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Tesla is going in-house for robotaxi platform, says one competitor

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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.”

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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.

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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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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla Cybercab sighting confirms one highly requested feature

The feature will likely allow the Cybercab to continue operating even in conditions when its cameras could be covered with dust, mud, or road grime.

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Credit: @DennisCW_/X

A recent sighting of Tesla’s Cybercab prototype in Chicago appears to confirm a long-requested feature for the autonomous two-seater. 

The feature will likely allow the Cybercab to continue operating even in conditions when its cameras could be covered with dust, mud, or road grime.

The Cybercab’s camera washer

The Cybercab prototype in question was sighted in Chicago, and its image was shared widely on social media. While the autonomous two-seater itself was visibly dirty, its rear camera area stood out as noticeably cleaner than the rest of the car. Traces of water were also visible on the trunk. This suggested that the Cybercab is equipped with a rear camera washer.

As noted by Model Y owner and industry watcher Sawyer Merritt, a rear camera washer is a feature many Tesla owners have requested for years, particularly in snowy or wet regions where camera obstruction can affect visibility and the performance of systems like Full Self-Driving (FSD).

While only the rear camera washer was clearly visible, the sighting raises the possibility that Tesla may equip the Cybercab’s other external cameras with similar cleaning systems. Given the vehicle’s fully autonomous design, redundant visibility safeguards would be a logical inclusion.

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The Cybercab in Tesla’s autonomous world

The Cybercab is Tesla’s first purpose-built autonomous ride-hailing vehicle, and it is expected to enter production later this year. The vehicle was unveiled in October 2024 at the “We, Robot” event in Los Angeles, and it is expected to be a major growth driver for Tesla as it continues its transition toward an AI- and robotics-focused company. The Cybercab will not include a steering wheel or pedals and is intended to carry one or two passengers per trip, a decision Tesla says reflects real-world ride-hailing usage data.

The Cybercab is also expected to feature in-vehicle entertainment through its center touchscreen, wireless charging, and other rider-focused amenities. Musk has also hinted that the vehicle includes far more innovation than is immediately apparent, stating on X that “there is so much to this car that is not obvious on the surface.”

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Tesla seen as early winner as Canada reopens door to China-made EVs

Tesla had already prepared for Chinese exports to Canada in 2023 by equipping its Shanghai Gigafactory to produce a Canada-specific version of the Model Y.

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Credit: Tesla

Tesla seems poised to be an early beneficiary of Canada’s decision to reopen imports of Chinese-made electric vehicles, following the removal of a 100% tariff that halted shipments last year.

Thanks to Giga Shanghai’s capability to produce Canadian-spec vehicles, it might only be a matter of time before Tesla is able to export vehicles to Canada from China once more. 

Under the new U.S.–Canada trade agreement, Canada will allow up to 49,000 vehicles per year to be imported from China at a 6.1% tariff, with the quota potentially rising to 70,000 units within five years, according to Prime Minister Mark Carney. 

Half of the initial quota is reserved for vehicles priced under CAD 35,000, a threshold above current Tesla models, though the electric vehicle maker could still benefit from the rule change, as noted in a Reuters report.

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Tesla had already prepared for Chinese exports to Canada in 2023 by equipping its Shanghai Gigafactory to produce a Canada-specific version of the Model Y. That year, Tesla began shipping vehicles from Shanghai to Canada, contributing to a sharp 460% year-over-year increase in China-built vehicle imports through Vancouver. 

When Ottawa imposed a 100% tariff in 2024, however, Tesla halted those shipments and shifted Canadian supply to its U.S. and Berlin factories. With tariffs now reduced, Tesla could quickly resume China-to-Canada exports.

Beyond manufacturing flexibility, Tesla could also benefit from its established retail presence in Canada. The automaker operates 39 stores across Canada, while Chinese brands like BYD and Nio have yet to enter the Canadian market directly. Tesla’s relatively small lineup, which is comprised of four core models plus the Cybertruck, allows it to move faster on marketing and logistics than competitors with broader portfolios.

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Tesla confirms that work on Dojo 3 has officially resumed

“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo 3,” Elon Musk wrote in a post on X.

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(Credit: Tesla)

Tesla has restarted work on its Dojo 3 initiative, its in-house AI training supercomputer, now that its AI5 chip design has reached a stable stage. 

Tesla CEO Elon Musk confirmed the update in a recent post on X.

Tesla’s Dojo 3 initiative restarted

In a post on X, Musk said that with the AI5 chip design now “in good shape,” Tesla will resume work on Dojo 3. He added that Tesla is hiring engineers interested in working on what he expects will become the highest-volume AI chips in the world.

“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3. If you’re interested in working on what will be the highest volume chips in the world, send a note to AI_Chips@Tesla.com with 3 bullet points on the toughest technical problems you’ve solved,” Musk wrote in his post on X. 

Musk’s comment followed a series of recent posts outlining Tesla’s broader AI chip roadmap. In another update, he stated that Tesla’s AI4 chip alone would achieve self-driving safety levels well above human drivers, AI5 would make vehicles “almost perfect” while significantly enhancing Optimus, and AI6 would be focused on Optimus and data center applications. 

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Musk then highlighted that AI7/Dojo 3 will be designed to support space-based AI compute.

Tesla’s AI roadmap

Musk’s latest comments helped resolve some confusion that emerged last year about Project Dojo’s future. At the time, Musk stated on X that Tesla was stepping back from Dojo because it did not make sense to split resources across multiple AI chip architectures. 

He suggested that clustering large numbers of Tesla AI5 and AI6 chips for training could effectively serve the same purpose as a dedicated Dojo successor. “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 wrote at the time.

Musk later reinforced that idea by responding positively to an X post stating that Tesla’s AI6 chip would effectively be the new Dojo. Considering his recent updates on X, however, it appears that Tesla will be using AI7, not AI6, as its dedicated Dojo successor. The CEO did state that Tesla’s AI7, AI8, and AI9 chips will be developed in short, nine-month cycles, so Dojo’s deployment might actually be sooner than expected. 

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