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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.

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4 months ago

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Credit: Waymo

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.

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“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.

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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.

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.

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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

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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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Investor's Corner

Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’

He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

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33 minutes ago

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August 7, 2025

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(Credit: Tesla)

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”

That phrase could be used for both the company’s status and the world in general.

Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.

He describes the global shift that will occur over the next few years:

“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”

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The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.

Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:

“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”

Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.

Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter

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He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

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Elon Musk

Tesla expands Robotaxi program in Austin to new riders

Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.

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1 hour ago

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August 7, 2025

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Credit: @TerrapinTerpene/X

Tesla is expanding its Robotaxi program in Austin, Texas, as several people have received invitations to participate and take rides.

Tesla first launched the Robotaxi platform on June 22. It invited a handful of people to participate in the first-ever public rides. We were lucky enough to get an invitation, and our permissions have been expanded in the Bay Area pilot program as well.

The group was small and consisted of big names in the Tesla community. It expanded and is continuing to offer these exclusive invitations to notable members of the Tesla community.

There have been fewer than five subsequent invitations after the first group’s were sent in late June:

Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.

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Tesla’s new Robotaxi geofence shape is an FU by Elon Musk to the competition

“We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate,” CEO Elon Musk said during the Q2 Earnings Call.

Eventually, the Robotaxi platform will not require an invite, and it will operate without geofences. Musk believes Tesla can get there within three or six months, and plans to have at least half of the U.S. population with access to a Robotaxi by the end of the year:

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“I think we will probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year. That’s at least our goal, subject to regulatory approvals. I think we will technically be able to do it. Assuming we have regulatory approvals, it’s probably addressing half the population of the U.S. by the end of the year.”

Tesla plans to have regulatory approval in Nevada, Arizona, and Florida sooner than in other states.

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Elon Musk

Tesla makes major change at Supercharger Diner amid epic demand

To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.

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2 hours ago

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August 7, 2025

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tesla diner
Credit: Tesla

Tesla has made a major change at its Supercharger Diner in Los Angeles as the location is experiencing epic amounts of demand after launch.

The Supercharger Diner was an idea of CEO Elon Musk’s way back in 2018. It took some time to come to fruition, but it has finally opened, serving its first customers in July.

Tesla Supercharger Diner officially opens: menu, prices, features, and more

Upon its launch, people lined up around the block to give the restaurant a try. There were some who admitted to waiting 13 hours for the doors to open, which finally did at 4:20 p.m. local time.

If you know anything about Tesla, you know that the time fits the bill for the company.

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Tesla Cybertruck leftovers are the main course at the Supercharger Diner

Nevertheless, it has basically been a non-stop operation since its grand opening. It’s already available to serve customers 24 hours a day and 7 days a week. These hours, along with the long-awaited grand opening, have brought tens of thousands of customers in the first few weeks.

As a result, the Diner’s chef, Eric Greenspan, revealed there will be some things that will no longer be on the menu as it handles “unprecedented demand.”

He told Eater the menu would be “forever evolving.” It has, as a result, now been void of the following menu items:

  • Market Salad
  • Club Sandwich
  • Hashbrown Bites
  • Biscuits and Red Gravy
  • Chocolate Chip Cookies
  • Vegan Patty option for Burger
  • Waffles are now only served in the morning, instead of all day
  • Soft serve will return this week. It’s provided by a local farm, which couldn’t handle the demand
  • Reimagined fountain drinks

Tesla focused on sourcing a vast majority of the food from local sources. This is likely why it has been forced to scale back much of its menu for the time being. When restaurants source their food and beverages locally, their menus change frequently.

To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.

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