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.
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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.
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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 is one of several automakers whose vehicles qualify for an awesome new first-time EV buyer incentive program in California.
The Golden State launched the MyFirstEV incentive program, which helps those buying an electric vehicle for the first time with a $3,500 incentive on new-inventory purchases of a Model 3 or Model Y.
First-time electric vehicle buyers in California can now get $3,500 off eligible Model 3 and Model Y new inventory vehicle purchases.
To be eligible, you must place your order on or after August 3, 2026 and take delivery while funds are still available. The incentive applies to… pic.twitter.com/yuXF00XA50
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
The incentive requires an order on or after August 3, and delivery must be taken while the program is still being funded. California has set aside $135.5 million to help strengthen its SEV market and support automotive innovation.
Incentives are offered at the point of sale, and used EVs are also available for a partial incentive of $1,750. Half of the $3,500 and $1,750 incentive amounts are covered by California, with the other half being covered by participating OEMs.
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Additionally, rules apply for MSRP and how the vehicle will qualify for the incentive. Any vehicle from a non-California headquartered OEM must have an MSRP of $50,000 or less. Used vehicles must be priced at $25,000 or less and must be at least two model years older than the year of purchase.
The cars must also be purchased from manufacturers as certified pre-owned vehicles. Private dealerships are not eligible.
In total, California expects to incentivize over 73,000 ZEVs.
Participating Manufacturers
Fourteen total automakers are participating in California’s MyFirstEV program:
- Chevrolet – Launching August 2026
- Ford – Launching August 2026
- Honda – Launching September 2026
- Hyundai – Launching August 2026
- Kia – Launching August 2026
- Lexus – Launching September 2026
- Lucid – Launching August 2026
- Mitsubishi – Launching November 2026
- Nissan – Coming Soon
- Rivian – Coming Soon
- Subaru – Launching September 2026
- Tesla – Launching August 2026
- Toyota – Launching September 2026
- Volvo – Coming Soon
Elon Musk’s space exploration company, SpaceX (NASDAQ: SPCX), is set to report its earnings for the second quarter today in what will be its first-ever earnings call since going public in July.
SpaceX is trading down roughly 25 percent from its IPO. These early stock signals are usually a bit tumultuous, and considering this is the first company actively launching rockets that is available on the stock exchange, investors might have a tendency to be a bit skittish.
However, there are going to be some details that investors will hear for the first time today on the earnings call. Here’s what to look for:
Wall Street Expectations
Revenue is expected to fall somewhere around $6.8 billion, and will be heavily driven by Starlink, which is SpaceX’s widely popular satellite internet platform that has been adopted by numerous airlines, cruise ships, and other maritime operations. It is also available for consumers at home or in their cars.
Earnings Per Share (EPS) expectations fall at a net loss of $0.23 per share. Wall Street sees this as a total net loss of roughly $1.9 billion.
EBITDA is expected to come in between $2 billion and $2.1 billion.
What Investors Want to Know
Tesla uses the Say platform to help work with both retail and institutional investors to answer relevant and quality questions that address concerns or questions that they might have.
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However, SpaceX is doing things differently, as the company launched its own Investor Relations website where these questions are being fielded. Just like the Tesla questions, they seem to be less focused on the operational tasks and overall progress of the company, and more novelty.
Here are the top five:
- Has the team thought about what possibilities there are with your mascot Asteroid? Whether it’s starting additional foundations for kids in its name, helping kids learn about space, etc. Kids are our future, and Asteroid would be a fun and easy way to help.
- Baby Asteroid is already making a difference through charity around the world. Could SpaceX take it even further with programs that inspire kids to explore space?
- SpaceX has some legendary vehicle names. Would you ever allow the public to name a Starship, even knowing there is a 99% chance it becomes Shipy McShipface?
- When can we expect to see more footage of the Human Landing System?
- Will Asteroid (your mascot) go to Mars?
SpaceX will report its earnings today, August 4, at 4:30 P.M. EDT.
Lemonade has expanded its innovative Autonomous Car insurance program to Tennessee, giving Tesla owners in the state a substantial discount on Full Self-Driving (FSD) miles. Announced on August 3, the product offers 50 percent off every mile driven with FSD activated, positioning the digital insurer as a leader in pricing insurance around autonomous technology.
The program, marketed as Lemonade Autonomous Car insurance, uses a direct connection via Tesla’s Fleet API (with customer permission) to automatically distinguish FSD-engaged miles from manual driving. Policyholders pay a low base rate when the vehicle is stationary and a few cents per mile when moving, with the 50 percent reduction applied specifically to FSD miles.
If you’re driving a Tesla in Tennessee, FSD miles now cost 50% less to insure with Lemonade. Autonomous Car is now live in TN.https://t.co/4CDTuhyORi pic.twitter.com/QZk4LBIs6f
— Lemonade (@Lemonade_Inc) August 3, 2026
Coverage includes standard protections such as liability, collision, comprehensive, roadside assistance, and Tesla-specific benefits like access to certified repair shops and emergency crash services. Eligible vehicles require Hardware 4, as well as recent firmware.
Lemonade first unveiled the product on January 21 of this year, describing it as a first-of-its-kind offering designed for self-driving cars, starting with Tesla FSD. It began rolling out in Arizona on January 26, followed by Oregon about a month later. Subsequent expansions brought it to Indiana in early June 2026 and Colorado later that month.
Tennessee marks the fifth state.
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Tesla Full Self-Driving gets outrageous insurance offer with insanely cheap rates
The discount rests on Lemonade’s strong belief in the safety of Tesla’s FSD system. The company cites Tesla’s data showing that FSD-driven miles are twice as safe as those driven manually, or associated with roughly a 50 percent crash reduction.
Lemonade Co-founder and President Shai Wininger has emphasized this distinction: “Traditional insurers treat a Tesla like any other car, and AI like any other driver. But a car that sees 360 degrees, never gets drowsy, and reacts in milliseconds can’t be compared to a human.”
He added that “Teslas driven with FSD are involved in far fewer accidents” and committed that as FSD software improves and becomes safer, Lemonade’s prices will drop further.
Tesla Full Self-Driving gets an offer to be insured for ‘almost free’
This approach leverages Lemonade’s existing pay-per-mile technology and AI-driven risk models, which analyze nuanced vehicle data including software version and sensor performance. The company expects the model to reward higher FSD usage with greater savings while supporting mixed households that include both Tesla and non-Tesla vehicles under one policy. Bundling with home, renters, or pet insurance can yield additional discounts.
As autonomous driving technology advances, Lemonade’s state-by-state expansion of usage-based pricing that directly reflects real-world safety data represents a notable shift in how insurers evaluate risk.
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Tesla owners in the five available states – Arizona, Oregon, Indiana, Colorado, and now Tennessee – can obtain quotes quickly through the Lemonade app or website, potentially lowering the overall cost of ownership for vehicles equipped with advanced driver-assistance systems. Further states are expected as regulatory approvals progress.
Tesla qualifies for awesome new first-time EV buyer incentive in California
SpaceX to report first-ever earnings today: here’s what to expect
