Tesla’s head of self-driving admits ‘lagging a couple years’ behind Waymo
Tesla’s head of self-driving has admitted that the automaker’s autonomous program is lagging “a couple years” behind Waymo, but he believes the cost advantage will enable it to scale faster.
In a rare candid interview, Tesla’s head of AI and self-driving, Ashok Elluswamy, has admitted that Tesla is a couple of years behind Waymo on the autonomous driving front.
The interview can be hard to follow for English speakers as both Elluswamy and the host switch from English to Tamil frequently, but you can clearly hear the Tesla VP says that Tesla is lagging behind Waymo when talking about Waymo’s different approach:
When asked about the difference between Tesla and Waymo on self-driving, Elluswamy says that Tesla’s approach is much cheaper. The host asked if he means it is less expensive but “equal quality” and the Tesla VP answers:
Equal quality. Technically, Waymo is already performing. We are maybe lagging by a couple years.
This should be obvious to anyone following closely since Tesla has yet to be able to do what Waymo has been doing for years: provide customers with level 4 autonomous driving rides.
Tesla has been limited to a level 2 advanced driver assist system (ADAS), which requires constant supervision from the driver.
Nonetheless, it is a rare admission from Tesla as its CEO, Elon Musk, has been minimizing Waymo’s achievements for years and claimed that he doesn’t see anyone close to Tesla on autonomy.
That’s even though Tesla only plans to finally start offering level 4 autonomous rides to customers next month in Austin, while Waymo has been doing that for years, including in Austin specifically, since earlier this year.
It’s true that Tesla’s vehicles are much cheaper than Waymo’s, but there are many reasons for that.
The cost of lidar sensors has been one of the top suspects. Costs have come down quite a bit, and it is not really a problem anymore, but they are more power hungry than Tesla’s sensors, which are just cameras.
The real difference in the cost of the vehicles is the fact that Tesla produces over a million cars a year, versus Waymo producing a few hundred units now and a few thousand units soon. Waymo also buys the vehicles from other manufacturers and simply integrates its sensor suite and hardware.
Tesla benefits from economies of scale, but that’s because it sells those vehicles to customers who, in the vast majority, do not buy Tesla’s Full Self-Driving package since it doesn’t do what the name implies.
In the upcoming pilot program in Austin, Tesla plans to use the same vehicles it delivers to customers. It will use different software that has been optimized to work in a geo-fenced area of Austin and it will also be supported by teleoperation, but the hardware is going to be the same, which does reduce costs.
Electrek’s Take
Right now, I think the cost of operating limited autonomous ride-hailing fleets like Waymo’s has little to do with the vehicles’ cost.
I think it is more related to the training and the support, specifically the level of teleoperation. If you have a 1:10 ratio of one teleoperator to 10 cars, it is going to be much cheaper than a 1:1 ratio of teleoperator to car.
We know that Waymo uses some levels of teleoperation and that Tesla plans to use a “high level” of teleoperation, but we don’t know the specifics of each program.
These, along with the training of specific regions and regulatory approvals in some jurisdictions, will be the main limiting factors.
Considering Waymo has a system that already works, it is currently completing over 250,000 paid rides per week, it already is operating in 5 markets, and it is both expanding the geo-fencing areas of those markets and expanding into other markets with more vehicles, I think it’s clear that it is ahead of Tesla in autonomous driving.
Tesla is now going to start catching up to Waymo next month with its first market and its first 10-12 vehicles.
For now, I haven’t seen serious evidence that Tesla can scale faster than Waymo. The only real advantage is the availability of the vehicles to deploy in the fleet. Tesla has plenty of those lying around, but that’s hardly a major bottleneck for Waymo.
The only way Tesla could leapfrog Waymo is by deploying level 4 autonomy in its customer fleet as promised for years, but I don’ see that happening anytime soon.
I think that the only way Tesla can safely deploy level 4 in an internal fleet in Austin next month is through mapping, geofencing, and high level of teleoperations, maybe even 1:1 teleoperation. I’d be happy to be proven wrong though.
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The Honda Prologue is a surprise hit. It was the second-best-selling electric SUV behind the Tesla Model Y in the second half of 2024. Now, used models are in high demand.
Honda Prologue leads used EV sales growth in July
After it delivered the first customer models last March, the Honda Prologue quickly became one of the most popular EVs in the US.
Throughout the second half of the year, Honda sold an average of over 5,000 Prologues every month. In November, it was the third best-selling EV, trailing only the Tesla Model Y and Model 3.
Honda’s electric SUV continues to be a top seller this year. Last month, it outsold the Ford Mustang Mach-E and Hyundai IONIQ 5. Since delivering the first Prologue model last March, Honda has now sold 52,500 units in the US.
According to Cox Automotive’s latest EV Market Monitor report, used Honda Prologue EVs are selling faster than expected.
Used EV sales rose sharply in July to 36,670, up 23.2% from June and 40% compared to last year. Honda had the biggest increase in used EV sales, more than doubling (+103%) month-over-month. Hyundai (+61.3%) and Rivian (60.5%) ranked second and third.
Tesla led used EV sales last month, selling 15,903 vehicles, up 18% year-over-year. GM’s Chevy (3,499 units, +28.6%), Ford (1,967 units, +25.7%), Mercedes-Benz (1,724 units, -12.3%), and Nissan (1,659 units, +19.9%) rounded out the top five.
Although its market share slipped to 43.4% from 45.2%, Tesla remained the leader by a wide margin. Other luxury brands, including BMW and Audi, reported higher used EV sales in July, with increases of 43.87% and 38%, respectively.
According to the report, used EV listing prices reached $35,263 last month, a 1.9% decrease from June. With a price gap of just $1,266, a record low, used electric vehicle prices are closing in on ICE vehicles.
New EV sales also picked up in July. With over 130,000 EVs sold, up 26% from June, the electric vehicle market share reached 9.1%, the second-highest to date.
Ahead of the $7,500 federal tax credit deadline, set to expire at the end of September, 11 brands posted their best EV sales of the year. The top five included Tesla, Chevy, Hyundai, Ford, and Honda. Volkswagen surged to sixth after electric vehicle sales surged 454% last month.
The Honda Prologue starts at $47,400, but with the credit, you can snag one for under $40,000 right now. Honda is also offering monthly leases as low as $159 in California and other ZEV states. In other regions, it’s still listed for as low as $229 per month.
| 2025 Honda Prologue trim | Starting Price* | Starting Price After Tax Credit* |
EPA Range (miles) |
| EX (FWD) | $47,400 | $39,900 | 308 |
| EX (AWD) | $50,400 | $42,900 | 294 |
| Touring (FWD) | $51.700 | $44,200 | 308 |
| Touring (AWD) | $54,700 | $47,200 | 294 |
| Elite (AWD) | $57,900 | $50,400 | 283 |
Even Honda’s luxury brand, Acura, is selling more electric vehicles than expected. Through the first half of the year, the Acura ZDX outsold the Cadillac Lyriq, and it’s based on the same GM Ultium platform.
Sales are expected to continue picking up ahead of the deadline. As Cox Automotive highlighted, “July’s performance sets a strong precedent, and as policy support winds down, the market’s ability to respond to real-time demand and brand-level dynamics will be critical in shaping the next phase of growth.”
Ready to take advantage of the savings while they are still here? We’re here to help. You can use our link to find deals on the Honda Prologue in your area (trusted affiliate link).
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The waste management experts at Republic Services are committed to cleaning up the Chicagoland area — and now, that includes the air Chicagoans breathe, thanks to the deployment of new Mack LR Electric garbage trucks in the heart of America’s Second City.
Republic Services executives and partners from local utility ComEd gathered yesterday, 14AUG, to celebrate the deployment of Chicago’s first electric refuse fleet, featuring two new Mack LR Electric garbage trucks paid for, in part, by ComEd’s commercial EV rebate program.
“The Mack LR Electric is purpose-built for refuse applications, delivering zero local emissions while maintaining the durability and performance Mack trucks are known for,” reads the official Mack press release. “The electric powertrain provides quieter operation for early morning routes and helps fleet operators meet sustainability goals while supporting cleaner air quality in urban communities. With its low cab-forward design and tight turning radius, the LR Electric maintains the maneuverability essential for residential and commercial waste collection routes.”
The big Class 8 Mack Trucks are powered by a pair of electric motors putting 400 combined kW (about 536 hp) through a 2-speed Mack Powershift transmission that offers a whopping 4,051 lb-ft of peak torque output. That’s over 40% more power than the first generation Mack LR Electric released in 2019, and this iteration can charge the 376 kWh Samsung-sourced batteries fully in under two hours at 150 kW.
Real money, real results
While Washington continues to threaten America’s economic security and position as a global technology leader by toying with the idea of killing the $7,500 Federal EV tax credit, the ENERGY STAR program, and other energy efficiency incentives, the private energy sector is stepping up with massive investments in battery storage, charging infrastructure, and commercial EV rebates – and Chicago is leading that charge (pun very much intended), with EV adoption outpacing the rest of the nation by 4:1 in Q1.
“ComEd is proud to support Republic Services in advancing zero emissions transportation for Chicago’s neighborhoods,” explains Melissa Washington, our senior vice president of customer operations and strategic initiatives. “As more customers take advantage of our EV rebate programs, we are helping empower customers to realize the air quality and energy savings benefits of EVs, and moving our communities closer to their goals for a more sustainable future.”
The new HD electric vehicles will be powered up nightly by equally new 150 kW DC fast charging stations from BP pulse, which are installed at Republic’s vehicle yard in the Little Village neighborhood. Part of the ComEd rebate money awarded to the company helped fund the make-ready infrastructure portion (effectively from the transformer to the stub) of that project, as well as at least one Ford F-150 Lightning pickup.
And, if these trucks look familiar, it might be because Republic Services also handles refuse collection for the City of Madison, Wisconsin, and added two Class 8 electric trucks to their garbage fleet last year in the form of a pair of similar Mack Electric LR HDEVs.
Electrek’s Take
Look, you know me. There is absolutely ZERO chance that I’ll be able to remain objective about anything that’s putting down more than four thousand lb-ft of torque. Make that thing quieter, cleaner, and generally better for me and my community, and there’s even less of a chance of me saying anything critical about it.
Here’s hoping more cities go electric rather sooner than later.
SOURCES | IMAGES: Mack Trucks, Republic Services, via LinkedIn.
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla’s upcoming FSD update, Ford’s Universal EV platform, the new Acura NSX, and more.
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