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Waymo’s disengagement stats show China’s self-driving cars are still far behind
Waymo continues to keep its place at the top of the self-driving car industry; so much so that Baidu, the company behind one of China’s biggest self-driving car initiatives, has found that it is still lagging far behind the American company in terms of system disengagement rates.
Baidu, which is based in Beijing, has been testing its self-driving vehicles in California. According to a report submitted to the California Department of Motor Vehicles (DMV), Baidu’s autonomous cars required a manual intervention every 41 miles. Between October 2016 and November 2017, Baidu’s self-driving vehicles traveled a total of 1,971.7 miles, with 48 instances of system disengagements.
A disengagement refers to an instance when backup drivers override a car’s self-driving system by manually operating the vehicle. Usually, disengagements happen when the autonomous system fails, according to a South China Morning Post report.
In contrast to Baidu’s stats, Waymo’s disengagement figures are a lot more impressive. Between October 2016 to November 2017, Waymo’s autonomous fleet traveled a total of 352,544.6 miles, with only 65 cases of manual interventions. That’s one disengagement every 5,596 miles.
Cruise Automation, Waymo’s rival in the United States, also logged some impressive stats. Last year, Cruise’s autonomous cars traveled 131,000 miles on the road. The GM partner’s vehicles only required an intervention every 1,250 miles.
Considering the disengagement rates of Waymo, and Cruise for that matter, it appears that Baidu’s autonomous cars are still far behind in terms of software and technology. According to Baidu’s report with the DMV, situations such as “localization error-caused drift” and “misclassification of traffic light detection” became reasons behind the company’s high rate of disengagements.
Considering the experience of Waymo in the self-driving field, it is not difficult to see why the company has such a notable gap with Baidu in terms of system refinement. As noted by Waymo CEO John Krafcik back in March, the company’s vehicles continue to go through the “world’s longest and toughest ongoing driving test.”
During the March event, Krafcik noted that its fleet of self-driving vehicles had traveled a total of 5 million autonomous miles across 25 cities to date. The autonomous cars have also traveled an additional 5 billion self-driving miles in simulation.
While Baidu is still far behind Waymo when it comes to its self-driving technology, the Chinese internet giant is not to be discounted. After all, last November, Baidu was identified by China’s Ministry of Science and Technology as the national standard bearer for the country’s self-driving efforts. The company is also attempting to develop a self-driving system that can work on Level 4 autonomy.
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Even Tesla China is feeling the Optimus V3 fever
As per Tesla China, Optimus V3 is “about to be unveiled.”
Even Tesla China seems to have caught the Optimus V3 fever, with the electric vehicle maker teasing the impending arrival of the humanoid robot on its official Weibo account.
As per Tesla China, Optimus V3 is “about to be unveiled.”
Tesla China hypes up Optimus V3
Tesla China noted on its Weibo post that Optimus V3 is redesigned from first principles and is capable of learning new tasks by observing human behavior. The company has stated that it is targeting annual production capacity of up to one million humanoid robots once manufacturing scales.
During the Q4 and FY 2025 earnings call, CEO Elon Musk stated that Tesla will wind down Model S and Model X production to free up factory space for the pilot production line of Optimus V3.
Musk later noted that Giga Texas should have a significantly larger Optimus line, though that will produce Optimus V4. He also made it a point to set expectations with Optimus’ production ramp, stating that the “normal S curve of manufacturing ramp will be longer for Optimus.”
Tesla China’s potential role
Tesla’s decision to announce the Optimus update on Weibo highlights the importance of the humanoid robot in the company’s global operations. Giga Shanghai is already Tesla’s largest manufacturing hub by volume, and Musk has repeatedly described China’s manufacturers as Tesla’s most legitimate competitors.
While Tesla has not confirmed where Optimus V3 will be produced or deployed first, the scale and efficiency of Gigafactory Shanghai make it a plausible candidate for future humanoid robot manufacturing or in-factory deployment. Musk has also suggested that Optimus could become available for public purchase as early as 2027, as noted in a CNEV Post report.
“It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP. It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does,” Musk said during the earnings call.
Elon Musk
Tesla director pay lawsuit sees lawyer fees slashed by $100 million
The ruling leaves the case’s underlying settlement intact while significantly reducing what the plaintiffs’ attorneys will receive.
The Delaware Supreme Court has cut more than $100 million from a legal fee award tied to a shareholder lawsuit challenging compensation paid to Tesla directors between 2017 and 2020.
The ruling leaves the case’s underlying settlement intact while significantly reducing what the plaintiffs’ attorneys will receive.
Delaware Supreme Court trims legal fees
As noted in a Bloomberg Law report, the case targeted pay granted to Tesla directors, including CEO Elon Musk, Oracle founder Larry Ellison, Kimbal Musk, and Rupert Murdoch. The Delaware Chancery Court had awarded $176 million to the plaintiffs. Tesla’s board must also return stock options and forego years worth of pay.
As per Chief Justice Collins J. Seitz Jr. in an opinion for the Delaware Supreme Court’s full five-member panel, however, the decision of the Delaware Chancery Court to award $176 million to a pension fund’s law firm “erred by including in its financial benefit analysis the intrinsic value” of options being returned by Tesla’s board.
The justices then reduced the fee award from $176 million to $70.9 million. “As we measure it, $71 million reflects a reasonable fee for counsel’s efforts and does not result in a windfall,” Chief Justice Seitz wrote.
Other settlement terms still intact
The Supreme Court upheld the settlement itself, which requires Tesla’s board to return stock and options valued at up to $735 million and to forgo three years of additional compensation worth about $184 million.
Tesla argued during oral arguments that a fee award closer to $70 million would be appropriate. Interestingly enough, back in October, Justice Karen L. Valihura noted that the $176 award was $60 million more than the Delaware judiciary’s budget from the previous year. This was quite interesting as the case was “settled midstream.”
The lawsuit was brought by a pension fund on behalf of Tesla shareholders and focused exclusively on director pay during the 2017–2020 period. The case is separate from other high-profile compensation disputes involving Elon Musk.
Elon Musk
SpaceX-xAI merger discussions in advanced stage: report
The update was initially reported by Bloomberg News, which cited people reportedly familiar with the matter.
SpaceX is reportedly in advanced discussions to merge with artificial intelligence startup xAI. The talks could reportedly result in an agreement as soon as this week, though discussions remain ongoing.
The update was initially reported by Bloomberg News, which cited people reportedly familiar with the matter.
SpaceX and xAI advanced merger talks
SpaceX and xAI have reportedly informed some investors about plans to potentially combine the two privately held companies, Bloomberg’s sources claimed. Representatives for both companies did not immediately respond to requests for comment.
A merger would unite two of the world’s largest private firms. xAI raised capital at a valuation of about $200 billion in September, while SpaceX was preparing a share sale late last year that valued the rocket company at roughly $800 billion.
If completed, the merger would bring together SpaceX’s launch and satellite infrastructure with xAI’s computing and model development. This could pave the way for Musk’s vision of deploying data centers in orbit to support large-scale AI workloads.
Musk’s broader consolidation efforts
Elon Musk has increasingly linked his companies around autonomy, AI, and space-based infrastructure. SpaceX is seeking regulatory approval to launch up to one million satellites as part of its long-term plans, as per a recent filing. Such a scale could support space-based computing concepts.
SpaceX has also discussed the feasibility of a potential tie-up with electric vehicle maker Tesla, Bloomberg previously reported. SpaceX has reportedly been preparing for a possible initial public offering (IPO) as well, which could value the company at up to $1.5 trillion. No timeline for SpaceX’s reported IPO plans have been announced yet, however.
Even Tesla China is feeling the Optimus V3 fever
Tesla director pay lawsuit sees lawyer fees slashed by $100 million
