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Ex-Waymo CEO dismisses Tesla, Cybercab: “They’re a car company with a driver-assist system”

Krafcik shared his thoughts on Waymo, Tesla, and the Cybercab in an interview with Business Insider.

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Waymo hires former Tesla Executive 

Waymo, Alphabet’s autonomous driving unit, is still unchallenged in the robotaxi sector, outpacing Tesla’s Cybercab and FSD system. This is, at least, according to John Krafcik, Waymo’s former CEO. 

Krafcik shared his thoughts on Waymo, Tesla, and the Cybercab in an interview with Business Insider.

Still Not a Competitor

Krafcik, who led Waymo until 2021, previously noted that Tesla is just an electric vehicle maker with a “really good driver assistance system.” In his recent comments, the ex-Waymo CEO noted that his position regarding Tesla is still the same.

“Tesla has aspired to compete with Waymo for nearly ten years, but they still don’t. They’re a car company with a driver-assist system. They haven’t delivered a single fully autonomous revenue-generating ride yet, something Waymo is already doing a million times a month,” Krafcik noted.

Tesla is currently aiming to launch a robotaxi service using its Unsupervised FSD system around June 2025. Waymo, for its part, has noted that it is providing over 200,000 rides a week across several U.S. cities.

Cybercab Design Criticism

Tesla’s Cybercab, a sleek, two-seat robotaxi revealed in 2024, failed to impress Krafcik. While the Cybercab looks like a vehicle straight out of a science-fiction story, the former Waymo CEO noted that a company serious about building a safe and accessible robotaxi would not come up with an autonomous car that looks like the Cybercab.

“If a company were serious about building a safe and accessible robotaxi business, it would look nothing like what was shown,” Krafcik noted. He also defended Waymo’s use of multiple sensors on its vehicles. “The cost of a robust sensor set, including lidar, is trivial on a per-mile basis. Even more so for mapping. And the safety benefits measured in human harm reduction are real and verifiable.”

Three to Five-Year Lead

Ultimately, Krafcik noted that Waymo should have an edge in the robotaxi business for at least three to five years. “They are the only company in the world successfully deploying an embodied AI replacement for a licensed human driver that can be integrated into any vehicle — and doing this at scale with third-party data verifying significant performance and safety advantages over human drivers,” he stated.

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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SpaceX Starship V3 gets launch date update from Elon Musk

The first flight of Starship Version 3 and its new Raptor V3 engines could happen as early as March.

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Credit: SpaceX/X

Elon Musk has announced that SpaceX’s next Starship launch, Flight 12, is expected in about six weeks. This suggests that the first flight of Starship Version 3 and its new Raptor V3 engines could happen as early as March.

In a post on X, Elon Musk stated that the next Starship launch is in six weeks. He accompanied his announcement with a photo that seemed to have been taken when Starship’s upper stage was just about to separate from the Super Heavy Booster. Musk did not state whether SpaceX will attempt to catch the Super Heavy Booster during the upcoming flight.

The upcoming flight will mark the debut of Starship V3. The upgraded design includes the new Raptor V3 engine, which is expected to have nearly twice the thrust of the original Raptor 1, at a fraction of the cost and with significantly reduced weight. The Starship V3 platform is also expected to be optimized for manufacturability. 

The Starship V3 Flight 12 launch timeline comes as SpaceX pursues an aggressive development cadence for the fully reusable launch system. Previous iterations of Starship have racked up a mixed but notable string of test flights, including multiple integrated flight tests in 2025.

Interestingly enough, SpaceX has teased an aggressive timeframe for Starship V3’s first flight. Way back in late November, SpaceX noted on X that it will be aiming to launch Starship V3’s maiden flight in the first quarter of 2026. This was despite setbacks like a structural anomaly on the first V3 booster during ground testing.

“Starship’s twelfth flight test remains targeted for the first quarter of 2026,” the company wrote in its post on X. 

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Tesla China rolls out Model 3 insurance subsidy through February

Eligible customers purchasing a Model 3 by February 28 can receive an insurance subsidy worth RMB 8,000 (about $1,150).

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Credit: Tesla Malaysia/X

Tesla has rolled out a new insurance subsidy for Model 3 buyers in China, adding another incentive as the automaker steps up promotions in the world’s largest electric vehicle market.

Eligible customers purchasing a Model 3 by February 28 can receive an insurance subsidy worth RMB 8,000 (about $1,150).

A limited-time subsidy

The insurance subsidy, which was announced by Tesla China on Weibo, applies to the Model 3 RWD, Long Range RWD, and Long Range AWD variants. Tesla stated that the offer is available to buyers who complete their purchase on or before February 28, as noted in a CNEV Post report. The starting prices for these variants are RMB 235,500, RMB 259,500, and RMB 285,500, respectively.

The Tesla Model 3 Performance, which starts at RMB 339,500, is excluded from the subsidy. The company has previously used insurance incentives at the beginning of the year to address softer seasonal demand in China’s auto market. The program is typically phased out as sales conditions stabilize over the year.

https://twitter.com/tslaming/status/2015608966206890016?s=20

China’s electric vehicle market

The insurance subsidy followed Tesla’s launch of a 7-year low-interest financing plan in China on January 6, which is aimed at improving vehicle affordability amid changing policy conditions. After Tesla introduced the financing program, several automakers, such as Xiaomi, Li Auto, Xpeng, and Voyah, introduced similar long-term financing options.

China’s electric vehicle market has faced additional headwinds entering 2026. Buyers of new energy vehicles are now subject to a 5% purchase tax, compared with the previous full exemption. At the same time, vehicle trade-in subsidies in several cities are expected to expire in mid-November.

Tesla’s overall sales in China declined in 2025, with deliveries totaling 625,698 vehicles, down 4.78% year-over-year. Model 3 deliveries increased 13.33% to 200,361 units, while Model Y deliveries, which were hampered by the changeover to the new Model Y in the first quarter, fell 11.45% to 425,337 units.

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Tesla hiring Body Fit Technicians for Cybercab’s end of line

As per Tesla’s Careers website, Body Fit Technicians for the Cybercab focus on precision body fitment work, including alignment, gap and flush adjustments.

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Credit: Tesla/X

Tesla has posted job openings for Body Fit Technicians for the Cybercab’s end-of-line assembly, an apparent indication that preparations for the vehicle’s initial production are accelerating at Giga Texas. 

Body Fit Technicians for Cybercab line

As per Tesla’s Careers website, Body Fit Technicians for the Cybercab focus on precision body fitment work, including alignment, gap and flush adjustments, and certification of body assemblies to specification standards. 

Employees selected for the role will collaborate with engineering and quality teams to diagnose and correct fitment and performance issues and handle detailed inspections, among other tasks.

The listing noted that candidates should be experienced with automotive body fit techniques and comfortable with physically demanding tasks such as lifting, bending, walking, and using both hand and power tools. The position is based in Austin, Texas, where Tesla’s main Cybercab production infrastructure is being built.

Cybercab poised for April production

Tesla CEO Elon Musk recently reiterated that the Cybercab is still expected to start initial production this coming April. So far, numerous Cybercab test units have been spotted across the United States, and recent posts from the official Tesla Robotaxi account have revealed that winter tests in Alaska for the autonomous two-seater are underway. 

While April has been confirmed as the date for the Cybercab’s initial production, Elon Musk has also set expectations about the vehicle’s volumes in its initial months. As per the CEO, the Cybercab’s production will follow a typical S-curve, which means that early production rates for the vehicle will be very limited. 

“Initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast,” Musk wrote in a post on X.

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