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Tesla Semi tire inflation patent paves way for pickup truck, Model Y & X’s off-road abilities
During Tesla’s third-quarter earnings call, Elon Musk noted that the company continues to make headway on its future vehicles. Musk noted that he had already approved the production of the Model Y prototype, while pointing out that the company is making progress on the next-generation Roadster and the Tesla Semi. Musk reiterated his enthusiasm about the Tesla pickup truck as well, which he admits is a vehicle he is most excited about.
Some of the improvements to the Tesla Semi appear to have been teased in one of the company’s recently-published patent applications. The patent, which was published on October 18, 2018, and titled “Automatic Tire Inflation System with Thru-Hub Air Feed,” outlined a system enabling Tesla’s vehicles to inflate or deflate their tires as necessary. While several vehicles today already have Automatic Tire Inflation Systems, Tesla’s patent application notes that conventional ATIS have much room for improvement.
“These prior solutions had a number of shortcomings. With some prior art techniques, air was fed through hollow drive axles to a fitting located on the end thereof. The fitting was then coupled to the air inlets of the tires. To couple the air into the hollow drive axles, a rotatingly attached fitting coupled air from an air storage to the inside of the hollow axles. This fitting was subject to leakage of contaminants. These contaminants interfered with the operation of the ATIS and eventually caused the ATIS to fail.”
Diagrams of Tesla’s Automatic Tire Inflation System. [Credit: US Patent Office]
Tesla’s ATIS patent involves a system that features valves, a rotary air seal, and bearings, to avoid contamination. With such a system in place, Tesla notes that the wheels of its vehicles would likely last longer, and tires would require even less maintenance.
“In order to overcome the shortcomings described above among other shortcomings, an Automatic Tire Inflation System (ATIS) for use with a vehicle according to a first described embodiment includes a controller, valves controlled by the controller, the valves having an air supply inlet, and a plurality of air outlets. Further, the ATIS includes, for at least one drive axle having inner bearings and outer bearings, a channel formed in a spindle, first hosing coupling a valve of the valves controlled by the controller to the channel formed in the spindle, a channel formed in a hub, a rotary air seal residing between the inner bearings and the outer bearings and coupling the channel formed in the spindle to the channel formed in the hub, and second hosing coupling the channel formed in the hub to at least one wheel.
“Thus, as compared to the prior ATIS systems, the ATIS of the first embodiment, significantly reduces contamination in the ATIS air stream. Reduction in contamination extends the life of the ATIS, extends spindle life, extends hub life, and extends serviced wheel/tire lives and extends maintenance intervals.”
While the diagrams in the patent application suggest that Tesla’s upcoming ATIS would be used for the Semi, the applications for the automatic tire inflation system for the company’s other, upcoming vehicles are notable. Having the capability to automatically inflate tires depending on the terrain, after all, would allow Tesla to start giving its vehicles some form of off-road capability. Under-inflated tires are key to off-road driving, since they are capable of flexing more, allowing vehicles to “crawl” over rocks and other sharp, irregular terrain. Under-inflated tires also have a wider contact path, allowing vehicles to gain more traction in terrain like deep sand or soft snow.
For now, Tesla’s vehicles are optimized for city and interstate driving, and while there are accounts of the Model X being taken off-road (EV YouTuber Bjorn Nyland’s extreme driving test sessions come to mind), the company’s electric cars are yet to have features that are specifically geared towards off-road driving. With an ATIS system, Tesla’s upcoming vehicles such as the Tesla pickup truck, and even the company’s SUVs like the Model Y and a future iteration of the Model X, could have the ability to explore areas beyond paved roads. Such capabilities would likely be invaluable, considering that legendary vehicles like the Ford F-150 and the Chevy Blazer established their legacies by proving themselves capable in areas where neither asphalt nor concrete is present.
Tesla’s full patent for its Automatic Tire Inflation system could be accessed here.
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
