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Tesla placed dead last in self-driving race by Navigant, GM and Waymo top list

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According to a recently published study by Navigant research group, Tesla is currently dead last in the self-driving race, placing beside second-to-last Apple on the list of 19 companies. At the top of Navigant’s study were GM and Google’s Waymo, companies whose initiatives to develop and release autonomous vehicles to the public are ranked as being close to perfect.

Navigant’s analysis points the blame to Tesla and its eventual split with Mobileye, which was involved in the development and release of the first generation Autopilot system. Since its separation from the Israeli-based tech company, Tesla has spent significant effort in developing its own in-house self-driving suite – Autopilot 2. So far, however, the Elon Musk-led firm has encountered challenge after challenge, with improvements to EAP and new features trickling down in a rather slow stream.

GM, on the other hand, appears to have struck gold with its acquisition of Cruise, a driverless startup, two years ago. Ever since its acquisition, Cruise has been able to focus on developing and improving its self-driving systems using GM’s very own mass-market electric vehicle — the Chevy Bolt EV. Over the past couple of years, Cruise has made so much progress with its autonomous systems that the self-driving startup and GM’s engineers were confident enough to request the production of Chevy Bolt EV units that do not have steering wheels or pedals. The production of these special Bolt EVs is expected to begin next year, as noted in an Ars Technica report.

Waymo, on the other hand, has always been at the forefront of self-driving technology. Since the beginning of the decade, Google has been investing vast amounts of resources in the development of self-driving driving technologies. Based on what Waymo’s autonomous minivans in the Phoenix area can do right now, it seems like Google’s self-driving efforts are also paying off in spades.

Overall, it is easy to see how Navigant’s study ended up placing Tesla at the lowest spot in its rankings. The Silicon Valley-based electric car maker and energy firm, after all, is still catching up to the refinement and features of its Autopilot 1.0 software from years ago. Tesla’s approach to autonomous driving is also relatively different from Waymo and Cruise’s strategy, using Shadow Mode and its drivers to collect billions of miles real-world driving data from its fleet. While GM and Google might have refined their tech to a degree beyond what Tesla has accomplished so far with Enhanced Autopilot, both companies’ vehicles have mastered pre-programmed routes but seemingly without scale. Cruise and Waymo’s autonomous cars are only effective on areas that have been heavily tested and uploaded to their computers.

Tesla, however, is doing something far more ambitious and arguably riskier on many levels. Instead of mastering self-driving that’s isolated to specific regions, the company is aiming to roll out autonomous features that would work on a global scale through AI-based Tesla Vision technology. Looking at it from this perspective, Waymo and Cruise will probably take far longer than Tesla when it comes to rolling out their self-driving vehicles on a larger scale.

Leaderboard for Automated Driving Systems by Navigant

  1. GM
  2. Waymo
  3. Daimler-Bosch
  4. Ford
  5. Volkswagen (VW) Group
  6. BMW-Intel-FCA
  7. Aptiv
  8. Renault-Nissan Alliance
  9. Volvo-Autoliv-Ericsson-Zenuity
  10. PSA
  11. Jaguar Land Rover
  12. Toyota
  13. Navya
  14. Baidu-BAIC
  15. Hyundai Motor Group
  16. Honda
  17. Uber
  18. Apple
  19. Tesla

 

 

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 lands massive deal to expand charging for heavy-duty electric trucks

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Credit: Tesla Semi/X

Tesla has landed a massive deal to expand its charging infrastructure for heavy-duty electric trucks — and not just theirs, but all manufacturers.

Tesla entered an agreement with Pilot Travel Centers, the largest operator of travel centers in the United States. Tesla’s Semi Chargers, which are used to charge Class 8 electric trucks, will be responsible for providing energy to various vehicles from a variety of manufacturers.

The first sites are expected to open later this Summer, and will be built at select locations along I-5 and I-10, major routes for commercial vehicles and significant logistics companies. The chargers will be available in California, Georgia, Nevada, New Mexico, and Texas.

Each station will have between four and eight chargers, delivering up to 1.2 megawatts of power at each stall.

The project is the latest in Tesla’s plans to expand Semi Charging availability. The effort is being put forth to create more opportunities for the development of sustainable logistics.

Senior Vice President of Alternative Fuels at Pilot, Shannon Sturgil, said:

“Helping to shape the future of energy is a strategic pillar in meeting the needs of our guests and the North American transportation industry. Heavy-duty charging is yet another extension of our exploration into alternative fuel offerings, and we’re happy to partner with a leader in the space that provides turnkey solutions and deploys them quickly.”

Tesla currently has 46 public Semi Charger sites in progress or planned across the United States, mostly positioned along major trucking routes and industrial areas. Perhaps the biggest bottleneck with owning an EV early on was charging availability, and that is no different with electric Class 8 trucks. They simply need an area to charge.

Tesla is spearheading the effort to expand Semicharging availability, and the latest partnership with Pilot shows the company has allies in the program.

The company plans to build 50,000 units of the Tesla Semi in the coming years, and with early adopters like PepsiCo, DHL, and others already contributing millions of miles of data, fleets are going to need reliable public charging.

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Tesla is partnering with other companies for the development of the Semi program, most notably, a conglomeration with Uber was announced last year.

Tesla lands new partnership with Uber as Semi takes center stage

The ride-sharing platform plans to launch the Dedicated EV Fleet Accelerator Program, which it calls a “first-of-its-kind buyer’s program designed to make electric freight more affordable and accessible by addressing key adoption barriers.”

The Semi is one of several projects that will take Tesla into a completely different realm. Along with Optimus and its growing Energy division, the Semi will expand Tesla to new heights, and its prioritization of charging infrastructure.

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Elon Musk’s Boring Company opens Vegas Loop’s newest station

The Fontainebleau is the latest resort on the Las Vegas Strip to embrace the tunneling startup’s underground transportation system.

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Credit: The Boring Company/X

Elon Musk’s tunneling startup, The Boring Company, has welcomed its newest Vegas Loop station at the Fontainebleau Las Vegas.

The Fontainebleau is the latest resort on the Las Vegas Strip to embrace the tunneling startup’s underground transportation system.

Fontainebleau Loop station

The new Vegas Loop station is located on level V-1 of the Fontainebleau’s south valet area, as noted in a report from the Las Vegas Review-Journal. According to the resort, guests will be able to travel free of charge to the stations serving the Las Vegas Convention Center, as well as to Loop stations in Encore and Westgate.

The Fontainebleau station connects to the Riviera Station, which is located in the northwest parking lot of the convention center’s West Hall. From there, passengers will be able to access the greater Vegas Loop.

Vegas Loop expansion

In December, The Boring Company began offering Vegas Loop rides to and from Harry Reid International Airport. Those trips include a limited above-ground segment, following approval from the Nevada Transportation Authority to allow surface street travel tied to Loop operations.

Under the approval, airport rides are limited to no more than four miles of surface street travel, and each trip must include a tunnel segment. The Vegas Loop currently includes more than 10 miles of tunnels. From this number, about four miles of tunnels are operational.

The Boring Company President Steve Davis previously told the Review-Journal that the University Center Loop segment, which is currently under construction, is expected to open in the first quarter of 2026. That extension would allow Loop vehicles to travel beneath Paradise Road between the convention center and the airport, with a planned station located just north of Tropicana Avenue.

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Tesla leases new 108k-sq ft R&D facility near Fremont Factory

The lease adds to Tesla’s presence near its primary California manufacturing hub as the company continues investing in autonomy and artificial intelligence.

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Credit: Tesla

Tesla has expanded its footprint near its Fremont Factory by leasing a 108,000-square-foot R&D facility in the East Bay. 

The lease adds to Tesla’s presence near its primary California manufacturing hub as the company continues investing in autonomy and artificial intelligence.

A new Fremont lease

Tesla will occupy the entire building at 45401 Research Ave. in Fremont, as per real estate services firm Colliers. The transaction stands as the second-largest R&D lease of the fourth quarter, trailing only a roughly 115,000-square-foot transaction by Figure AI in San Jose.

As noted in a Silicon Valley Business Journal report, Tesla’s new Fremont lease was completed with landlord Lincoln Property Co., which owns the facility. Colliers stated that Tesla’s Fremont expansion reflects continued demand from established technology companies that are seeking space for engineering, testing, and specialized manufacturing.

Tesla has not disclosed which of its business units will be occupying the building, though Colliers has described the property as suitable for office and R&D functions. Tesla has not issued a comment about its new Fremont lease as of writing.

AI investments

Silicon Valley remains a key region for automakers as vehicles increasingly rely on software, artificial intelligence, and advanced electronics. Erin Keating, senior director of economics and industry insights at Cox Automotive, has stated that Tesla is among the most aggressive auto companies when it comes to software-driven vehicle development.

Other automakers have also expanded their presence in the area. Rivian operates an autonomy and core technology hub in Palo Alto, while GM maintains an AI center of excellence in Mountain View. Toyota is also relocating its software and autonomy unit to a newly upgraded property in Santa Clara.

Despite these expansions, Colliers has noted that Silicon Valley posted nearly 444,000 square feet of net occupancy losses in Q4 2025, pushing overall vacancy to 11.2%.

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