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
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
SpaceX has updated its target for the thirteenth integrated flight test of Starship, aiming for as early as Thursday, July 23. The 90-minute launch window opens at 5:45 p.m. CT from the company’s Starbase facility in South Texas.
The target flight was initially rescheduled for today, but SpaceX pushed it back again.
This latest adjustment follows an aborted attempt earlier in the week and reflects the iterative, rapid-development approach that has defined the Starship program. With the vehicle already stacked and ground teams making final preparations, the mission represents another step toward proving the full reusability of the world’s most powerful rocket system.
Now targeting to launch Starship’s thirteenth flight test as early as Thursday, July 23 → https://t.co/Rp7VwBzpWx pic.twitter.com/Y0YNzfc5zk
— SpaceX (@SpaceX) July 19, 2026
The original launch attempt on July 16 was scrubbed at T-0 when several Raptor engines on the Super Heavy booster failed to ignite properly. The automatic abort system triggered just as the engines began their startup sequence, preventing liftoff.
SpaceX CEO Elon Musk confirmed that some engines did not start as expected, prompting the decision to replace two Raptors on Booster 20 to ensure reliability. The issue occurred despite a successful full-duration static fire earlier, highlighting the complexities of coordinating 33 engines under flight conditions.
This cautious approach underscores SpaceX’s commitment to safety amid an aggressive test cadence.
Flight 13 builds directly on the lessons from Flight 12 in May 2026. The Super Heavy booster’s primary goals include a successful liftoff, ascent, stage separation, boostback burn, and controlled splashdown in the Gulf of America.
Hardware and software modifications address the off-nominal flip and boostback burn problems from the prior flight, where propellant slosh and engine relight issues led to an uncontrolled impact.
For the Starship upper stage, objectives include deploying 20 operational Starlink V3 satellites, the first real payload of this type, performing a single Raptor engine relight in space, and executing a controlled entry, descent, and splashdown in the Indian Ocean. Propulsion upgrades aim to improve engine-out capability after one vacuum Raptor was lost on Flight 12.
Additional test elements focus on heat shield performance. Six satellites carry cameras to image the tiles during flight, while white-painted tiles and upgraded attachments on flaps and the aft skirt will gather data for future reusability.
The FAA completed its mishap investigation into Flight 12 earlier this month, clearing the regulatory path.
This suborbital mission, the second with V3 vehicles, advances Starship toward operational missions, including potential crewed flights and support for NASA’s Artemis program. Success would mark significant progress in rapid reusability and satellite deployment from the massive system.
Elon Musk sends first warning to SpaceX short sellers
Tesla reveals first vehicle model to receive Starlink integration
