
Waymo’s $100 Billion Valuation Shows What Working Autonomy Is Worth vs. Tesla’s Promises
Waymo seeks $15B+ at ~$100B valuation - double its 2024 price. With 450K weekly driverless rides, it shows what real autonomy is worth vs. Tesla's promises.
Every EVXL story tagged “Full Self-Driving” — newest first.

Waymo seeks $15B+ at ~$100B valuation - double its 2024 price. With 450K weekly driverless rides, it shows what real autonomy is worth vs. Tesla's promises.

Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the human backup that has supervised Austin operations since June. The Details Key Specs EVXL’s Take…

Elon Musk confirmed Tesla’s Full Self-Driving software v14.2.1 allows drivers to text while behind the wheel under certain conditions. Why it matters: Texting while driving remains illegal in 49 U.S. states, Washington D.C., and all U.S. territories, and the driver, not Tesla, bears full legal liability. The Details By The Numbers EVXL’s Take Musk’s confirmation…

Tesla has extended its Full Self-Driving (Supervised) ride-along program in Europe by three months following what the company calls “high demand,” with free demos now available through March 31, 2026 across Germany, France, and Italy. We’ve been tracking Tesla’s European FSD push closely, and this extension reveals the scale of Tesla’s regulatory charm offensive. The…

Tesla is raising prices on its Windshield Protection Plan by 33% starting January 1, 2026, squeezing more revenue from existing owners even as the company slashes vehicle prices and eliminates down payments to attract new buyers amid a global sales crisis. The price hike, first reported by Sawyer Merritt on X, increases the monthly subscription…

TD Cowen has maintained its Buy rating on Tesla stock with a $509 price target after analysts took three RoboTaxi rides covering nearly 40 miles in Austin. We have been tracking Tesla’s autonomous ambitions since the June launch, and this marks one of the first instances of Wall Street analysts conducting hands-on due diligence in…

We’ve been tracking Tesla’s talent struggles all year, and this weekend’s announcement flips the script entirely. Yilun Chen, who spent nearly four years building Apple’s robotics and autonomous systems capabilities, has joined Tesla’s Optimus AI team, calling humanoid robots “the ultimate dream of our generation.” The move, announced on X on November 30, has already…

Tesla is rolling out a free 40-day trial of its Full Self-Driving (Supervised) V14 software to approximately 1.5 million HW4-equipped vehicles across North America. The trial, which began November 29, 2025, expires January 8, 2026, covering the entire holiday travel season. We’ve been tracking Tesla’s FSD push all year, and this is the company’s most…
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