Boom!I’m here in Austin Texas ready to experience the future of transportation and autonomous vehicles.Huge shoutout to the Tesla team for this huge milestone. https://t.co/S7422P5VMM ...

🚨 BREAKING: Seven Texas Democratic lawmakers are urging Tesla to pause its Robotaxi launch in Austin until September 1, when new autonomous vehicle regulations take effect .They’re pushing for state-level AV safety approvals, comprehensive documentation, and emergency protocols before rolling out Tesla’s driverless Model Ys ...

RT Tesla Owners Silicon Valley (@teslaownersSV)We're standing at the threshold of a new era.Autonomous vehicles are right around the corner, and it will come with the flip of a switch.Huge shoutout to everyone at Tesla, especially Elon, who’ve poured their blood, sweat, and tears into Autopilot and FSD over the years! https://t.co/fjwArnnx0S ...

🚨 UPDATE:The NHTSA is officially fast-tracking approvals for fully autonomous vehicles — including Tesla’s Cybercab!The agency will now streamline exemptions for vehicles without steering wheels or pedals, reducing approval times from years to just months. https://t.co/cB8NNVZLhi ...

Nvidia (NVDA -2.20%) is ideally positioned to be a major player in the market for physical artificial intelligence (AI), a technology that lets autonomous machines such as cars and robots understand, navigate, and interact with the real world. Nevertheless, certain hedge fund billionaires sold shares in the first quarter: Meanwhile, those same hedge fund managers, and others, bought Uber Technologies (UBER -2.10%), a company well positioned to benefit from robotaxis and whose stock has soared 300% in the pa ...

Group 1 - Nvidia CEO Jensen Huang predicts significant growth in autonomous vehicles (AVs) and robotics in the coming decade, emphasizing it as the "decade of AV, robotics, autonomous machines" [1] - Nvidia is a key player in the development of driverless vehicles, providing both hardware and software solutions for AVs [2] - The presence of self-driving cars is increasing in the U.S., with companies like Waymo operating robotaxi services in major cities [2] Group 2 - Chinese companies such as Baidu and Pony.ai are also actively deploying their own robotaxi fleets, indicating a competitive landscape in the AV sector [2]

Core Viewpoint - Tesla is a leader in the electric vehicle industry, but its focus on autonomous full self-driving (FSD) software may not be enough to maintain its competitive edge against companies like Uber, which is advancing in the commercialization of autonomous driving technology [1][2][17]. Tesla's Position - CEO Elon Musk has promised self-driving cars since the early 2010s, with plans to launch the Cybercab robotaxi in Texas and California this year [4]. - The Cybercab operates entirely on Tesla's FSD software, which has shown to outperform human drivers significantly, with a crash rate of one every 7.44 million miles compared to one every 702,000 miles for manual drivers [5][6]. - If FSD receives approval for unsupervised use, it could transform Tesla's economics by generating consistent revenue from passenger transport and small commercial deliveries [7][8]. - Ark Investment Management estimates that the Cybercab could generate $756 billion in annual revenue from autonomous ride-hailing by 2029, contingent on regulatory approval and market acceptance [8]. Uber's Position - Uber operates the largest ride-hailing network globally, with over 170 million monthly users, giving it a significant advantage over Tesla, which is starting from scratch [9]. - As of Q1 2025, Uber had 18 partnerships with autonomous technology developers, up from 14 six months prior, including a partnership with Waymo, which is already conducting over 250,000 paid autonomous rides weekly [10][11]. - Uber's gross bookings reached $42.8 billion in Q1, with a revenue of $11.5 billion after driver payments and merchant payouts, indicating a strong financial position [12]. - The potential to reduce driver costs through autonomous vehicles could significantly enhance Uber's profitability, as driver expenses are its largest cost [13]. Comparative Analysis - Uber's model allows it to partner with multiple autonomous vehicle developers without significant capital investment, providing flexibility and resilience against market changes [14]. - In contrast, Tesla must invest heavily in manufacturing Cybercabs, improving FSD, and building a ride-hailing network, which poses existential risks given its declining EV sales [15]. - Tesla's current stock valuation is high, with a P/E ratio of 171 compared to the Nasdaq-100's 30.6, making it difficult to justify its premium valuation amid shrinking earnings [16].

Well, President Trump told NBC News this weekend that he had no desire to repair his relationship with Tesla CEO Elon Musk after the two exchanged heated blows on social media last week. Two Wall Street firms downgraded shares of the EV maker Monday after the stock fell more than 14% in the past week. Our next guest is a longtime Tesla bear with a sell rating and a $170 price target on the stock.Ron Yoso, Guggenheim Securities automotive equity research director joins us now. Ron, good to see you here with ...

Core Viewpoint - Uber has established itself as the leading ride-sharing company in the U.S. and globally, but the advent of autonomous vehicles poses both opportunities and threats to its future [1] Group 1: Market Position - Uber is currently the dominant player in the ride-sharing market, having won significant market share in the U.S. and around the world [1] Group 2: Future Considerations - The emergence of autonomous vehicles could impact Uber's strategic position, raising questions about whether this technology will benefit or hinder the company's growth [1]

Core Viewpoint - The relationship between Tesla and the Trump administration has deteriorated significantly, leading to a sharp decline in Tesla's stock value and raising concerns about the company's future prospects and governance [3][4][14]. Group 1: Company Performance - Tesla shares fell 14% in one day, erasing approximately $152 billion in market value, marking the largest single-day loss in the company's history [3][4]. - The company reported a 9% decline in revenue year-over-year for the first quarter, with auto revenue dropping 20% due to increased competition and consumer backlash against Trump's political activities [8][19]. - Tesla's deliveries in the U.S. are tracking lower, with European sales experiencing a 50% year-over-year decline in April and a double-digit drop in May [19]. Group 2: Leadership and Governance - Elon Musk's term as a special government employee ended after 130 days, during which he criticized Trump's spending bill, leading to a public feud [2][3]. - Public officials and pension funds have called for stronger governance at Tesla, emphasizing the need for leadership focused on the company's interests rather than personal political agendas [14][15]. - Analysts have expressed skepticism about Tesla's future, citing Musk's polarizing behavior as a potential threat to the brand and its value [15][27]. Group 3: Market and Competitive Landscape - Tesla is facing increased competition from lower-cost EV manufacturers, particularly in China, which has impacted its market position [8][19]. - The company has struggled to introduce innovative and affordable new EV models, while competitors like BYD have gained significant market share [18]. - Concerns over tariffs and regulatory support from the government have been exacerbated by the fallout between Musk and Trump, potentially affecting Tesla's cost structure and future growth [13][27]. Group 4: Future Outlook - Musk is urging investors to focus on long-term goals related to autonomous vehicles and robotics, despite current challenges in the core business [21][22]. - The upcoming launch of a small fleet of driverless ride-hailing services in Austin is seen as a critical step for Tesla, although the company has missed several deadlines in the past [21][22]. - Analysts have lowered their price targets for Tesla, reflecting a cautious outlook for 2025 amid ongoing challenges [19].