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Tesla is going in-house for robotaxi platform, says one competitor
Tesla and CEO Elon Musk have doubled down on plans to deploy in-house robotaxi ride-hailing services, as highlighted in a recent conversation with Uber’s top executive.
Uber CEO Dara Khosrowshahi says that Musk was not interested in talking about utilizing the Uber platform for Tesla’s future robotaxis, as detailed in a recent report from Fortune. Khosrowshahi says that he has spoken with Musk and that the company is looking to stay in-house with the robotaxi, which is consistent with its recent release and longtime teasing of a ride-hailing platform.
Credit: Tesla
The executive also points to Tesla’s competitive status with Alphabet-owned Waymo, which is currently already operating paid driverless ride-hailing services in a handful of cities in the U.S.
“I’ve had conversations with him at this point,” Khosrowshahi said on Friday, during an interview with Bloomberg TV in Miami. “They want to build it alone, so to some extent in Austin, we and Waymo will be competing with Tesla when they launch… Life is long, but we would love to partner with them.”
Despite this, Khosrowshahi said that it could make “a lot of economic sense” for the companies to work together, and for Uber’s platform to support Tesla’s initial robotaxi rollout.
“What we bring is demand to the AV ecosystem when demand often is quite variable.”
READ MORE ON TESLA’S ROBOTAXIS: Tesla’s FSD bashed by Zoox executive ahead of robotaxi rollout
Tesla initially shared a teasers of a mobile app UI for ride-hailing last April during the company’s Q1 2024 shareholder’s deck. The company has also said that it’s already testing a ride-hailing service with employees in both the Bay Area, California and in Texas, near its Fremont and Austin factories.
It also comes after Tesla revealed its two-seat, steering wheel-less “Cybercab” in October, on which Teslarati reported from the “We, Robot” unveiling event.
🎥: Our FULL first ride in the @Tesla Cybercab pic.twitter.com/6gR7OgKRCz
— TESLARATI (@Teslarati) October 11, 2024
Our first good looks at the Tesla Cybercab wheels and brake calipers.
At “We, Robot,” the wheels were concealed by gold covers. 🤖
What are your thoughts on the first looks at a potential wheel design? https://t.co/j6YDe4YLHx pic.twitter.com/Na0Uk4RfXX
— TESLARATI (@Teslarati) October 28, 2024
The Cybercab’s eventual wide-scale release, alongside expected “Unsupervised” versions of Full Self Driving (FSD) — which are slated to start rolling out this June — are in direct competition with Waymo, Amazon-owned Zoox, Uber’s ride-hailing software, and a handful of other companies in the emerging ride-hailing and driverless robotaxi businesses.
Tesla also started alluding to a mobile ride-hailing app in its source code earlier this month, quietly deploying an upcoming screen that will let users rate their ride-hailing experiences—though it isn’t expected to go full consumer mode anytime soon.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla eyes first city for Robotaxi operation with preliminary talks
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News
Elon Musk reaffirms Tesla Semi mass production in 2026
The Tesla Semi factory near Giga Nevada is expected to be capable of producing 50,000 units of the Class 8 all-electric truck per year.

Elon Musk has reaffirmed the Tesla Semi’s mass production date. He mentioned the update in a post on social media platform X during the weekend.
Tesla Semi Factory
The Tesla Semi was initially unveiled in late 2017, and its first deliveries were held in December 2022. Since then, Tesla has only been delivering the Semi to a handful of customers while it builds a dedicated factory for the Class 8 all-electric truck near its Giga Nevada facility.
Drone flyovers of the Tesla Semi factory over the past months have suggested that progress in the construction of the facility has been steady. More recent flyovers have even suggested that Tesla is now busy outfitting the facility with the necessary equipment for the mass production of the Semi.
Elon Musk’s Recent Comments
In a recent comment on X, Elon Musk reiterated the idea that the Semi was indeed expected to be mass produced in 2026. Musk shared his update as a response to a Tesla bull who recalled that Bill Gates did not believe that the Semi was feasible due to the limitations of battery technology. In his response, Musk posted a laughing emoji together with “Tesla Semi will be in volume production next year.”
The Tesla Semi factory near Giga Nevada is expected to be capable of producing 50,000 units of the Class 8 all-electric truck per year. While this number may not be attained by the facility right out of the gate, it would only be a matter of time before the factory manages to hit an optimal production rate.
In a video posted on social media earlier this year, Dan Priestley, who leads the Semi program at Tesla stated that the company is preparing for volume production over the coming quarters. With such a pace, the factory should be able to mass produce the Semi in 2026.
Elon Musk
Elon Musk confirms Tesla AI6 chip is Project Dojo’s successor
Tesla’s AI5 and AI6 chips are expected to be rolled out to the company’s consumer products.

Earlier this week, reports emerged stating that Tesla has stepped back from its Project Dojo initiative. While the reports were initially framed as a negative development for the electric vehicle maker’s autonomous driving efforts, CEO Elon Musk later noted on X that Tesla was indeed halting its Dojo initiative.
Elon Musk’s Confirmation
As per Musk, Tesla was shuttering Project Dojo because it does not make sense for the company to divide its resources and scale two different AI chip designs. Dojo, after all, is designed to train the company’s autonomous driving program, and thus, it would not be rolled out to Tesla’s consumer products.
In a series of posts on X, Musk stated that it would make sense to just use Tesla’s AI5/AI6 to train its FSD and Autopilot systems. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk said.
Tesla’s AI5 and AI6 chips are expected to be rolled out to the company’s consumer products, from Optimus to the Cybercab to the next-generation Roadster.
AI6 is Dojo’s Successor
What was particularly interesting about Musk’s comment was his mention of using AI5/AI6 chips for training. As per Musk, this strategy could be seen as “Dojo 3” in a way, since the performance of Tesla’s AI5 and AI6 chips is already notable. Musk’s comment about using AI6 chips for training caught the eye of many, including Apple and Rivian alumnus Phil Beisel, who noted that “AI6 is now Dojo.”
“Dojo is Tesla’s AI training supercomputer, built around a custom chip known as the D1. The D1 and AI5/AI6 share many core design elements, particularly the math operations used in neural networks (e.g., matrix multiplication) and highly parallel processing.
“Dojo had a unique feature: chips arranged in a 5×5 grid using a system-on-wafer design, with etched interconnects enabling high-speed data transfer. In a sense, Dojo will live on as the generalized AI6. Going forward, all efforts will focus on AI6,” the tech veteran wrote in a post on X.
Elon Musk confirmed the Apple alumnus’ musings, with the CEO responding with a “bullseye” emoji. Musk is evidently excited for Tesla’s AI6 chip, which is expected to produced by Samsung’s upcoming Texas fabrication facility. In a post on X, Musk stated that he would personally be walking Samsung’s line to accelerate the output of Tesla’s AI6 computers.
Cybertruck
Tesla’s new upgrade makes the Cybertruck extra-terrestrial
The upgrade was announced by the electric vehicle maker on social media platform X.

It took a while, but the Tesla Cybertruck’s rock sliders and battery armor upgrades have finally arrived. The upgrade was announced by the electric vehicle maker on social media platform X, to much appreciation from Cybertruck owners.
Tesla Releases Cybertruck Armor Package
As could be seen in Tesla’s official Shop, the Cybertruck Terrestrial Armor Package is available only for Foundation Series units for now, though non-Foundation Series vehicles should have access to the upgrade around September 2025. Price-wise, the armor package is quite reasonable at $3,500.
For that price, Cybertruck owners would be able to acquire enhanced rock sliders and an underbody battery shield that should allow the all-electric pickup truck to go through harsh terrain without any issues. Each purchase of the Terrestrial Armor Package includes 1 Underbody shield, 1 Left side structural rocker, and 1 Right side structural rocker.
Most importantly, the Armor Package’s price includes shipment to the customer’s preferred Tesla Service Center and installation.
Extra-Terrestrial
Tesla describes its Cybertruck Armor Package as follows: “Get extra-terrestrial. The Cybertruck Terrestrial Armor Package includes enhanced rock sliders and an underbody battery shield to provide greater protection from rocks and debris when off-roading on tough terrain. The rock sliders are constructed from coated steel and the underbody battery shield is constructed from aluminum for greater protection against scraping.”
Initial impressions from a Cybertruck owner who was fortunate enough to test the Armor Package in real-world off-road conditions have been positive. The item’s pricing also seems to be quite appreciated by Cybertruck owners in forums such as the Cybertruck Owners Club, with some members stating that they would be acquiring the package for their own all-electric pickup trucks.
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