General Motors (GM) is set to pause production of the Cruise Origin self-driving van following multiple incidents with the subsidiary’s driverless taxis in San Francisco.
After a self-driving Cruise taxi dragged and pinned a woman in the California city last month, the state’s Department of Motor Vehicles (DMV) immediately suspended the company’s license to operate driverless vehicles. This and other incidents with Cruise’s robotaxis have sparked new investigations and caused the company to re-evaluate its self-driving approach, including plans to cease production on the upcoming driverless van.
Cruise CEO Kyle Vogt tried to address concerns about the safety of the company’s autonomous vehicles during a company-wide meeting on Monday, from which Forbes obtained audio. During the address, Vogt said that GM will be pausing production of the Origin van, which was expected to ramp up in the coming months.
Vogt told workers, “because a lot of this is in flux, we did make the decision with GM to pause production of the Origin.”
The company was planning to build the Origin van without a steering wheel or pedals, expected to be completely autonomous. Cruise was scheduled to debut the driverless vehicle this year, with some units already having been produced. Vogt also said last year the vehicle would be able to act as a delivery courier when not in use as a robotaxi.
During the meeting, Vogt said that GM had produced hundreds of the Origin van thus far, which he added would be “more than enough for the near-term when we are ready to ramp things back up.”
Vogt also said Cruise is actively cooperating with its regulators and partners during this time, and reports last week showed that the company has hired a third-party legal firm and a technology consultant to aid its internal reviews.
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“During this pause we’re going to use our time wisely,” Vogt said.
Just last month, GM CEO Mary Barra said Cruise hoped to have the vehicle on the road in Tokyo as soon as 2026.
“As Cruise continues to push the boundaries of what AV technology can deliver society, safety is always at the forefront,” Barra said during GM’s Q3 earnings call. “And this is something they are continuously improving.”
DMV officials noted that Cruise had “omitted” and “misrepresented” certain details about the October 2 accident with a pedestrian, and Vogt went on to highlight the company’s need to regain the public’s trust during the pause. In addition to facing local scrutiny, Cruise has also garnered additional investigations from federal regulators.
“And so if we want to rebuild trust with these groups, we have got to make sure that we are having those discussions and they hear things from us first and not from the press,” Vogt added during the Monday meeting. “So, candidly because we’ve had some leaks about information coming out of this meeting we have got to be careful what we share from this meeting, or these efforts to rebuild trust could backfire.”
The news of GM’s production pause on the Origin van was later confirmed by GM spokesperson Chaiti Sen, who told Forbes that the automaker would be “finishing production on a small number of pre-commercial vehicles,” before “temporarily” ending production.
“More broadly speaking, we believe autonomous vehicles will transform the way people move around the world, and the Origin is an important part of the AV journey – it’s the first scalable vehicle ever designed specifically for autonomous rides and will make transportation more accessible,” she added in the email.
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Cruise is essentially a competitor to Tesla’s Full Self-Driving (FSD), which is currently available to users in a beta version. Tesla’s FSD beta, while offering brief periods of hands-free driving on highways, is still meant to be monitored during use at all times, and drivers are expected to be ready to regain control of the car at any point. Additionally, Tesla’s FSD beta system also faces scrutiny from regulators.
Tesla delivering cars with FSD installed, no update required
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
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Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
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Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
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- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
