Out of every 10 electric cars registered in the United States in 2020, nearly eight of them were built by Tesla.
New data from Automotive News shows that Tesla owned 79% of the total EVs registered in the U.S. in 2020, leaving only 21% for the other manufacturers to divide up between themselves. This overwhelming domination is also followed by somewhat obvious premonition: Tesla’s four currently-offered electric cars made up four of the top five spots. With the Chevy Bolt EV taking third, the Model 3, Model Y, Model X, and Model S took first, second, fourth, and fifth place, respectively.
Tesla’s Domination of the U.S. EV Sector
It is no secret Tesla has dominated the EV sector across the world. With its industry-leading software, battery tech, and performance specifications, if someone is going to buy an electric car, it should be a Tesla most of the time. U.S. consumers agree with this statement, especially after nearly 80% of all EVs in the United States in 2020 were built by the Elon Musk-headed company. Tesla’s dominant charge was led by the Model 3, as it was registered 95,135 times in 2020, according to the data. The Model Y came in second with 71,344, the Model X in fourth with 19,652, and the Model S in fifth with 14,430.
It is no surprise the Model 3 and Model Y, Tesla’s two most affordable cars, dominated the table. The third-place Chevy Bolt EV trailed the second-place Model Y by 51,680 units, making it a head-and-shoulders lead by the two Tesla vehicles.
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The Model Y and Model 3 are comparable with the same overall look and interior design, one is just slightly more prominent as the Y is a crossover. The Model 3 sedan is no joke either, mainly because it is the most popular EV globally. Its affordability, versatility, and three offered variants make it the ideal choice for basically anyone who has any desire. Whether it’s a daily driver or something to take on speedy weekend drives, the Model 3 fits the bill for nearly anyone.
Growth filed in by manufacturing
Tesla saw a 16% increase in vehicle registrations in 2020 compared to 2019. With more cars being offered, it is no surprise that there is some growth in terms of the U.S. market. The Model Y finally gave Tesla the chance to compete in a highly-competitive crossover SUV market. With more people under the impression that electric powertrains are the way to go, Tesla shouldn’t see any declines for the foreseeable future. However, the company will have to deal with increased demand through a series of production plant projects. One of which is already underway in Austin, as Giga Texas nears its first production runs scheduled for this Summer.
Elon Musk has plans to open a third production facility sometime within the next few years. In an interview with Automotive News in 2020, the Tesla CEO indicated that the next U.S.-based facility would be operating in the Northeast region of the United States. This would effectively allow all three plants to control the United States in thirds: Fremont would take care of S and X production as a whole, but 3 and Y builds would stay in the Western-third of the country. Giga Texas will control the center of the U.S., and the unannounced third U.S. Gigafactory would take care of owners and orderers in the Eastern third of the country.
Musk said:
“I think at some point, there will be a third Gigafactory [in the U.S.]. I’d imagine, you know, closer up North, Northeast, most likely.”
Production efficiencies have also been a major point of focus for Tesla as manufacturing has been an issue that Musk intends to improve upon constantly. The company has made several moves toward automation and has used things like the Giga Press to improve manufacturing efficiency. It eliminated 69 total parts from the Model Y’s rear casting, increasing quality while decreasing the time spent to build a single cast. Eventually, Musk says the Model 3 will also use a single-piece casting.
Tesla will have its work cut out for it within the next several years. With new manufacturers like Rivian and Lucid joining the EV sector this year, Tesla will have its first batch of all-electric competition in the U.S.
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
