American autonomous‑driving tech leader, a Google/Alphabet subsidiary
Automakers have announced strategic shifts as Chinese brands and US trade rules upend the sector. Volkswagen has proposed deep job cuts to cut costs, Jaguar Land Rover is adding hybrids and prioritising the US, and the Commerce Department has denied Polestar permission to sell new connected models in the US from 2027, pushing the brand to refocus on Europe.
Over 100 driverless Baidu robotaxis stopped due to system malfunctions in Wuhan, China, causing passengers to be stranded in traffic. No injuries reported. The incident marks the first mass shutdown of autonomous taxis in China, raising safety concerns for the technology's deployment.
Zoox teams up with Uber to deploy self-driving cars in LA next year, while Waymo's driverless vehicle mishap highlights ongoing safety challenges. Tesla's use of driver assistance systems also draws regulatory attention amid industry-wide safety concerns.
Magna is embedding AI across its global supply chain to improve quality, maintenance, safety and efficiency, while Rivian outlines an expanded R2 family and a Georgia factory to scale production; Ford unveils a Long Beach EV development center amid leadership changes in its EV unit, and Toyota is pursuing a privacy-conscious data fabric in its Woven City project.
Several firms have announced expansion plans and new measures that will accelerate commercial robotaxi rollouts. Mobileye has announced a 2027 U.S. launch with an initial 100-vehicle fleet and a five-year target of 17,000; Wayve and Uber are preparing a supervised London service in the coming months; Tesla and Waymo are expanding U.S. coverage; and new indices show Chinese robotaxi players are scaling faster than many expected.
Stellantis has unveiled a plan to roll out nine new models under $40,000 by 2030, aiming to revive US volume and stabilize margins. The move includes new Ram, Dodge, and Jeep entries, alongside cost-cutting measures after heavy investments in electrification and a prior $26 billion annual loss.
Tesla has expanded its robotaxi service in Austin to operate without a human operator in the entire Austin Metro area, marking a notable step in autonomy. The company has removed in-vehicle monitors in several vehicles, reflecting growing confidence in its self-driving technology. Waymo remains a key comparator with a larger fleet in nearby markets.
A San Francisco business theft involving a Waymo driverless car remains unsolved months after a January incident. Police obtained video and account data but have not identified a suspect. The company says it does not use facial recognition and reviews requests for legal validity.
Waymo has launched Waymo Premier, a $29.99-per-month membership offering priority pickups, up to five free cancellations monthly, and 10% Waymo Cash back for trips. The program is initially invite-only in San Francisco, Los Angeles and Phoenix, with plans to broaden to additional cities as it presses expansion and pursues higher-value riders.
The SpaceX IPO has launched, commanding a multi-trillion-dollar market cap and drawing investor attention to AI-focused stocks like Anthropic and OpenAI. Analysts warn about overvaluation and the risk of market concentration as new supply floods the tech sector.
Waymo, Wayve, Baidu and Uber-backed ventures have pushed robotaxi testing and commercial rollouts in London, San Francisco and Houston, while Uber has announced Houston as its next market after San Francisco. Companies have recalled vehicles and limited freeway operations after construction-zone incidents, and unions and regulators are blocking some US rollout plans.
Waymo is recalling nearly 3,900 robotaxis to fix software that can drive into freeway construction zones, after 13 incidents in Phoenix and the San Francisco Bay Area. The company has limited freeway driving during the fix and notes it continues to operate on surface streets.
The US auto regulator has opened a special crash investigation after a Tesla Model 3 drove into a home near Houston on 19 June, killing 76-year-old Martha Avila. The driver told police he was using automated driving features; Tesla engineers and Elon Musk have disputed that claim. Investigators are examining vehicle data and the driver's actions.
Zoox has unveiled interior and interface improvements to its bidirectional robotaxi as it eyes a wider rollout later this year, including a lighter interior, new seating, larger cupholders, improved touchscreens, and two-way audio for riders and first responders. Production is planned at the Hayward facility with up to 100 vehicles weekly pending regulatory approval.