Musk even stated that he doesn’t see anyone competing with Tesla on autonomous driving and that he believes Tesla will take “90-something percent market share.”
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When explicitly asked about Waymo, which is already seen as the market leader by most experts, Musk again claimed that it won’t be competitive because of cost:
Well, okay. The issue with Waymo’s cars is it costs way more money, but that is the issue. The car is very expensive, made in low volume. Teslas are probably cost 25% or 20% of what a Waymo costs and made in very high volume. So, ironically, like, we’re the ones to make the bet that a pure AI solution with cameras and what do you have? The car actually will listen for sirens and that kind of thing. It’s the right move. And Waymo decided that an expensive sensor suite is the way to go, even though Google is very good at AI. So I’m wondering. And it is worth noting that Tesla has both an incredible AI software team and AI hardware chip design team.
While it’s true that Waymo’s vehicles are more expensive, this has little to do with an “expensive sensor suite”, as Musk claimed.
Tesla’s sensor suite, which consists only of cameras, is certainly less expensive than Waymo’s, which includes cameras, radar, and lidar sensors. Still, most of the cost difference is due to Tesla building vehicles in high volumes for consumers while Waymo buys existing vehicles and retrofits them with its sensor suite in much lower volumes.
Talking to Business Insider this week, John Krafcik, who helped launch Google’s self-driving vehicle program and was Waymo’s first CEO until 2021, doesn’t see it as a problem:
In the long run, the cost of sensors has a “trivial cost-per-mile impact over the useful life of a robotaxi,” he told BI,” while also providing massive quantifiable safety benefits.”
Now, the former Waymo CEO highlights how it’s not the first time Musk claimed that Tesla would compete with Waymo, but it is yet to happen:
“Tesla has never competed with Waymo — they’ve never sold a robotaxi ride to a public rider, but they’ve sold a lot of cars. And although Tesla hopes to compete with Waymo someday, they’ve failed utterly and completely at this for each of the 10 years they’ve been talking about it.”
This week, Waymo announced that it is now completing 250,000 self-driving rides per week.
In June, Tesla plans to launch a limited “10 to 20-car” fleet to provide geo-fenced and teleoperation-assisted rides in Austin.
At this rate, it would take a while for Tesla to catch up to Waymo’s volume and that’s if it can.
Krafcik added:
Well, after 10 years of undelivered promises, it seems pretty rational for those watching to be data- and evidence-driven. There’s still a lot of promises, still no Tesla liability for FSD driving performance, and still no universal robotaxi service.”
After Tesla’s earnings, the automaker announced that its “FSD Supervised ride-hailing service” operating for employees in Austin and San Francisco completed “over 1,500 trips and 15,000 miles of driving.”
However, these were completed with drivers ready to take control, and even if they had no interventions in those 15,000 miles, it wouldn’t be enough to prove a higher safety than human drivers, who crash on average every 700,000 miles.
Electrek’s Take
He has a point. No matter how much Tesla shareholders want to believe Musk when he says that Tesla is ahead, the truth is that when it launches its limited 10-20-car fleet in Austin, it will only now start to compete with Waymo.
By that time, Waymo might be doing over 300,000 rides per week, and there’s no evidence that Tesla will be able to scale faster yet.
Just like Waymo, Tesla’s fleet will be geo-fenced and teleoperation-assisted as there’s no evidence that Tesla’s generalized solution is anywhere close to working.
In short, Tesla has the same scaling limitation as Waymo, other than potentially mapping, but even that’s a question mark.
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GM has scrapped plans to build $55 million hydrogen fuel cell factory in Detroit, triggering a tsunami of headlines about the General’s future plans for hydrogen. The reality? GM isn’t scaling back its hydrogen efforts. It’s thinking bigger.
Like the great Sam Clemens, there seems to be plenty of confidence in the greater automotive press that GM’s decision to cancel a $55 millions fuel cell plant on the former Michigan State Fairgrounds site in Detroit. That plant, a JV with Southeast Michigan’s Piston Automotive, would have created ~140 jobs and built compact hydrogen fuel cells for light- and medium-duty vehicles under the Hydrotec brand.
The new Trump Administration put an end to that flow last week, however, terminating 321 financial awards for clean energy worth $7.56 billion.
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“Certainly the decisions of the DOE are an element of that overall climate but not the only driver,” explained GM spokesperson, Stuart Fowle, in a statement. “We want to prioritize the engineering talent and resources and everything we have to continuing to advance EVs given hydrogen is in a different spot.”
That spot is heavy-duty, off-highway, maritime, and data centers.
Bigger trucks, bigger fuel cells
Fuel cell semi truck; via Honda.
Instead of dying, GM is continuing on the hydrogen fuel cell it’s been on for literal decades – with no plans (publicly, at least) to shutter its Fuel Cell System Manufacturing joint-venture with Honda in Brownstown Township, MI.
That company is not just developing HFCs, they’re out there selling fuel cells today, to extreme-duty, disaster response, and off-highway equipment customers operating far enough off the grid that access to electricity is questionable and to data center developers for whom access to a continuous flow of energy is mission-critical.
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EVs are great, and can unlock more transportation convenience with the ease of charging at home. But for apartment-dwellers, this can be a complicated conversation. So a nonprofit called Forth is here to help, through its Charge at Home program.
One of the main benefits of an electric vehicle is in the convenience of owning and charging the car in the place it spends most of its time. Instead of having to go out of your way to fuel it, you just park it at home, in the same place it spends at least 8 hours a day, and you leave the house every day with a full charge.
But this benefit only applies to those with a consistent parking space which they can easily install charging at. When talking about owners who live in apartment buildings, it can sometimes get more complicated.
While certain states have passed “right to charge” laws to give apartment-dwellers a solution for home charging, apartment charging is nevertheless a bit of a patchwork solution so far.
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And as a result of this, EV ownership among apartment renters lags behind that of single-family homeowners. It’s clear that apartments are holding back people from buying EVs, and that’s bad – lots of people live in apartments, and the gas those cars use pollutes the air just as much as any other.
Certain areas where EVs have hit a point of critical mass (namely, the large California cities) have pretty good EV ownership among renters, but it could still be better. And residents are clamoring more and more for easy EV charging in apartment communities.
So, Forth, a nonprofit advocating for equitable access to clean transportation, set up a program called Charge at Home, which is meant to connect renters, apartment building owners or other decisionmakers with resources to help install chargers at multifamily properties.
The site lets you select your situation – a resident or a decisionmaker for a new or existing multifamily development – and then gives you access to tools for your specific situation, whether you be a resident and developer.
There are a lot of considerations for each of these projects, so it can be helpful to have someone with experience to help you go over it all. Personally, when talking to friends about getting an EV, charging considerations are usually the thing that takes up the bulk of the conversation.
So if the toolkits are still too daunting for you, Charge at Home is offering free charging consultations for multifamily developers, owners, property managers and HOAs.
The charging consultations will last through at least April 2026 – but it wouldn’t hurt to get your requests in soon. Forth may still offer consultations afterwards, but it all depends on funding availability (the program was previously funded by the Department of Energy, which has taken a turn). Regardless, the website will remain up for people to submit questions and find information, whether or not free consultations stick around.
But at the very least, as Forth points out, whether a multifamily development is interested in having EV charging at this moment or not, any developer should think about having the infrastructure, conduit and capacity ready to go for future install of EV chargers, and should consider the needs of current residents who are likely already considering EVs today.
It’s going to be necessary to install this capacity at some point, and doing so earlier can help save money down the line, make your development more attractive to renters today, and allow more renters to make the switch to cleaner transportation which helps air quality and to reduce climate change, both of which harm everyone on the planet.
Head on over to Forth’s Charge at Home site to get access to all the above resources – and to sign up for a consultation before the end of April if you’re a multifamily developer, owner, property manager or HOA.
Update: This article has been updated to account for an extension in program availability.
Electrek’s Take
I’ve long said that the only real problem with EVs is the problem of access to consistent charging for people who don’t have their own garage. Whether this be apartment-dwellers, street-parkers or the like, the electric car charging experience is often less-than-ideal outside of single family homes, at least in North America.
There are workarounds available, like charging at work, or using Superchargers in “third places” where you often spend time, but these still aren’t optimal. The best thing is just to charge your car wherever it spends most of its time, which is your home. When you do that, EVs outshine everything in convenience.
We’ve highlighted some projects before which showed how reasonable it can be to install charging for developments. Every project is going to have its complexities, but when you see projects like this condo complex that managed to install chargers for just $405 per parking spot, all of a sudden it becomes a no-brainer not to have EV charging.
But the fact is, there just aren’t enough apartment complexes out there which have EV charging. So if Forth’s Charge At Home program can help residents or landlords with that, it can go a long way towards solving the only real problem with EVs. Click here to check it out.
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Baltimore County, Maryland, just brought its first large-scale ground-mounted solar farm online, and it sits on what used to be the Parkton Landfill. The 213-acre site, once a symbol of waste, is now generating clean power that will cut costs, slash emissions, and turn an underused piece of land into a long-term energy asset.
Located north of Baltimore City, Baltimore County is one of Maryland’s largest and most populous counties, and its push toward renewables has major implications for the state’s climate and energy goals.
County Executive Kathy Klausmeier called the project a clear example of innovation meeting sustainability: “We are cutting costs for taxpayers and making investments that benefit our communities for decades.”
The new solar farm will provide around 11% of the Maryland county government’s annual electricity, producing roughly 8.2 million kilowatt-hours (kWh) in its first year. That’s the equivalent of avoiding greenhouse gas emissions from burning over 620,000 gallons of gasoline, powering more than 1,150 homes for a year, or driving 14 million fewer miles in gas cars, according to the EPA.
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The 7 MW system includes four large solar arrays of 15,000 ground-mounted photovoltaic panels. It’s part of a growing trend in the US to repurpose capped landfills for renewable energy, turning dormant properties into productive clean energy sites.
Through a power purchase agreement with TotalEnergies, which owns and operates the system, Baltimore County will lock in reduced electricity rates for 25 years, with options to extend the contract for up to 33 years. That long-term deal protects taxpayers from future electricity price hikes while advancing local climate goals.
“Adding another large source of solar electricity to power our County’s facilities reflects our community’s values of making smart investments that take care of the health of our community and environment,” said Greg Strella, the county’s chief sustainability officer.
TotalEnergies Managing Director Eric Potts called the project a “powerful example of transforming underutilized assets into productive resources,” pointing to the dual benefits of cutting emissions and saving money.
Baltimore County’s next landfill solar project, at Hernwood, is expected to come online by 2028. Once that system is up and running, renewables will supply about 55% of the county government’s electricity use.
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