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Waymo considers selling robotaxis to individual owners

Tesla currently offers its Supervised Full Self-Driving to owners of its vehicles, while Waymo is the only company operating paid autonomous ride-hails at this point.

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Credit: Waymo | YouTube

Alphabet-owned robotaxi company Waymo is mulling over the possibility of selling self-driving vehicles to individual owners in the future, as highlighted last week by the Google parent company’s head executive.

On Thursday, Alphabet CEO Sundar Pichai said during the company’s first-quarter earnings update that Waymo would maintain selling self-driving vehicles to individuals as an option in the future, according to a report from Reuters. Pichai didn’t disclose any specifics about the potential to do so or a timeline, though he noted that “there is future optionality for personal ownership.”

Waymo currently operates over 700 self-driving vehicles, 300 of which are operating in San Francisco, and it’s the only company to operate a paid self-driving ride-hailing service as of yet.

The statement comes as Tesla and other companies aim to launch their own commercial robotaxi services, and while the electric vehicle (EV) giant already sells its Supervised Full Self-Driving (FSD) software to individual owners. Additionally, Tesla aims to launch an Unsupervised version in the coming months.

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Waymo launched in Austin in January in a unique partnership with Uber, while its self-driving ride-hailing vehicles in California run through its in-house ride-hailing app, Waymo One. It has opened the app to the public in multiple areas of Los Angeles and in cities surrounding and including San Francisco. The company also dropped the need to sign up for a waitlist to use the service in Los Angeles in November, after doing so in the Bay Area earlier that year.

The Alphabet-owned firm also started initial testing in Japan earlier this month, marking the company’s first time in an international market.

READ MORE ON WAYMO’S ROBOTAXIS: Here’s where Waymo is launching autonomous robotaxis next

Tesla is targeting a launch its first commercial robotaxis and Unsupervised FSD around Austin in June, and CEO Elon Musk reiterated this goal during the company’s Q1 earnings call on Tuesday. When asked about how Tesla expected its commercial robotaxi services would compete with Waymo, which is already operating paid driverless rides in multiple cities, Musk highlighted how costly the company’s cars are to produce:

The issue with Waymo’s cars is it costs way more money, but that is the issue. The car is very expensive, made in low volume. Teslas probably cost 25 percent or 20 percent of what a Waymo costs, and are made in very high volume.

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So, ironically, we’re the ones to make the bet that a pure AI solution with cameras, and what do you have? The car actually will listen for sirens and that kind of thing. It’s the right move.

And Waymo decided that an expensive sensor suite is the way to go, even though Google is very good at AI.

Musk also went on to predict that Tesla would eventually capture at least 90 percent of the robotaxi market, or potentially as much as 99 percent, with millions of cars on the road that are already able to run FSD.

He also highlights that Tesla’s vehicles at both the Gigafactory in Austin, Texas and the Fremont, California plant can drive themselves fully autonomously from the end of the production line to the outbound lot. Musk also said that he was “confident” that the first Model Y units to drive themselves to the customer will take place later this year, from both the Fremont and Austin factories.

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Ex-Waymo CEO dismisses Tesla, Cybercab: “They’re a car company with a driver-assist system”

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla Model Y becomes first-ever car to reach legendary milestone

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Credit: Tesla Manufacturing

The Tesla Model Y became the first-ever car to reach a legendary Norwegian milestone, surpassing 100,000 new registrations after gaining a reputation as one of the most popular vehicles in the country and the world.

As of May 20, Norwegian authorities have registered 100,224 units of the electric SUV, according to data from local outlet Opplysningsrådet for veitrafikken (OFV).

By population, roughly one in every 29 passenger cars on Norwegian roads is now a Model Y, underscoring its rapid rise as a national favorite.

Since the first deliveries in August 2021, the Model Y has transformed from a newcomer to a staple in Norwegian traffic.

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Tesla back on top as Norway’s EV market surges to 98% share in February

Geir Inge Stokke, the Managing Director of OFV, described the achievement as “remarkable,” noting that few single models have gained such traction so quickly. “Tesla Model Y has hit the Norwegian market spot on, and the numbers illustrate how fast the EV market has developed here,” Stokke said.

The Model Y’s success reflects Norway’s aggressive push toward electrification. Nearly nine out of ten units, 87.6 percent, to be exact, are privately registered, with the remaining 12.4 percent on company plates. Owners span the country, from major cities to smaller municipalities, proving it is no longer just an urban or niche vehicle but a true “people’s car.

Who is Buying Tesla Model Ys in Norway?

Typical Model Y drivers are men in their early 40s. The average registered user age is 44, with 83 percent male and 17 percent female. Stokke noted that household usage often extends beyond the primary registrant, broadening the vehicle’s real-world appeal.

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Geographically, adoption concentrates in urban centers with strong charging infrastructure. Oslo leads with 16,861 registrations (16.82 percent of the national total), followed by Bergen (7,450), Bærum (4,313), and Trondheim (4,240).

The top five municipalities—Oslo, Bergen, Bærum, Trondheim, and Asker—account for 35,463 units, or about 35 percent of all Model Ys. Yet the vehicle’s presence outside big cities highlights its broad acceptance.

Growth Trajectory and Popularity

Tesla built a lot of sales momentum in a short amount of time. In 2021, registrations closed out at 8,267, but more than doubled to more than 17,000 units in 2022 and more than 23,000 units in 2023. 2025 was the company’s strongest year yet, as Tesla managed to record 27,621 registrations.

Through 2026, Tesla already has 7,036 registrations.

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Tesla’s Global Success with the Model Y

Tesla has tasted so much success with the Model Y; it has been the best-selling car in the world three times, it has dominated EV sales in numerous countries, and contributed to a mass adoption of electric vehicles across the planet.

As Stokke emphasized, the Model Y’s journey from newcomer to icon mirrors Norway’s broader success story. With robust incentives that push sales, excellent infrastructure, and consumer eagerness to transition to sustainable powertrains, the country continues setting global benchmarks in sustainable mobility.

The Tesla Model Y stands as a shining example of how quickly change can happen when conditions align.

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SpaceX reveals what Anthropic will pay for massive compute deal

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Rendering of Elon Musk overlooking a Starship fleet (Credit: Grok)
Rendering of Elon Musk overlooking a Starship fleet (Credit: Grok)

SpaceX has disclosed the full financial details of its groundbreaking agreement with Anthropic, confirming that the AI company will pay $1.25 billion per month for dedicated high-performance computing resources.

The revelation came through SpaceX’s latest securities filing in preparation for its initial public offering, shedding light on one of the largest compute deals in the artificial intelligence sector to date. The prospectus was released last night, as SpaceX is heading toward its IPO.

This arrangement underscores the fierce demand for specialized infrastructure as frontier AI models require unprecedented levels of processing power to train and operate effectively. Industry analysts see the disclosure as a significant milestone, highlighting how top AI labs are locking in massive capacity to stay ahead in a rapidly accelerating field.

For SpaceX, it feels like a massive move that pushes its perception as a company from space exploration to artificial intelligence.

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SpaceX is following in Tesla’s footsteps in a way nobody expected

The comprehensive deal grants Anthropic exclusive access to SpaceX’s Colossus clusters, encompassing Colossus I and the substantially expanded Colossus II, which together deliver hundreds of megawatts of power along with more than 200,000 NVIDIA GPUs.

Payments extend through May 2029, totaling nearly $45 billion overall; capacity is scheduled to ramp up during May and June 2026 at an initial discounted rate to facilitate seamless integration. Both companies retain the option to terminate the agreement with ninety days’ notice, so there is definitely some flexibility for both.

This pact not only enhances Anthropic’s ability to scale usage limits for Claude users but also injects substantial recurring revenue into SpaceX, bolstering its expansion into advanced data center operations and future orbital computing initiatives.

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Observers describe the collaboration between the two companies as strategically advantageous because it gives Anthropic cutting-edge AI development the opportunity to collaborate with SpaceX’s expertise in rapid, large-scale infrastructure deployment.

This disclosure arrives at a pivotal moment when computing resources have become the primary bottleneck for AI progress.

As leading organizations compete to build more powerful systems, securing reliable, high-density facilities has emerged as a key differentiator.

SpaceX’s sites, such as those in Memphis, offer superior power availability and advanced cooling solutions that set them apart from conventional providers. For Anthropic, the added capacity is expected to deliver tangible improvements, including extended context windows, quicker inference times, and innovative features that appeal to both enterprise clients and individual users.

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Looking ahead, the partnership paves the way for ambitious joint projects, including potential space-based AI compute platforms designed to overcome terrestrial limitations on energy and thermal management. Such efforts could redefine sustainable computing at massive scales.

Financially, the deal solidifies SpaceX’s diverse revenue profile ahead of its public market debut, extending beyond traditional aerospace activities. The massive check SpaceX will cash each month opens up the idea that additional

While some experts question the sustainability of these enormous expenditures given ongoing efficiency gains in AI architectures, the commitment reflects a strong belief in sustained demand growth.

The agreement also exemplifies productive synergies across sectors, with aerospace engineering insights optimizing AI hardware performance. As global attention on technology concentration increases, arrangements of this nature may help shape equitable access to critical resources.

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Elon Musk

SpaceX just filed for the IPO everyone was waiting for

SpaceX filed its public S-1, revealing $18.7 billion in revenue and billions in losses.

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SpaceX publicly filed its S-1 registration statement with the Securities and Exchange Commission on May 20, 2026, making its financial details available to the public for the first time ahead of what could be the largest IPO in history.

An S-1 is the formal document a company must submit to the SEC before going public. It includes audited financials, risk factors, business descriptions, and how the company plans to use the money it raises. Companies are required to file one before selling shares to the public, and it must be published at least 15 days before the investor roadshow begins. SpaceX had already submitted a confidential draft to the SEC in April, which allowed regulators to review the filing privately before it went public.

The S-1 reveals that SpaceX generated $18.7 billion in consolidated revenue in 2025, driven largely by its Starlink satellite internet division, which posted $11.4 billion in revenue, growing nearly 50% year over year. Despite that growth, the company lost about $4.9 billion in 2025 and has burned through more than $37 billion since its founding.

SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history

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A significant portion of those losses trace back to xAI, Elon Musk’s artificial intelligence company, which was recently merged into SpaceX. SpaceX directed roughly 60% of its capital spending in 2025 to its AI division, totaling around $20 billion, yet that division lost billions and grew revenue by only about 22%.

SpaceX plans to list its Class A common stock on Nasdaq under the ticker SPCX, with Goldman Sachs, Morgan Stanley, and Bank of America leading the offering. The dual-class share structure means going public will not meaningfully reduce Musk’s control, as Class B shares he holds carry 10 votes per share compared to one vote for public Class A shares.

The company is targeting a raise of around $75 billion at a valuation of roughly $1.75 trillion, which would make it the largest IPO ever. The investor roadshow is reportedly planned for June 5.

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