Core Viewpoint - Lawmakers, along with companies like Waymo and Tesla, are advocating for Congress to take action on delayed legislation aimed at accelerating the deployment of self-driving vehicles, citing competitive threats from China [1] Group 1: Legislative Action - There is a push for Congress to address long-stalled legislation regarding self-driving vehicles [1] - The urgency for legislative action is emphasized due to the competitive landscape, particularly concerning advancements from China [1] Group 2: Industry Implications - Companies such as Waymo and Tesla are directly involved in the advocacy for faster deployment of autonomous vehicle technology [1] - The potential competitive threats from international players highlight the importance of timely legislative support for the domestic self-driving vehicle industry [1]

The self-driving car company, an arm of Google's parent company, is rapidly expanding its service beyond a handful of cities. ...

Alphabet unit Waymo has raised $16 billion in its latest fundraising round, valuing the self-driving car startup at $126 billion. ...

Tesla (NASDAQ: TSLA) had a rough 2025. It saw a contraction in sales for its electric vehicles (EVs) and much more tepid share price growth than its investors have become accustomed to. Love him or hate him though, Tesla CEO Elon Musk has a history of achieving his goals that makes betting against him a losing proposition most of the time. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks ...

Core Viewpoint - Tesla has discontinued its basic driver-assistance system, Autopilot, in Canada and the US, pushing customers towards the more advanced Full Self-Driving (FSD) technology, which will now only be available through a monthly subscription model priced at $99 [1][4]. Group 1: Changes in Driver-Assistance Features - Tesla's new vehicle configurations now only include Traffic Aware Cruise Control, which maintains speed and follows traffic at a safe distance, while Autosteer is no longer a standard feature [2][3]. - The California Department of Motor Vehicles has imposed a 60-day deadline for Tesla to revise its marketing practices, including ceasing the use of the "Autopilot" name, which regulators argue misleads consumers regarding the system's capabilities [3]. Group 2: Subscription Model and Market Strategy - The subscription price for FSD is expected to increase over time as the software's capabilities improve, positioning it as a key profit driver for Tesla [4][7]. - Currently, only 12% of Tesla customers have opted to pay for the FSD software, indicating a potential area for growth as the subscription model becomes more accessible [7].

Core Viewpoint - Tesla plans to increase subscription prices for its Full Self-Driving (FSD) software as its capabilities improve, potentially exceeding $100 per month [1] Group 1: Subscription Pricing - The current subscription price for supervised FSD is $99 per month, which will rise as the software's capabilities enhance [1] - The one-time purchase option for the FSD system, currently priced at $8,000, will be discontinued starting February 14 [2] Group 2: FSD Capabilities - The significant value increase for FSD will occur when the system can operate without supervision, allowing users to engage in other activities during the ride [1] - Tesla's FSD is designed as an advanced driver assistance system aimed at achieving full self-driving capabilities [1] Group 3: Autopilot Service - The announcement regarding FSD pricing was made in response to discussions about Tesla discontinuing its Autopilot service in the US, which includes various safety features [2]

Core Insights - Mobileye Global Inc. is a leader in self-driving technology, known for its EyeQ system-on-chip, and competes with major tech companies in the autonomous vehicle sector [1] Financial Performance - Goldman Sachs set a price target of $12 for Mobileye, indicating a potential increase of 14.18% from the current trading price of $10.51 [2][6] - Mobileye reported adjusted earnings per share of $0.06, which fell short of the expected $0.24, leading to a 3% drop in share price [2][6] - The company's revenue for the quarter was $446 million, exceeding the forecast of $431.85 million, but represented a 9% decline from the previous year due to an 11% reduction in EyeQ system-on-chip volumes [3][6] - Mobileye's adjusted operating margin declined to 9% from 21% the previous year [4] Future Outlook - The company provided revenue guidance for fiscal year 2026, projecting between $1.9 billion and $1.98 billion, which is above the analyst consensus of $1.87 billion, suggesting potential growth of up to 5% year-over-year [4][6] Market Activity - Mobileye's stock has experienced volatility, recently decreasing by 3.40% to a price of $10.51, with a market capitalization of approximately $8.55 billion and a trading volume of 17.92 million shares [5]

Core Viewpoint - U.S. insurer Lemonade announced a 50% rate cut for drivers of Tesla electric vehicles when using the automaker's Full Self-Driving (FSD) driver assistance software [1] Group 1 - Lemonade aims to attract Tesla drivers by significantly reducing insurance rates during the use of FSD technology [1] - The initiative reflects a growing trend in the insurance industry to adapt pricing models based on advanced vehicle technologies [1]

Core Viewpoint - Tesla's CEO Elon Musk announced that the company will offer its Full Self-Driving (FSD) technology as a subscription service starting next month, raising questions about the motivations behind this decision and its potential connection to Musk's compensation package [1][2]. Group 1: Announcement Details - The FSD service will no longer be available for a one-time payment after Valentine's Day, with the subscription priced at $99 per month, which totals over $1,188 annually [2]. - This subscription model could potentially increase customer adoption of FSD technology [2]. Group 2: Compensation Package - Musk's new pay package, approved last November, is divided into twelve tranches and includes milestones related to FSD subscriptions, aiming to make him the first trillionaire [3]. - One of the key milestones requires Musk to achieve over 10 million active FSD subscriptions [4]. Group 3: Challenges to Achieving Goals - The current FSD adoption rate is around 15%, indicating that Tesla needs to significantly expand its customer base to meet the 10 million subscription target [5]. - Tesla's declining sales present another challenge, despite the Model Y being the best-selling EV in the U.S. with over 357,528 units sold in 2025 [6]. - The company has faced increased competition, notably from BYD, which surpassed Tesla as the world's leading EV maker last year [7]. Group 4: Competitive Landscape - Competitors like Nvidia and Rivian are advancing their self-driving technologies, with Nvidia's new Alpamayo technology being described as a significant development in the autonomous vehicle space [8][9]. - Rivian offers its self-driving technology at a lower subscription price of $50 per month, which could further intensify competition for Tesla [9]. Group 5: Strategic Implications - The introduction of a $99/month FSD subscription could be a strategic move for Tesla to democratize access to self-driving technology and strengthen its market position amid rising competition [10].

Core Insights - YouTuber Marques Brownlee, known as MKBHD, praised Tesla's Model Y Performance trim and its self-driving technology, highlighting the advanced software and user interface [1][2][4] Group 1: Tesla Model Y Performance - The Model Y Performance features a 16-inch touchscreen infotainment display that provides real-time information about the vehicle [2] - Brownlee described the software as the best in a car that is not using Android Auto or Apple CarPlay, although he noted the need for some physical buttons [3] - The Model Y's lift-off regenerative braking system, which recycles kinetic energy to charge the batteries, received positive remarks [4] Group 2: Self-Driving Technology - Brownlee labeled Tesla's self-driving technology as "the best self-driving in any car I've ever tried" [4] - Tesla's Full Self-Driving (FSD) service will transition to a subscription model at $99 per month, which could increase adoption but raises concerns about Tesla's competitive edge [5] Group 3: Sales Performance - The Model Y became the best-selling electric vehicle in the U.S. market in 2025, with over 93,000 units sold in Q4 and cumulative sales exceeding 357,528 units [6] - Tesla introduced a 7-seater layout for the Model Y, available for an additional $2,500, along with updates to the infotainment display and headliner [7] Group 4: Market Performance - Tesla's stock (TSLA) declined by 0.13% to $438.57 at market close but saw a slight increase of 0.58% to $441.13 in overnight trading [7]