News
Tesla’s race to autonomy: No one said it would be easy
Need to type up a quick memo before work? Forgot to eat breakfast before driving to school? In just a few years, driving may be a more hands-off endeavor than ever before if companies like Tesla, Uber, Volvo, Alphabet, General Motors, or Ford have anything to do about it. You could be a passenger in your own self-driving car, weaving in and out of traffic with ease and parallel parking like a pro every time. It seems like most every company even tangentially related to cars is pouring money into the race for autonomy.
The freedom of self-driving cars is still heavily dependent on regulatory whim and technological availability, but some are setting demanding goals in an effort to finish first in that race. Tesla for example, plans to showcase its Full Self-Driving Capability by driving one of its fleet cars from California to New York, without human involvement, by the end of this year. But their competitors are moneyed, motivated and many.
The Self-Driving Battle Arena
For Uber, success in autonomous driving research could be a sweet distraction from the recent troubles of the company. Its self-driving program has been based in Pittsburgh, right next to Carnegie Mellon with its highly regarded robotics program since it began in 2015. Then-CEO Travis Kalanick was determined to stay on top of the industry. “It starts with understand that the world is going to go self-driving and autonomous,” Kalanick said in a 2016 interview with Business Insider. “So if that’s happening, what would happen if we weren’t a part of that future? If we weren’t part of the autonomy thing? Then the future passes us by basically, in a very expeditious and efficient way.”
Plagued by lawsuits, investigations, and subsequent executive upheaval that saw Kalanick’s resignation from the enterprise he founded, Uber is still one of the best places for researchers and engineers to work on their projects. The company has armies of vehicles across the country, vast datasets of information from the millions of miles its cars have covered through its ride-hailing branch, and the money to fund its engineers’ work.
This does not mean that Uber’s self-driving program has remained untouched. Waymo, the autonomous car division of Google’s parent company, Alphabet, is currently suing Uber over files allegedly by Anthony Levandowski when he moved from Waymo to Uber. According to Reuters, in recent court filings, Waymo has claimed that Uber knew of the stolen intellectual property and even conspired with Levandowski to use it. Uber denies the allegations and actually fired Levandowski on May 30, claiming he had not cooperated with their internal investigation– and probably hoping to win some goodwill from the judge who has already said Waymo had produced a convincing case.
It is unlikely the scandals will affect the decisions of most researchers to stay with the company. As Wired’s Aarian Marshall points out, the long timeline of building a safe autonomous car makes engineers less likely to leave at a moment’s notice in a period of executive instability. And the branch’s position in Pittsburgh rather than Silicon Valley means the roiling news is less sensationalized and the researchers less affected. The ride-sharing company’s failure to live up to certain promises, including backing one of Pittsburgh’s federal grant proposals or hiring from neighborhoods near its test tracks, have drawn ire from many local activists and politicians, as reported by the New York Times. Even so, it has helped the city break away from its steel past and into a high-tech future.
Meanwhile, Uber’s main competitor in the ride-sharing industry, Lyft, has been making strides to continue chipping away Uber’s monopoly in any field, including self-driving cars, as Uber deals with scandal after scandal. As reported by Recode, Lyft is steadily gaining ground on Uber in terms of the share of ride-hailing app downloads as its ratings in the IOS App Store rise and Uber’s falls. This recent shift in market share comes as Waymo and Lyft start a new partnership that will combine Waymo’s advanced technology with Lyft’s vast amounts of data on people, where and how they drive. “Lyft’s vision and commitment to improving the ways cities move with help Waymo’s self-driving technology reach more people, in more places,” a Waymo spokesperson told Wired. Extending Waymo’s dataset beyond the few cities, including Phoenix and Pittsburgh, allows the enterprise to collect the small details of average people’s driving habits much faster and accurately than its test drives around Silicon Valley will.
But despite Waymo’s eight years of self-driving research, it still has to play catch up to Uber in some regards. Waymo just started testing autonomous trucks earlier this month, while Uber first used a self-driving truck to deliver a shipment last August, advancing its technology quickly after it snatched up the self-driving truck startup Otto—founded by Anthony Levandowski after he left Waymo— in January of 2016. Yet, Waymo has the benefit of its parent company’s huge cash reserves and data.
Growing Pains
Tesla is moving its autonomous program forward at an increasingly demanding pace, trying to meet that goal of driving from Los Angeles to New York by the end of this year. It, like Uber, is going through some executive shakeup: after just six months with Tesla, Chris Lattner, Vice President of its Autopilot Software program, left the company after reported tensions with Elon Musk. Tesla explained that the former Apple engineer was not a “good fit.” It stands to mention that working under Musk is notoriously a high-pressure gig. According to LinkedIn Insights, the average tenure of a Tesla employee is only 2.2 years, while companies like General Motors keeps its employees for almost 9. But Lattner’s exit is just one example of many of talented Tesla self-driving engineers leaving the company or being poached by the competition, like Waymo.
While Autopilot can do many impressive things— change lanes, brake before obstacles, and generally act as a rational human driver— it is far from perfect. The program is still technically in “public beta” testing, and rated by the National Transportation Safety Board as a 2 out of 5 on its scale of autonomy.
The fatal crash of a Model S owner Joshua Brown in May 2016 serves as a good reminder that drivers are cautioned to pay attention and keep their hands on the wheel at all times while using Autopilot. Tesla’s driving-assist feature, at the time, could not distinguish the difference between the bright sky and the white truck. Tesla and Autopilot were cleared of responsibility by the NTSB because Brown was given several warnings to take back control of the wheel. But it is a poignant example that Autopilot does not function as a self-driving car and still requires a driver’s full attention. After the accident, Tesla was forced to start developing its own hardware for Autopilot. Mobileye, which previously supplied Tesla’s image processing chips, ended its partnership in a public spat with Musk.
According to Lattner’s public resume, the transition to its own hardware presented “many tough challenges” to the Tesla team. Musk commented to shareholders in June that Tesla is “almost there in terms of exceeding the ability” of the original hardware. All of Tesla’s vehicles in production, including the upcoming Model 3, have the capability to engage Autopilot (for a price) and the necessary hardware to enable full self-driving someday. Autopilot will continue using the camera-based system that Tesla swears by, even as most of the industry focuses on developing LiDAR technology based on light and lasers.
And while Tesla prefers to work mostly alone, the rest of the industry is also pairing up, making deals, partnerships, and contracts between manufacturers, data giants, and service teams. Musk is taking a move out of Steve Jobs’ playbook by vertically integrating everything within the business, from top-to-bottom. Waymo and Honda, Lyft and Waymo, Autoliv and Volvo, Hertz and Apple, Intel and Mobileye, Audi and NVIDIA, and almost every other combination you could think of. Predictions for when the first company will reach the finish line range from within a year to two decades from now. And even if the car is made, there is still the question of if cities and states will allow autonomous vehicles to drive on their streets. The technology is closer than ever, but for now, please keep your eyes on the road.
News
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
News
Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
News
Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.


