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He Xiaopeng says XPeng’s IRON humanoid robot will enter mass production by year-end
Tesla
2026-08-18 16:38:28

Tesla Cybercab set for Austin reveal this month, with safety and regulatory questions still open

Tesla plans to publicly unveil its autonomous taxi, the Cybercab, as early as this month in Austin, Texas, according to a report cited by BlockBeats. The vehicle is designed without a steering wheel or pedals, and Tesla employees have already tested a fully driverless version on private roads inside the company campus. The report said the Cybercab runs on Tesla’s Full Self-Driving, or FSD, software, though doubts remain over both the system’s capabilities and its safety record. The U.S. National Highway Traffic Safety Administration is still investigating how Tesla FSD handles compliance with traffic rules, while existing robotaxi services in some markets continue to rely on human safety operators. Tesla’s Cybercab is intended to operate without anyone inside intervening, with remote operators expected to handle emergencies, and the company has started adding Starlink connectivity to the vehicles. Data collection is another hurdle. Tesla said in July that it still needs dedicated driving data for Cybercab. So far, Tesla’s unsupervised Robotaxi service has logged about 380,000 miles across six cities, compared with more than 220 million fully driverless miles on public roads completed by Waymo since 2020. The report also noted that the lack of traditional driving controls could put Cybercab under federal vehicle safety restrictions, and it remains unclear whether Tesla is seeking a regulatory exemption.

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Tesla Cybercab set for Austin reveal this month, with safety and regulatory questions still open
ARK Invest
2026-08-11 10:02:54

ARK Invest says a Tesla-SpaceX merger could be announced by year-end, with China seen as a manageable issue

ARK Invest used the latest episode of its podcast The Brainstorm to argue that China is unlikely to be the decisive obstacle to a potential merger between Tesla and SpaceX, while also laying out an aggressive view on how quickly AI costs are collapsing. In the Aug. 7 episode, Brett Winton said Tesla’s Shanghai factory is no longer the core driver of the company’s future value because Robotaxi, not China manufacturing, sits at the center of Tesla’s next phase. He said Chinese assets could likely be ring-fenced to address national security concerns tied to SpaceX and added that a formal merger announcement could come before the end of 2026. The discussion also focused on AI economics. Winton said ARK’s data shows annualized cost declines of 99.99% on a harder agentic benchmark between February and July 31, up from a 99% annual drop cited in the firm’s Big Ideas report. He argued that the shift is not only about lower cost at a fixed level of performance, but also about higher performance ceilings, pointing to tasks that were unattainable earlier this year but can now be completed for 15 cents each. Nick Grous took a more cautious stance on who ultimately wins the market, citing examples such as Spotify, Robinhood, Block and Palantir to argue that model routing, open-source tools and application-layer strategies could still leave room for many players.

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ARK Invest says a Tesla-SpaceX merger could be announced by year-end, with China seen as a manageable issue
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