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Rumors of Apple Self-Driving Car Reignite after Secret Discussion with Test Facility
Will an Apple Car enter production soon? The Guardian says yes, but others are skeptical. It may have begun testing at a secret location in Concord, CA.
Apple CarPlay [Source: Apple]
Rumors of a self-driving electric car by Apple are becoming more real these days, especially after the latest document obtained by The Guardian giving signs that Apple has made arrangements with GoMentum Station, a secure and gated facility with 20 miles of paved roads, bridges and underpasses, to utilize their space.
The former World War II naval base is located 40 miles north of Silicon Valley and guarded by the military, making it, officials claim, “the largest secure test facility in the world” for the “testing, validation, and commercialization of connected vehicle (CV) applications and autonomous vehicles (AV) technologies …” Mercedes-Benz and Honda have already carried out experiments with self-driving cars behind its barbed wire fences.
Thanks to a Freedom of Information request filed by The Guardian, we know that in May, engineers from Apple’s secretive Special Project group met with officials from GoMentum Station, after Apple engineer Frank Fearon wrote to the facility, saying, “We would … like to get an understanding of timing and availability for the space, and how we would need to coordinate around other parties who would be using [it].”
“We had to sign a non-disclosure agreement with Apple,” says Randy Iwasaki, executive director of the Contra Costa Transportation Authority, owner of GoMentum Station. He says, “We can’t tell you anything other than they’ve come in and they’re interested. There’s not a lot of vacant space in the Valley if you want to do testing in a secure location. We’re close enough that companies can bring their vehicles north, store them in the Concord area and bring their software and hardware engineers up.”
Apple calls its car making venture Project Titan. The Guardian says it is housed in a nondescript building in Sunnyvale, California, about 4 miles from Apple’s new headquarters in Cupertino. The building was leased in 2014 and subsequently modified by Apple to include several labs and workshop spaces, as well as beefed-up security and access card readers, according to information filed in city permits.
In May, Apple senior vice-president Jeff Williams called a car “the ultimate mobile device” and said that Apple was “exploring a lot of different markets [in which] we think we can make a huge amount of difference”.
The Guardian story appeared on August 14. The next day, the editors of The Verge pooh poohed it, saying, “We still don’t have the smoking gun there will be an actual Apple-branded car on the streets that you and I can buy directly from Apple, just as you would a Tesla. There are a number of other possibilities that are still in the running — Apple could want to build a car platform, for instance, just as Google seems to be doing, without making or selling cars itself. Or it could be developing technologies that it can license and sell to existing automakers.”
Skepticism from The Verge centers on the fact that it normally takes 5 years for an established car company to bring an entirely new car to market. It thinks for a company like Apple, which has never built a car before, the time could be a lot longer.
Rumors about an Apple Car only began to surface a year or so ago and consist mostly of reports that Apple is busy recruiting engineers from Tesla and the former A123 battery company. The Verge thinks that if Apple is working on building a car, it will be 2020 at the earliest before it goes into production.
>>>>> MUST SEE: [VIDEO] Hilarious ‘Apple Car’ Parody
Google, Tesla, Volkswagen, Mercedes-Benz and several other car makers have been issued permits by the California department of motor vehicles to test self-driving cars on the state’s public roads. But that process requires disclosing technical and commercial details, something that the notoriously secretive Apple might not want.
Tesla apparently wanted key personnel to tour GoMentum Station in April, but armed soldiers at the base refused entry to foreign born workers and a manager who would not divulge his social security number. “At this point, I’ll retract our interest in this test site until the process is worked out,” the manager said in an email to GoMentum Station’s Jack Hall, according to The Guardian.
No company on Earth is as secretive about its future plans as Apple. The only thing we know for sure about the supposed Apple Car is that we don’t know very much about it at all.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
