- Tesla‘s Cybercab prototype was recently seen undergoing public road testing in Los Altos, California.
- Tesla has expanded its robotaxi service area in Austin, Texas by 44%, now covering 243 square miles.
- Waymo plans international expansions and has approval for fully autonomous airport rides in San Jose and San Francisco.
- Retail investor sentiment on Tesla is negative following disappointing third-quarter earnings and a high-profile shareholder vote.
- Tesla shares have increased by 14% in 2025, lagging behind the S&P 500 and Nasdaq.
A prototype of the long-anticipated Cybercab from Tesla was spotted being tested on public streets in Los Altos, California, located near the company’s Engineering Headquarters, according to recent social media reports. The vehicle was seen with a safety driver, consistent with procedures for early-stage road testing.
Investor and social media influencer Sawyer Merritt shared the sighting and noted that having a driver present is standard at this phase. Merritt stated, “The future is autonomous.” Earlier in the week, Merritt also reported that Tesla had broadened its robotaxi service zone in Austin, Texas, by 44%. The expanded area now covers 243 square miles—3.7 times larger than Waymo‘s operational zone in Austin—although Waymo continues to operate a larger local fleet.
Tesla‘s CEO, Elon Musk, highlighted the company’s autonomous driving initiatives, stating in a recent post that the technology “might spread faster than any technology ever,” and explained that the necessary hardware is already in place, allowing millions of vehicles to become self-driving following software updates.
Meanwhile, Waymo, a division of Alphabet (the parent company of Google), revealed during its latest earnings call that it plans to introduce robotaxi services in London and Tokyo in the coming year, as well as expand within several U.S. cities. The company recently received approval to offer autonomous rides at the San Jose and San Francisco airports, and continues to pilot services in New York City.
Additionally, Waymo is making its business-focused fleet available to companies and has launched a program for teenagers in Phoenix, which it says is seeing steady adoption and positive user feedback.
Stock market sentiment about Tesla has trended negative after the company reported weaker-than-expected third-quarter earnings. Discussion around the upcoming shareholder vote on Elon Musk’s significant compensation package has increased volatility, with some investors concerned about potential impacts on the company’s leadership and share price. Despite a 14% gain in Tesla stock so far in 2025, its performance remains behind broader market indices such as the S&P 500 and the Nasdaq.
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