Core Insights - Tesla's CEO Elon Musk has demonstrated a driverless Robotaxi in Austin, indicating progress towards the company's end-of-year autonomous driving goals [1][2]. Group 1: Robotaxi Demonstration - Musk shared on social media that he experienced a fully autonomous Tesla Robotaxi without a safety monitor, which successfully navigated Austin [2]. - Tesla's AI lead, Ashok Elluswamy, also shared a video of the Robotaxi driving autonomously, highlighting the positive experience [3]. - The video raised concerns as the Robotaxi reportedly exceeded the speed limit, reaching 37 mph in a 30 mph zone, prompting questions about safety [4]. Group 2: Software Development - Musk stated that Tesla's software has significantly improved since the departure of former AI lead Andrej Karpathy, suggesting that previous assessments of the software may be outdated [5]. - Nvidia's head of Robotics praised Tesla's Full Self-Driving system, indicating its high accuracy in driving capabilities [5]. Group 3: Future Expansion Plans - Tesla is planning to expand its Full Self-Driving technology into Europe, with collaboration from the Dutch auto regulator RDW, aiming for deployment by February 2026 [6]. Group 4: Market Performance - Tesla's stock has shown positive momentum and quality metrics, although it has been rated poorly on value [7]. - The stock price was reported at $484.26, reflecting a slight decline of 0.23% during after-hours trading [7].

Uber and WeRide’s robotaxi service in Abu Dhabi is officially driverless https://t.co/x212Ya9Et3 ...

Core Insights - Kodiak AI reported third quarter results that were roughly in-line with Wall Street estimates [1] Financial Performance - The third quarter results met expectations set by analysts, indicating stable performance in the current market environment [1]

Core Insights - U.S. companies are leading in the domestic market for driverless technology, but other countries are increasingly looking to China for advancements in this field [1] Group 1 - U.S. companies dominate the driverless technology market in their home country [1] - Other countries are seeking to leverage China's developments in driverless technology [1]

Core Insights - Baidu has announced the capability to sell robotaxi rides without human staff, marking a significant advancement in its autonomous vehicle operations [1] - The company has surpassed 250,000 fully driverless rides per week as of October 31, indicating rapid growth in its robotaxi services [1][3] - Apollo Go, Baidu's driverless car unit, has received a total of 17 million ride orders and has completed 240 million kilometers (149 million miles) of driving, with 140 million of those being fully driverless rides [4] Company Operations - Apollo Go primarily operates in major Chinese cities such as Wuhan, Beijing, Shanghai, and Shenzhen, and is expanding its services to international locations including Hong Kong, Dubai, Abu Dhabi, and Switzerland [4] - The company averaged about 169,000 rides per week for the quarter ending June 30, based on previous disclosures of 2.2 million fully driverless rides [3] Industry Comparison - Baidu's weekly ride figures are comparable to those reported by Waymo, which operates in the U.S. markets of San Francisco, Los Angeles, and Phoenix [2] - Waymo has not provided updated figures since April, indicating that Baidu's growth may position it competitively within the global robotaxi market [2]

London's black cabs are an endangered species. Will Waymo's driverless rides threaten their survival, asks @parmy ? (via @opinion) https://t.co/jogkZd278i ...

Core Insights - Tesla CEO Elon Musk anticipates the removal of onboard safety operators from Robotaxi operations in Austin, Texas, by the end of the year [1][2] - The company is adopting a cautious approach to the deployment of Robotaxis, with Musk emphasizing the importance of safety [2][3] - Tesla aims to expand Robotaxi operations to eight to ten metro areas in the U.S. by year-end, contingent on regulatory approvals [4][5] Deployment and Operations - The expectation is to operate Robotaxis without safety drivers in large parts of Austin by the end of this year [2][3] - Tesla has reported that Robotaxis have covered over 250 million miles in Austin and over 1 million miles in the San Francisco Bay Area [4] - The total mileage for Full Self-Driving (FSD) supervised operations has reached 6 billion miles [4] Regulatory and Market Context - The planned expansion to eight to ten cities is a significant reduction from Musk's earlier goal of serving over 50% of the U.S. population with Robotaxis [5] - Current Robotaxi operations are limited to Austin and a ride-hailing service in the San Francisco Bay Area [5] Corporate Governance - Musk criticized proxy advisory firms ISS and Glass Lewis for opposing his compensation package, labeling them as "corporate terrorists" [6] - Tesla's Board Chair Robyn Denholm urged investors to support Musk's pay package, criticizing the advisory firms' approach [6] Performance Metrics - Tesla scores well on Momentum, Quality, and Growth metrics, but has a poor Value rating [7] - The company shows a favorable price trend in the Short, Medium, and Long term [7]

Einride raised about $100 million in funds in a round that values the Swedish driverless truck startup at more than $1 billion, source says https://t.co/7bowQenJim ...

Grab, WeRide To Start Singapore Driverless Shuttle Service In 2026https://t.co/M3QdQg0cDu https://t.co/e8HqnqDciw ...

China's WeRide and Pony AI are partnering Singaporean companies to expand driverless ride-hailing services in the island state https://t.co/Rnn9WzR1KW ...