Google’s driverless ride-hailing company Waymo has revealed the latest in a string of AI research-related announcements, this time sharing results from a first-of-its-kind study on collisions with vulnerable road users.
Waymo last week announced EMMA, its end-to-end, multimodal research model for autonomous driving, though it isn’t being used commercially at this point. The company also went on to detail its current approach to AI in a separate press release, noting its continued research into real-world models and AI training, a concept that may sound familiar to those who have followed Tesla’s Full Self-Driving (FSD) development.
On Monday, however, Waymo shared results from a study on Vulnerable Road Users (VRUs), in which the company reconstructed hundreds of collisions involving VRUs like pedestrians, cyclists, and motorcyclists. Waymo says that the research, as conducted in a partnership with Nexar, is the largest dataset of its kind in the U.S., providing key insights into real-world crash scenarios.
The companies analyzed dash camera footage of 335 collisions involving VRUs across six U.S. cities, leveraging over 500 million miles of driving data from Nexar for the research. The partnership also worked with Waymo research partner VUFO, which contributed to the below models on collision injury risk.
Credit: Waymo Credit: Waymo
According to the National Highway Traffic Safety Administration (NHTSA), there were an estimated 7,522 pedestrians and 1,105 cyclists who lost their lives in traffic crashes in 2022, though Waymo says VRU collision data remains scarce. The company explains this by noting that several VRU-related incidents don’t get reported to authorities or insurance firms, while the U.S. and other major accident databases lack data on these particular incidents.
“We’re excited to partner with Waymo on this cutting-edge research,” said Henrik Liers, Managing Director of Waymo research partner VUFO. “Our common work addresses critical limitations in existing models and provides a more precise, interdisciplinary approach to assessing injury risk for vulnerable road users. This is a significant contribution towards improving road safety.”
Tesla’s Full Self-Driving and end-to-end learning models
The recent developments from Waymo come as General Motors’s (GM’s) Cruise, Amazon’s Zoox, and Tesla’s Supervised Full Self-Driving (FSD) aim to offer similar robotaxi services. While Tesla doesn’t currently operate a paid ride-hailing service as Waymo does, it unveiled the two-seat, steering wheel-free Cybercab robotaxi last month.
Interestingly, Tesla’s FSD system has been touted by some as a more scalable solution, in no small part due to its end-to-end system that trains on millions of clips of real-time driving footage. Another factor is that FSD is available to any Tesla owner who purchases the software, meaning that its neural network stands to have a much wider potential research base than systems like Waymo—at least until services scale up substantially.
Tesla’s Cybercab isn’t expected to go into production until 2026, though FSD Supervised will certainly collect a substantial amount of data in the meantime. As of Tesla’s Q3 earnings call, the company has over 2 billion cumulative miles of data from FSD Supervised users, after it surpassed a milestone of 1.3 billion miles in April.
Tesla FSD V13 to implement features required for unsupervised driving: exec
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Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
News
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
Starlink passes 9 million active customers just weeks after hitting 8 million
