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Cruise and Waymo’s driverless robotaxis divide San Francisco

Credit: Cruise

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The California Public Utilities Commission’s (CPUC) decision to allow Cruise and Waymo’s driverless robotaxis to operate a paid service in San Francisco 24 hours a day could be considered as a step towards the mainstream adoption of self-driving cars. Residents of the city, however, appear to be divided about the self-driving vehicles. 

The signs have always been there. Even during the CPUC’s vote earlier this month, residents expressed opposing views on self-driving technology. Critics of the driverless cars argued that the vehicles were unsafe and their technology was not ready for public roads. Supporters argued that the vehicles have the potential to make roads safer. 

As observed by BBC News, a faction against robotaxis has now emerged in San Francisco. Members of the group believe that the city has agreed to become the site of a dangerous experiment involving two-ton machines and a technology that’s not ready for prime time. Some who are against Cruise and Waymo have even gone as far as intentionally disabling the vehicles. 

Over the summer, a group that called itself Safe Street Rebel started posting videos of its members “coning” Cruise and Waymo roboatxis. As noted by the group, putting a cone on the hood of a robotaxi stops the vehicle from moving. In a comment to the BBC, one of the group’s members, who opted to remain anonymous, stated that coning may be one of the first physical protests against AI, and such actions are going to become more commonplace. 

The Safe Street Real member noted that critics of Waymo and Cruise are coning robotaxis because people’s concerns about the vehicles are not being acknowledged. “We’re definitely not vigilantes. We’re just the community self-organizing to make ourselves heard,” the member noted. 

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Waymo, for its part, has highlighted that its vehicles are safe, having clocked over 2 million miles of driverless driving with no accidents with a pedestrian or cyclist. The company also highlighted that so far, every vehicle-to-vehicle collision involving a Waymo driverless vehicle involved a human driver breaking traffic rules or driving dangerously. 

Cruise, on the other hand, has noted that it has completed three million driverless miles, and the company has a strong safety record. While this may be the case, some residents of San Francisco have observed that some of Cruise’s vehicles still make notable errors that inconvenience people. 

This was highlighted by representatives of garbage disposal trucks during the CPUC meeting, when they noted that the robotaxis often broke down and blocked their vehicles. San Francisco’s fire service shared criticism of the vehicles as well, noting that they have been obstructed by robotaxis 55 times this year. 

Watcha feature on Cruise and Waymo’s coming incidents in the video below.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads-up. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla launches new interior option for rare Model Y trim

Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.

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Credit: Tesla China

Tesla has launched a new interior option for the rare Model Y L trim that is available only in China, marking the first new color for the inside of a vehicle in some time.

Tesla has traditionally stuck with either Black or White interior options with the Model 3 and Model Y, although the Model S and Model X have had additional colors. The Model S and Model X still have a Walnut Cream interior option that costs an additional $2,000.

With the mass market models, however, Tesla has maintained the Black or White selections, until now, at least in China.

Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.

It differs from the white interior slightly, but it is nice for buyers in China to have this third option:

The new color is only available on the Model Y L in China, so customers who take delivery of other trim levels or in other regions will not have this color available to them, just as the vehicle configuration itself is exclusive to that market.

In terms of whether it will make its way to other markets, CEO Elon Musk has said that the Model Y L could potentially make its way to the United States at the end of 2026, but it is not a certainty.

Musk said:

“This variant of the Model Y doesn’t start production in the U.S. until the end of next year. Might not ever, given the advent of self-driving in America.”

This came as a disappointment to many fans and owners in the U.S. because people here have been pushing Tesla to create and manufacture a new, full-size SUV, or at least something more traditional that competes with vehicles like the Chevrolet Tahoe and Ford Expedition.

While the Model Y L is not on par with the size of those vehicles, it is a longer and larger version of the best-selling Model Y.

Tesla China shows off Model Y L’s manufacturing process in new video

Nevertheless, the new interior option is something we could hopefully see added to U.S. vehicles, although it seems Tesla’s focus is truly dialed in on the Cybercab and expanding Robotaxi and autonomy.

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Tesla Gigafactory Texas builds its half millionth vehicle

The milestone was shared via Twitter/X by the official @Gigafactories account.

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Credit: Tesla Manufacturing/X

Tesla’s Gigafactory Texas has officially rolled out its 500,000th vehicle, marking a significant achievement in the factory’s history and reinforcing its role as a central hub in Tesla’s vehicle manufacturing network. 

The milestone was shared via Twitter/X by the official @Gigafactories account. “Congratulations to the Giga Texas team for building 500k vehicles,” the company’s X post read.

As could be seen in Tesla Manufacturing’s post, the Gigafactory Texas team celebrated the milestone by posting for a photograph with the facility’s half millionth unit, a white Tesla Model Y. The team held balloons that spelled “500K” on its commemorative photo. 

Giga Texas, located near Austin, has ramped its operations since its launch, producing Tesla’s Cybertruck and Model Y. Crossing the half-million vehicle mark solidifies the facility’s importance to Tesla’s overall operations, especially considering the fact that the Model Y is the company’s best-selling vehicle.

While Giga Texas is just producing the Model Y and the Cybertruck for now, the facility is also poised to produce the Cybercab. The Cybercab is expected to be Tesla’s highest volume vehicle, with Elon Musk estimating that the company would be producing about 2 million units of the autonomous two-seater per year. 

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The Cybercab is unlike any vehicle that is currently produced today, and its production would be quite extraordinary. As per Elon Musk’s previous comments, the Cybercab’s manufacturing line would not look like an automotive production line at all. Instead, Musk noted that the Cybercab’s line in Gigafactory Texas would resemble a high-speed consumer electronics line instead.

“We do want to scale up production to new heights obviously with the Cybercab. Cybercab is not just revolutionary car design. It’s also a revolutionary manufacturing process. So I guess we probably don’t talk about that enough, but if you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line. It looks like a really high-speed consumer electronics line,” Musk previously stated.

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Tesla reportedly places large order for robot parts, hinting that Optimus V3 design is all but finalized

Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier.

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Credit: Tesla

Tesla might have all but finalized the design for its Optimus V3 humanoid robot, at least if rumors from China prove accurate. As per recent reports, Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier, with deliveries expected sometime in the first quarter of 2026.

The volume of orders suggested by the reports from China suggests that the components will not just be used for Optimus prototypes.

The rumor

As noted in a report from Sina News, media outlets across China have recently reported that Tesla has placed a $685 million (5 billion RMB) order for linear actuators from Sanhua Intelligent Controls. The components will reportedly be used for the production of Optimus, which will likely be mass-produced in its V3 iteration. The reports claimed that the delivery of the actuators will likely start sometime in the first quarter of 2026. 

Industry watchers have estimated that such a volume would be enough for about 180,000 Optimus robots. This suggests that while Tesla might not be able to start the initial production of its humanoid robots this year, the electric vehicle maker might be able to hit the ground running with its Optimus production next year. And as hinted at by Elon Musk’s comments on X, Tesla seems to be preparing to produce Optimus V3 en masse.

https://twitter.com/tslaming/status/1978311791890645146

Company comments

The reports of Tesla’s alleged actuator orders have resulted in Sanhua Intelligent Controls’ stock rising. Interestingly enough, a Tesla China representative has stated that “no official information about this order that could be disseminated externally.” A representative from Sanhua, on the other hand, simply stated that the company’s robotics business is progressing smoothly, but they could not comment on market rumors. 

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While these reports are rumors for now, there are some optimistic hints that Tesla might have all but finalized the design for Optimus V3, and the company might be looking to start the robot’s production. For one, Sanhua is already a Tesla supplier, providing components for the company’s electric cars. A report from The Information also alleged that Tesla is no longer looking to produce 5,000 Optimus robots in 2025. This was reportedly due to challenges in the robot’s hands.

If Tesla is really starting to order large volumes of components for Optimus’ production, it would suggest that the company might have overcome the challenges it was facing with the humanoid robot earlier this year. It would then not be farfetched if Tesla were able to start the initial production of Optimus V3 next year.

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