Waymo and Uber have rolled out a partnership in Phoenix wherein riders who order an Uber within Waymo’s service area might get picked up by a driverless Waymo vehicle, rather than a human-driven Uber car, starting today.
Waymo, Google’s driverless taxi arm, has been gradually rolling out its service to more members of the public and more locations recently. We rode it in Los Angeles earlier this month, where it is currently “touring” around the city and operating on a trial basis.
But its Phoenix service area is much larger – a total of 225 square miles – and has been running since 2017, in some capacity or another. In Phoenix, Waymo even services the Phoenix Sky Harbor airport for pickups and dropoffs.
So its service in Phoenix is more developed than elsewhere, to the point where Waymo and Uber now find themselves comfortable enough to offer driverless taxis to any random rider who requests an Uber pickup.
But if you order a human, you won’t be surprised to have an empty car pick you up. First, your pickup and dropoff points both have to be in Waymo’s service area, of course.
The area generally covers the area between downtown Phoenix, Tempe, Scottsdale, Mesa, and Chandler, including the aforementioned Phoenix Sky Harbor airport.
So, you order a car, with whatever pricing Uber has decided on for the time being (which suggests pricing will be identical between human and driverless taxis). Then, if the system finds a Waymo car that is convenient for your pickup, the app will give you a notification saying that a Waymo has been chosen for you, which you have the option to accept or decline. This is what the whole process looks like:
After accepting the driverless ride, the flow goes somewhat similar to how Waymo’s first-party Waymo One app works – the car decides where the best place to pick you up is, and may ask you to walk a short distance to that pickup point (it tries to avoid places that are busy and confusing – you can read more about that in our detailed log of our ride in LA). Then you need to unlock the car from within the Uber app when it arrives, hop in, and you’re off.
The system requires no additional registration with Waymo One, doesn’t require having that app on your phone, and doesn’t require any special settings within Uber’s app. If you want to be picked up by a Waymo, you can go into the “ride preferences” section of your Uber app and check a setting that will increase your chances.
Electrek’s Take
There are a lot of interesting notes to be had about this news.
Uber previously had a self-driving technology arm operating both in California and Arizona, but that arm was sold off in 2020 after a lot of setbacks. One of those setbacks included a lawsuit between Waymo and Uber over trade secrets (for which some legal action is still ongoing), so this partnership between the two companies, first announced in May and bearing fruit today, is curious given that context.
It’s also interesting that these Ubers look like they will be the same price whether you get a driver or not… at least for now?
One of the potential benefits of self-driving taxis is that they can save on labor costs, both making it cheaper and easier to get around and freeing up man-hours to increase productivity elsewhere in society.
With self-driving tech in its infancy, sensors and systems to run them are expensive, so we may not be there yet. But this also raises the specter of the possibility that as humans are made redundant, the pay that used to go to these humans will instead go to the owners of robots.
This runs the risk of concentrating wealth into the hands of few capital owners who own the driving robots, rather than the laborers who used to make money from driving, which is not a good thing for society. “Driver” is, after all, one of the most common job titles in the US, so while the potential societal gains are high from automation here, those gains need to be distributed properly or else there are going to be a lot of angry people with nothing to do.
We’re seeing the same conversation had throughout many industries with the advent of AI, and societally we really aren’t ready for this. Some of the more forward-thinking members of the tech industry have called for a “basic income” as a result, though others question if this is just a cynical ploy to undermine the current welfare state of targeted assistance to the needy.
Either way, this is something that we needed to talk about yesterday, and nobody’s having an adult conversation about it, and that’s a problem.
Instead, the conversation has focused on oft-sensationalized rhetoric about the safety of autonomous vehicles. Just this week, Cruise’s license to operate in California was revoked as a result of an accident earlier this month where the Cruise car was not initially at fault, but responded poorly in the post-accident scenario, and Cruise misrepresented facts to the DMV in attempting to cover-up the poor decisionmaking of its vehicle.
The reason for that cover-up is probably because Cruise wanted to avoid the societal flack it knew it would get. And that flack spills over to other AVs, Waymo included, which is unfortunate since Waymo does seem to have a better safety/reliability/responsibility record than Cruise – so far.
In short, there are a lot of difficult conversations to have here as a society related to the advent of AI, and how it can benefit everyone, but they really aren’t served by sensationalism. And the longer we put off having those conversations, the more technology is going to keep progressing, whether we want it to or not (and we should – we should just want it to happen responsibly for all of society).
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Ford is jumping into the battery energy storage business, betting that booming demand from data centers and the electric grid can absorb the EV battery capacity it says it’s not using.
To achieve this, Ford plans to repurpose its existing EV battery manufacturing capacity in Glendale, Kentucky, into a dedicated hub for manufacturing battery energy storage systems.
Ford pivots from EVs to battery storage for data centers
Ford says it will invest about $2 billion over the next two years to scale the new business. The Kentucky site will be converted to build advanced battery energy storage systems larger than 5 megawatt-hours, including LFP prismatic cells, BESS modules, and 20-foot DC container systems — the kind of hardware increasingly used by data centers, utilities, and large-scale industrial companies.
The company plans to bring initial production online within 18 months, leaning on its manufacturing experience and licensed battery technology. By late 2027, Ford expects the business to deploy at least 20 gigawatt-hours of energy storage annually.
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The move follows a joint venture disposition agreement reached last week between Ford, SK On, SK Battery America, and BlueOval SK. Under the agreement, a Ford subsidiary will independently own and operate the Kentucky battery plants, while SK On will fully own and operate the Tennessee battery plant.
Ford is also planning a separate energy storage play in Michigan. At BlueOval Battery Park Michigan in Marshall, the company will produce smaller amp-hour LFP prismatic cells for residential energy storage systems. That plant is on track to begin manufacturing in 2026, and it will also supply batteries for Ford’s upcoming midsize electric truck — the first model built on the company’s new Universal EV Platform.
Electrek’s Take
Overall, the shift reflects Ford’s broader push toward what it calls “higher-return opportunities.” Alongside taking a step backward to add more gas-powered trucks and vans to its US manufacturing footprint, Ford says it will no longer produce some larger EVs, such as the Lightning F-150, where softer demand and higher costs are resulting from the lack of support for EVs by the Trump administration. (Batteries produced at the Glendale plant were for the all-electric Ford F-150 Lightning. The best-selling electric truck in the US in Q3, before the federal tax credit expired, was the Ford F-150 Lightning, with 10,005 EVs sold, a 39.7% year-over-year increase.)
With tax credits eliminated and regulatory uncertainty, Ford is pivoting to adjacent markets, including grid-scale and residential energy storage, to keep its battery plants running and justify billions in sunk investment.
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Stellantis may have backed away from planned EVs like the all-electric Ram REV and range-topping Dodge Charger Daytona R/T EV, but the company isn’t standing still. A newly awarded patent outlines an innovative, foam-based thermal runaway suppression system that’s built into an EV’s battery pack.
The indisputable fact of the matter is that electric vehicles catch fire far less often — and far less frequently — than their combustion-powered brethren. Still, a number of highly-publicized early Tesla fires and poorly managed recall on the first-gen Chevy Bolt have linked “electric car” and “fire” in the minds of many Americans, and the ones who have been waiting to test the EV waters until a better safety solution came along are going to absolutely love this latest setup from Chrysler parent company Stellantis.
MoparInsiders is reporting on a new Stellantis patent awarded on a proactive battery safety system that’s designed to stop thermal runaway (read: fire) before it can cascade through an entire EV battery pack.
Rather than relying solely on passive barriers or post-event containment, Stellantis’ freshly patented system uses strategically placed foam channels and deployment mechanisms that can flood the affected cells with high insulation foam when abnormal heat is detected in a cell, isolating the problem area and dramatically slowing (if not outright stopping) the chain reaction that leads to catastrophic battery failure.
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The patent describes an electric car battery that, on the outside, will look familiar to EV enthusiasts, but there are some key differences “layered in” around the familiar bits. These include:
A bladder filled with a fire-retardant chemical; located close to the battery cells, typically between the cells and the top of the pack. It’s made from a flexible polymer, so it can be punctured when needed
Two sets of blades; the first aimed at the bladder, ready to pierce it and release the fire-retardant chemical while the second targets specific points on the coolant inlet line, outlet line, or heat sinks to rupture them and release cooling foam directly where it’s needed
Special coolant line sections; designed with small sealed apertures that closed off with a soft plug material that’s easy for the blades to pierce but strong enough to maintain pressure during normal operation
Actuation devices tied to a controller; that push the blades into the bladder and coolant components when a thermal event is detected
Special coolant lines
Fire suppressant cooling lines; via Stellantis.
The system relies on a suite of existing temperature sensors throughout the battery pack, and seems like a viable enough solution to a problem that, while rare, certainly exists — and which looms large over America’s Early Majority tech adopters.
As for me, I think Stellantis should focus on bringing more compelling products to market and stop looking for ways to blame the customer, market, and government for its inability to sell Jeep products that, apparently, have enough markup to cover nearly $30,000 in discounts to help dealers move their metal. I look forward to hearing about your take in the comments.
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It’s official. The all-electric pickup is dead, but Ford is promising the F-150 Lightning EREV will be “every bit as revolutionary” as it shakes up EV plans once again.
Ford reveals next-gen F-150 Lightning EREV
Ford confirmed production of the current F-150 Lightning has ended as part of its updated Ford+ plan, which the company revealed on Monday.
The changes come as part of a broader shift from larger EVs, like the Lightning, to smaller, more affordable models.
While Ford still plans to launch lower-cost EVs based on its Universal EV Platform, the company is expanding its hybrid and extended range electric vehicle (EREV) lineup. By 2030, Ford expects 50% of its global volume to be hybrids, EREVs, and EVs, up from 17% in 2025.
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As part of its new plans, Ford said the next-generation F-150 Lightning will switch to an EREV powertrain. It will be assembled at the Rouge EV Center in Dearborn, Michigan, replacing the current all-electric pickup.
Ford F-150 Lightning production (Source: Ford)
With production of the current-generation Lightning now concluded, Ford is sending workers from the Rouge EV Center to its Dearborn Truck Plant as it doubles down on gas and hybrids.
During its Q3 earnings call last month, Ford said the electric pickup would remain paused following a fire at Novelis’ plant in New York that disrupted aluminum supply.
(Source: Ford)
The F-150 Lightning is a “groundbreaking” vehicle, according to Doug Field, Ford’s chief EV, digital, and design officer, that showed an electric pickup can be a great F-Series.
Field claims the “next-generation Lightning EREV is every bit as revolutionary.” It will still offer 100% electric power delivery, sub-5-second acceleration, an estimated combined range of 700+ miles, and it “tows like a locomotive.”
Ford also plans to replace its electric commercial van for North America with affordable gas- and hybrid-powered versions. It will be assembled at Ford’s Ohio Assembly Plant.
Ford F-150 Lightning production at the Rouge EV Center (Source: Ford)
The move comes as part of Ford’s plans to launch five new affordable vehicles by the end of the decade, four of which will be assembled in the US. Ford also plans to offer gas, hybrid, and EREV options across nearly every vehicle in its lineup by then.
The first vehicle based on Ford’s new Universal EV Platform will be a midsize electric pickup, starting at around $30,000. It’s expected to be about the size of the Ranger or Maverick.
CEO Jim Farley presents the Ford Universal EV Platform in Kentucky (Source: Ford)
The news comes after SK On announced last week that it planned to end its joint venture with Ford to build EV batteries at three US gigafactories.
Ford is now planning to use the wholly owned EV battery plants in Kentucky and Michigan to launch a new battery energy storage business. The company plans to begin shipping BESS systems in 2027, with an annual capacity of 20 GWh.
“The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids, and high-margin opportunities like our new battery energy storage business,” CEO Jim Farley said on Monday.
The changes are designed to improve profitability and returns. Ford’s EV business, Model e, is now expected to reach profitability by 2029 with improvements in 2026.
Model e lost another $1.4 billion in Q3, bringing the total to $3.6 billion through September. Around $3 billion was due to its current EVs, while the other $600 million was spent on its next-gen models.
Although sales of the F-150 Lightning dropped 60.8% last month following the expiration of the $7,500 federal EV tax credit, Ford’s electric pickup remained the best-selling pickup in the US through September.
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