routinely prioritized Apple releases because there is a higher concentration of iPhone users in its ownership base. Additionally, the development process for Apple is simply less laborious.

Tesla is working to increase Android capabilities in its vehicles

Secondly, the Robotaxi rollout has been a typical example of “slowly then all at once.”

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Tesla initially released Robotaxi access to a handful of media members and influencers. Eventually, it was expanded to more users, so that anyone using an iOS device could download the app and hail a semi-autonomous ride in Austin or the Bay Area.

Opening up the user base to Android users may show that Tesla is preparing to allow even more users to utilize its Robotaxi platform, and although it seems to be a few months away from only offering fully autonomous rides to anyone with app access, the expansion of the user base to an entirely different user base definitely seems like its a step in the right direction.

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