Tesla's Robotaxi Event - We, Robot - Everything Announced

Sawyer Merrit on X

Did you miss Tesla’s biggest event since its inception? No worries, we have you covered.

We’ve got a straightforward and easy-to-digest recap below, split and organized by sections. Of course, we’ll dive into some of the bigger subjects in detail over the upcoming days, so stay tuned!

Event Info

• Tesla’s We, Robot event was centered on the future of autonomy

• 5 “neighbourhoods” were created

• Westworld offered Texas BBQ and the stage for the event

• Metropolis had arcade games, and the ability to take a swing at Cybertruck

• TSLA Theater had pizza and desserts, as well as a movie on a gigantic screen

• New York brought a block party with live music and street performers, as well as street snacks

• Finally, the last area was Merch – which, surprise – offered Tesla Merch, including gear, apparel, posters, and more

• Elon Musk arrived in style in a Robotaxi to kick off the event

Master Plan Part 4 Reference Poster

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General/Master Plan Part 4

• The event made multiple references to Master Plan Part 4, but we haven’t seen the official document yet

• Today’s transportation infrastructure is too expensive, not safe, and not sustainable

• 10 hours a week of use of consumer vehicles out of 168 hours a week

• Unsupervised Full Self Driving – Fall asleep and wake up at your destination

• Increased free time for humans

• Goal is to remove parking lots, as less will be needed in the future of autonomous vehicles

• Create green space in the cities we live in

AI Poster

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Robotaxi/Cybercab

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• The Cybercab has 2 doors, 2 seats, and is a 4-wheeler, as expected

• It has a front and rear lightbar, similar to Cybertruck

• Painted aluminum (not stainless steel)

• No rear or top glass

• No steering wheel or pedals

• Butterfly doors

• Large center screen

• Has large, hatch-like trunk

• 20 vehicles produced and ready at the event, with 30 additional Model Ys

• Autonomous vehicles will be 10x safer than humans

• Low cost for autonomous transit; $1/mi for buses, Cybercab around $0.2/mi ($0.4 after taxes and fees)

• Will be available for purchase

• Will cost below $30,000 USD

• One person will be able to take care of a small fleet easily

• Cybercab production begins before 2027

• Comes with inductive charging

• Tesla Social Media mentioned Fleet Management software

• Tesla showed off an automated cleaning system in the video, vacuuming the vehicle, wiping the seats and screens

• CyberCab will still be Vision-only, no need for radar or LiDAR

• Call it once, and its available for you all day, for either quick trips or long trips

Elon Musk Poster

Sawyer Merrit on X

RoboVan

• Tesla showed off a fully autonomous RoboVan with no front window

• Up to 20 people or can be set up for goods transport

• RoboVan has a Cyber aesthetic as well

• Large glass sliding doors

• Tesla seems to be going all-in on this aesthetic for its future vehicles

• RoboVan can be adapted to school bus or RV use

• RoboVan can also be adapted for personal use – this suggests it could be outfitted with a steering wheel and pedals

The CyberVan arriving

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AI and Hardware

• Unsupervised FSD in Texas and California in 2025, with Model 3 and Model Y

• Unsupervised FSD for S, X, and CT in the future

• AI has lived “a million lives” so it’s been trained on numerous odd situations

• Always pays attention and is always fully aware of its surroundings

• 10-30x safer than humans

• Focus on Tesla Vision – full autonomy, unsupervised for S, 3, X, Y, and CT

• Cybercab will have AI5, will have oversized compute compared to what’s required according to Musk

• Distributed inference compute brought up again

• No news on inductive charging for other vehicles

The Optimus Poster

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Optimus

• Optimus was brought out on stage again, walked with remote human assistance

• Attendees were allowed to interact with Optimus robots

• Optimus robots served drinks at the bar

• Expected to cost $20K-$30K USD

• Will eventually be an autonomous robotic assistant that can help with household tasks

• It can also be a humanoid friend, teacher, babysitter, etc.

• Elon mentioned the risks of AI Super Intelligence, and having to address it

• At the event, people could talk and interact with the Optimus units on the ground. Optimus movements were remotely assisted by humans. The robots voices also appear to have be humans that were in a remote location.

• Guests were not allowed to touch the Optimus units in the crowd

Another poster referencing Master Plan IV.

Jowua on X

If you missed the event, you can watch it below.

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Tesla's New Model Y to Receive Adaptive Headlight Support in U.S. Soon

@DriveGreen80167 on X

In the latest episode of Jay Leno’s Garage, Tesla’s VP of Vehicle Engineering, Lars Moravy, confirmed that the new Model Y will feature adaptive headlights.

As Moravy was talking about the updated headlights in the vehicle, which now sit a few inches lower than before, he stated that in a couple of months, Tesla will add adaptive headlights in the U.S.

While Tesla has already introduced adaptive headlights in Europe and the Indo-Pacific, the feature has yet to make its way to North America.

Originally delayed in the U.S. due to regulatory issues, manufacturers have been able to implement adaptive headlights since mid-2024. Meanwhile, competitors like Rivian and Mercedes-Benz have already rolled out their own full matrix headlight systems, matching what’s available in other regions.

Update: This article has been updated to clarify that adaptive headlights will indeed be launched in the U.S., shortly after the vehicle launching in March.

Adaptive Headlights

Back in October 2024, Lars confirmed that matrix headlight functionality was just around the corner for North America. However, as we enter 2025, it’s still unclear when Teslas with matrix headlights will receive the feature.

Currently, Tesla in North America supports adaptive high beams and automatic headlight adjustment for curves, but full matrix functionality has yet to be rolled out. Meanwhile, matrix headlights are already available in Europe, where they selectively dim individual beam pixels to reduce glare for oncoming traffic and adapt to curves in the road.

It was surprising that matrix functionality wasn’t included in the comprehensive 2024 Tesla Holiday Update. This feature would likely improve safety ratings, so we can only assume Tesla is diligently working to secure regulatory approval.

Adaptive Headlights on Other Models

Lars didn’t confirm whether the refreshed Model Y comes with the same headlights as the new Model 3 and the Cybertruck, instead simply calling them "matrix-style” headlights.

The headlights on the new Model Y appear very similar to those available in the 2024+ Model 3, possibly meaning these other models will also receive adaptive headlight capabilities in the next couple of months.

For vehicles with older-style matrix headlights, it’s unlikely that adaptive beams support will launch at the same time, but they will hopefully become available soon afterward.

You can check our guide here to see if your vehicle includes matrix headlights.

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Tesla Starts Underwriting Its Own Insurance: Will They Insure Their Own Robotaxis?

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For the first time since launching Tesla Insurance in 2019, Tesla will begin underwriting its own policies, starting in California.

Tesla Insurance originally debuted in California and has since expanded to several U.S. states. Until now, policies were underwritten by State National, a subsidiary of the Markel Insurance Group. However, Tesla is now transitioning to fully in-house underwriting, beginning with its home state.

As part of this shift, California Tesla Insurance customers who receive an in-app offer to switch will be eligible for a one-time 3% discount on their next term’s premium—covered entirely by Tesla Insurance.

What is Underwriting

Underwriting is the process an insurance company uses to assess risk and determine whether to offer coverage, at what price, and under what terms.

Insurers evaluate factors such as driving history, credit score, age, vehicle type, and location. In Tesla’s case, vehicle driving data (not available in California) also plays a key role in risk assessment. These factors help classify drivers into risk categories, which influence their base premium.

From there, coverage limits, deductibles, and policy inclusions or exclusions can further adjust the final premium up or down.

Robotaxi and Other Benefits

At first glance, underwriting insurance might seem like a complex and costly process for Tesla. However, there are several compelling reasons why this move makes sense.

Insurance Income: Insurance is a highly profitable industry. Companies set rates based on risk, offering lower premiums to safer drivers and higher rates to riskier ones. This not only maximizes profitability but also incentivizes safer driving behavior, reducing overall claims.

Data Advantage: Tesla collects vast amounts of driving data through its Safety Score system. While California doesn’t allow Safety Score to impact premiums, Tesla can still use this data in the underwriting process to refine risk assessments and pricing for its vehicles.

Control Over Repair Costs: By underwriting its own policies, Tesla gains direct control over repairs and total loss decisions. This allows them to dictate when, where, and how repairs are done, optimizing costs for parts, labor, and service while ensuring vehicles are fixed according to Tesla’s standards.

FSD-Driven Discounts: Tesla has already begun offering insurance discounts for drivers using Full Self-Driving (FSD). By underwriting its own policies, Tesla could expand these incentives, potentially offering greater discounts to frequent FSD users in the future.

Preparing for Robotaxi: Perhaps the biggest long-term reason for this shift is the June launch of the Robotaxi fleet. How will Tesla insure these vehicles? The answer is simple—by underwriting its own policies and assuming liability.

Tesla’s decision to underwrite its own insurance isn’t just about cutting out middlemen—it’s a step toward lowering costs, increasing profitability, and preparing for the future of autonomous driving, a risk many insurance companies may be unwilling to make.

Further Expansion

This could be a strong sign that Tesla is preparing to expand its insurance offerings now that it has taken on the underwriting process itself. In July 2024, Tesla hired a former GEICO insurance executive to lead the expansion of Tesla Insurance and help reduce costs—a move that now appears to be paying off.

Rather than a traditional expansion, Tesla has instead made a bold move by bringing underwriting in-house, something few expected. However, it aligns with Tesla’s strategy of vertically integrating and controlling key aspects of its business, whether in manufacturing, software, or now, insurance.

If this pilot program proves successful, it could pave the way for Tesla Insurance to launch in more states—and potentially even other countries. With 2025 shaping up to be a pivotal year, we may see Tesla accelerate its insurance expansion sooner than expected.

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