Significant changes expansion to be sure. The shape is reminiscent of something fast and landy …

I'm not a fan of the Cybercab as a AV platform, but there is a lot of very innovative manufacturing going to it. I hope they bring a lot of it to the Model 3/Y like brake by wire and removing hydraulic braking completely. That is one less maintenance item to mess with.

This is great for competitive landscape expansion. FSD is the ADAS king (in the US), but Teslas dumb games like trying to run out the clock on older hardware with “micro factory” promises have gone stale. Rivian would be a great alternative if they can pull this off with whatever help is prudent.

Any idea, what company could test this sensor rack?

Video was recorded this past Wednesday on the intersection of Mission and 3rd Street in San Francisco.

Q2 2027, really? Even if so, I'm guessing it will be limited to the same area the Cybercabs will be driving it.

According to its report to the National Highway Traffic Safety Administration, Tesla said its Cybercab was damaged when it drove at about 5 mph into a large pothole filled with water. The vehicle was occupied by a safety monitor but had no passengers. Lidar scanners, which Tesla robotaxis lack, have been used by other companies to detect such obstacles, scan their surroundings and observe road surfaces and potholes. Tesla robotaxis rely only on video. 

So they have definitely not abandoned the internal system in favour of Wayve. It seems the Wayve negotiations started when NVIDIA was lagging peers but following the launch of Alpamayo, it now seems back on track. With Porsche and Audi launching next year, where it leaves BMW is the big question.

A Level 4 RoboVan has begun a six-month public-road trial on the 22 km MyAV route in Cyberjaya. The vehicle uses Zelostech technology and is operated locally by Autonomous Logistic Solutions (ALS).

Tesla released https://www.tesla.com/robotaxi/safety.

Obviously the safety is good (they wouldn't release it otherwise), but much more interesting I find is information on how quickly their miles driven is accelerating and how it compares to the competition.

Some interesting data:

In the week of September 14th, Tesla was logging on average 32,292mi/day. On the week of October 12th, they are now logging 79,671mi/day.

This means they are currently roughly at a rate of 2.39M miles/mo, about 29.5% more than the prior week or 117.4% more than 4 weeks ago.

For comparison, Waymo is currently at a rate of 16.72mi/mo as of Q2, which places Tesla at about 14% of Waymo for the most recent week, or 9.8% for the past 30 days.

In the most recent week, Austin accounted for 437,800 miles, or 78.5%. Dallas is second, at 17.0%.

Notably: Tesla excludes miles with an onboard safety monitor and includes remote-assisted operations within its reporting scope.

"Current Waymo riders in Las Vegas now have airport access, and we’ll gradually welcome more riders over time before opening to everyone. Pickups and dropoffs will conveniently occur at dedicated autonomous vehicle zones on Ground Zero Level at Terminal 1 and Terminal 3."

And here are some more articles:
https://www.caranddriver.com/news/a74195933/gm-tech-day-2026/
https://www.thedrive.com/news/gm-just-laid-out-its-entire-future-it-runs-on-ai-eyes-off-driving-and-one-central-computer

These are outstanding numbers

Chinese robotaxi operators Pony AI and WeRide face sustained operating losses through 2028 as domestic fleet utilization lags Waymo’s rate of more than 58%, Bloomberg Intelligence said. 

The gap also widens the break-even timeline for Chinese operators relative to Waymo, BI said, adding that the profitability of the Chinese operators is dependent on domestic fleet density reaching critical mass — a threshold neither company is expected to hit before the latter half of the decade. Waymo’s utilization was flat even as it expanded its fleet size, and only jumped as trip length increased. 

Munich is emerging as a robotaxi hub in Germany. Following Minga, Waymo, and Mobileye, the Italian startup Niulinx is now also coming to Munich. In a LinkedIn post by Country Manager Germany Tim Neuroth, the start of test drives is announced, and applications are being sought for several open positions for test engineers and safety drivers. The location will be in Munich/Garching, with an immediate start date.

The Fiat 500 will be used as the test vehicle, which makes perfect sense for a robotaxi in the city