Waymo, the driverless ride-hailing arm of Google parent company Alphabet, has now launched a new AI research model for its self-driving operations.
In a pair of press releases on its approach to AI and its new end-to-end multimodal model for autonomous driving, dubbed EMMA, Waymo has shared details about its plans for the AI research model going forward. The company says it is still using the EMMA model in research stages, rather than in operational vehicles, and the approach comes as an alternative that looks a lot like Tesla’s Full Self-Driving (FSD) and other end-to-end model approaches.
“EMMA is research that demonstrates the power and relevance of multimodal models for autonomous driving,” said Drago Anguelov, VP and Head of Research at Waymo. “We are excited to continue exploring how multimodal methods and components can contribute towards building an even more generalizable and adaptable driving stack.”
Waymo says the EMMA model uses real-world knowledge based on its Gemini language model, while the end-to-end approach is expected to eventually let autonomous vehicles operate directly from sensor data and real-time driving scenarios. The company has also highlighted its use of Large Language Models (LLMs) and Vision-Language Models (VLMs), calling its architecture the Waymo Foundation Model.
Hear the company’s executive detail the Waymo research and AI program more below.
EMMA research and criticisms
In the announcement press release about EMMA, Waymo lays out the following as key aspects of the research program:
- End-to-End Learning: EMMA processes raw camera inputs and textual data to generate various driving outputs including planner trajectories, perception objects, and road graph elements.
- Unified Language Space: EMMA maximizes Gemini’s world knowledge by representing non-sensor inputs and outputs as natural language text.
- Chain-of-Thought Reasoning: EMMA uses chain-of-thought reasoning to enhance its decision-making process, improving end-to-end planning performance by 6.7% and providing interpretable rationale for its driving decisions.
“The problem we’re trying to solve is how to build autonomous agents that navigate in the real world,” says Srikanth Thirumalai, Waymo VP of Engineering. “This goes far beyond what many AI companies out there are trying to do.”
Still, some have cast doubt on the large-scale end-to-end model, saying that it may be too risky to utilize generative AI models without including significant safeguards.
“It’s bandwagoning around something that sounds impressive but is not a solution,” said Sterling Anderson, Aurora Innovation’s Chief Product Officer, in a statement to Automotive News.
Mobileye CTO Shai Shalev-Shwartz called end-to-end approaches “a huge risk,” especially regarding the verification of decision-making process for vehicles operating on the model. It’s also worth noting that Waymo is currently only researching the approach, and it doesn’t currently have any plans to make it commercially available.
The news comes after Waymo recently closed on a $5.6 billion funding round, effectively bringing the company’s valuation up past $45 billion. The company is also working on its next generation of self-driving vehicles based on the Hyundai Ioniq 5, built at a new factory in Georgia.
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The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.
However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.
Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:
Today I learned that if you go to Apple TV in the Tesla browser, it will open up an actual Apple TV app, fully functional. Not just the site.
Apparently there are more apps than just the few that show on the apps page. pic.twitter.com/os1Ypfm4JR
— Jason W (@jmwilt21) August 20, 2026
The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.
This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.
Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.
Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.
Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.
Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround
Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.
Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.
Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.
Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.
🚨 Einride CEO Roozbeh Charli on the Tesla Semi partnership:
“If we start with the Amazon announcement that we did earlier this year, that was on the back of having gone through a proving period together with them and proving out our technology. Then we took that next step in… pic.twitter.com/oazkXjwoig
— TESLARATI (@Teslarati) August 28, 2026
Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.
The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”
In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.
Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.
Tesla plans to launch the Semi officially on September 24, five months after production started ramping.
Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.
Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.
Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.
This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.
🚨 Tesla is using different light bar colors to help riders understand which vehicle is theirs
Pretty cool strategy pic.twitter.com/eGMpEMeRpc
— TESLARATI (@Teslarati) August 27, 2026
Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.
Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.
Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.
Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.
Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.
Tesla Theater might be getting plenty more streaming platforms
Tesla Semi’s biggest adoptee gives an update on production timeline
