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Waymo kicks off initial tests in Japan with launch event
Waymo launches early tests in Japan, as Tesla and others look to roll out their own commercial robotaxi services.
Commercial robotaxi company Waymo held a launch event in Japan last week, as the company prepares to enter early manual testing on its first international roads.
After Waymo shared plans to start testing vehicles in Japan in December, the Google-owned firm detailed the launch event in a press release on Monday. The event featured officials from project partners GO, a taxi platform, and Nihon Kotsu, the largest taxi company in Tokyo, along with featuring one of the company’s camera-, lidar-, and radar-outfitted Jaguar I-Pace units, expected to begin manual testing around Tokyo in the weeks to come.
Ichiro Kawanabe, Board Director at Nihon Kotsu and Chairman at both GO and the Japan Taxi Association, said that Waymo’s U.S. operations “demonstrated significant safety benefits,” along with thanking the company for hosting the event at the newly developed Takanawa Gateway City complex.
“I took my first ride with Waymo in Phoenix a year and a half ago and was amazed that there was really no one in the driver’s seat,” the chairman said. “That was the moment I was convinced that autonomous driving technology could absolutely benefit Japan. It will help ensure mobility service in the future of Japan, with the growing aging population and labor shortage.”
Credit: Waymo
Credit: Waymo
This spring, Nihon Kotsu taxi operators will start driving Waymo vehicles across several Tokyo wards this spring, including Chiyoda, Chūō, Kōtō, Minato, Shibuya, Shinagawa, and Shinjuku. The tests will utilize 3D maps of the city, along with utilizing experienced drivers to generate data about traffic laws, patterns, and other road systems ahead of fully autonomous operation.
“After months of strong collaboration with Nihon Kotsu and GO, Waymo has reached a historic milestone— our first venture on international public roads,” said Nicole Gavel, Waymo Senior Director and Head of Business Development and Strategic Partnerships.
“Our partnership demonstrates how Waymo’s 15 years of operational expertise can adapt to new environments through strategic initiatives with industry leaders,” Gavel adds. “In Tokyo, we are abiding by the same steadfast principles that guide us in the U.S. — commitment to safety, dedication to earning trust in communities where we operate, and collaboration with local officials and community groups here in Tokyo.”
The news comes as Tesla, Amazon-owned firm Zoox, and still others are racing to enter the commercial robotaxi business throughout this year. It also comes amidst widespread speculation and debate about the emerging market, and as Tesla and Waymo both aim to begin operations internationally.
READ MORE ON WAYMO: Waymo study analyzes collisions with vulnerable road users
Tesla’s FSD in China, Mexico, commercial robotaxis still incoming
Waymo is already operating paid autonomous ride-hailing services around the U.S., and it said in December that it was giving more than 200,000 autonomous rides per week.
The company currently offers Waymo services in San Francisco and Los Angeles, California, Phoenix, Arizona, and, through a partnership with Uber, in Austin, Texas, where Tesla has a Gigafactory and plans to launch initial robotaxi services. The Alphabet-owned company is also aiming to launch services in Atlanta, Georgia and Miami, Florida this year, alongside its early tests in Tokyo.
Although Tesla doesn’t currently operate driverless ride-hailing in any capacity, individual owners in North America can purchase or subscribe to its Supervised Full Self-Driving (FSD) system, on which the company’s forthcoming robotaxi platform will be based. In October, the company unveiled the two-seat Cybercab vehicle, which has no steering wheel or pedals and will be used for the upcoming commercial robotaxi system.
Additionally, the company is aiming to launch its first unsupervised rides commercially in Austin in June, and it recently debuted Supervised FSD in China and Mexico, marking the company’s first international markets.
🎥: Our FULL first ride in the @Tesla Cybercab pic.twitter.com/6gR7OgKRCz
— TESLARATI (@Teslarati) October 11, 2024
Waymo vs. Tesla vs. the competition
While Tesla hasn’t quite gotten a commercial robotaxi service to market yet, Waymo, Amazon-owned company Zoox, and still many others have begun their own paid ride-hailing services or early tests. Meanwhile, Tesla’s approach to the technology is vastly different than that of Waymo and others, utilizing a camera-only, AI-trained neural network system, rather than 3D geomapping.
For one, the company can generate a larger pool of training data from real-time driving behavior of its individual owners, for instance as compared to Waymo’s use of a more-limited fleet of taxi drivers. Many argue that this, along with the cost-effectiveness of producing a system that’s built into every vehicle and utilizes only cameras, make the system more scalable than those of Waymo and others.
Still, some support the use of more than just camera systems and building in sensor redundancy as a way to maximize safety, especially as the technologies are still fairly new. Former Waymo CEO John Krafcik, who was a part of the company until 2021, criticized the FSD system in December for not including enough safety measures to support a realistic commercial robotaxi business, and he went on to call Tesla “a car company with a driver-assist system.”
“If a company were serious about building a safe and accessible robotaxi business, it would look nothing like what was shown,” Krafcik said during an interview. “The cost of a robust sensor set, including lidar, is trivial on a per-mile basis. Even more so for mapping. And the safety benefits measured in human harm reduction are real and verifiable.”
Waymo valued at over $45 billion following latest financing round: report
SpaceX is gearing up for the 13th Starship integrated flight test, which is currently scheduled for Thursday, July 16, with the launch window opening up at 6:30 PM E.T. from Starbase in South Texas.
This mission, the second with the V3 Starship and Super Heavy vehicles, builds directly on the foundation of Flight 12 while introducing ambitious new objectives, including the debut deployment of next-generation Starlink V3 satellites.
The rapid iteration between flights underscores SpaceX’s “fail fast, learn faster” philosophy, with engineers addressing specific anomalies from the previous test to push reusability and payload capabilities further.
Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 → https://t.co/Rp7VwBzpWx pic.twitter.com/jdpFlQUEpF
— SpaceX (@SpaceX) July 11, 2026
Flight 12 occurred earlier in 2026 and encountered notable challenges that became catalysts for Flight 13’s improvements. Issues included booster course deviations during the flip maneuver after stage separation, reusability problems with Super Heavy’s Raptor engine relights for the boostback burn, and an engine-out event on the Starship upper stage during its propulsion phase.
These hiccups, while they did not prevent overall mission success, highlighted areas needing refinement for more consistent performance and higher safety margins in future operational flights.
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
In response, SpaceX implemented a comprehensive suite of both hardware and software upgrades.
For the booster, engineers developed a more robust stage separation flip sequence to maintain stable orientation and prevent off-course rotation. Hardware modifications have enhanced Raptor re-light reliability during the boostback burn, complemented by updated engine alarms and abort logic tailored for multi-engine operations. On the Starship side, propulsion system changes directly tackle the Flight 12 engine-out scenario, improving redundancy and operational resilience.
Another major focus of SpaceX for Flight 13 was the advancements in the heat shield. New tile designs and attachment mechanisms, including tests of aft flaps and skirts, aim to boost durability.
Load-sensing tiles will measure real-time stresses during atmospheric entry, while white-painted tiles simulate missing ones as imaging targets. Six of the 20 Starlink V3 satellites carried aboard will feature specialized cameras to scan and transmit heat shield imagery back to ground teams, providing critical data for future return-to-launch-site attempts.
The mission profile also includes a higher dynamic pressure ascent to stress-test the thermal protection system and increase payload potential, alongside a planned in-space Raptor engine relight demonstration.
The V3 Starlink satellites themselves mark a leap forward, equipped with laser links, deployable solar arrays, and improved antennas to expand network capacity and speeds.
The company wrote:
“For the first time, Starship will carry V3 Starlink satellites to space, which aim to greatly expand the network’s capacity and user speeds. As part of this initial test, Starship is planned to deploy 20 satellites which will extend solar arrays and antennas and will attempt to connect with ground stations in South Africa and the larger Starlink constellation via high-capacity lasers. Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions. Several tiles on Starship have been painted white to simulate missing tiles and serve as imaging targets in the test.”
This dual-purpose flight tests both vehicle reliability and satellite tech in one integrated operation.
These iterative changes, catalyzed by Flight 12’s data, position Starship closer to rapid reusability goals essential for ambitious programs like Artemis lunar missions and global Starlink coverage.
As SpaceX continues its aggressive test cadence, Flight 13 exemplifies how targeted engineering responses to real-flight anomalies accelerate progress toward fully operational, high-cadence launches. Success here could mark another milestone in the Starship program for SpaceX.
Tesla received a price target upgrade just on the heels of what was a crazy successful quarter for its automotive business, as the company reported a delivery beat of over 15 percent for Q2.
Jefferies analysts are upping Tesla’s price target (NASDAQ: TSLA) to $400 from $375, while maintaining their “Hold” rating on shares, and the strong automotive deliveries from Q2 is a big reason. However, there are some other catalysts that Jefferies believes position Tesla for a strong position in the second half of the year.
Strong Deliveries
Tesla reported 480,000 deliveries for Q2, while Wall Street was between 395,000 and 405,000, as an overall consensus. It was an incredibly strong quarter from a delivery perspective, and Tesla sold well more than it produced during the three months.
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
While vehicle deliveries are not necessarily looked at in the light that they used to be, Tesla still maintains a lot of advantages for keeping deliveries strong. With the loss of the $7,500 EV Tax Credit last year, Tesla still maintains a strong demand case for its EVs.
Robotaxi Performance
Tesla has been operating Robotaxi for over a year now, as it launched in Austin in mid-2025. That program has expanded to Houston and Dallas, the San Francisco Bay Area, and, most recently, Miami, Florida, the suite’s first appearance in the Sunshine State.
While the Robotaxi suite is still in its early phases and Tesla is working through things like fleet size and wait times, the company has been able to undercut the pricing of its competitors and has a great safety record.
Merger Speculation with Tesla and SpaceX
This is perhaps the biggest topic that many are speaking about with Tesla and SpaceX, and it is the one thing that seems to be on the mind of every investor.
Jefferies warns that growing talk of a Tesla-SpaceX merger could cause Tesla stock to trade more like a SpaceX proxy, which may disconnect it from underlying automotive fundamentals. SpaceX has a lot going for it, especially its compute deals that have been widely publicized as of late.
Profitability in New Projects Could Take Some Time
Tesla has a few long-term ventures in the pipeline, most notably the Optimus project and Robotaxi, which is launched but will take several years to expand to a meaningful level that resonates with everyday people.
This is something that investors need to be careful of. Tesla’s projects could take some time to round out, so Jefferies advises that these may carry initial losses, rather than immediate profit. Seasoned Tesla investors have echoed something like this for a long time; they knew going in it would not be an open-and-shut strategy. It was going to take time.
These new projects are no different.
News
Tesla readies its autonomous Cybercab and Robotaxi cleaning service
A Texas permit just confirmed Tesla’s cleaning robot is coming to service its Cybercab and Robotaxi fleet.
A routine Texas building permit may have quietly confirmed that Tesla’s robot vacuum and autonomous cleaning bot for the Robotaxi and Cybercab is coming. A state filing with the Texas Department of Licensing and Regulation, as first discovered by Tesla enthusiast Spencer and posted to X, that project number TABS2025022006, lists the scope of work at Tesla’s Austin Robotaxi hub at 5900 E Ben White Blvd to include a “Cleaning Robot” alongside Supercharger cabinets and an Equipment Inspection System.
Tesla first showed the cleaning robot publicly on January 31, 2025, posting a short video on X with the caption “This robot sucks,” showing a large robotic arm inside a Cybercab cabin switching between attachments to vacuum debris, pick up trash, and wipe down surfaces.
The operational case for this hardware comes down to mathematics. A robotaxi running rides across Austin needs to cycle passengers continuously to generate revenue. Every minute a vehicle sits waiting for a human cleaning crew is a minute it is not earning. A robotic arm that can fully clean a Cybercab cabin between rides in under two minutes removes one of the key bottlenecks in fleet utilization that no autonomous vehicle company has yet solved at scale.
This robot sucks pic.twitter.com/VUmGfCM5B3
— Tesla (@Tesla) January 31, 2025
The 5900 E Ben White Blvd address sits roughly 12 miles southwest of Gigafactory Texas, where Tesla has been mass producing its Cybercab. The Ben White facility is expected to functions as Tesla’s Austin Robotaxi Hub, the physical base of operations where fleet vehicles return between rides to charge, get cleaned, and undergo inspection before being dispatched again – and all autonomously. One can imagine a Cybercab dropping off a passenger, routes itself back to Ben White, pulls into the cleaning station, charges on one of the Supercharger cabinets listed in the same permit, passes the equipment inspection system, and returns to service, all without a human making a single decision.
The sighting activity around both locations has accelerated in parallel with production. By mid-March 2026, Cybercabs were spotted regularly on public roads across Austin and Silicon Valley. Tesla’s Robotaxi operations in Texas has expanded to cover the entire Austin metro area and has spread to Dallas, while autonomous Cybercab employee shuttle runs at Gigafactory Texas are also set to begin soon. What it represents is the physical infrastructure behind a fleet that Tesla intends to run without anyone cleaning, driving, or dispatching it by hand.
SpaceX comes with a slew of changes for Starship Flight 13
Tesla gets price target upgrade on heels of crazy successful auto quarter
