Waymo outlengths Tesla: Elon’s phallic Robotaxi map backfires in Austin’s expansion battle
Tesla started a dick measuring contest with Waymo, and it is losing. The Alphabet company is expanding its service area in Austin beyond Tesla’s recently updated penis-shaped service area.
Waymo is taking a few shots at Tesla in the announcement, too.
Last month, Tesla launched its ‘Robotaxi’ service in Austin.
As we have often reported in the last few months, the service is primarily for optics after years of being wrong about Tesla launching unsupervised self-driving in its consumer vehicles, CEO Elon Musk needed a “win” and therefore, Tesla launched a limited service in a small area of Austin, Texas with Tesla employees being in the cars at all-times ready to stop the vehicles.
The service falls short of the promise that all Tesla vehicles built since 2016 would achieve unsupervised self-driving capabilities, and it’s also not comparable to Waymo’s service, which operates in Austin and several other cities without supervisors inside the vehicles.
Despite the situation, Tesla shareholders are hoping that the automaker is going to be able to scale faster than Waymo and eventually catch up.
They claimed victory when Tesla expanded its service area in Austin this week, but we noted that the expansion, which Tesla intentially made penis-shaped without any practical benefit, did more to illustrate the seriousness of the effort than anything else.
With the joke, Tesla inadvertently start a dick measuring context that it is now losing.
Today, Waymo announced its own service area expansion in Austin and it now covers 90 square miles:
After a successful four months serving riders together, Waymo and Uber are expanding our service territory in Austin – spanning North Austin to South Austin. Starting tomorrow, riders can take fully autonomous rides across 90 square miles of the city, including new neighborhoods like Crestview, Windsor Park, Sunset Valley Franklin Park, and more, as well as popular destinations like The Domain and McKinney Falls State Park.
Waymo’s service area (blue) is now much bigger than Tesla’s (black):
But more importantly, Waymo’s service operates completely autonomously without any supervisor with a finger on a killswitch inside the vehicle like Tesla.
Waymo is well aware of the difference and poke Tesla in its announcement of the service area expansion:
We’re proud to offer the only fully autonomous, 24/7 experience for anyone in Austin, and are excited to offer more destinations across the city – no waitlists or caveats. In Austin, customers have been enjoying their experience, giving their Waymo trips 4.9 out of 5 on average. There are more than 100 Waymo vehicles on Uber in Austin, and that number will continually grow to hundreds over time.
By “fully autonomous”, Waymo means that it doesn’t have employees inside the vehicles. It also mentions “24/7” as Tesla’s service closes at midnight and also doesn’t operate in some weather conditions.
Waymo now serves more than 700 sq mi across the US, and it continues to expand fast.
Electrek’s Take
Waymo keeps doing its thing. It’s going to take some time, but at one point, Tesla shareholders are going to have to admit that Tesla has the same limitations in expanding its robotaxi service as Waymo does.
The main difference is that Waymo is already way ahead as it completed the phase with in-car supervisors years ago and already operates in a 10x bigger area than Tesla in the US.
It also has about 100x more vehicles.
The idea that Tesla will catch up by mid next year, which is what CEO Elon Musk claimed, is completely ludicrous.
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Chinese carmaker XPeng is getting perilously close to bringing its AeroHT consumer eVTOL concept to market, thanks to a $250 million Series B round that’s set to accelerate the company’s modular “flying car” production plans.
XPeng subsidiary AeroHT had its first successful proof of concept test flight ahead of the brand’s annual 1024 back in 2023, where the company unveiled a pair of flying car designs. The X3 is an actual flying “car” that can drive, park, and take off on its own, and a second, modular eVTOL that folds up into the back of an electric van called the Land Aircraft Carrier.
That vehicle pair, shown at CES in January, was set to begin production this year, with the eVTOL component set to begin production in 2026 – and that’s looking a lot more likely thanks to the new infusion of capital!
AeroHT at CES 2025
Xpeng Aeroht raised $150 million in Series B1 funding last August, before launching its Series B2 funding round. The most recent announcement that the company has secured an additional $100 million in its Series B2 funding round brings the total amount raised to more than $750 million, with a $1B pre-revenue valuation.
CNEVPost reports that company aims to establish itself as a commercial pioneer in urban air mobility ahead of a potential IPO – and may get there sooner than later, thanks to several hundred pre-orders at the $280,000 projected price.
Electrek’s Take
Scooter Doll said it best, writing, “this footage (of the AeroHT test flight) is as scary and concerning as it is exciting and awe-inspiring.” Which is to say that these things are real, they seem like they’re getting built, and they seem like they’ll sell well enough to convince at least one or two remaining boomers that the flying car they’ve been promised their whole lives is – finally! – coming to market.
Here’s hoping.
SOURCE: Xpeng, via CNEVPost; gallery photos by the author.
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Flooring manufacturer Beauflor USA just turned on the biggest rooftop solar system by capacity in metro Atlanta — and it’s now powering part of its Georgia factory.
The new 1,040 kW system in Cartersville officially beats metro Atlanta’s previous rooftop solar record of 1,034 kW. The new array produces enough energy to power more than 100 homes. The system is expected to cover about 10% of Beauflor’s electricity needs and cut its carbon emissions by about 920 metric tons annually.
“This solar installation represents our commitment to sustainable manufacturing practices while making sound business decisions,” said Emile Coopman, continuous improvement manager at Beauflor. He added that the system is designed with room to grow: “This is the first step toward more renewable energy.”
The company partnered with Cherry Street Energy to install the nearly 2,000-panel system, which was completed in less than four months. Cherry Street invested $1.8 million into the project and is covering all construction and maintenance costs through a 30-year energy procurement agreement. Beauflor will buy solar power directly from Cherry Street, allowing it to avoid upfront capital costs while still lowering its energy bills.
“As Georgia’s manufacturers ramp up production amid rising costs for grid energy, sophisticated operators seek ways to quickly and sustainably address their energy needs,” said Cherry Street CEO Michael Chanin. “On-site solar with no capital expense delivers just that: reliable, affordable electricity.”
Chanin added that the system’s power output is especially impressive: “The previous record-holder for metro Atlanta’s largest rooftop solar required over 4,000 panels. We’re using less than 2,000 to reliably generate even more power.”
Read more: This is New Jersey’s largest high-rise residential rooftop solar array
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Jack Dorsey, co-founder and chief executive officer of Twitter Inc. and Square Inc., listens during the Bitcoin 2021 conference in Miami, Florida, on Friday, June 4, 2021.
Eva Marie Uzcategui | Bloomberg | Getty Images
Block shares jumped more than 10% in extended trading on Friday, as the fintech company gets set to join the S&P 500, replacing Hess.
It’s the second change to the benchmark this week, after S&P Global announced on Monday that ad-tech firm The Trade Desk would be added to the S&P 500. Trade Desk is taking the place of software maker Ansys, which was acquired by Synopsys in a deal that closed Thursday.
Hess’ departure comes just after Chevron completed its $54 billion purchase of the oil producer, prevailing against Exxon Mobil in a legal dispute over offshore oil assets in the South American nation of Guyana.
Block will officially join the S&P 500 before the opening of trading on July 23, according to a statement from S&P. Stocks often rally when they’re added to a major index, as fund managers need to rebalance their portfolios to reflect the changes.
Most alterations to the S&P 500 take place during the index’s quarterly rebalancing. However, in the case of the closing of an acquisition, a company can be removed from the index and replaced off schedule. Last week monitoring software company Datadog took Juniper Networks’ place in the S&P 500 as part of the index’s quarterly change.
Block’s addition brings further tech heft to an index that’s been steadily moving in that direction in recent years, reflecting the market cap gains of companies across the sector. Block, which gained popularity as Square due to the rapid growth of the company’s payment terminals, has expanded into crypto, lending and other financial services.
Founded by Jack Dorsey in 2009, Square changed its name to Block in 2021 to emphasize its focus on blockchain technologies.
Block shares are down 14% this year, underperforming the broader U.S. market. The Nasdaq is up more than 8%, while the S&P 500 has gained 7%. Still, with a market cap of about $45 billion, Block is valued well above the median company in the index.
In May, Block reported first-quarter results that missed Wall Street expectations on Thursday and issued a disappointing outlook, leading to a plunge in the stock price. Block’s forecast for the second quarter and full year reflected challenging economic conditions that followed sweeping tariff announcements by President Donald Trump.
“We recognize we are operating in a more dynamic macro environment, so we have reflected a more cautious stance on the macro outlook into our guidance for the rest of the year,” the company wrote in its quarterly report.
The company is scheduled to report second-quarter results after the close of regular trading on Aug. 7.
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