Industry Briefing

Mobileye’s US robotaxi launch will put it on both sides of the AV business

Mobileye is positioning itself to enter the robotaxi market, potentially competing with companies that currently utilize its self-driving technology. The move signals a strategic shift for the company, which has primarily focused on supplying autonomous driving systems to various partners. By venturing into the robotaxi sector, Mobileye aims to capitalize on the growing demand for autonomous transportation solutions. This decision reflects the company's ambition to expand its market presence and leverage its technological expertise in self-driving systems. The implications of this strategy could reshape the competitive landscape within the autonomous vehicle industry, as Mobileye directly challenges its existing clients while seeking to establish its own foothold in the emerging robotaxi market.

Self-driving tech supplier Mobileye targets U.S. robotaxi launch in 2027

Mobileye Global, a leading supplier of self-driving technology, announced on Tuesday its plans to launch a robotaxi service. This initiative marks a significant step in the company's efforts to expand its presence in the autonomous vehicle market. The service is expected to operate in urban areas, providing a new transportation option for city dwellers. Mobileye aims to enhance mobility and reduce traffic congestion through this innovative service, leveraging its advanced technology to ensure safety and efficiency. The launch of the robotaxi service reflects the growing demand for autonomous transportation solutions and the company's commitment to leading the industry in self-driving capabilities.

Mobileye: Robotaxi Boosts The Bull Thesis (Rating Upgrade)

Mobileye To Establish Robotaxi Business

Mobileye, a prominent player in autonomous driving technology, is set to launch its own robotaxi service in the United States by 2027. This move marks a significant shift for the company, which has primarily operated as a supplier of self-driving technology. The new venture will integrate Mobileye's proprietary Drive self-driving system with advanced mobility software and fleet management tools, allowing the company to directly manage autonomous ride-hailing fleets. This expansion into the ride-hailing market reflects Mobileye's ambition to enhance urban mobility and capitalize on the growing demand for autonomous transportation solutions.

Mobileye to launch robotaxi business in US next year

Mobileye Global announced on June 16, 2026, that it will launch its own robotaxi service in the United States next year, marking a significant move into direct competition with its existing customers in the self-driving technology market. The Jerusalem-based company plans to deploy approximately 100 autonomous vehicles in a major U.S. city by 2027, with ambitions to expand its fleet to around 17,000 vehicles over the next five years. This initiative comes as investment in driverless technology intensifies, prompting companies to seek greater control over deployment and revenue, which is reshaping partnerships within the autonomous vehicle sector. Despite this new venture, Mobileye reassured its clients that it remains committed to its core business of providing advanced driver-assistance systems. Notably, last year, Lyft, a U.S. ride-hailing platform, announced plans to deploy fully autonomous robotaxis in Dallas by 2026, utilizing Mobileye's technology. Following the announcement, Mobileye's shares rose over 5% in premarket trading.

Japan ride-hailing app Go races toward robotaxis after successful IPO

Japanese ride-hailing app operator Go is set to accelerate its transition to a robotaxi business following a successful debut on the Tokyo Stock Exchange Growth Market. On June 17, 2026, the company’s shares closed 10% above their initial public offering price, generating significant funds to support its autonomous driving initiatives. The listing was celebrated by Go's Chairman Ichiro Kawanabe and President Hiroshi Nakajima, who rang the bell to mark the occasion. The strong market response reflects investor confidence in Go’s potential to innovate within the transportation sector, particularly as competition intensifies with other players in the autonomous vehicle space.

Waymo Is Charging $29.99 A Month For Faster Robotaxi Pickups — Here's What Subscribers Get

Waymo, the autonomous vehicle service operated by Alphabet Inc., has launched a new subscription tier called "Waymo Premier," priced at $29.99 per month. Announced on June 14, 2026, this invite-only program aims to provide subscribers with faster pickup times and early access to new service areas. Initially available to select riders in San Francisco, Los Angeles, and Phoenix, the subscription includes benefits such as prioritized pickups, 10% cash back on rides, and five free cancellations each month. The introduction of this subscription service comes as Waymo continues to expand its operations in the U.S. and recently acquired a self-driving proving ground in Arizona, previously owned by Apple Inc. However, the company is facing challenges, including a recall of over 3,791 autonomous vehicles due to a software glitch that could lead to dangerous driving conditions. Additionally, Waymo's partnership with Uber Technologies Inc. has faced scrutiny, with some Uber executives questioning the scalability and reliability of fully autonomous services compared to a hybrid model that includes human drivers.

Baidu, PostBus win approval for Swiss robotaxi service

A new transportation service is set to launch, utilizing app-booked electric RT6 vehicles designed to accommodate three passengers. This initiative aims to provide an eco-friendly and convenient travel option for urban commuters. The service is expected to begin operations in early 2024, primarily in metropolitan areas where demand for sustainable transport solutions is growing. By leveraging electric vehicles, the service seeks to reduce carbon emissions and promote greener urban mobility. Users will be able to book rides through a mobile application, streamlining the process and enhancing accessibility for riders. This innovative approach reflects a broader trend towards integrating technology with sustainable practices in the transportation sector.

JPMorgan Echoes Why Tesla, Inc. (TSLA) is One of the Best Forever Stocks to Buy

JPMorgan has reaffirmed its positive outlook on Tesla, Inc. (NASDAQ: TSLA), highlighting the company's potential as a long-term investment. On June 7, 2026, the investment bank upgraded Tesla's stock rating from Underweight to Neutral, citing the market's underappreciation of the company's advancements in autonomous vehicles, humanoid robotics, and energy storage solutions. JPMorgan analysts predict that Tesla's share price could rise to approximately $475 by December 2027, up from a previous estimate of $145. The upgrade is attributed to Tesla's unmatched vertical integration of hardware and software at an industrial scale, which is expected to enhance manufacturing efficiency and reduce costs. The company's ongoing testing of its Optimus humanoid robot at its factories is also seen as a competitive advantage for future commercial sales. Additionally, JPMorgan remains optimistic about Tesla's expanding robotaxi service, which has grown from its initial launch in Austin to include Dallas, Houston, and the Bay Area. The bank notes that Tesla's ability to accumulate over 10 billion Full Self-Driving (FSD) miles and 9 million autonomous vehicles on the road will provide significant network effects. While acknowledging Tesla's investment potential, analysts suggest that certain AI stocks may offer greater upside with lower risk.

Waymo launches a loyalty program with 10% cash back and free cancellations

Waymo has launched a new subscription service named "Waymo Premier," which will charge users $29.99 per month. This initiative aims to enhance the accessibility of its autonomous ride-hailing services. The program is designed to cater to customers seeking a premium experience with Waymo's self-driving technology. By introducing this subscription model, Waymo hopes to attract a broader user base and provide additional features that enhance the overall ride experience. The service is set to begin rolling out in select markets, with the company leveraging its extensive data and technology to ensure a seamless integration for subscribers.

Waymo introduces $30-a-month premium tier for riders who want faster pickups

Waymo has launched a new premium membership service called Waymo Premier, priced at $29.99 per month, aimed at enhancing the experience for its most frequent riders. This invite-only program offers exclusive benefits such as priority pickups and a 10 percent cash back reward on every ride. The initiative is designed to cater to loyal customers seeking a more elevated and personalized autonomous transportation experience. By introducing this tier, Waymo seeks to strengthen customer loyalty and differentiate its services in the competitive robotaxi market.

Waymo says it built a better benchmark for comparing robotaxis to humans

Waymo has developed an advanced computer model aimed at enhancing its understanding of human behavior during crash scenarios involving its robotaxis. This initiative, which comes as part of the company's ongoing efforts to improve safety and reliability, utilizes extensive data analysis to simulate various accident situations. By accurately predicting how individuals might react in these critical moments, Waymo seeks to refine its autonomous driving technology and ensure better decision-making capabilities for its vehicles. The model is expected to play a crucial role in the company's safety protocols and regulatory compliance as it continues to expand its robotaxi services.

For Robotaxis, Safety Must Be Built In, Not Bolted On

In a significant advancement for urban transportation, the robotaxi industry has begun operating in numerous cities, offering a glimpse into the future of autonomous travel. As residents step outside, they are greeted by driverless vehicles arriving at their curbside, signaled by mobile apps notifying them that their ride has arrived. This innovative service marks a transition from experimental prototypes to practical applications, reflecting the growing confidence in autonomous vehicle technology. The rollout of these robotaxi services aims to provide convenient, efficient, and potentially safer transportation options, addressing the increasing demand for mobility solutions in densely populated areas. As cities embrace this technology, the integration of autonomous vehicles into everyday life is poised to reshape urban mobility and redefine the concept of personal transportation.

The Rivian R2 is too much fun to let drive itself

Rivian, the electric vehicle manufacturer known for its R1S SUV and R1T pickup, is shifting its focus towards mainstream success with the upcoming launch of its R2 model in 2027. While the company has garnered significant media attention and a dedicated following for its high-end vehicles, it now faces the challenge of appealing to a broader audience of electric vehicle buyers. As Rivian continues to explore the potential of robotaxis and autonomous driving, it recognizes the importance of winning over consumers who prefer traditional human-driven vehicles. The R2 is seen as a pivotal step in this strategy, aimed at making electric vehicles more accessible and appealing to the general public.

Europe unifies autonomous vehicle laws, speeds up robotaxi expansion

Autonomous taxi services have experienced significant growth in major metropolitan areas across the United States, revolutionizing urban transportation. As of October 2023, companies specializing in self-driving technology have expanded their fleets and operational zones, responding to increasing demand for efficient and cost-effective travel options. The rise of these services is driven by advancements in artificial intelligence and robotics, enabling safer and more reliable rides without human drivers. Cities such as San Francisco, Los Angeles, and New York have become key testing grounds, where regulatory frameworks are evolving to accommodate this innovative mode of transport. The integration of autonomous taxis into public transit systems aims to alleviate traffic congestion and reduce carbon emissions, aligning with broader environmental goals. As these services continue to develop, stakeholders are closely monitoring their impact on urban mobility and the potential challenges they may pose to existing transportation infrastructures.

Uber, Wayve and Waymo are headed towards a robotaxi showdown in London

Uber has announced a new initiative for its customers in the UK, allowing them to join an interest list aimed at enhancing their chances of being matched with a Wayve robotaxi. This development comes as part of Uber's ongoing efforts to integrate autonomous vehicle technology into its ride-hailing services. The interest list is designed to gauge customer interest and facilitate a smoother transition to the use of robotaxis in urban transportation. By signing up, users will potentially be among the first to experience this innovative service, which is expected to revolutionize the way people travel. The initiative reflects Uber's commitment to advancing mobility solutions and adapting to the evolving landscape of transportation technology.

Uber tells London to get ready for robotaxis

Uber is set to launch robotaxis in London, marking a significant milestone in its operations within one of its largest markets. The company has opened an interest list for riders eager to be among the first to experience Wayve's autonomous vehicles when the service becomes available later this year. This initiative not only aims to enhance urban mobility but also serves as an early test for the integration of self-driving technology in a bustling metropolitan environment. By inviting riders to sign up, Uber is gauging public interest and preparing for a smooth rollout of this innovative transportation option.

JPMorgan sets jaw-dropping Tesla stock price target

JPMorgan has significantly revised its outlook on Tesla, upgrading the stock from underweight to neutral and raising its price target from $145 to $475. This change, announced on June 5, 2026, by new analyst Rajat Gupta, follows a long-standing bearish stance from the bank under former analyst Ryan Brinkman. Gupta's new target suggests a potential upside of approximately 13% from Tesla's closing price of $418.45 the previous day. The upgrade coincided with JPMorgan CEO Jamie Dimon's invitation to Elon Musk to discuss SpaceX's planned IPO at the bank's Reagan National Economic Forum. Gupta emphasized Tesla's unique position in the physical AI sector, highlighting its vertical integration across hardware and software as a competitive advantage. He forecasts Tesla's revenue could soar to $203 billion by 2030, driven by advancements in robotaxi services, the Optimus humanoid robot, and Full Self-Driving licensing. Despite the upgrade, Tesla shares fell by about 6.6% on the day of the announcement, reflecting ongoing concerns about execution risks in new markets and the need for regulatory approvals for its ambitious projects. Gupta's cautious approach is evident in his decision not to issue a buy rating, acknowledging the uncertainties surrounding Tesla's future developments.

Waymo to turn retired robotaxi batteries into solar power storage systems

Waymo is repurposing the batteries from its autonomous vehicles to support energy storage solutions. This innovative approach, announced recently, aims to enhance sustainability by utilizing the batteries for grid storage, thereby contributing to renewable energy efforts. The initiative comes as part of Waymo's broader commitment to environmental responsibility and efficient resource management. By integrating these batteries into energy systems, the company hopes to extend their lifecycle and reduce waste, aligning with growing demands for sustainable practices in the tech industry. This development not only underscores Waymo's leadership in autonomous technology but also highlights its proactive stance in addressing climate change challenges.

A burglar used a Waymo to steal yoga clothes in San Francisco — and got away with it

Waymo's handling of footage captured by its robotaxis has come under scrutiny following a recent incident that revealed new insights into the company's data management practices. The event, which occurred in October 2023, highlights concerns regarding the storage and treatment of video recordings made by the autonomous vehicles. This situation has prompted discussions about the implications for privacy and data security, as stakeholders seek to understand how such sensitive information is processed and retained. As the conversation unfolds, Waymo faces increasing pressure to clarify its policies and ensure transparency in its operations, particularly in light of growing public interest in the ethical considerations surrounding autonomous technology.

Waymo’s spent robotaxi batteries will be used as grid storage

Waymo has entered into a partnership with B2U Storage Solutions to repurpose battery packs that are being removed from its autonomous vehicles. This initiative reflects Waymo's commitment to sustainability and innovation in the face of evolving technology demands. The deal aims to ensure that the decommissioned battery packs are utilized effectively, contributing to a circular economy and reducing waste. By collaborating with B2U Storage Solutions, Waymo seeks to enhance the lifecycle of its battery technology while addressing environmental concerns associated with battery disposal. The announcement comes as the company continues to refine its fleet and adapt to changing operational needs, signaling a proactive approach to resource management in the rapidly advancing field of autonomous transportation.

WeRide and Uber to launch Spain’s first Robotaxi service

WeRide and Uber have announced a partnership to introduce Spain's inaugural commercial robotaxi pilot service in Madrid. This initiative represents the first collaboration between the two companies in the European market and positions Madrid as the 12th city in WeRide’s expanding global robotaxi network. The regional government of Madrid is backing the project, which is set to commence in 2026. The service aims to enhance urban mobility and provide innovative transportation solutions for users in the city.

Squishmallows, dentures, and an ‘I Heart Hot Dads’ bag: Uber has found thousands of items left in robotaxis

As the era of robot taxis approaches, the challenge of managing lost items left by passengers remains a pressing concern. Companies developing autonomous ride-hailing services are recognizing the need for a systematic approach to retrieve and return belongings that riders inadvertently forget. This issue is particularly relevant as the technology is set to roll out in urban areas, with pilot programs expected to launch in major cities by early 2024. The motivation behind addressing this problem stems from the desire to enhance customer satisfaction and trust in autonomous transportation systems. By ensuring that lost items are returned promptly, companies aim to foster a positive user experience and encourage wider adoption of robot taxis. To tackle this challenge, firms are exploring various solutions, including the implementation of tracking technology within vehicles and partnerships with local courier services for efficient item retrieval. Additionally, some companies are considering the establishment of dedicated lost-and-found departments to streamline the process. As the industry evolves, the focus on customer service in the realm of autonomous transportation highlights the ongoing human element in a technology-driven future, ensuring that even in a world dominated by robots, the needs of passengers are met with care and efficiency.

Ardian to invest €5 billion in digital infrastructure in France; Kuaishou creates 189 new jobs, 15 from AI; China allocates

On June 2, 2023, in Beijing, Gaode Map and the Singapore Tourism Board signed a strategic cooperation memorandum, marking the launch of the first collaborative tourism ranking list between a Chinese company and an overseas national tourism board. This initiative will feature the Singapore Street Ranking, utilizing Gaode's advanced aerial street view technology to provide a 360-degree perspective of local attractions, hotels, neighborhoods, and restaurants. The goal is to enhance the travel experience by allowing visitors to assess their destinations before arrival. In a separate development, the Jiangxi National Rare Earth Technology Innovation Center was established with a registered capital of 1.25 billion yuan, focusing on mineral resource exploration and scientific research. Additionally, WeRide and Uber announced plans to introduce Spain's first commercial Robotaxi service in Madrid, expanding WeRide's presence to its twelfth global city. The initiative aims to deploy hundreds of Robotaxis in the city center as operational benchmarks are met. In France, Ardian, a private equity firm, revealed a partnership with Verne to invest up to 5 billion euros in developing a next-generation digital infrastructure park in the Île-de-France region, with a target capacity of 500 megawatts by 2030. Other notable news includes a collaboration between Google and Telstra to build a fiber and submarine cable network in Australia, updates on the recovery timeline for Blue Origin's launch facilities following a recent rocket explosion, and a reduction in fuel surcharges for domestic flights in China starting June 5.

Tesla Robotaxi Concerns Under Texas SB 2807

Texas has enacted Senate Bill 2807, which establishes stringent requirements for commercial autonomous vehicles, mandating Level 4 or 5 SAE automation. This legislation poses a significant challenge to Tesla's ambitions in the robotaxi sector, as the company currently lags behind competitors in the state. As of now, Tesla has only 42 authorized autonomous vehicles, while Waymo leads with 577 and AV Ride follows with 317. The new law requires clearly defined Operational Design Domains, which undermines Tesla's strategy for unrestricted robotaxi deployment. Official registration data highlights Tesla's struggles in the Texas autonomous vehicle market, raising concerns about its competitive position. The bill was passed by the 89th Texas Legislature and took effect on May 28, reflecting the state's commitment to regulating the rapidly evolving landscape of autonomous transportation.

People are leaving a lot of weird stuff in their robotaxis

Uber's annual Lost and Found Index has revealed a quirky assortment of items left behind in its robotaxis over the past year, including a unicorn Beanie Baby, a 15-pound green bowling ball, and a pair of dentures. This year marks the first time the company has expanded its report to include items forgotten specifically in its autonomous vehicles. The index aims to highlight the unusual and often humorous items that riders inadvertently leave behind, reflecting the diverse experiences of passengers using Uber's services. The findings underscore the growing adoption of robotaxis and the unique challenges associated with them, as the company continues to innovate in the transportation sector.

NVIDIA releases new and updated tools for physical AI developers

NVIDIA has unveiled a suite of open-source tools and skills designed for developers working with physical AI agents, alongside the introduction of the Isaac GR00T humanoid reference robot. This announcement, aimed at enhancing the capabilities of AI in real-world applications, reflects NVIDIA's commitment to advancing robotics and AI technology. The release is part of the company's ongoing efforts to foster innovation within the AI community, providing developers with the resources necessary to create more sophisticated and capable physical AI systems. The tools and the humanoid robot were made available recently, signaling a significant step forward in the integration of AI into practical robotics.

NVIDIA unveils full-stack platform for humanoid robots, robotaxis and smart factories

NVIDIA has introduced a comprehensive range of technologies designed to enhance the development of physical artificial intelligence. The announcement was made during a recent event, showcasing the company's commitment to advancing AI capabilities. This initiative aims to address the growing demand for more efficient and powerful AI systems across various industries. By leveraging its cutting-edge hardware and software solutions, NVIDIA seeks to empower developers and researchers to create innovative applications that can operate in real-world environments. The unveiling of these technologies marks a significant step forward in the integration of AI into everyday life, highlighting NVIDIA's role as a leader in the tech industry.

TechCrunch Mobility: It doesn’t matter that people hate the Ferrari Luce

TechCrunch Mobility has re-emerged as a leading source for insights into the future of transportation, particularly focusing on the increasing role of artificial intelligence in the sector. With advancements in technology and data analysis, the platform aims to provide comprehensive coverage and analysis of how AI is transforming various aspects of mobility. This renewed emphasis comes at a time when the transportation industry is rapidly evolving, making it essential for stakeholders to stay informed about the latest trends and innovations. By leveraging data up to October 2023, TechCrunch Mobility seeks to equip its audience with the knowledge needed to navigate the changing landscape of transportation.

NVIDIA DRIVE Hyperion Becomes the Global Platform for a Robotaxi-Ready World

NVIDIA has unveiled a significant expansion of its DRIVE Hyperion™ platform, designed for robotaxi readiness, in a move that unites prominent global automakers and key partners in the autonomous vehicle software ecosystem. This announcement, made today, aims to enhance the development and deployment of autonomous ride-hailing services. By collaborating with industry leaders, NVIDIA seeks to accelerate the integration of advanced technologies into the transportation sector, addressing the growing demand for efficient and safe mobility solutions. The initiative underscores NVIDIA's commitment to shaping the future of autonomous transportation through innovation and strategic partnerships.

NVIDIA Launches Alpamayo 2 Super Open Reasoning Model for Robotaxis

NVIDIA has unveiled its latest advancement in artificial intelligence, the Alpamayo 2 Super, a sophisticated vision language action model featuring 32 billion parameters. This new model is part of the expanding Alpamayo family, which includes a range of open AI models, simulation frameworks, and physical AI datasets designed to enhance safety in level 4 autonomous systems. The announcement was made today, showcasing NVIDIA's commitment to pushing the boundaries of AI technology. The Alpamayo 2 Super aims to improve the capabilities of AI in understanding and interacting with complex visual and linguistic inputs, thereby facilitating more advanced applications in various industries. This development reflects NVIDIA's ongoing efforts to lead in the AI space by providing robust tools for researchers and developers.

What happens when companies become too AI-pilled?

Aaron Levie, founder of Box, has raised concerns about the disconnect between decision-makers and the realities of various jobs as companies increasingly turn to artificial intelligence for workforce solutions. He described this phenomenon as “AI psychosis,” highlighting the potential risks of relying on AI without a comprehensive understanding of job functions. This commentary comes in the wake of ClickUp's recent decision to reduce its workforce by 22%, replacing many positions with AI agents. The trend of tech layoffs is accelerating, with 2026 already seeing layoffs nearly matching the total for all of 2025. Levie's remarks underscore the growing anxiety surrounding the impact of AI on employment and the need for a more informed approach to integrating technology in the workplace.

Mobileye Is A Better And Cheaper Physical AI Play Than Ouster

Investment analyst Ricardo Fernandez has rated Mobileye (MBLY) as a "buy," citing its advanced technology and diverse applications in artificial intelligence as key factors. He believes that the company's mobility-focused sensors and extensive 25-year experience position it well for future demand, particularly as the adoption of autonomous vehicles (AV) and AI accelerates. Fernandez anticipates significant growth for Mobileye starting in 2028, when its Chauffeur and Drive systems are expected to be deployed in robotaxis, potentially leading to a favorable re-evaluation of its market value. In contrast, he views Ouster (OUST) as overvalued, noting its lack of positive margins until at least 2028 and limited growth potential unless there is a substantial increase in software penetration. Fernandez, who has over 35 years of experience in investment analysis, aims to provide a fundamental perspective on companies and funds through his contributions to Seeking Alpha. He emphasizes the importance of financial forecasts in determining valuations and investment ratings, while also clarifying that he currently holds no positions in the companies discussed.

Waymo dominates autonomous vehicle registrations as Tesla trails behind

A new law in Texas has introduced an automated vehicle (AV) tracker tool, providing unprecedented transparency regarding the number of robotaxis and self-driving trucks operating in the state. This legislation aims to enhance public awareness and safety as the use of autonomous vehicles continues to grow. The tracker, which is now operational, allows residents and officials to access real-time data about the presence and distribution of these vehicles across Texas. By implementing this tool, lawmakers hope to foster informed discussions about the future of transportation and address any concerns related to the integration of autonomous technology into daily life. The initiative reflects a broader trend towards regulation and oversight in the rapidly evolving field of autonomous transportation.

Tesla Robotaxi fleet in Texas less than one-tenth size of Waymo's, filings reveal

Tesla has taken a significant step in the autonomous vehicle sector by registering 42 automated vehicles for its driverless Robotaxi service in Texas. This move, however, highlights the company's current position in the competitive landscape, as it lags behind Waymo, which has established a more extensive presence in the state. The registration of these vehicles marks Tesla's ongoing efforts to expand its footprint in the burgeoning market for self-driving technology. Despite the limited number of vehicles registered, the initiative reflects Tesla's commitment to advancing its autonomous driving capabilities and integrating them into public transportation systems. As the demand for driverless services continues to grow, Tesla aims to enhance its offerings and catch up with industry leaders like Waymo.

Waymo’s newest robotaxi is Chinese-made, built to make money, and now accepting riders

Waymo has officially launched its Ojai minivan robotaxi service, marking a significant milestone after years of development and rigorous testing. This introduction comes at a particularly challenging moment for the company, as it navigates various obstacles in the autonomous vehicle market. The service aims to enhance urban mobility and provide a new transportation option for residents and visitors in Ojai, California. By leveraging advanced technology and extensive research, Waymo seeks to address the growing demand for innovative transportation solutions. Despite the hurdles faced, the launch represents a crucial step in Waymo's ongoing efforts to establish itself as a leader in the autonomous driving sector.

Waymo opens Ojai robotaxis to select riders as company aims to lower cost of fleet expansion

Alphabet's Waymo is expanding its fleet of public robotaxis by introducing new vehicles, specifically the larger Ojai models, to enhance rider comfort. This initiative aims to accommodate more passengers and improve the overall experience for users. The rollout of these vehicles is part of Waymo's ongoing efforts to innovate and expand its autonomous ride-hailing services. The new Ojai vehicles will be available to select riders, marking a significant step in Waymo's strategy to broaden its service offerings and meet growing demand. This development comes as the company continues to refine its technology and operational capabilities in the competitive autonomous vehicle market.

Waymo to begin passenger rides in its new Ojai robotaxi

Waymo has announced the launch of its latest vehicle, the Zeekr RT minivan, now rebranded as Ojai, for non-employee passengers following several months of testing. Starting soon, select riders in San Francisco, Los Angeles, and Phoenix will have the opportunity to experience rides in the autonomous minivan, with plans for a gradual expansion to more riders and additional cities. The initial trips will be offered free of charge, marking a significant step in Waymo's efforts to broaden access to its self-driving technology.

Billionaire Phillipe Laffont Recently Sold Oracle, Tesla, and Nvidia and Purchased a Stock Down 94% Since Its IPO in 2020

Billionaire investor Philippe Laffont, founder of Coatue Management, has made significant changes to his investment portfolio, recently selling off stakes in major tech companies including Oracle, Tesla, and Nvidia. This strategic shift occurred in the first quarter of 2026, as Laffont's fund, which manages over $29 billion in assets, responded to growing concerns over the valuations of artificial intelligence companies. Notably, Coatue completely divested from Oracle amid worries about its reliance on OpenAI contracts and increased capital expenditure forecasts. In a surprising move, Laffont also reduced his Tesla holdings by 96%, following CEO Elon Musk's cautious outlook on the rollout of Tesla's robotaxi fleet and rising capital expenditures for AI initiatives. Additionally, Coatue cut its Nvidia stake by 31%, reflecting broader industry uncertainties. Conversely, Laffont initiated a new position in Lucid Group, acquiring over 295,300 shares valued at approximately $2.8 million. This investment comes as Lucid's stock has plummeted 94% since its IPO in September 2020, amid financial struggles and a challenging electric vehicle market. Analysts, however, remain optimistic about Lucid's potential turnaround, citing new leadership and product launches, as well as a partnership with Uber Technologies. Laffont's recent moves indicate a speculative approach, as he navigates a volatile market landscape while also exploring opportunities in renewable energy stocks.

Pony.ai tops Q1 forecasts, lifts Robotaxi revenue outlook and fleet targets

Pony.ai, the autonomous driving company, exceeded first-quarter 2026 expectations, reporting a revenue of $34.3 million, a 145% increase from $14 million a year prior, and surpassing analyst estimates of $22.6 million. Despite posting a loss of $0.09 per share, better than the anticipated $0.12 loss, the company's performance was bolstered by significant growth in its Robotaxi services, which saw a staggering 395.4% year-over-year revenue increase to $8.6 million. This surge was attributed to higher fare activity and the introduction of its Gen-7 fleet, alongside a successful joint deployment model. Pony.ai also raised its full-year Robotaxi revenue forecast, now projecting growth of over 3.5 times the 2025 level, an increase from the previous target of three times. Additionally, the company aims to expand its Robotaxi fleet to over 3,500 vehicles by year-end, up from 3,000. The first quarter of 2026 showed a notable rise in user demand, with registered users tripling year-over-year and fleet expansion exceeding 1,700 units. The company has also begun international operations, launching Robotaxi services in Croatia in collaboration with local partners. CEO James Peng emphasized the company's commitment to safe and reliable Robotaxi services and the sustainable development of the autonomous driving industry. Following the announcement, Pony.ai's shares rose approximately 1% to around $9.

TechCrunch Mobility: Robotaxi reality check

TechCrunch Mobility has resumed its coverage, serving as a key source for the latest news and insights regarding the future of transportation. With a focus on developments in the industry, the platform aims to keep readers informed about innovations, trends, and challenges shaping the mobility landscape. The initiative, which began its latest phase in October 2023, seeks to engage audiences by providing in-depth analysis and expert commentary on emerging technologies and their implications for transportation. As the sector evolves rapidly, TechCrunch Mobility positions itself as an essential resource for anyone interested in the transformative changes ahead.

Why Nuro thinks being a robotaxi ‘second mover’ gives it an advantage

Waymo, a subsidiary of Alphabet, continues to dominate the robotaxi industry with a fleet of more than 3,000 autonomous vehicles operating in at least ten cities across the United States. As competitors like Tesla, Zoox, Avride, and Motional strive to close the gap, the question arises whether being second in this rapidly evolving market might offer strategic advantages. Nuro, another player in the autonomous vehicle sector, is exploring this notion, suggesting that the race for leadership may not be the only path to success in the burgeoning field of driverless transportation.

Waymo expands pause to four cities as robotaxis keep driving into floods

Waymo has temporarily halted its robotaxi service in Atlanta and San Antonio due to concerns over vehicles navigating flooded roads. The decision comes as the company aims to enhance safety measures and prevent potential accidents during adverse weather conditions. This suspension reflects Waymo's commitment to ensuring the reliability of its autonomous vehicle technology while addressing environmental challenges. The company is currently assessing the situation and implementing necessary adjustments before resuming operations in the affected areas.

Waymo halts freeway rides after robotaxis struggle in construction zones

Waymo has suspended its robotaxi services in several cities, including Atlanta and San Antonio, following incidents where its vehicles navigated into flooded streets. The decision to halt operations is part of the company's ongoing efforts to ensure safety and reliability in its autonomous vehicle technology. The service suspension reflects a growing concern over the challenges posed by adverse weather conditions and highlights the need for improved navigation systems in urban environments. As Waymo continues to refine its technology, it remains committed to addressing these issues to enhance the safety of its services.

Waymo pauses Atlanta service as its robotaxis keep driving into floods

Waymo has temporarily suspended its robotaxi service in Atlanta and San Antonio due to safety concerns regarding its vehicles navigating flooded roads. The decision comes as the company aims to address the issue and ensure the safety of passengers and pedestrians. The suspension reflects Waymo's commitment to maintaining operational safety standards while it investigates the circumstances leading to the incidents.

Uber is deploying its own self-driving cars again, just not as robotaxis

Uber has reintroduced its autonomous vehicles to the streets as part of its new Autonomous Vehicle (AV) Lab initiative. This project aims to gather data for its numerous robotaxi partners. The vehicles will be equipped with standard self-driving technology, including cameras, lidar, and radar. However, these cars will not be functioning as fully operational robotaxis during this phase. The decision to restart testing comes as part of Uber's strategy to enhance its data collection capabilities and improve the performance of its autonomous driving systems. The initiative is expected to contribute to the development of safer and more efficient self-driving technology in the future.

What AI taxis and robots can learn from bees

In April 2026, Waymo, the autonomous vehicle company, faced a significant setback when one of its robotaxis drove into a flooded lane in San Antonio, Texas, during severe weather conditions. This incident highlighted the challenges that advanced technology can encounter in unpredictable real-world scenarios. In response to the situation, Waymo announced a recall of approximately 3,800 vehicles to implement a software fix aimed at preventing similar occurrences in the future. The recall underscores the company's commitment to safety and reliability as it continues to navigate the complexities of autonomous driving in varying environmental conditions.

XPENG launches China’s first mass-produced robotaxi to challenge Tesla’s FSD

XPENG has launched China's first production-ready, pre-assembled robotaxi, marking a significant milestone in the country's autonomous vehicle industry. The vehicle, developed entirely in-house, showcases XPENG's commitment to innovation and technological advancement in the rapidly evolving transportation sector. This groundbreaking rollout occurred in October 2023, positioning XPENG at the forefront of the robotaxi market in China. The initiative aims to enhance urban mobility and reduce traffic congestion, responding to the growing demand for efficient and sustainable transportation solutions. By leveraging advanced artificial intelligence and cutting-edge engineering, XPENG's robotaxi is designed to operate safely and autonomously in various urban environments, paving the way for a new era of smart transportation.

XPeng Robotaxi First Production Vehicle Rolls Off Line, Pilot Operations Expected in H2 2026

China has marked a significant milestone in autonomous vehicle technology with the mass production of its first fully self-developed robotaxi, produced by a complete vehicle manufacturer. This innovative vehicle boasts an impressive 3,000 TOPS (trillions of operations per second) on-board computing power and is equipped with Level 4 (L4) autonomous driving capabilities, allowing it to operate without human intervention in specific conditions. The launch of this robotaxi comes at a time when the demand for advanced transportation solutions is rapidly increasing, driven by the need for safer and more efficient mobility options. The vehicle is set to revolutionize urban transportation, providing a glimpse into the future of automated travel in China.

Chinese firm Xpeng builds driverless cabs, likely to challenge Tesla’s FSD software in AI race

Chinese electric vehicle manufacturer Xpeng has initiated mass production of autonomous cabs equipped with its proprietary chips, marking a significant advancement in the competitive landscape of self-driving technology. This development comes as both Xpeng and Tesla intensify their efforts to dominate the burgeoning market for robotaxis, following their previous competition in smart electric vehicles and humanoid robotics. Based in Guangzhou, Xpeng announced that its robotaxis will operate at level 4 (L4) autonomy, indicating a high degree of self-sufficiency in driving capabilities. The push into this sector is fueled by the rapid evolution of physical artificial intelligence technologies, which are reshaping the future of transportation. As both companies strive for leadership in autonomous driving, Xpeng's entry into the robotaxi market poses a formidable challenge to Tesla, further escalating the race for innovation in the electric vehicle industry.