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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
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
