26/1/8 #TeslaNews Summary

1. Tesla Captures First Highway Driving Test of Cybercab
   • Tesla’s self-driving car Cybercab has been spotted testing the first road on the Austin Highway in Texas.
   • This is interpreted as a sign of entry into the demonstration stage toward the commercialization of robo-taxi, and the possibility of expanding FSD-based unmanned mobile services in the future is noteworthy.
2. Top 5 U.S. EV Sales in 2025 Continues Tesla Solo
   • The top five models of EV sales in the United States in 2025 have been revealed.
   • Tesla Model Y (29.2 million units) and Model 3 (140,000 units) were overwhelmingly first and second, reaffirming their market dominance.
   • The Chevrolet Equinox EV, Ford Mustang Mach-E, and Hyundai Ioniq 5.
3. U.S. House to hear bill to ease self-driving restrictions
   • The U.S. House Committee will hold a formal hearing on a bill on Jan. 13 to expand the introduction of self-driving cars that can be driven without human manipulation.
   • The key points are ▲ Raised to 90,000 unmanned vehicles per year ▲ State’s ban on individual regulations ▲ NHTSA’s ADAS correction guidelines, which are likely to be an institutional turning point for the spread of robotaxi.
4. Qatar Airways completes installation of 120 Starlink aircraft
   • Qatar Airways says it has completed the installation of Starlink satellite internet on 120 aircraft.
   • This has allowed more than 11 million passengers worldwide to use the “best in-flight speed Wi-Fi,” the world’s shortest installation on a large aircraft basis.
5. Midwestern U.S. Significantly Expanding Starlink Installation Services
   • U.S. installation specialist DishNinjas said it is expanding its residential and commercial Starlink installation service to 12 Midwestern states.
   • Residential installation costs between $399 and $899 for businesses, and Starlink’s proliferation of hands-on infrastructure is accelerating.
6. Waymo Unveils New Robotic Taxi ‘Ojai’
   • Waymo has announced the official name of its new robotaxi van, which will begin operating for general customers this year, as “Ojai.”
   • It is equipped with 6th generation self-driving hardware (camera 13, radar 6, lidar 4), and the vehicle will be converted in Arizona, USA after production in Zeekr, China.
   • In the future, the Hyundai Ioniq 5 robotaxi will also be added to the vehicle group.
7. General Motors’ Quarterly Earnings Slump Amid EV Sales Growth
   • GM said full-year U.S. EV sales rose to 169,764 units (+48% YoY) in 2025, but sales fell 43% year-over-year in the fourth quarter.
   • While some models (Escalade IQ, BrightDrop Vans) have grown, many of the flagship EVs have seen a decline in sales.
8. GM Announces Hands-Free Driving ‘Super Cruise’ Rate Hike
   • GM says Super Cruise subscribers have exceeded 625,000, generating more than $200 million in annual sales.
   • As a result, we have predicted a rate increase, and it is currently around $25 to $40 per month.
   • However, the available section is limited to about 750,000 miles on the North American highway.