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Waymo’s application for driverless testing challenged by consumer group

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Consumer Watchdog, a nonprofit consumer group, has called on the Department of Motor Vehicles to make its application process for granting permits to autonomous car companies available to the public. The consumer group’s challenge comes amid reports that Waymo has provided all the necessary information to the DMV as part of its efforts to secure a permit to test driverless cars on public roads.

According to a press release from the consumer group, Waymo’s application for public testing was the second that was filed to the DMV. The first company failed to meet the DMV’s requirements, resulting in the agency asking for more data. Waymo, however, managed to meet the DMV’s full requirements, making its application ready for review. 

John M. Simpson, Consumer Watchdog’s Privacy and Technology Project director, noted that the review process for Waymo’s permit should be a public process. According to Simpson, Waymo would be using public roads as its “laboratories” and civilians as its “guinea pigs;” hence, it is only appropriate for the DMV to provide full transparency.

“This should be a completely public process. The companies want to use our public roads as laboratories and us as human guinea pigs. There should be complete transparency about what’s happening. Waymo’s application, as well as the insufficient one from the unknown company, should be posted on the web so the public can see what’s going on and comment,” he said.

Simpson further noted that if Waymo is fully confident in its driverless technology, there should be no problem in sharing its data with the public.

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“If Waymo’s robot technology is so good, they should have nothing to hide. If the DMV doesn’t post the application, Waymo should,” Simpson said.

Overall, Consumer Watchdog is concerned that Waymo’s autonomous cars are not yet ready to go fully driverless. According to the consumer group’s press release, a detailed analysis of Waymo’s disengagement reports shows that the Google-backed company’s vehicles still make mistakes in otherwise simple driving scenarios. Among these include reacting to incorrectly parked cars, shorter-than-average yellow lights, and rapid fluctuations in street traffic.

Sahiba Sindhu, a consumer advocate of Consumer Watchdog, expressed the group’s stance on the idea of Waymo’s vehicles testing on public roads without a human driver.

“The DMV has proof in the data in these reports that robot cars require a driver ready to take control of the wheel in order to ensure public safety. The least the DMV can do is ensure public transparency and corporate accountability in the process, so we know what’s going on,” Sindhu said.

Waymo has so far continued to push its driverless initiatives. Just last month, Waymo CEO John Krafcik unveiled the company’s latest addition to its fleet of autonomous vehicles — the Tesla Model X-competing Jaguar I-PACE. According to the CEO, the autonomous I-PACE fleet is set to start testing sometime later this year, with Waymo deploying as many as 20,000 of the vehicles within two years of production.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.

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Credit: @niccruzpatane/X

Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently. 

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.

Recent Cybercab sightings

Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.

Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.

Previewing the autonomous future

Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.

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The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds. 

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Tesla celebrates 9 million vehicles produced globally

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.

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Credit: Tesla Asia/X

Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. 

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.

Tesla’s 9 million vehicle milestone

The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.” 

Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.

Giga Shanghai’s legacy

Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment. 

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Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub. 

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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