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A fast little bit of breaking information that hit simply as we have been about to ship this article out. The Nationwide Transportation Security Board has opened an investigation into Waymo after its robotaxis have been noticed illegally passing stopped faculty buses quite a few occasions in no less than two states. Learn the complete story right here.
Now onto our common programming …
Tesla made a few strikes this week — and simply earlier than its quarterly earnings drops — designed to indicate its progress, and even dominance, in automated driving expertise. However, maintain up, there’s extra to it than mere optics.
The week began with Tesla providing passengers robotaxi rides in Austin with out a human security driver within the entrance seat. In the event you recall, Tesla launched a restricted service in Austin final 12 months with a fleet of modified Tesla Mannequin Y autos working a extra superior model of the corporate’s driving software program often known as Full Self-Driving Supervised (this one being “unsupervised”). Human security operators have been driving within the entrance passenger seat as a precaution because the rollout.
Not all of Tesla’s fleet in Austin can be totally driverless, and there’s apparently a chase automobile behind these which are. Nonetheless, it’s notable and suggests Tesla is shifting towards a broader ramp-up.
In the meantime, Tesla has killed Autopilot, the superior driver-assistance system that was initially launched to its autos in 2014. Autopilot has gone by means of a number of software program and {hardware} iterations over time with new capabilities.
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Autopilot was immediately standard and controversial, partly as a result of the identify implied the system was extra succesful than it really was. (Drivers are accountable and are alleged to have their palms on the wheel when Autopilot is engaged.)
Tesla ultimately made a primary Autopilot system normal in all of its autos, whereas launching and charging for a extra strong system recognized now as Full Self-Driving (Supervised). The essential model, which is now lifeless, included traffic-aware cruise management, through which the automobile maintains a set distance with vehicles forward, and Autosteer, a characteristic that facilities the automobile within the lane and steers it.
Its choice to kill what was normal ADAS comes one week after Tesla mentioned it could cease charging a one-time $8,000 price for the FSD software program and transfer all clients to a month-to-month subscription.
These choices when taken collectively provide a easy sufficient clarification: Tesla needs to acknowledge extra income from FSD because it positions itself as an AI and robotics firm.
However there’s one other doable purpose. The corporate is dealing with a 30-day suspension of its manufacturing and seller licenses in California after a decide dominated in December that Tesla engaged in misleading advertising by overstating the capabilities of Autopilot and FSD.
The ruling has been stayed for 60 days to permit Tesla to conform. Dropping the Autopilot identify whereas cashing in on FSD is a moderately daring transfer. However maybe Tesla believes this is sufficient to satiate the DMV.
Offers!
Zipline, the autonomous drone-delivery and logistics startup, has been round for greater than a decade, beginning in Rwanda delivering blood. Its progress has been sluggish and regular, notching wins in different African international locations and increasing to the USA. That trajectory sped up after it launched a brand new drone platform in 2025 referred to as P2 that focuses on dwelling supply of meals and different items.
Now, fueled with $600 million in new funding, its enlargement ambitions have grown. The corporate, which is now valued at $7.6 billion, is bringing its service to Houston and Phoenix and plans to increase to no less than 4 extra U.S. states in 2026.
Constancy Administration & Analysis Firm, Baillie Gifford, Valor Fairness Companions, and Tiger World participated within the funding spherical.
Different offers that received my consideration …
ABZ Innovation, a Europe-based maker of industrial quality agricultural and industrial drones, raised $8.2 million in a funding spherical led by Vsquared Ventures, with participation from Meeting Ventures and Day One Capital.
Ethernovia, a San Jose, California-based startup that makes Ethernet-based techniques for autonomous autos, raised $90 million in a Collection B funding spherical led by Maverick Silicon — an AI-focused fund created in 2024 by hedge fund Maverick Capital.
Serve Robotics, the sidewalk supply robotic firm backed by Nvidia and Uber, acquired Diligent Robotics in a deal that values the widespread inventory at $29 million. Diligent builds robots named Moxi which are designed to help in hospitals by delivering lab samples, provides, and different duties. Be aware: Look ahead to extra autonomous automobile tech-robotics crossovers within the coming 12 months.
Terralayr, a German grid-scale battery storage firm, raised €192 million in a spherical led by Eurazeo. RIVE Personal Funding, Creandum, Earlybird, Norrsken VC, and Picus Capital additionally participated.
TrueCar founder Scott Painter reacquired the corporate in a $227 million deal by means of his agency Honest Holdings, and companions AutoNation, PenFed Credit score Union, Zurich North America, and others. TrueCar will not be publicly traded, and Painter has returned to the CEO spot.
Notable reads and different tidbits
Austin Russell, the founder and former CEO of bankrupt lidar firm Luminar, agreed to simply accept an digital subpoena for data on his telephone pertaining to the corporate. The subpoena is expounded to Luminar’s ongoing chapter continuing.
Chinese language automaker Geely Holding Group launched its five-year blueprint, and amongst its many objectives is a piece on robotaxis. The corporate mentioned that by 2030 its Cao Cao Mobility ride-hailing unit will function a fleet of 100,000 robotaxis overlaying main cities in China. It additionally hinted at plans to increase past China “sooner or later.”
Common Motors is shifting manufacturing of two gas-powered autos away from China and Mexico and to a U.S. manufacturing unit in Kansas. That change can even imply the tip of its rebooted Chevrolet Bolt EV, the one automobile at present constructed on the Fairfax Meeting Plant in Kansas. Learn extra to be taught when manufacturing of the Chevy Bolt EV will finish.
Tesla goals to restart work on Dojo3, the corporate’s beforehand deserted third-generation AI chip. Dojo3 gained’t be geared toward coaching self-driving fashions. As an alternative, CEO Elon Musk says it will likely be devoted to “space-based AI compute.”
Waymo has opened its robotaxi service in Miami. Riders can be accepted on a rolling foundation, to the almost 10,000 native residents on its waitlist.
Yet another factor …
Alex Roy, who co-hosts the Autonocast with me and Ed Niedermeyer, simply traveled from Los Angeles to New York in a Tesla Mannequin S, through which the automobile’s Full Self-Driving Supervised software program dealt with all the driving. This “Cannonball Run” route is one Roy is accustomed to; he set the transcontinental driving document in 2007 when he traveled the route in 31 hours and 4 minutes. He has gone on to make different Cannonball Run information in EVs. Others have adopted and since crushed these information.
In accordance with Roy, who captured all the run on video, the FSD (model 14.2.2.3) drove 100% of the three,081-mile journey. That included exiting the freeway and parking at EV chargers. The time was 58 hours, 22 minutes.
