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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.

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.

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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

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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.

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.

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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.

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 begins Robotaxi certification push in Arizona: report

Tesla seems serious about expanding its Robotaxi service to several states in the coming months.

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Credit: Tesla

Tesla has initiated discussions with Arizona transportation regulators to certify its driverless Robotaxi service in the state, as per a recent report from Bloomberg News. The move follows Tesla’s launch of its Robotaxi pilot program in Austin, Texas, as well as CEO Elon Musk’s recent comments about the service’s expansion in the Bay Area.

The Arizona Department of Transportation confirmed to Bloomberg that Tesla has reached out to begin the certification process for autonomous ride-sharing operations in the state. While details remain limited, the outreach suggests that Tesla is serious about expanding its driverless Robotaxi service to several territories in the coming months.

The Arizona development comes as Tesla prepares to expand its service area in Austin this weekend, as per CEO Elon Musk in a post on X. Musk also stated that Tesla is targeting the San Francisco Bay Area as its next major market, with a potential launch “in a month or two,” pending regulatory approvals.

Tesla first launched its autonomous ride-hailing program on June 22 in Austin with a small fleet of Model Y vehicles, accompanied by a Tesla employee in the passenger seat to monitor safety. While still classified as a test, Musk has said the program will expand to about 1,000 vehicles in the coming months. Tesla will later upgrade its Robotaxi fleet with the Cyercab, a two-seater that is designed without a steering wheel.

Sightings of Cybercab castings around the Giga Texas complex suggests that Tesla may be ramping the initial trial production of the self-driving two-seater. Tesla, for its part, has noted in the past that volume production of the Cybercab is expected to start sometime next year.

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In California, Tesla has already applied for a transportation charter-party carrier permit from the state’s Public Utilities Commission. The company is reportedly taking a phased approach to operating in California, with the Robotaxi service starting with pre-arranged rides for employees in vehicles with safety drivers.

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Tesla sets November 6 date for 2025 Annual Shareholder Meeting

The automaker announced the date on Thursday in a Form 8-K.

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Credit: Tesla

Tesla has scheduled its 2025 annual shareholder meeting for November 6, addressing investor concerns that the company was nearing a legal deadline to hold the event. 

The automaker announced the date on Thursday in a Form 8-K submitted to the United States Securities and Exchange Commission (SEC). The company also listed a new proposal submission deadline of July 31 for items to be included in the proxy statement.

Tesla’s announcement followed calls from a group of 27 shareholders, including the leaders of large public pension funds, which urged Tesla’s board to formally set the meeting date, as noted in a report from The Wall Street Journal

The group noted that under Texas law, where Tesla is now incorporated, companies must hold annual meetings within 13 months of the last one if requested by shareholders. Tesla’s previous annual shareholder meeting was held on June 13, 2024, which placed the July 13 deadline in focus.

Tesla originally stated in its 2024 annual report that it would file its proxy statement by the end of April. However, an amended filing on April 30 indicated that the Board of Directors had not yet finalized a meeting date, at least at the time.

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The April filing also confirmed that Tesla’s board had formed a special committee to evaluate certain matters related to CEO Elon Musk’s compensation plan. Musk’s CEO performance award remains at the center of a lengthy legal dispute in Delaware, Tesla’s former state of incorporation.

Due to the aftermath of Musk’s legal dispute about his compensation plan in Delaware, he has not been paid for his work at Tesla for several years. Musk, for his part, has noted that he is more concerned about his voting stake in Tesla than his actual salary.

At last year’s annual meeting, TSLA shareholders voted to reapprove Elon Musk’s compensation plan and ratified Tesla’s decision to relocate its legal domicile from Delaware to Texas.

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Grok coming to Tesla vehicles next week “at the latest:” Elon Musk

Grok’s rollout to Tesla vehicles is expected to begin next week at the latest.

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Credit: Tesla China

Elon Musk announced on Thursday that Grok, the large language model developed by his startup xAI, will soon be available in Tesla vehicles. Grok’s rollout to Tesla vehicles is expected to begin next week at the latest, further deepening the ties between the two Elon Musk-led companies.

Tesla–xAI synergy

Musk confirmed the news on X shortly after livestreaming the release of Grok 4, xAI’s latest large language model. “Grok is coming to Tesla vehicles very soon. Next week at the latest,” Musk wrote in a post on social media platform X.

During the livestream, Musk and several members of the xAI team highlighted several upgrades to Grok 4’s voice capabilities and performance metrics, positioning the LLM as competitive with top-tier models from OpenAI and Google.

The in-vehicle integration of Grok marks a new chapter in Tesla’s AI development. While Tesla has long relied on in-house systems for autonomous driving and energy optimization, Grok’s integration would introduce conversational AI directly into its vehicles’ user experience. This integration could potentially improve customer interaction inside Tesla vehicles.

xAI and Tesla’s collaborative footprint

Grok’s upcoming rollout to Tesla vehicles adds to a growing business relationship between Tesla and xAI. Earlier this year, Tesla disclosed that it generated $198.3 million in revenue from commercial, consulting, and support agreements with xAI, as noted in a report from Bloomberg News. A large portion of that amount, however, came from the sale of Megapack energy storage systems to the artificial intelligence startup.

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In July 2023, Musk polled X users about whether Tesla should invest $5 billion in xAI. While no formal investment has been made so far, 68% of poll participants voted yes, and Musk has since stated that the idea would be discussed with Tesla’s board.

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