A recently-published patent application from Uber has revealed that the ride-sharing company is planning on using artificial intelligence to identify a passenger’s behavioral state, including being drunk, before being picked up. With this technology, Uber is hoping to better tailor its ride-sharing options for its ever-growing user base.
The patent, titled “Predicting user state using machine learning” describes a system that uses machine learning to study the usual behavior of Uber users. These behaviors include several factors, including location, the precision of users’ clicks on the app’s buttons, spelling accuracy when communicating with drivers, average walking speed, and how long it takes passengers to request for a ride. The usual time when users hail an Uber will also be included in the system.
According to Uber’s patent application:
“The user state model is trained to predict user state using past features in conjunction with previously-identified unusual user states. That is, the user state prediction module detects whether the user has input data in a way that is unusual for that particular user and/or in a way differing from normal user behavior that is similar to the differences for other users having unusual behavior.”
Thus, if an intoxicated user hails a ride while walking and typing clumsily, the ride-hailing company’s AI system would be able to make an assumption that the user is less than sober. Once the system detects that a user is likely drunk, it would “alter the parameters” of its service in order to match the passenger with drivers who have relevant experience and training. Based on the passenger’s state, Uber might also restrict a drunk user’s access to its shared ride services.
“the user may not be matched with any provider, or limited to providers with experience or training with users having an unusual state” reveals the patent application.
The patent is authored by members of Uber’s Trust & Safety Team, who are tasked with making the company’s service and products safer. Overall, the system stands to benefit both passengers and drivers, considering that intoxication has proven to be a problem for Uber so far. According to an investigation from CNN, at least 103 Uber drivers have been accused of abusing intoxicated passengers over the past four years. Uber drivers have also reported instances where they got assaulted by passengers who were drunk.
The use of AI systems is steadily gaining ground. In China alone, SenseTime, a company involved in mainstream smartphone applications such as AR filters, has been working with the Chinese government in developing AI solutions that are capable of matching footage from crime scenes to criminal database photos. After a funding round led by Chinese e-commerce giant Alibaba earlier this year, SenseTime’s total valuation rose to over $4.5 billion, making it one of the most valuable AI startups in the industry.
In the United States, AI is starting to get embraced by the US military, with self-driving vehicles and AI-powered weapons being in development. Just recently, Google saw protests from staff over the company’s participation in the Pentagon’s artificial intelligence initiative, Project Maven. According to reports, Google’s AI technology has been used to improve military drones’ image-processing capabilities, which has been helping the military fight threats in several regions such as the Middle East. Google, for its part, stated that its work with the Pentagon has been “mundane,” and that the technology it provided was limited only to non-offensive uses.
Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
News
Tesla Full Self Driving (FSD) is nearing approval in a new country
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
It appears that Tesla FSD (Supervised) is heading to a new country soon, at least based on comments from Israel’s Transport and Road Safety Minister Miri Regev.
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
Israeli drivers are pushing for FSD rollout
While Tesla’s FSD is already operational in markets like the U.S., Canada, and Australia, Israeli owners have long been unable to use the feature due to regulatory barriers. Despite its premium price tag, however, numerous Tesla owners in Israel have noted that the technology’s safety benefits, at least when approved for real-world use in the country, justify its cost.
It was then no surprise that nearly 1,000 Tesla owners in Israel have already petitioned the government to greenlight FSD’s domestic release in Israel. In a post on X, Regev seemed to confirm that FSD is indeed coming to Israel. “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel,” she wrote in her post.
FSD’s regulatory support in Israel
Regev stated that her Ministry views promoting innovative technologies as essential to improving both road safety and smart mobility. A working group led by Moshe Ben-Zaken, Director General of the Ministry of Transportation has reportedly been tasked to finalize the approval process, coordinating with regulatory and safety agencies to ensure compliance with international standards.
In a comment to Geektime, Israel’s Ministry of Transportation and Road Safety noted that Regev is indeed supporting the release of FSD in the country. “Minister Regev sees great importance in promoting innovative technologies, and in particular in the entry of advanced driving systems (FSD) into the Israeli market, as part of the ministry’s policy to encourage innovation, safety, and smart transportation,” the Ministry stated.
Investor's Corner
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Bank of America has raised its Tesla (NASDAQ:TSLA) price target by 38% to $471, up from $341 per share.
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Robotaxi and Optimus momentum
Bank of America analyst Federico Merendi noted that the firm’s price target increase reflects Tesla’s growing potential in its Robotaxi and Optimus programs, among other factors. BofA’s updated valuation is based on a sum-of-the-parts (SOTP) model extending through 2040, which shows the Robotaxi platform accounting for 45% of total value. The model also shows Tesla’s humanoid robot Optimus contributing 19%, and Full Self-Driving (FSD) and the Energy segment adding 17% and 6% respectively.
“Overall, we find that TSLA’s core automotive business represents around 12% of the total value while robotaxi is 45%, FSD is 17%, Energy Generation & Storage is around 6% and Optimus is 19%,” the Bank of America analyst noted.
Still a Neutral rating
Despite recognizing long-term potential in AI-driven verticals, Merendi’s team maintained a Neutral rating, suggesting that much of the optimism is already priced into Tesla’s valuation.
“Our PO revision is driven by a lower cost of equity capital, better Robotaxi progress, and a higher valuation for Optimus to account for the potential entrance into international markets,” the analyst stated.
Interestingly enough, Tesla’s core automotive business, which contributes the lion’s share of the company’s operations today, represents just 12% of total value in BofA’s model.
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
Tesla Full Self Driving (FSD) is nearing approval in a new country
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
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