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Does the Tesla Network have any serious self-driving competitors?

BIOS-groep's Model X taxi fleet at the Amsterdam Schiphol airport in the Netherlands. [Credit: Tesla]

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Elon Musk has made it clear that the Tesla Network’s potential is no joke.

“The fundamental utility of your vehicle will increase by a factor of 5,” he told the audience during Tesla’s Investor Autonomy Day earlier this year. Then, during a broad investor call in May, he reportedly said that self-driving would give Tesla a $500 billion dollar market cap with vehicles worth up to $250,000 in the next few years thanks to their Robotaxi capabilities. Each car will be capable of doing about 100 hours of self-driving hours of work per week to their owners’ benefit. Musk’s even more astounding prediction was that Tesla’s Full Self-Driving chip and real-time development data being fed by current vehicles on the road will lead to some 1 million Robotaxi-capable Tesla cars by next year.

Of course, Tesla isn’t the only company vying for autonomous taxi riders. Is there anything Tesla Network competitors are supposed to do that gives them a competitive edge? I’ve become curious recently and decided to have a look. These kinds of questions can’t be left unanswered, you know!

Waymo is probably one of the most well known Robotaxi companies making headway in the self-driving arena. Their vehicle program aims to “help…people run errands, commute to work…[and]…drop off kids at school,” among other things shown on the company’s website. I’m seeing lots of family focus in their marketing, and Waymo’s pitch even includes giving elderly and disabled people more mobility options. It’s all very ‘feel good’ and great, but not quite distinct from what Tesla aims to do with the Robotaxi. I mean, just owning a Tesla will provide those capabilities, and if you don’t own one, you can rent one to do all those tasks just the same.

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Next, there’s Uber, whose self-driving cars are part of the company’s ultimate goal of becoming the “one-stop shop for the movement of people and powering local commerce around the world,” according to its CEO Dara Khosrowshahi. Actually, Uber is totally banking on the Robotaxi concept for survival. Former CEO Travis Kalanick made some comments to that effect in 2016. “What would happen if…we weren’t part of the autonomy thing? Then the future passes us by, basically, in a very expeditious and efficient way,” he told Business Insider in an interview.

Uber is definitely taking aim at a similar audience as the Tesla Network, or the ride-hailers anyway. The biggest difference between the two companies, however, is the assumption by Uber that people will gradually move away from vehicle ownership altogether, including the people it currently pays to drive other people around. Drivers are expensive! So, Uber hopes to get rid of them in favor of a fleet of company-owned autonomous vehicles.

Tesla’s autonomous driving vision sensors. | Image: Tesla

Elon Musk has argued that this semi-traditional one owner, one gazillion cars approach is unwieldy. Also, if a certain percentage of those riders are financially capable of owning an autonomous car, why would they pay Uber to constantly hitch rides when their own car could do the same thing and earn that money for themselves? Well, that’s the point of the Tesla Network. If people are taking privately-owned self-driving cars from place to place via a company like Uber, why wouldn’t they be a private owner themselves if given access to a connective network?

Lyft is more or less in the same boat as Uber on this, but with a twist. They’ve recently begun offering Waymo rides via their app in Phoenix, Arizona, which is a pretty cool development for the future of Robotaxis. It does have a similarity with the Tesla Network in that Waymo’s vehicles are privately owned by someone other than the ride sharing app provider. If, say, Tesla owners could put their cars onto the Lyft app for service, there would be a one-to-one similarity with the Tesla Network. That doesn’t look like it’s Lyft’s preferred approach, though, as the company is developing its own self-driving system. Perhaps there will be a mixed approach? I’m sure Tesla will take note of competing connectivity apps and have incentives to purchase a Tesla for Robotaxi duties over other self-driving cars.

Tesla does, of course, intend to compete directly with Uber and Lyft in ways outside of private owners on its network. “Tesla will for sure operate its own ride-hailing service. We’ll compete directly with Uber and Lyft, obviously. There will be a company-owned fleet where there aren’t enough customer cars to be rented out. So if we find in a particular metro (where) there aren’t enough customers who are willing to add their car to the shared fleet, that’s where we’d supplant with the company-owned fleet,” Elon Musk said during the company’s Q3 call in 2018.

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Waymo’s fully self-driving Chrysler Pacifica Hybrid minivan on public roads. | Image: Waymo

GM Cruise might be building vehicles that could be competitive in something akin to the Tesla Network. Their cars are purpose-built to be self-driven, similar to how Tesla’s cars are built electric from the ground up, and it looks like there could be individual ownership instead of only company ownership. There’s a big disadvantage for GM Cruise, though. They’re not Tesla.

Musk’s famous goal with the company was to build an amazing car that just happened to be electric, and he’s succeeded on an incredible scale which has been recognized by test agencies and auto publications time and time again. I’d argue that GM will have to have something either much more appealing or much less expensive than a Tesla if they want to eventually compete with a future Tesla Network of private owners. Otherwise, they’re in the boat with Uber and Lyft and competing with millions of Robotaxi-capable… Teslas.

What about chip companies that are developing self-driving solutions? Any good ideas there?

NVIDIA looks to be developing super amazing computing hardware and software for automotive brands to license for their own vehicles rather than developing in-house. Considering the expenditure a self-made system requires, this isn’t surprising, and even Tesla (i.e., Musk) was criticized for deciding to go this route for the Full Self-Driving computer. NVIDIA’s partners, however, look to be interested in owner-initiated self-driving rather than a money making capability in and of itself, i.e., regular drivers using their cars for regular things. Aurora, too, is developing their own autonomous driving system with the intention of licensing it to other partners in the hopes that their product will become the “nerve center” of self-driving vehicles, but nothing that gives their Robotaxi capabilities a nudge over Tesla.

It goes without saying that the software and technology needs to build a successful AI are significant, and a car maker will probably save a lot of money using someone else’s system initially. Perhaps those companies could use Aurora’s or NVIDIA’s system to keep themselves in the running or catch them up for a while where they’ve fallen behind consumer demand. There’s just one problem, though, for legacy auto companies doing the catching up – they’re not all electric.

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In his Autonomy Day remarks, Musk wasn’t very kind about Tesla’s gas-guzzling brethren and their Robotaxi hopes. Any non-electric venture will not be competitive, he said flatly. Considering Tesla’s battery upgrades giving them a 1 million mile life cycle and the lower cost of plugging in for juice vs. filling up, this makes sense even without a deep analysis (although Musk has done plenty of that for sure).

Between Robotaxi competitors not making the case for single-party ownership of self-driving fleets and the low cost of electric vehicle taxis, Musk certainly seems to be right about the whole “buying any car besides a Tesla is like buying a horse” thing. I’m not seeing the case for another brand’s strategy having more benefit than the Tesla Network for those who own Tesla vehicles.

How about you?

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Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Elon Musk

SpaceXAI just launched into your kitchen with their new app

SpaceXAI just powered its first consumer app and it predicts what you want to buy.

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SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.

Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.

Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.


Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.

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Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”

Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO

The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.

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Tesla saves its passengers again – This time after a 300-foot cliff fall in Malibu

A Tesla Model 3 fell 300 feet off a Malibu cliff and both passengers survived.

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A Tesla Model 3 plunged roughly 300 feet off a cliff on Mulholland Highway in Malibu on Friday morning, May 29, 2026, and both occupants survived. The crash was reported at approximately 7:30 a.m. near the 2500 block of Mulholland Highway, triggering a multi-agency rescue operation involving Malibu Search and Rescue, the Los Angeles County Fire Department, the California Highway Patrol, and McCormick Ambulance.

When first responders arrived, the male driver was outside the vehicle shouting for help while the female passenger remained pinned inside the Tesla. Rescue crews rappelled down the cliffside on ropes to reach the wreckage. A flight medic was lowered by helicopter to begin treating both victims, and the driver was hoisted up to the roadway before crews used the Jaws of Life to free the trapped passenger. Both were airlifted to a local trauma center with moderate injuries despite a remarkable result for a fall that steep.

The outcome is not surprising, considering Model 3 earned an overall 5-star rating from NHTSA in every category and sub-category, and recorded the lowest probability of injury of any car ever evaluated by the U.S. New Car Assessment Program. The absence of a traditional engine in the front of the vehicle creates a longer crumple zone that absorbs impact energy before it reaches occupants, and the battery pack running along the floor gives the car an unusually low center of gravity that reinforces structural rigidity.

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This is not the first time a Tesla has kept passengers alive after going off a cliff. A Tesla Model Y carrying a family of four survived a plunge off a cliff at Devil’s Slide near San Francisco in January 2023, with two adults and two children walking away from a 250-foot fall. That incident drew widespread attention to how the structural integrity of Tesla’s electric platform performs in extreme crash scenarios that most vehicles would not survive.

Tesla Model Y driver who drove off cliff with family attempts to avoid criminal conviction

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NASA’s first human outpost on the Moon starts now – SpaceX on deck

NASA named the rovers, landers, and vendors that will build America’s first Moon Base.

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NASA has laid out its most detailed Moon Base plan to date, describing a permanent outpost near the Moon’s south pole that the agency intends to build over the coming decade as a direct stepping stone to Mars. “The Moon Base will be America’s and humanity’s first outpost on another celestial world,” NASA Administrator Jared Isaacman said, adding that every mission crewed and uncrewed “will be a learning opportunity as we return to the lunar surface, build the infrastructure to stay, and master the skills required to live and operate in one of the most demanding and dangerous environments imaginable.”

The plan is structured in three phases involving both uncrewed and crewed missions to deliver equipment, vehicles, and infrastructure to the surface, with the first three moon base missions targeted to launch before the end of 2026.

Moon Base I, targeting fall 2026, will use Blue Origin’s Blue Moon Mark 1 lander to deliver scientific instruments to the Shackleton Connecting Ridge, the same region where Artemis astronauts will land. Moon Base II will send Astrobotic’s Griffin lander carrying more than 1,100 pounds of cargo including Astrolab’s FLIP rover to begin developing mobility systems on the surface. Moon Base III will carry the Lunar Vertex science mission on Intuitive Machines’ Nova-C Trinity lander to study lunar swirls near the south pole, with ESA and Korean science payloads aboard.

Elon Musk pivots SpaceX plans to Moon base before Mars

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On the rover side, NASA awarded Astrolab $219 million and Lunar Outpost $220 million to build the first phase of Lunar Terrain Vehicles, with both rovers targeted for deployment to the lunar surface by 2028. Astrolab’s crewed rover weighs roughly 2,000 pounds and can reach over 6 mph. Lunar Outpost’s Pegasus rover can operate autonomously or via remote control at over 9 mph. Blue Origin separately received $188 million with an option worth $280.4 million to deliver cargo landers for rover transport.

NASA also confirmed that MoonFall, a mission deploying four survey drones to scout Artemis landing sites, has selected Firefly Aerospace to build the transport spacecraft, with a 2028 launch target.

SpaceX sits at the center of that commercial layer. SpaceX holds the NASA Human Landing System contract for the Starship-derived lander that will put astronauts on the surface under Artemis IV, currently targeting 2028. Before that can happen, SpaceX must demonstrate in-orbit propellant transfer at scale, a process requiring multiple Starship tanker launches to fuel a single mission. Water ice at the lunar south pole is central to the base’s long-term viability, as it can be converted into drinking water, breathable oxygen, and rocket fuel, directly reducing dependence on Earth resupply. That resource loop becomes far more practical if Starship can land and be refueled on or near the Moon itself.

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Elon Musk has publicly stated that Starship V3, which recently completed its first flight, should be capable enough for initial Mars missions. The Moon Base plan announced Tuesday is the infrastructure layer that connects everything between those two ambitions, and SpaceX is the only American company currently contracted to build the rocket that gets humans to either destination.

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