The CEO of ride-sharing platform Uber has shared some of his doubts about Tesla’s ability to effectively execute robotaxi plans for its customers, pointing to the customer service side of the business as well as vehicle owner skepticism about letting strangers into their cars.
Tesla plans to launch a robotaxi platform in October, and CEO Elon Musk has talked at length over the years about hopes that such a platform could let owners’ vehicles work in a ride-sharing capacity while not in use, effectively making them money while driving themselves and ride-share passengers.
On Friday, Uber CEO Dara Khosrowshahi appeared on the Logan Bartlett Show on YouTube to discuss autonomous vehicles, during which he expressed more than a few doubts about Tesla’s robotaxi plans. For one, he says, peak ride-sharing times might coincide with the times owners want to use their own vehicles.
“Probably the times at which you’re going to want your Tesla are probably going to be the same times that ridership is going to be at a peak,” Khosrowshahi said during the interview.
He also notes that he doesn’t think society is prepared for self-driving vehicles, even if they are getting closer to goals of becoming safer than human drivers.
“Logic would dictate that if robots are twice as good a driver or three times as good as drivers as humans, that’s good for society going forward, but I honestly don’t know if society’s ready to accept that,” Khosrowshahi said.
The Uber CEO also talked about the business changes that Tesla would need to invest in to successfully build such a platform, and he noted how different he believes the ride-sharing and vehicle-building businesses really are.
“It’s a really, really different business you know, as well as talking about hardware, to build a $20,000 or $50,000 piece of hardware from driving over 30 million transactions every day that on a revenue basis you make $2 off of,” he added. “It’s just a very, very different business.”
Khosrowshahi also goes on to highlight the extra platforms that companies have to create to accommodate things that can go wrong in a ride-sharing vehicle, from people getting sick and wanting to pay with cash to those losing items in their ride-share, accidents, and more.
Unsurprisingly, he notes that it might be worthwhile for Tesla to partner with ride-sharing services like Uber in the future instead of developing its own, noting that he thinks the automaker could benefit from partnering with Uber.
“It’s taken us 15 years. It’s taken us tens of billions of dollars of capital, and we can provide that instantly to a partner,” Khosrowshahi added. “Hopefully, Tesla will be one of those partners.”
You can see the full interview with Uber CEO Dara Khosrowshahi below, as hosted by the Logan Bartlett show.
To be sure, Tesla has already teased a mobile platform it has been building for its robotaxi plans, and it has been developing its Full Self-Driving (FSD) Supervised for the past several years through testing and training from drivers that have purchased the software.
Other companies like Waymo and Cruise have also been working on their own driverless ride-hailing solutions, with the former already offering paid rides in select areas for the service. Despite this, Musk has previously highlighted that he thinks these companies will have a lot more trouble scaling these services, due to their requirements of high-density mapping of specific serviceable areas.
These, Musk says, are unlike FSD, which can theoretically be used just about anywhere due to its camera-based system and continuously-trained neural network. It’s worth noting that Tesla’s FSD still requires supervision, hence the name FSD “Supervised,” and it isn’t exactly clear just yet when the company expects to launch unsupervised versions of the software.
Although Tesla was originally supposed to hold its robotaxi unveiling event this month, Musk noted that the delayed event would allow the company to make some important changes and allow it to show off additional features.
“Requested what I think is an important design change to the front, and extra time allows us to show off a few other things,” Musk wrote in a post on X last month.
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.
News
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026.”
Tesla Full Self-Driving’s newest model is coming very soon, and from what it sounds like, it could be “the last big piece of the puzzle,” as CEO Elon Musk said in late November.
During the xAI Hackathon on Tuesday, Musk was available for a Q&A session, where he revealed some details about Robotaxi and Tesla’s plans for removing Robotaxi Safety Monitors, and some information on a future FSD model.
While he said Full Self-Driving’s unsupervised capability is “pretty much solved,” and confirmed it will remove Safety Monitors in the next three weeks, questions about the company’s ability to give this FSD version to current owners came to mind.
Musk said a new FSD model is coming in about a month or two that will be an order-of-magnitude larger and will include more reasoning and reinforcement learning.
He said:
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026. We’re gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don’t see that capability coming online fast enough, so we will probably have to build a fab.”
NEWS: Elon Musk says FSD Unsupervised is “pretty much solved at this point” and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months.
“We’re just going through validation… https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
It rings back to late November when Musk said that v14.3 “is where the last big piece of the puzzle finally lands.”
With the advancements made through Full Self-Driving v14 and v14.2, there seems to be a greater confidence in solving self-driving completely. Musk has also personally said that driver monitoring has been more relaxed, and looking at your phone won’t prompt as many alerts in the latest v14.2.1.
This is another indication that Tesla is getting closer to allowing people to take their eyes off the road completely.
Along with the Robotaxi program’s success, there is evidence that Tesla could be close to solving FSD. However, it is not perfect. We’ve had our own complaints with FSD, and although we feel it is the best ADAS on the market, it is not, in its current form, able to perform everything needed on roads.
But it is close.
That’s why there is some legitimate belief that Tesla could be releasing a version capable of no supervision in the coming months.
All we can say is, we’ll see.
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
SpaceX IPO is coming, CEO Elon Musk confirms
