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 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.

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.

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

The Nevada Transportation Authority approved applications from Tesla, Waymo and Aviari to operate thousands of autonomous vehicles throughout the state.

Waymo is bringing driverless rides to three more cities, and Amazon plans to start testing in two additional U.S. markets.

Tesla just put driverless Cybercabs on Austin streets, but the loudest question on Wall Street has nothing to do with robotaxis. Prediction markets are pricing something far bigger, and it could redefine what Tesla even is by 2027.

Tesla has for years promised that Full Self-Driving (Supervised) would eventually get so good that it could take the human out of the loop. That the vast trove of FSD data collected from Tesla's customer fleet would help it get to true autonomy. But Waymo argues that to really improve an autonomous system, you need to have it operate autonomously.

Tesla Cybercab event could reshape the robotaxi race: camera-only autonomy aims to undercut Waymo on cost and scale.