Driverless ride-hailing company Waymo is looking to expand its testing to Los Angeles, but a new bill introduced just weeks ago may threaten the company’s ability to operate in the Southern California city if it’s passed.
Waymo announced its plan to expand driverless testing to Los Angeles just a few weeks ago, beyond the company’s current operations in San Francisco and Phoenix, Arizona. However, Senator Dave Cortese (D-San Jose) introduced a bill around the same time that would allow communities to have the most say in whether autonomous vehicles (AVs) can operate locally, potentially throwing a wrench into the Alphabet-owned company’s plans.
Cortese introduced SB 915, the Autonomous Vehicle Service Deployment and Data Transparency Act, which would effectively let local communities determine the regulations and requirements around where and if driverless vehicles can operate, instead of them only being granted or denied by the California Public Utilities Commission (CPUC) and the Department of Motor Vehicles (DMV).
“City councils and county boards of supervisors adopt ordinances on any given week, nimbly and with local accountability. SB 915 returns control to the local communities who know their streets best,” Senator Cortese said in a statement. “The emergence of autonomous vehicles is an exciting technological development with massive potential upsides for safety and convenience. We must ensure this innovative technology rolls out safely.”
Below you can see the proposed map of Los Angeles operations from Waymo’s advice letter filed with the CPUC:
Credit: Waymo
The introduction of the bill comes after significant scrutiny around driverless vehicles has hit many communities, including San Francisco, where Waymo and General Motors-owned Cruise were approved to begin operating 24 hours a day in August. Critics were quick to voice their concerns, and just months after the approval, Cruise’s permit to operate driverless vehicles was revoked after one of its robotaxis dragged and pinned a pedestrian who had been hit by another car with a human driver.
Authorities in San Francisco have also been vocal about wanting more control over regulations surrounding AVs.
“Right now is the time for Cruise, Waymo and Zoox to say, ‘We welcome sensible regulations,’ rather than do what they’ve done the last half-dozen years,” said Aaron Peskin, San Francisco Board of Supervisors President (via Automotive News).
Others have argued that the bill could slow down innovation, as it would require Waymo and other companies to gain approval from over a dozen municipalities before expanding.
“For all de facto purposes, Waymo is becoming the Standard Oil of autonomous driving,” said Grayson Brulte, head of insights firm Road to Autonomy. “If I want to go visit my mom one town over, and that town doesn’t have the ordinance, then I can’t take a Waymo there. What this bill does is harm California’s innovation economy.”
Discussions on SB 915 are expected to begin in the Senate after Friday, though the body likely won’t vote on the legislation until later this year.
While Waymo’s expansion plans were approved by the California DMV last month, the company is awaiting a response from the CPUC by February 20. The staff can either approve, deny or suspend the application, with the latter option offering the staff up to 120 extra days to review the proposal.
Waymo expanding autonomous driving tests to include freeways
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Tesla Board Chair Robyn Denholm met with Bloomberg this morning to discuss a variety of topics, but perhaps one of the most interesting was her comments on what is being done to protect company CEO Elon Musk.
After the assassination of right-wing political commentator Charlie Kirk this week, there have been concerns about Musk’s safety, as well as that of other high-profile business leaders and political figures.
Earlier this week, Musk said himself that his security detail would be increased significantly following Kirk’s death, a move that many investors and fans of the company had requested because of political violence.
Elon Musk assures Tesla investors he will enhance his security detail
“Definitely need to enhance security,” Musk said. Tesla spent $3.3 million on Musk’s security in 2024 and January and February 2025. For reference, Meta spent over $27 million on Mark Zuckerberg’s security last year, which is higher than any other tech CEO.
During Denholm’s appearance on Bloomberg TV earlier today, she stated that the company has been focused on Musk’s security detail for “many years,” especially considering he is one of the richest people on Earth and holds an incredible amount of influence.
“It is something that we take very seriously; he takes it very seriously as well. So, again, from a board perspective, it is something we’ve discussed at length,” Denholm said.
Tesla Board Chair Robyn Denholm on increased security for CEO Elon Musk:
— TESLARATI (@Teslarati) September 12, 2025
Denholm added that she believes “there is not anyone in a boardroom that is not touched by what has happened with Charlie Kirk.”
Although Musk’s political involvement has toned down significantly in the past, he still has enemies, especially based on groups that oppose him and the company specifically. Based on this week’s events, it feels that increased security is a necessary expense Tesla must account for.
Investor's Corner
Tesla bear turns bullish for two reasons as stock continues boost
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.
Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.
With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.
Tesla bear Dan Nathan has flipped his script on Tesla $TSLA shares, citing “technicals and sentiment”
— TESLARATI (@Teslarati) September 12, 2025
Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.
While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.
Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.
Tesla lands regulatory green light for Robotaxi testing in new state
Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.
However, there has been some adjustments to the guidelines by the IRS, which can be read here:
Tesla is trading at around $389 at 10:56 a.m. on the East Coast.
News
Tesla lands regulatory green light for Robotaxi testing in new state
This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.
Tesla has landed a regulatory green light to test its Robotaxi platform in a new state, less than three months after the ride-hailing service launched in Texas.
Tesla first launched its driverless Robotaxi suite in Austin, Texas, back on June 22. Initially offering rides to a small group of people, Tesla kept things limited, but this was not to be the mentality for very long.
It continued to expand the rider population, the service area, and the vehicle fleet in Austin.
The company also launched rides in the Bay Area, but it does use a person in the driver’s seat to maintain safety. In Austin, the “Safety Monitor” is present in the passenger’s seat during local rides, and in the driver’s seat for routes that involve highway driving.
Tesla is currently testing the Robotaxi platform in other states. We reported that it was testing in Tempe, Arizona, as validation vehicles are traveling around the city in preparation for Robotaxi.
Tesla looks to make a big splash with Robotaxi in a new market
Tesla is also hoping to launch in Florida and New York, as job postings have shown the company’s intention to operate there.
However, it appears it will launch in Nevada before those states, as the company submitted its application to obtain a Testing Registry certification on September 3. It was processed by the state’s Department of Motor Vehicles Office of Business Licensing on September 10.
NEWS: Tesla has officially received approval from the Nevada DMV to start testing autonomous vehicles (robotaxis) on public roads.
Today, I confirmed directly with the Nevada DMV that @Tesla‘s application to obtain a Testing Registry certification was approved by the DMV Office… pic.twitter.com/hx5JhHBFiD
— Sawyer Merritt (@SawyerMerritt) September 11, 2025
It will then need to self-certify for operations, essentially meaning they will need to comply with various state requirements.
This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.
CEO Elon Musk has stated that he believes Robotaxi will be available to at least half of the U.S. population by the end of the year. Geographically, Tesla will need to make incredible strides over the final four months of the year to achieve this.
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Tesla bear turns bullish for two reasons as stock continues boost
Tesla lands regulatory green light for Robotaxi testing in new state
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