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.
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Tesla influencers argue company’s polarizing Full Self-Driving transfer decision
Tesla maintains it will honor transfers for orders with initial delivery windows before the deadline and offers full deposit refunds otherwise, citing longstanding fine print that the program is “subject to change at any time.”
Tesla’s decision to tighten its Full Self-Driving (FSD) transfer promotion has ignited fierce debate among owners and enthusiasts.
The company quietly updated its terms in late February 2026, changing the eligibility from “order by March 31, 2026” to “take delivery by March 31, 2026.”
What began as a flexible incentive to boost sales, allowing buyers to transfer their paid FSD (Supervised) to a new vehicle, now excludes many, particularly Cybertruck owners facing delivery delays into summer or later.
Tesla maintains it will honor transfers for orders with initial delivery windows before the deadline and offers full deposit refunds otherwise, citing longstanding fine print that the program is “subject to change at any time.”
The reversal has polarized the Tesla community, with accusations of a “bait-and-switch” clashing against defenses of corporate pragmatism. Many owners who placed orders under the original wording feel betrayed, especially as production backlogs and new unsupervised FSD rollout complicate timelines.
However, Tesla has allowed them to cancel their orders and receive a refund.
Critics of the decision argue that the change disadvantages loyal customers who helped fund FSD development, calling it poor communication and a revenue grab as Tesla pivots toward subscriptions.
Popular influencers have amplified the divide. Whole Mars Catalog struck a measured but firm tone, acknowledging the original “order by” language but emphasizing Tesla’s right to adjust terms. He has continued to defend Tesla in this particular issue:
Sad to see so many fans trashing Tesla with such extreme language.
LIARS!!! PATHETIC!!! And if you aren’t as furious and angry as they are they are you’re “worshipping” and saying “they can do no wrong”.
Let’s get real here. They’re not liars. They offered FSD transfer to us… https://t.co/3Ay7vGaVR6
— Whole Mars Catalog (@wholemars) March 3, 2026
He criticized extreme backlash as “dramatization” and “spoiled kids,” noting the unsupervised FSD era and broader sales challenges make blanket transfers financially risky. Whole Mars advocated for polite outreach to CEO Elon Musk over the issue.
Rather than “calling them out”, I would simply say “Hey Elon, really hoped to be able to do FSD transfer on my cybertruck but the terms changed. Would really appreciate if Tesla could extend this to everyone who ordered before the terms changes”
that would probably work
— Whole Mars Catalog (@wholemars) March 3, 2026
In a contrasting perspective, Dirty TesLA voiced sharper frustration, posting that blocking transfers feels “crazy” and distancing himself from “people that want to worship a corporation and say they can do no wrong.” His stance resonated with owners who view the policy flip as disrespectful to early adopters.
Popular Tesla influencer Sawyer Merritt captured the frustration felt by thousands. In a widely shared thread viewed over 700,000 times, Merritt detailed how pre-change Cybertruck orders now risk losing FSD eligibility unless their initial delivery window falls before March 31.
It’s not a contradiction, it’s a change in policy that Tesla just made an hour ago. I am trying to check if the change is retroactive to all existing orders, including Cybertruck AWD orders, because if it is, that sucks big time.
— Sawyer Merritt (@SawyerMerritt) February 28, 2026
The controversy underscores deeper tensions—between Tesla’s need for revenue discipline and owners’ expectations of goodwill. As FSD evolves toward unsupervised capability, the community remains split: some see the change as necessary business, others as a broken promise. Whether Tesla reconsiders under pressure or holds firm remains to be seen, but it does not appear they are planning to budge.
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Tesla Semi’s latest adoptee will likely encourage more of the same
Public visibility matters. When shoppers see a trusted name like Ralph’s running clean, high-tech trucks on public roads, skepticism fades. Competitors such as Albertsons, which pre-ordered Semis years ago, and other chains chasing ESG targets now have proof that electric autonomy works in real-world grocery fleets.
The latest adoptee of the Tesla Semi will likely encourage more businesses in the same realm to adopt the all-electric Class 8 truck, as a new company utilizing the Semi has been spotted in Southern California.
A sleek, futuristic Tesla Semi truck branded for Ralph’s Supermarkets was spotted cruising a Los Angeles highway in a viral 13-second dashcam video posted March 2, by X user ChargePozitive.
Tesla Semi Truck in the wild pic.twitter.com/SnQY8ShMMJ
— ChargePozitive ⚡️➕ (@ChargePozitive) March 2, 2026
This sighting confirms Kroger’s March 2025 partnership with Tesla to deploy up to 500 autonomous electric Semis.
While the initial announcement targeted Midwest supply chains, the California appearance under the Ralph’s banner shows the program expanding to Kroger’s West Coast operations. Ralph’s, a staple for millions of Southern California shoppers, is now hauling groceries with the Semi, which has zero tailpipe emissions and claims up to 500 miles of range per charge.
Tesla Semi pricing revealed after company uncovers trim levels
The timing could not be better for sustainable logistics. Traditional trucking accounts for a massive share of retail emissions, but Tesla’s Semi slashes fuel and maintenance costs while leveraging full autonomy to ease driver shortages and improve safety.
Tesla’s expanding Megacharger network, including new sites along major freight corridors and partnerships like the recently-announced one with Pilot Travel Centers, is removing range anxiety and making nationwide scaling realistic. There’s still a long way to go, but things are moving in the right direction.
Public visibility matters. When shoppers see a trusted name like Ralph’s running clean, high-tech trucks on public roads, skepticism fades. Competitors such as Albertsons, which pre-ordered Semis years ago, and other chains chasing ESG targets now have proof that electric autonomy works in real-world grocery fleets.
PepsiCo’s successful pilots already demonstrated viability, and Ralph’s sighting adds retail credibility.
As Tesla ramps high-volume Semi production through 2026, this isn’t an isolated curiosity. Instead, it’s a catalyst. More grocers adopting the platform will accelerate industry-wide decarbonization, cut operating expenses, and deliver tangible environmental wins.
The future of sustainable supply chains is already on the highway, and Ralph’s just made it impossible to ignore.
Moving forward, Tesla hopes to expand the Semi program into other regions, including Europe, which CEO Elon Musk recently said is a total possibility next year.
Elon Musk
Tesla ramps Cybercab test manufacturing ahead of mass production
Tesla still has plans for volume production, which remains between four and eight weeks away, aligning with Musk’s statements that early ramps would be deliberately measured given the Cybercab’s novel architecture and full reliance on Tesla’s vision-based Full Self-Driving technology.
Tesla is seemingly ramping Cybercab test manufacturing ahead of mass production, which is scheduled to begin next month, the company said.
At Tesla’s Gigafactory Texas, production of the Cybercab, the company’s groundbreaking purpose-built Robotaxi vehicle, is accelerating markedly. Drone footage from Joe Tegtmeyer captured striking aerial footage today, revealing what appears to be the largest public sighting of Cyebrcabs to date.
A total of 25 units were observed by Tegtmeyer across the Gigafactory Texas property, marking a clear step-up in testing and validation activities as Tesla prepares for a broader output.
Tesla Cybercab production begins: The end of car ownership as we know it?
In the footage, 14 metallic gold Cybercabs were parked in a tight formation outside the factory exit, showcasing their sleek, autonomous-only design with no steering wheels, pedals, or traditional controls. Another 9 units sat at the crash testing facility, likely undergoing structural and safety validations, while two more appeared at the west end-of-line area for final checks.
Big day for Cybercab at Giga Texas today! Actually, yesterday to kick off March, the production line went into a higher volume & today we see 25 at three main locations, and there were several others I observed driving around too!
I think this may be the largest single grouping… pic.twitter.com/HZDMNv57lJ
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) March 3, 2026
Tegtmeyer noted additional Cybercabs driving around the complex, hinting at active movement and real-world testing beyond static parking.
This surge follows the first production Cybercab rolling off the line in mid-February 2026, several weeks ahead of the originally anticipated April start.
That milestone, celebrated by Tesla employees and confirmed by CEO Elon Musk, kicked off low-volume builds on the dedicated “unboxed” manufacturing line, a modular process designed to slash costs, reduce factory footprint, and enable faster assembly compared to conventional methods.
Industry observers interpret the jump to dozens of visible units in early March as evidence that Tesla has transitioned into higher-volume test manufacturing.
Tesla still has plans for volume production, which remains between four and eight weeks away, aligning with Musk’s statements that early ramps would be deliberately measured given the Cybercab’s novel architecture and full reliance on Tesla’s vision-based Full Self-Driving technology.
The Cybercab, envisioned as a sub-$30,000 autonomous two-seater for robotaxi fleets, represents Tesla’s bold pivot toward scalable autonomy and robotics.
Tesla fans and enthusiasts on X praised the imagery, with many expressing excitement over the visible progress toward deployment. While challenges remain, including software maturity, regulatory hurdles, and supply chain scaling, the increased factory activity underscores Tesla’s momentum in turning the Cybercab vision into reality.
As Giga Texas continues expanding and refining the manufacturing process of the Cybercab, the coming months will prove to be a pivotal time in determining how quickly this revolutionary vehicle reaches roads in the U.S. and internationally.
Tesla influencers argue company’s polarizing Full Self-Driving transfer decision
Tesla Semi’s latest adoptee will likely encourage more of the same
