
Welcome to the Tesla Space newsletter, our 108th issue.
Sorry for the wait this week.
I visited an event by Kempower, a large charging hardware manufacturer, at a logistics site in Sweden, which has built out a full charging depot with one of the world’s first Megawatt charging systems. We tested it out with MAN, Volvo, and Scania e-trucks, and the gathering had a lot of stakeholders from charging networks (also US-based ones) to electric truck makers.
Now, why do I tell you this? It’s because the word Tesla, especially Tesla Semi, echoed through both presentations and discussions. Tesla pushing for MCS-only charging for their Semi (as opposed to CCS2 dominance in Europe) has literally changed how the whole industry sees the near future and what it plans to build. Interesting to witness!
Anyway, I’ve got a newsletter waiting for you full of insights, and some massive news that just took place a few hours ago.
In today’s newsletter:
Robotaxi in Austin is now an actual robotaxi — the safety driver is out for (some) public rides!
Elon is talking about chips again;
Tesla officially enters Slovakia;
FSD only available as subscription from Feb 14th;
Elon vs Ryanair
Elon vs OpenAI
Boring Company announces TunnelVision contest
… and lots more, as usual. Enjoy!
— Jaan

Let’s start with the latest video from the Tesla Space team: Elon Musk Reveals New Dojo Supercomputer Update!
Done? Great.
THE BIG NEWS: REAL ROBOTAXI
There are now publicly available robotaxis in Austin with no safety driver in the vehicle.
You can find the video of this first-ever public real Tesla robotaxi ride by an ex-Tesla AI engineer here.

And Joe Tegtmeyer, the OG drone observer for Giga Texas, managed to get one of these rides too, filming the whole experience.
Some of the things the Tesla AI team said when reposting the two videos:
Dhaval Shroff: “Our safety monitor called in sick this morning. So we just decided to drive off without them.”
Ashok Elluswamy: “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.”
Julian Ibarz (Optimus AI Lead): “Robotaxi has scaled so far with safety drivers, now we're starting to scale with no safety drivers. Huge accomplishment by the team, excited to see how fast we can scale this service this year.”
PS! If you enjoy our work, you should join us as a Tesla Spacer Insider.
You’ll get Inside knowledge, Insider Alerts when something breaking happens, and a bunch of other perks.
Xs OF THE WEEK
Our X of the week is connected to our YT video this time:

Elon is talking about chips again.
And yes, Dojo is back, as Elon says: “Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3”
And on that post, we got a little peek behind the curtain as Clive Chan, who previously led workload on Dojo1 (now at OpenAI), quoted this saying:

And then, while we’re at it, Elon also noted that AI5 was existential to Tesla, which he hasn’t said very often, so it carries some weight:

TESLA NEWS

wrap job done by me and my buddy Gemini
Tesla enters Slovakia
Tesla has officially opened its operations in Slovakia, with a pop-up store in Bratislava, a local SK configuration page, and a three-day opening event at the Eurovea Mall Promenade in downtown Bratislava.

The Tesla Owners Slovakia club gave a warm welcome to Tesla in the form of a light show in front of the Slovak National Theater:

By the way, this is what the Tesla pop-up store looks like:

via huntinspeed .sk
Per the local EV site MojElektromobil.sk, this is also where Tesla plans its new Showroom (and likely service center?) replacing a former Jeep and Dodge dealership after finishing renovation of the building.
Tesla has used the pop-up Store approach several times by now when launching in a new country, such as in Czechia and Lithuania. This might also give us a hint on the timeline: in Lithuania’s case, the pop-up Store was opened in September 2024, while the Service center was opened on December 18th, 2024, so within three months.
Tesla has been quite busy in new market entries recently — just a week before this, I broke the news about Tesla officially entering Estonia and Latvia, there’s also some buzz around Morocco, and in case you missed it, one of the recent official launch was in Colombia.
Quick notes:
Tesla’s Q4 and Full Year earnings call is next week (January 29, 2026, 12:30 AM EET), and the retail & institutional questions are up on Say for the Q&A part. These are the highest-voted questions so far:

Tesla released a new 2-minute video about its Lithium Refinery
Cybertruck deliveries in the UAE have started. Here’s a lightshow done by the fleet there, seems like 70-100 units were delivered. Here’s a fresh video by Tesla of the delivery event

Cybertruck really fits in such habitat doesn’t it
The 35-year-old man who set a Tesla Cybertruck and showroom building on fire in Mesa, Arizona last spring has been sentenced to five years in prison.
Canada removed the 100% import tariffs for 49,000 Chinese EVs per year, replacing them with just 6.1% in the latest deal between the countries.
Tesla should ideally win quite a lot through this, as it can start shipping from Giga Shanghai (other Chinese EV makers would just start creating a dealer network & presence there).
There were media reports of Tesla cutting 14% of the staff in Giga Berlin — this turned out to be untrue. "Compared to 2024, there has been no significant reduction in the number of permanent staff. Nor are there any such plans," Tesla said in an emailed statement to news outlets.
Marques Brownlee has released his new Model Y Performance review video, says: "It is the best self-driving in any car I've ever tried; I think this is the best looking back of any Tesla ever."
Tesla Shop in China has added a Lunar New Year item, the “Special Edition of the Year of the Horse” Optimus figure:

FSD & ROBOTAXI & SOFTWARE
Well, all the other news on robotaxi, after the big breaking news we already covered up front.
Tesla has begun informing U.S. customers that the free FSD transfer offer will end on March 31, 2026.
This seems likely connected to the end of the FSD lifetime purchase option by Feb 14th.
After that, only FSD monthly/yearly subscription will be available.
Also, I believe Tesla might untie the FSD from the car and onto the owners’ account after this, but note that it’s just my opinion and there’s been no info about this so far.
On the Cybercab production that should start in <100 days, Elon says:
“With the important caveat that initial production is always very slow and follows an S-curve. The speed of the 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.”
And on ARK Invest predicting Cybercab will cost less than $0.20 per mile at scale in 2030, Elon replied: “probably true”.
Cybercab was now spotted in Massachusetts

Cybercab seen on Chicago streets, seems Tesla has added a rear camera washer. Wondering if this will trickle down as a feature for other models, too.
And a Cybercab found in Austin testing, which (finally) has no mirrors.

A (currently) small US insurance startup, Lemonade, has announced that it will offer a 50% rate cut for drivers of Tesla vehicles when FSD is steering because it has data showing it is reducing accidents.
HW3 <> HW4
Will Tesla replace the HW3 at all? Seems that a new patent shows what Tesla wants to do: let modern, high-precision AI models run on older, lower-precision hardware using clever math and software, instead of requiring brand-new silicon.
Instead of forcing high-precision data into low-precision hardware, Tesla splits the data into smaller chunks that AI3 can handle.
Someone mentioned this "Requires 4x the operations though (if doing full precision multiplication). So effective clock speed is only 1/4 of whatever HW3 baseline is (for those operations)." Elon answered: "This has already been implemented and is used only for longer bit length operations, which are relatively rare. Overall compute is extremely efficient."
MUSKONOMY
Elon vs OpenAI
Elon vs OpenAI heats up, Elon is looking for $79B up to $134 billion in damages from OpenAI and Microsoft.
But things do look to be in his favor thought with the recently surfaced conversations there.
The big part that came out was this where it seems that Brockman's discussions with Sama showed they know very well what they did in pushing Elon out and planning to go non-profit to profit, knew it was wrong and did it anyway.

Elon said a bit after this: "Can’t wait to start the trial. The discovery and testimony will blow your mind." So there's more incoming…
Elon vs Ryanair
The Elon vs CEO of Ryanair went viral, and… Ryanair's CEO (& marketing dept) are milking it as much as they can.
The CEO of Ryanair, Michael O'Leary is known for getting different kind of viral ways of publicity with usual antagonist takes, and looks like Elon walked into it.
It started with Ryanair CEO saying they don't plan to add Starlink: "We don't want to install Starlink because of the 2% increase on drag and our customers don't want to pay for it."
(It's a super low-cost airline, so it would kind of make sense)
Elon first said something more polite in a discussion on X over drag (the actual Starlink numbers estimated by Nicolls, VP of Starlink Engineering there) including the "Also, they will lose customers to airlines that do have Internet."
Elon also sai that: "He is being misinformed. I doubt they can even measure the difference in fuel use accurately, especially for a one hour flight, where the incremental drag is basically zero during the ascent phase due to high angle of attack. And compared to most other connectivity solutions, there would actually be gains in efficiency."
But then the CEO of Ryanair went personal on some podcast or news show, saying Elon knows nothing about drag and that he is an idiot, a rich one, but still an idiot.
Things escalated.


As I said, Ryanair takes all chances at publicity, so they created a whole campaign: (yes this is real)

At a press conference, O’Leary said:

See the full talk of his in this video posted by Sawyer Merritt.
By the way, over 2,500 airplanes now have Starlink installed, including 16 commercial airlines.
xAI
Colossus 2 goes live, the first Gigawatt training cluster in the world. Upgrades to 1.5GW in April. It also features ~600 Tesla Megapacks

The Boring Company
Boring Company launched the Tunnel Vision Challenge, where you can submit a proposal on where that tunnel should be, and one 1-mile tunnel will be built by TBC for free.
Also, The Boring Company is working with a Nevada state-affiliated group to study a tunnel project that would go under the nine-mile stretch of highway from Reno to Tesla’s Nevada Gigafactory, which could help alleviate traffic.
Watch tip: here's a 47-minute video by Tesla Owners of Silicon Valley who spent 4 hours with Steve Davis, company President, viewing the operations etc. Davis talked a lot of details (like a lot).

COMMUNITY CORNER
We’re done for today! We strive to be the most value-packed and concise Tesla-related newsletter out there. How did we do?
FEEDBACK: What do you think of today's issue?
100% of you went for thumbs up in the last week’s issue, thank you! 🤜 ⚡ 🤛
Here are some of the comments you left me:
John said:
“I've never seen a Tesla newsletter with as many new and exciting articles as I just read in this one; thanks for issuing!”
— exactly our goal here, thanks for reading, John!
S said:
“Really enjoy this overview of Tesla and Elon Musk.”
Vic said:
“Mind boggling!❤️”
M said:
“Great to have all Musk related news in one place. Enjoying every bit of it. ”
A said:
“Relevant and concise.”
Kath said:
“I enjoy the read”
T said:
“What's with FSD, and what is holding it up. Every video I see of it looks like it works perfectly so what's really going on?”
— fair question, T. Lots to unpack, but it’s mostly solved & we’re seeing the long tail worked out, and then likely the older hardware issue for some owners. I’ll showcase a coast-to-coast fully FSD drive next week as well.
Thank you for all the kind words there, and see you soon!
— Jaan, Ted, and Sean.
