Call an Uber in Phoenix and you might get a driverless Waymo, starting today
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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Tesla is now pulling on all the demand levers in the US with new discounts and incentives as sales are crashing due to brand damage.
Over the last few days, Tesla has introduced a series of new discounts and incentives in the US.
Previously, Tesla had a program to offer a $1,000 discount for US military personnel, but the automaker has now extended it to “students, teachers, first-responders, military veterans, retirees, active-duty members, their spouses, and surviving spouses.”
The update incentive applies to Tesla’s entire lineup of new vehicles.
Tesla also introduced a new incentive for Lyft drivers. They are eligible to $1,000 in Tesla credits when taking delivery and $1,000 from Lyft if they complete 100 deliveries by July 13.
The automaker wrote on its website:
Eligible Lyft drivers who purchase a new Tesla vehicle can receive $1,0001 in Tesla Credits upon taking delivery and a $1,000 incentive from Lyft after completing 100 trips on or before July 13, 2025. Tesla Credits can be used toward Supercharging, a new Tesla vehicle, service appointments or select Tesla Shop or upgrade purchases. Offer available to active Lyft drivers in good standing.
Tesla also started reaching out to Cybertruck reservation holders to let them know that they only have a month before they can’t take advantage of lower FSD prices.
The automaker wrote in the email:
As an early reservation holder, you have access to a reserved Full Self-Driving (Supervised) price of $7,000. To keep this price, you’ll need to take delivery by June 15, 2025. After June 15, 2025, FSD (Supervised) will be available at the latest price, which is currently $8,000.
When Tesla started taking Cybertruck reservations in 2019, Tesla said that by reserving the truck, reservation holders were locking in the then $7,000 price for its ‘Full Self-Driving’ package.
It looks like Tesla is now putting a deadline to take advantage of this deal to boost orders of the Cybertruck, which has proven to be a commercial flop.
On top of all these incentives, Tesla is also subsidizing interest rates to offer 0% financing on Model 3, and 1.99% financing on Model Y.
All those incentives in place point to Tesla having significant demand issues in the US.
Tesla’s global sales came about 50,000 units below expectations, which the company blamed on the production changeover of Model Y, its most popular model by far.
However, production is now back up to normal in Q2, and Tesla is clearly having issues selling the updated Model Y.
The automaker has no backlog of orders for the new Model Y and vehicles are already piling up in inventory:
We reported last week that Tesla employees wrote an open letter calling for Elon Musk’s removal as CEO due to the damage he has caused to the brand.
In the letter, the employees confirmed Tesla’s demand issues, saying that thousands of new Model Ys are now sitting unsold on lots in the US.
Electrek’s Take
This is not a great sign for Tesla. These are end-of-quarter level incentives when we are just about halfway through the quarter.
And that’s just in the US, where Tesla’s sale performance is more opaque.
In Europe and China, where we know for a fact that Tesla is struggling with sales, the automaker is virtually offering 0% financing on its entire lineup.
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The electric box van experts at Harbinger announced a new, EREV version of their medium-duty van that pairs a big battery with a small, gas-powered ICE engine to offer fleets that are hesitant to electrify a massive 500 miles of autonomy on a single charge + tank.
The American truck brand is putting its latest $100 million raise to good use, developing a cost-competitive EREV chassis that marries a low-emissions 1.4L inline four-cylinder gas engine with a close coupled 800V generator sending power to a 140 or 175 kW battery for up to 500 miles of fully loaded range. More than enough, in other words, to meet the needs of just about any fleet you can think of.
That’s a good thing, too, because medium-duty trucks are put to work in just about any circumstance you can think of, as well – a fact that’s not lost on Harbinger.
“Medium-duty vehicles serve an incredibly diverse range of applications, just like the fleets and operators that rely on them, ” explains John Harris, Co-founder and CEO, Harbinger. “There are some fleets whose needs simply can’t be met with a purely electric vehicle—and we recognize that. Our hybrid is designed for use cases and routes that go beyond what an all-electric system typically supports. The series hybrid delivers the benefits of an electric drivetrain, along with the added confidence of a range extender when needed.”
In addition an up-front cost that should make it an attractive prospect for fleet buyers, the new Harbinger EREV pack performance that should made it attractive for its drivers, too. The new chassis’ electric powertrain delivers 440 hp and 1,140 lb-ft of tq for quick acceleration into traffic and smooth running, even under load. Charging performance is also quick, with the ability to get the big battery from 10-80% charge in just under an hour on a 150 kW port.
You’ve heard all this before
If that sounds familiar, that’s because it is. This medium-duty chassis was first shown last year, making its debut under a Thor Class A motorhome concept that we covered in September. That vehicle promised the same great EREV range and capability to a market that values independence and spontaneity more than most, and bringing those values to a medium-duty commercial market that’s lapping up “messy middle” propaganda from Shell NACFE is just smart business.
The new Harbinger chassis’ batteries are manufactured by Panasonic. No word on who is making the 1.4L ICE generator, but my money’s on the GM SGE four-cylinder last seen in the gas-powered Chevy Spark. You guys are smart, though – if you have a better guess who the supplier might be, let us know in the comments.
SOURCE | IMAGES: Harbinger.
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Environment
Trump wants coal to power AI data centers. The tech industry may need to make peace with that for now
President Donald Trump wants to revive the struggling coal industry in the U.S. by deploying plants to power the data centers that the Big Tech companies are building to train artificial intelligence.
Trump issued an executive order in April that directed his Cabinet to find areas of the U.S. where coal-powered infrastructure is available to support AI data centers and determine whether the infrastructure can be expanded to meet the growing electricity demand from the nation’s tech sector.
Trump has repeatedly promoted coal as power source for data centers. The president told the World Economic Forum in January that he would approve power plants for AI through emergency declaration, calling on the tech companies to use coal as a backup power source.
“They can fuel it with anything they want, and they may have coal as a backup — good, clean coal,” the president said.
Trump’s push to deploy coal runs afoul of the tech companies’ environmental goals. In the short-term, the industry’s power needs may inadvertently be extending the life of existing coal plants.
Coal produces more carbon dioxide emissions per kilowatt hour of power than any other energy source in the U.S. with the exception of oil, according to the Energy Information Administration. The tech industry has invested billions of dollars to expand renewable energy and is increasingly turning to nuclear power as a way to meet its growing electricity demand while trying to reduce carbon dioxide emissions that fuel climate change.
For coal miners, Trump’s push is a potential lifeline. The industry has been in decline as coal plants are being retired in the U.S. About 16% of U.S. electricity generation came from burning coal in 2023, down from 51% in 2001, according to EIA data.
Peabody Energy CEO James Grech, who attended Trump’s executive order ceremony at the White House, said “coal plants can shoulder a heavier load of meeting U.S. generation demands, including multiple years of data center growth.” Peabody is one of the largest coal producers in the U.S.
Grech said coal plants should ramp up how much power they dispatch. The nation’s coal fleet is dispatching about 42% of its maximum capacity right now, compared to a historical average of 72%, the CEO told analysts on the company’s May 6 earnings call.
“We believe that all coal-powered generators need to defer U.S. coal plant retirements as the situation on the ground has clearly changed,” Grech said. “We believe generators should un-retire coal plants that have recently been mothballed.”
Tech sector reaction
There is a growing acknowledgment within the tech industry that fossil fuel generation will be needed to help meet the electricity demand from AI. But the focus is on natural gas, which emits less half the CO2 of coal per kilowatt hour of power, according the the EIA.
“To have the energy we need for the grid, it’s going to take an all of the above approach for a period of time,” Kevin Miller, Amazon’s vice president of global data centers, said during a panel discussion at conference of tech and oil and gas executives in Oklahoma City last month.
“We’re not surprised by the fact that we’re going to need to add some thermal generation to meet the needs in the short term,” Miller said.
Thermal generation is a code word for gas, said Nat Sahlstrom, chief energy officer at Tract, a Denver-based company that secures land, infrastructure and power resources for data centers. Sahlstrom previously led Amazon’s energy, water and sustainability teams.
Executives at Amazon, Nvidia and Anthropic would not commit to using coal, mostly dodging the question when asked during the panel at the Oklahoma City conference.
“It’s never a simple answer,” Amazon’s Miller said. “It is a combination of where’s the energy available, what are other alternatives.”
Nvidia is able to be agnostic about what type of power is used because of the position the chipmaker occupies on the AI value chain, said Josh Parker, the company’s senior director of corporate sustainability. “Thankfully, we leave most of those decisions up to our customers.”
Anthropic co-founder Jack Clark said there are a broader set of options available than just coal. “We would certainly consider it but I don’t know if I’d say it’s at the top of our list.”
Sahlstrom said Trump’s executive order seems like a “dog whistle” to coal mining constituents. There is a big difference between looking at existing infrastructure and “actually building new power plants that are cost competitive and are going to be existing 30 to 40 years from now,” the Tract executive said.
Coal is being displaced by renewables, natural gas and existing nuclear as coal plants face increasingly difficult economics, Sahlstrom said. “Coal has kind of found itself without a job,” he said.
“I do not see the hyperscale community going out and signing long term commitments for new coal plants,” the former Amazon executive said. (The tech companies ramping up AI are frequently referred to as “hyperscalers.”)
“I would be shocked if I saw something like that happen,” Sahlstrom said.
Coal retirements strain grid
But coal plant retirements are creating a real challenge for the grid as electricity demand is increasing due to data centers, re-industrialization and the broader electrification of the economy.
The largest grid in the nation, the PJM Interconnection, has forecast electricity demand could surge 40% by 2039. PJM warned in 2023 that 40 gigawatts of existing power generation, mostly coal, is at risk of retirement by 2030, which represents about 21% of PJM’s installed capacity.
Data centers will temporarily prolong coal demand as utilities scramble to maintain grid reliability, delaying their decarbonization goals, according to a Moody’s report from last October. Utilities have already postponed the retirement of coal plants totaling about 39 gigawatts of power, according to data from the National Mining Association.
“If we want to grow America’s electricity production meaningfully over the next five or ten years, we [have] got to stop closing coal plants,” Energy Secretary Chris Wright told CNBC’s “Money Movers” last month.
But natural gas and renewables are the future, Sahlstrom said. Some 60% of the power sector’s emissions reductions over the past 20 years are due to gas displacing coal, with the remainder coming from renewables, Sahlstrom said.
“That’s a pretty powerful combination, and it’s hard for me to see people going backwards by putting more coal into the mix, particularly if you’re a hyperscale customer who has net-zero carbon goals,” he said.
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