Tesla TSLA could operate its Cybercab for up to 30 cents per mile less than rival autonomous vehicles if it hits its targeted production costs, according to Goldman Sachs. Goldman analysts estimated that Tesla’s targeted $20,

Nothing is more important to Tesla than its ambitious plan for self-driving “robotaxis.” But even as it hosts an event for its Cybercab service Thursday, it still has a long way to catch up to the competition in an industry where few have made any money at all.

Waymo argued that fully autonomous vehicles aren't possible without using a mix of sensors and warned that pure end-to-end AI systems aren't safe enough.

Srikanth Thirumalai, Waymo’s VP of Onboard Software, doesn’t specifically call out Musk or Tesla in a blog post, published Wednesday, entitled “10 AI Lessons from Driving 200+ Million Fully Autonomous Miles.” But his intention is clear: Tesla’s system is insufficient to the task of fully autonomous driving.

On September 1, Waymo opened public rides in Denver, San Diego and Tampa, pushing its driverless service to 14 U.S. cities. The same morning, Amazon's Zoox said its retrofitted test fleet was heading to Houston and San Diego,

Waymo says evolving a driver-assist system into full self-driving is a 'false summit' — a pointed shot at Tesla's FSD strategy, without naming Tesla.

Elon Musk agreed with a meme mocking the sensor-heavy appearance of Alphabet Inc.-owned Waymo’s robotaxis compared with Tesla Inc.’s Cybercab as competition between the two autonomous-driving approaches intensifies.

I go through the actual supply chain, unit economics, and hardware numbers and show why we think that split is way off — and why Tesla likely ends up capturing 99-100% of the market instead. A whiteboard walkthrough of each of companies and the whole industry.

Travis Kalanick said Tesla had the technical "fundamentals" needed to execute its robotaxi vision — but said that it faced a more uncertain timeline.

Tesla's August numbers out of China signal trouble for a company already struggling to find a win in 2026, and the problems extend well beyond one month of weak demand.