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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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Nvidia CEO Jensen Huang explains difference between Tesla FSD and Alpamayo
“Tesla’s FSD stack is completely world-class,” the Nvidia CEO said.
NVIDIA CEO Jensen Huang has offered high praise for Tesla’s Full Self-Driving (FSD) system during a Q&A at CES 2026, calling it “world-class” and “state-of-the-art” in design, training, and performance.
More importantly, he also shared some insights about the key differences between FSD and Nvidia’s recently announced Alpamayo system.
Jensen Huang’s praise for Tesla FSD
Nvidia made headlines at CES following its announcement of Alpamayo, which uses artificial intelligence to accelerate the development of autonomous driving solutions. Due to its focus on AI, many started speculating that Alpamayo would be a direct rival to FSD. This was somewhat addressed by Elon Musk, who predicted that “they will find that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.”
During his Q&A, Nvidia CEO Jensen Huang was asked about the difference between FSD and Alpamayo. His response was extensive:
“Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class not only in the number of miles it’s accumulated, but in the way it’s designed, the way they do training, data collection, curation, synthetic data generation, and all of their simulation technologies.
“Of course, the latest generation is end-to-end Full Self-Driving—meaning it’s one large model trained end to end. And so… Elon’s AD system is, in every way, 100% state-of-the-art. I’m really quite impressed by the technology. I have it, and I drive it in our house, and it works incredibly well,” the Nvidia CEO said.
Nvidia’s platform approach vs Tesla’s integration
Huang also stated that Nvidia’s Alpamayo system was built around a fundamentally different philosophy from Tesla’s. Rather than developing self-driving cars itself, Nvidia supplies the full autonomous technology stack for other companies to use.
“Nvidia doesn’t build self-driving cars. We build the full stack so others can,” Huang said, explaining that Nvidia provides separate systems for training, simulation, and in-vehicle computing, all supported by shared software.
He added that customers can adopt as much or as little of the platform as they need, noting that Nvidia works across the industry, including with Tesla on training systems and companies like Waymo, XPeng, and Nuro on vehicle computing.
“So our system is really quite pervasive because we’re a technology platform provider. That’s the primary difference. There’s no question in our mind that, of the billion cars on the road today, in another 10 years’ time, hundreds of millions of them will have great autonomous capability. This is likely one of the largest, fastest-growing technology industries over the next decade.”
He also emphasized Nvidia’s open approach, saying the company open-sources its models and helps partners train their own systems. “We’re not a self-driving car company. We’re enabling the autonomous industry,” Huang said.
Elon Musk
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.