

News
GM’s Mary Barra stands by Cruise’s cautious strategy amid Tesla’s full self-driving push
A recent interview with GM CEO Mary Barra from Axios has provided some of the executive’s insights about full self-driving solutions, competition from Tesla, and the Detroit-based company’s strategy for the deployment of its autonomous driving tech. Barra proved conservative, emphasizing that GM will not deploy its full self-driving suite until it is safer than a human driver.
The emergence of full self-driving technologies is all but inevitable at this point, with companies such as Waymo and electric car makers such as Tesla actively pursuing the development and refinement of autonomous driving solutions. Among the industry’s players, Tesla appears to have the momentum, as the company has the largest amount of real-world driving data gathered from hundreds of thousands of vehicles currently on the road. Augmented by the rollout of Tesla’s custom self-driving computer, Elon Musk has been optimistic with the company’s full self-driving rollout plans. Musk has stated that the company’s FSD suite will be “feature complete” by the end of 2019, and that it will have around a million vehicles capable of being used as autonomous “robotaxis” next year.
When asked by the publication about the competition from Tesla and if it is essential for a company to be the first to deploy an autonomous driving system, the GM CEO response was cautious. “We want to be safe. And so that’s what’s motivating us. We understand this is life-changing technology,” Barra said, later adding that “there are so many different ways that we can improve our customers’ lives by having this technology, not only from a safety, but from a productivity (standpoint), what they can do. But what they do, we want to make sure they do safely.”
Barra’s rather conservative statements in her recent interview feature a rather different tone than her previous forecasts for GM’s full self-driving solutions. Speaking at the Dealbook conference last November, Barra stated that GM was on schedule to deploy its full self-driving technology in 2019. “We’re on track, with our rate of learning, to be able to do that next year,” she said. During her segment, Barra noted that GM had a strategy to show that its vehicles are safer than human drivers. She also mentioned that GM Cruise’s autonomous cars were already capable of running safely at around 30 mph, though the service was limited to a small area.
GM eventually softened its stance on its 2019 target release. In a statement to The Detroit News in April, GM noted that Cruise’s driverless taxi service would be “gated by safety” when it goes get deployed. A report from The Information published this June also suggested that in April, GM Cruise’s full self-driving technology experienced a massive failure in the presence of Honda Motor CEO Takahiro Hachigo, a major investor in the company. During the demo, the vehicle’s autonomous driving system reportedly stopped, forcing the car’s backup driver to take control. The vehicle then refused to reactivate, forcing the Honda CEO to wait until he was picked up by an operational GM Cruise autonomous car.
Amidst these reports, Barra did not commit to a launch date for the company’s driverless vehicle service. Nevertheless, in her Axios interview, Barra stated that she does not regret the company’s aggressive 2019 target. “It’s a rallying cry. And I think it’s been motivational,” she said.
While GM Cruise might have less real-world miles compared to Tesla and Waymo, the self-driving unit of the Detroit-based carmaker has attracted a notable number of investors nonetheless. In its latest fundraising round alone, GM Cruise was valued at $19 billion on its own. That’s quite impressive, considering the company’s progress with its technology so far. Tesla, on the other hand, is valued at $39 billion as of writing, and that covers the company’s electric vehicle and energy storage business, as well as its full self-driving technology. This was addressed in a previous note from Morgan Stanley analyst Adam Jonas, who noted that TSLA investors are “undervaluing” the company’s autonomous driving systems. “We believe investors underappreciate/undervalue Tesla’s Autonomy business. Many investors to whom we speak do not explicitly include Tesla’s Autonomy business in their valuation of the company,” Jonas said.
Investor's Corner
Elon Musk issues dire warning to Tesla (TSLA) shorts
This time around, Tesla shorts should probably heed his words.

Elon Musk has issued a dire warning to Tesla (NASDAQ:TSLA) short sellers. If they do not exit their position by the time Tesla attains autonomy, pain will follow.
Musk has shared similar statements in the past, but this time around, Tesla shorts should probably heed his words.
Musk’s short warning
The Tesla CEO’s recent statement came as a response to Tesla retail shareholder and advocate Alexandra Merz, who shared a list of the electric vehicle maker’s short-sellers. These include MUFG Securities EMEA, Jane Street Group, Clean Energy Transition LLP, and Citadel Advisors, among others. As per the retail investor, some of Tesla’s short-sellers, such as Banque Pictet, have been decreasing their short position as of late.
In his reply, Elon Musk stated that Tesla shorts are on borrowed time. As per the CEO, TSLA shorts would be wise to exit their short position before autonomy is reached. If they do not, they will be wiped out. “If they don’t exit their short position before Tesla reaches autonomy at scale, they will be obliterated,” Musk wrote in his post.
Tesla’s autonomous program
Tesla short sellers typically disregard the progress that the company is making on its FSD program, which is currently being used in pilot ride-hailing programs in Austin and the Bay Area. While Tesla has taken longer than expected to attain autonomy, and while Musk himself admits to becoming the boy who cried FSD for years, autonomy does seem to be at hand this year. Tesla’s Unsupervised FSD is being used in Robotaxi services, and FSD V14 is poised to be released soon as well.
Elon Musk highlighted this in a response to X user Ian N, who noted that numerous automakers such as Audi, BMW, Fiat-Chrysler, Ford, GM, Honda, Mercedes-Benz, Volkswagen, and Toyota have all promised and failed in delivering autonomous systems for their vehicles. Thus, Tesla might be very late in the release of its autonomous features, but the company is by far the only automaker that is delivering on its promises today. Musk agreed with this notion, posting that “I might be late, but I always deliver in the end.”
News
Tesla Robotaxi vs. New York Taxi: Why the Yellow Cab has a lot to lose
Tesla Robotaxi could spell the beginning of the end of the New York City yellow cab.

Tesla appears to be on its way into the Big Apple, and a traditional Yellow Cab in New York City might be a thing of the past in the near future.
As Tesla continues to put an immense focus on the rollout of its Robotaxi platform, it is evident that driverless ride-hailing modes of transportation could truly be the way that many choose to get around. This is especially prevalent in cities like New York, where many people do not own cars. Instead, they choose to walk to hail a cab.
Tesla Robotaxi is headed to New York City, but one thing is in its way
But the limited number of medallions available for taxi drivers in New York City, as well as several other points of emphasis, seem to show the future is here and yellow cabs might soon be a thing of the past.
Instead of working tirelessly to pay off the debt from medallions, entrepreneurs could soon just buy a Tesla and have it work autonomously in New York City. Tesla executives have mentioned figures as high as $50,000 per year in terms of passive income from Robotaxi operation.
That is just the tip of the iceberg, and Robotaxi presents not only one but at least five distinct advantages over the traditional cab platform. With Tesla starting to seek employees to operate Robotaxi rides in New York, according to recent job postings, New York City cabs should prepare for the disruption Tesla could potentially cause.
Lower Operational Costs and Cheaper Fares
Uber and Lyft have already undercut the costs of New York City taxis, but Robotaxi is starting to undercut even those ride-sharing programs in Austin, Texas.
In terms of how much cheaper Robotaxi will be than cabs, it is an exponential measurement over time. Robotaxi will not require salaries, benefits, or tips, and the cost of Robotaxi could end up being just a fraction of what the same ride would cost in a cab.
This feeds right back into medallion expenses and union wages: even buying a Tesla in the next few years that has the capability to operate as a Robotaxi will be a fraction of what medallions cost, which is sometimes $200,000.
Availability and Scalability
Cabs are available at all hours of the day, but at certain times, they are less available.
Robotaxis can technically operate without breaks, other than charging. Tesla has an immense focus on scaling its Robotaxi platform anyway, and once it is available for the public to use in their personal cars, Model Ys and Cybercabs could be roaming the streets of the five boroughs with more reliability and lower wait times than traditional cabs could ever offer.
This is an issue that is even more relevant in smaller cities or less congested portions of New York.
Safer and More Efficient Rides
Tesla’s Full Self-Driving technology has reported recent safety figures that are ten times less likely to be involved in an accident than a human. Tesla releases a Safety Report for each quarter that proves its safety against human drivers.
As Full Self-Driving continues to advance, it will get better. Riders who want a stable and safe ride could seek Robotaxi instead of going with a human driver. This is something that we’ll likely see more of in the future as sentiment on autonomous driving grows.
Trust in autonomous vehicles has increased substantially over the past ten years. In 2015, surveys showed that trust in autonomous vehicles was low, with only 23 percent of Americans showing that they’d ride in a driverless car.
In 2021, another study performed that asked the same question showed 57 percent of adults would try an autonomous car for their travel.
Seamless App Integration and User Experience
Taxis are not always the most entertaining to ride in, and sometimes they are even more difficult to get a ride in. Robotaxi has already shown to be an incredibly user-friendly experience, with riders being able to choose what temperature the cabin is and what music they want to listen to in the cabin.
The addition of a rear screen also allows riders to choose from a selection of games or YouTube videos in the car.
One thing going for @robotaxi: the rear screen is seriously really good. Very responsive screen and well designed UI. Your music app is synced from your Tesla account and you can easily control music, watch videos, etc.
Blows away Waymo’s entertainment options, weird Google… pic.twitter.com/fep2yIGzWq
— Ethan McKanna (@ethanmckanna) July 19, 2025
Hailing a vehicle was basically resolved with the use of Uber and Lyft. Robotaxi is just as good, if not better, from an app standpoint, especially as the in-car climate is able to be adjusted from the Robotaxi app.
Music from one Robotaxi will continue to play in your next one, too. It’s a small luxury, but it’s a feature that is an improvement over a traditional taxi.
The Push for Sustainability by New York City
New York is pushing for a city-owned fleet of all-electric vehicles by 2027.
Its green initiatives, including the Green Rides Initiative, have pushed the city’s rideshare trips to be conducted by either zero-emission or wheelchair accessible vehicles by 2030.
Tesla Model 3 taxis drive NY’s resolution for more all-electric yellow cabs
The focus by consumers to use green or zero-emission vehicles could also steer right into the direction of Tesla Robotaxi, as none of the vehicles in the Robotaxi fleet will be anything but all-electric Teslas.
Carbon neutrality is a goal of the City and its residents. Moving forward, we could see these programs start to put immense pressure on the yellow cab, which could eventually be a thing of the past.
News
Tesla plans to use Unreal Engine for driver visualization with crazy upgrade
This could change the way Driver Visualization looks for Tesla owners.

Tesla looks to be planning a major upgrade to its driver visualization for Autopilot with a crazy upgrade from its current version.
Tesla’s driver visualization appears on the center screen and shows the vehicle, its surroundings, and, when it is operating on Autopilot or Full Self-Driving, shows the route of travel.
It has improved over the years, and even includes things like pedestrians, pets, and the shapes of other vehicles. It also helps with manual driving because it can be a good representation of your surroundings when trying to change lanes or merge in traffic.
However, it appears Tesla is planning a pretty substantial upgrade with the
Coding found in the 2025.20 firmware by Tesla hacker greentheonly showed the company is planning to utilize Unreal Engine for Autopilot visualization. He said the one Tesla currently uses is “godot-based.”
Hm, I did not notice it at first, but it looks like Tesla is adding unreal-engine based AP viz (the one you see today is godot-based).
The binaries are already shipping starting from firmware 2025.20 only on amd-based s and x cars for nowtime to see if that could be activated…
— green (@greentheonly) August 8, 2025
Unreal Engine is a 3D computer graphics game engine that was developed by Epic Games, the developer of the popular third-party shooter game Fortnite. It was first released back in 1998, and the most recent version is Unreal Engine 5. The sixth version is in development, and it could be out in 2027 or 2028.
However, Tesla could use it for a more realistic representation of vehicle surroundings. It would undoubtedly improve driver visualization, creating a smoother and freer-flowing depiction of what is outside of the car.
Tesla’s Autopilot visualization could look like this with Unreal Engine https://t.co/OOKNpeDM6F pic.twitter.com/mnjaxW36tO
— The Tesla Newswire (@TeslaNewswire) August 13, 2025
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