Tesla has started hyping its upcoming ‘unsupervised full self-driving’ launch in Austin in June. Let’s cut through the hype.
Here’s what Tesla will actually launch.
CEO Elon Musk has been talking about Tesla launching self-driving programs in Texas and California in Q2 2025 since last year.
Lately, he has turned Tesla’s focus to a specific paid ride-hailing service using self-driving in Austin, Texas in June. Here’s what he said precisely during Tesla’s last earnings call in January:
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So, we’re going to be launching unsupervised full self-driving as a paid service in Austin in June. So, I talked to the team. We feel confident in being able to do an initial launch of unsupervised, no one in the car, full self-driving in Austin in June. We already have Teslas operating autonomously unsupervised full self-driving at our factory in Fremont, and we’ll soon be doing that at our factory in Texas.
The “unsupervised self-driving” operation in Fremont that Musk is referring to is simply Tesla’s vehicles driving themselves to loading areas at low speeds and on private roads – it’s a world of difference compared to operating unsupervised on public roads.
Speaking of the word “unsupervised,” it’s an important term that comes from Tesla’s telling owners that its “Full Self-Driving” (FSD) features require “supervision” at all times.
Therefore, going “unsupervised” is an critical step for Tesla and something that Musk promised would happen for all owners who bought its ‘FSD’ package every year for the last 6 years.
Now, Tesla is hyping the upcoming launch as “the future is autonomous and it starts in Austin, this June”:
With the launch coming within just a few months, there’s still a lot of confusion around what Tesla will actually launch in Austin.
What will Tesla actually launch in Austin
Based on all the information released to date, Tesla plans to have an internal vehicle fleet, consisting of its existing vehicle lineup, although some believe Tesla will also use its new Cybercab, offering a paid ride-hailing service (à la Uber) in a geo-fenced area around Austin.
This is a significant shift for Tesla, which has been promising that all its consumer vehicles built since 2016 have all the hardware necessary for unsupervised self-driving and that it would come through a future over-the-air software update.
Musk has claimed that Tesla would turn a switch and enable millions of robotaxis overnight.
At the same time, he has criticized Waymo’s strategy of deploying its system in mapped geo-fenced areas for being too difficult to scale.
However, Tesla’s upcoming launch in Austin is extremely similar to what Waymo has been operating for years, with the main difference being that Tesla only uses cameras while Waymo uses a full array of different sensors, including lidar.
Musk also said that the Austin service will be “unsupervised” with “no one in the car,” but those are not exactly the same.
This would suggest that Tesla will use teleoperation to at least “supervise” the fleet of vehicles to be deployed in Austin.
Electrek’s Take
It’s pretty funny that Tesla would claim “the future is autonomous and it starts in Austin, this June” after Elon claimed that autonomous driving was a “solved problem” 10 years ago.
Furthermore, Waymo has been operating in several cities for years the exact service that Tesla plans to launch in Austin, including in Austin itself, since earlier this year.
To be clear, I’m not saying that Tesla’s launch of this service is a bad thing; I’m just saying it is a massive pivot compared to what Tesla, and Elon in particular, have been claiming it would launch for years.
It feels like after being consistently wrong about when unsupervised self-driving is coming for the last 6 years, Elon needs a win, and this enables Tesla to claim that it delivered self-driving – even if it’s not the unsupervised self-driving in consumer vehicles that it has been promising owners for years.
It will help distract from the current mess that comes with the recent admission that the millions of HW3 vehicles on the road will not be capable of self-driving. I also think that HW4 vehicles are going to be next.
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The Tesla Autopilot and Full Self-Driving (FSD) lawsuit floodgates are open. We are now starting to see trials and settlements arising from crashes that occurred in 2018-2019 as they work through the legal process.
Crashes involving Tesla’s ADAS systems have increased significantly since then, and we expect legal actions to escalate following the groundbreaking defeat of Tesla’s primary defense in a trial in Florida.
The lawyer who beat Tesla in this case is already going for a Round 2.
As we previously reported, a jury in Florida has assigned 33% of the responsibility for a fatal crash involving Autopilot, Tesla’s level 2 advanced driver assistance system (ADAS), to Tesla and awarded the plaintiffs, the family of the victim and the survivor of the crash, $243 million.
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Tesla is expected to appeal the verdict, but it is still a groundbreaking case that highlights a trend in the legal actions against Tesla over crashes involving its ADAS systems (Autopilot and Full Self-Driving/FSD).
Over the last few years, Tesla has been able to dismiss those concerns as it hides behind warnings to pay attention and disclosures stating that the drivers are always the ones responsible in the event of an accident.
In short, Tesla has always claimed that it bears no responsibility if drivers abuse its ADAS systems.
However, things have been changing over the last year.
In the trial, the plaintiffs managed to get around Tesla putting all the blame on the driver and show the jury that its marketing and deployment of Autopilot contributed to drivers misusing a system that fails to perform as advertised.
We already reported, based on the transcripts of the trial, that Tesla misled the police and the plaintiffs, a family trying to understand all the factors that led to their daughter’s death, in trying to retrieve critical Autopilot data that helped better understand the crash.
Next, the evidence in the case is going to be made public, except for some redactions from Tesla, which is likely going to be of interest in dozens of other legal cases involving Tesla’s ADAS systems.
In an interview with The Verge, Brett Schreiber, the lead attorney in the Florida case, revealed that he is also leading another wrongful death case against Tesla, Maldonado v. Tesla, currently pending in the Alameda State Superior Court, which is expected to commence by the end of the year.
In this case, a Tesla vehicle on Autopilot hit a pickup truck on the highway, killing fifteen-year-old Jovani Maldonado, who was a passenger in the pickup truck. His father was driving him back home from a soccer game.
This crash also occurred in 2019, but it is only now being brought to trial. The legal process takes time, and we are only now beginning to see the legal repercussions of crashes involving Tesla Autopilot, as well as Tesla’s Full Self-Driving system.
With more vehicles in the Tesla fleet and more mileage using ADAS features, crashes involving those features increased significantly between 2020-2025. This means more legal trouble for Tesla.
Schreiber claims to have an even stronger case with Maldonado v. Tesla. In the Benavides case in Florida, the “Autopilot defect” part of the case was more about the fact that the driver shouldn’t have been able to use the system on non-highway roads.
In the Maldonado case, the crash occurred on the highway, where Autopilot is intended to be used, but it didn’t stop for the pickup truck in front of it.
The facts are a stubborn thing. And we get to tell those same facts with a better Autopilot defect theory. And I get to not only juxtapose Musk’s lies in that case, but I juxtapose them with the testimony that I didn’t have in Miami. I’ve only had this case for a year. I worked the Maldonado case from the beginning. And in that case, I have testimony from all of the senior Autopilot leadership: Sterling Anderson, CJ Moore, Andrej Karpathy. And I show them those same quotes that were played to that jury in Miami. I said, “When Mr. Musk said those things, was that a true statement about production vehicles at Tesla?” To a person, they answer: Absolutely not.
Schreiber claims to have testimonies from Tesla Autopilot executives and engineers around the time of the crash that contradict what CEO Elon Musk was saying to the public about Autopilot.
Once these testimonies are entered as evidence, they could have important implications for dozens of other cases involving Autopilot.
Electrek’s Take
Obviously, avoiding loss of lives should be a priority, but I think it’s clear that Tesla doesn’t care at this point. But even from a business standpoint, it doesn’t make sense.
One of my foremost criticisms of Tesla’s self-driving efforts from a business standpoint is that they are a bigger liability than a value creator.
Tesla has clearly misled the public for years, leading them to believe that Autopilot and FSD are more than they are: level 2 driver assistance systems.
Schreiber explained it well here:
[…] there are two Teslas. There’s Tesla in the showroom and then there’s Tesla in the courtroom. And Tesla in the showroom tells you that they’ve invented the greatest full self-driving car the world has ever seen. Mr. Musk has been peddling to consumers and investors for more than a decade that the cars are fully self-driving, that the hardware is capable of full autonomy. And those statements were as untrue the day he said them as they remain untrue today. But then they showed up in a courtroom and they say, No, no, no, this is nothing but a driver assistance feature.
This creates a significant liability in accidents involving people who believed Tesla’s misrepresentation. However, it also poses a substantial liability to claim that their cars have “all the hardware necessary for unsupervised self-driving” when that is not true.
We are likely talking about tens of billions of dollars worth of liability.
From a purely business standpoint, it might have made sense if Tesla had been first in autonomy and taken a large part of the market, but it’s not what’s happening.
Tesla is still far from achieving unsupervised self-driving at scale, while this liability is still building up.
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You know how the old saying goes: “If you can’t beat them, join them.” Well, Toyota’s new strategy is just that — it’s teaming up with China to lower costs for its upcoming EV models.
Toyota’s new EV strategy will use China to cut costs
The world’s largest automaker will tap into China to gain an edge in the global market. Toyota is already sourcing parts from Chinese suppliers to build EVs overseas.
According to Nikkei, Toyota is expanding the use of parts and other EV components from Chinese suppliers for its production base in Thailand.
The facility is Toyota’s largest production hub in Southeast Asia. Japanese brands have historically dominated vehicle sales in the region. However, low-priced EVs from Chinese brands, such as BYD, are quickly winning over buyers with more advanced tech and features.
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In Thailand, Japanese brands have accounted for roughly 90% of new vehicle sales. In the first five months of 2025, Japan’s market share dropped to just 71%. Meanwhile, Chinese brands saw their share rise to 16%.
Toyota bZ electric vehicles in China (Source: Toyota)
Several sources note that Toyota has already begun sourcing EV components from China to use at its Thailand facility.
Toyota plans to launch more affordable electric vehicles at the hub as early as 2028. According to the company, it plans to reduce costs by about 30% by sourcing parts from China.
Toyota bZ3X electric SUV (Source: Toyota)
By using local suppliers, Toyota has already sparked hope in China with new EVs, like the bZ3X, seeing strong initial demand. Starting at just 109,800 yuan ($15,000), Toyota’s electric SUV was the best-selling foreign brand EV in China in May, its second month on the market.
A Toyota executive confirmed (via 36kr) that “we also plan to develop electric vehicles with lower costs by making the most of parts from Chinese manufacturers, just like the bZ3X” in Southeast Asia.
Toyota bZ3X interior (Source: Toyota)
The bZ3X is produced by Toyota’s joint venture, GAC-Toyota. It’s about the size of a Tesla Model Y, but half the cost in China.
During its EV Tech Day event in June, the company announced new partnerships with “car industry bigwigs,” like Xiaomi, Momenta, and Huawei.
Toyota also broke ground on a new EV plant in China for its luxury Lexus brand last month. It’s the second wholly owned auto plant in China from a foreign automaker, following Tesla.
Electrek’s Take
Can Toyota compete with China using parts sourced from the country? It will help, as shown with the bZ3X. However, with Chinese brands like BYD producing everything in-house, including the batteries, it will still likely have the advantage.
Toyota is promising to launch a series of lower-cost, more efficient EV batteries, but that could still be a few years out.
With the new US tariffs on imports from Japan, Toyota is doubling down on local production to minimize costs. It also opened its first overseas battery plant in North Carolina earlier this year, which will power Toyota’s EVs, HEVs, and PHEVs in North America.
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A new patent hints at the name of Ford’s upcoming midsize EV pickup. Ford could be reviving an old nameplate for what it’s promising to be a “breakthrough” electric vehicle.
Ford’s next EV pickup could take the Ranchero name
After the F-150 Lightning, Ford’s next electric pickup could arrive as the Ranchero EV. Ford filed a trademark with the US Patent and Trademark Office (USPTO) under the name Ranchero on August 5, 2025.
Although details are slim, the application is for motor vehicles, specifically trucks, vans, utility vehicles, and electric cars.
The trademark, first found by Ford Authority, comes just over a week after CEO Jim Farley said the company would reveal “plans to design and build breakthrough electric vehicles in America,” on August 11.
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Ford is expected to outline plans for its advanced new EV platform, promising to cut costs while drastically improving efficiency.
The first vehicle based on the platform is expected to be a midsize EV pickup, which many believed would arrive as the electric Ford Ranger. Ford has already revived several iconic names in Europe with electric versions, including the Explorer, Capri, and Puma.
Ford’s electric vehicles in Europe from left to right: Puma Gen-E, Explorer, Capri, and Mustang Mach-E (Source: Ford)
Will the Ranchero be next? The Ranchero was ahead of its time, combining the style of a coupe with the utility of a pickup truck.
Ford sold from 1957 to 1979, calling it “More than a Car, More than a Truck.” Its success actually led GM to develop the Chevrolet El Camino.
1968 Ford Ranchero GT pickup (Source: Ford)
The company opened its new EV Design Center in Long Beach, California, this week, where it will bring the midsize electric pickup to life. It’s expected to arrive in 2027. Ford’s “skunkworks” team, led by Tesla’s former engineer Alan Clarke, has grown over the past year with former Tesla, Rivian, and Apple employees
What do you think? Would you buy an electric Ford Ranchero? You might be able to soon. We will learn more on August 11 during Ford’s event. We’ll keep you updated with the latest.
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