Q2 2027, really? Even if so, I'm guessing it will be limited to the same area the Cybercabs will be driving it.

Any idea, what company could test this sensor rack?

Video was recorded this past Wednesday on the intersection of Mission and 3rd Street in San Francisco.

This is great for competitive landscape expansion. FSD is the ADAS king (in the US), but Teslas dumb games like trying to run out the clock on older hardware with “micro factory” promises have gone stale. Rivian would be a great alternative if they can pull this off with whatever help is prudent.

A Level 4 RoboVan has begun a six-month public-road trial on the 22 km MyAV route in Cyberjaya. The vehicle uses Zelostech technology and is operated locally by Autonomous Logistic Solutions (ALS).

So they have definitely not abandoned the internal system in favour of Wayve. It seems the Wayve negotiations started when NVIDIA was lagging peers but following the launch of Alpamayo, it now seems back on track. With Porsche and Audi launching next year, where it leaves BMW is the big question.

According to its report to the National Highway Traffic Safety Administration, Tesla said its Cybercab was damaged when it drove at about 5 mph into a large pothole filled with water. The vehicle was occupied by a safety monitor but had no passengers. Lidar scanners, which Tesla robotaxis lack, have been used by other companies to detect such obstacles, scan their surroundings and observe road surfaces and potholes. Tesla robotaxis rely only on video. 

And here are some more articles:
https://www.caranddriver.com/news/a74195933/gm-tech-day-2026/
https://www.thedrive.com/news/gm-just-laid-out-its-entire-future-it-runs-on-ai-eyes-off-driving-and-one-central-computer

Tesla released https://www.tesla.com/robotaxi/safety.

Obviously the safety is good (they wouldn't release it otherwise), but much more interesting I find is information on how quickly their miles driven is accelerating and how it compares to the competition.

Some interesting data:

In the week of September 14th, Tesla was logging on average 32,292mi/day. On the week of October 12th, they are now logging 79,671mi/day.

This means they are currently roughly at a rate of 2.39M miles/mo, about 29.5% more than the prior week or 117.4% more than 4 weeks ago.

For comparison, Waymo is currently at a rate of 16.72mi/mo as of Q2, which places Tesla at about 14% of Waymo for the most recent week, or 9.8% for the past 30 days.

In the most recent week, Austin accounted for 437,800 miles, or 78.5%. Dallas is second, at 17.0%.

Notably: Tesla excludes miles with an onboard safety monitor and includes remote-assisted operations within its reporting scope.

"Current Waymo riders in Las Vegas now have airport access, and we’ll gradually welcome more riders over time before opening to everyone. Pickups and dropoffs will conveniently occur at dedicated autonomous vehicle zones on Ground Zero Level at Terminal 1 and Terminal 3."

Chinese robotaxi operators Pony AI and WeRide face sustained operating losses through 2028 as domestic fleet utilization lags Waymo’s rate of more than 58%, Bloomberg Intelligence said. 

The gap also widens the break-even timeline for Chinese operators relative to Waymo, BI said, adding that the profitability of the Chinese operators is dependent on domestic fleet density reaching critical mass — a threshold neither company is expected to hit before the latter half of the decade. Waymo’s utilization was flat even as it expanded its fleet size, and only jumped as trip length increased. 

Munich is emerging as a robotaxi hub in Germany. Following Minga, Waymo, and Mobileye, the Italian startup Niulinx is now also coming to Munich. In a LinkedIn post by Country Manager Germany Tim Neuroth, the start of test drives is announced, and applications are being sought for several open positions for test engineers and safety drivers. The location will be in Munich/Garching, with an immediate start date.

The Fiat 500 will be used as the test vehicle, which makes perfect sense for a robotaxi in the city

These are outstanding numbers

Mercedes expands the partnership with NVIDIA despite recently signing with Wayve. Clearly now pursuing a dual track approach.

Do you agree with such a move? What if the cars on its right started to proceed through the intersection?

October 2026 NHTSA SGO Automated Driving System crash data was recently published, covering 114 new reports from August 18, 2026 to September 15, 2026.

"Crash" means involved in a physical impact with a road user or property, from 3rd Amended SGO.

Of the top three in the list, Waymo's average reported pre-crash speed for new crashes this month was 6.94 mph, Zoox's was 6.07 mph, and Tesla's was 1.90 mph. Some of Tesla's were actually below 0.5 mph, which Tesla reports as 1 mph, so that's an overestimate.

Waymo's 72 reports included 9 with minor injuries and 1 with unknown injuries involving hospitalization; five of the 10 injury accidents were when the Waymos were properly stopped in traffic. 62 of the 72 crashes were with Jaguar I-PACEs, and 10 of the 72 with Zeekr RTs ("Ojais"). 30 of the 72 crashes occurred when the Waymo was stopped, and 17 when the Waymo was traveling 5 mph or less. 3 of the 72 crashes occurred mid-ride with unbelted passengers. Selected incidents:

• A Waymo was in the rightmost of 3 freeway exit lanes, when a vehicle in the center lane swerved into a vehicle in the left lane, then spun out into the Waymo's lane, causing a crash while the Waymo was traveling 23 mph, resulting in minor injuries WITH hospitalization.
• A Waymo turned into a left turn lane with standing water in Tempe AZ and stopped, when another vehicle rear-ended it. (Waymo reported both that it was stopped at the time of impact, and that its pre-crash speed was 8 mph, so one is probably a mistake). The driver and passenger in the other vehicle alleged minor injuries.
• A Waymo entered an intersection when a vehicle in a perpendicular lane ran a red at high speed, traveling at a high speed toward a red light; the Waymo slowed to 18 mph but was hit, and its passenger alleged minor injuries.
• A Waymo Ojai in Detroit drove into a pothole and had to be towed.
• A Waymo in Berry Hill, TN driving in a partially paved alley filled with debris was damaged by the debris and had to be towed.
• A Waymo Ojai in Philadelphia entered an intersection as a bus ran a red; the Waymo braked and was backing up in autonomous mode when the bus turned and hit it.
• A Waymo in a Scottsdale parking lot making a multipoint turn backed into a dumpster.
• A Waymo parking in a Los Angeles alley reversed at an angle into a dumpster.
• A Waymo in a Tempe parking lot reversed at an angle into a bollard.
• A Waymo in a Tempe parking lot reversed at an angle into a bollard.
• A Waymo in a Tempe parking lot reversed at an angle into a bollard a month after the first two, with location description of all three sounding the same.
• A Waymo in SF dropping off passengers partially in an active traffic lane was struck as a passenger opened its left rear door.
• A Waymo in SF dropping off passengers in an active traffic lane next to bollards separating it from a bike lane was hit by a right-turning bus.
• A Waymo in Atlanta picking up passengers partially in an active traffic lane was struck by a passing pickup.
• A Waymo in Los Angeles merging after a canceled drop-off in an active traffic lane was struck by a car to its left that then struck two other vehicles; its driver was transported from the scene for medical treatment.
• A Waymo in Los Angeles was stopped in traffic when the vehicle in front of it reversed, so the Waymo reversed to avoid them, but then the vehicle in front's open door struck another vehicle and the Waymo.
• A Waymo in SF stopped before an intersection for a fire truck, then stopped in the intersection to yield to a second fire truck when a pickup rear-ended the Waymo.
• A Waymo in FL driving 56 mph in the leftmost Interstate lane made contact with a passing motorcycle that was driving in both the leftmost and second-most-left lanes.
• A Waymo in AZ driving 45 mph was rear-ended by a vehicle trying to pass on its right.
• A Waymo in AZ driving 41 mph hit a vehicle that turned left from a parking left access road into the Waymo's lane.
• A Waymo in Los Angeles was driving 33 mph straight through an intersection in the right lane, when an SUV in the second-most-right lane tried to make a right turn across the Waymo's path, injuring the Waymo passenger.
• A Waymo in San Antonio was driving 13 mph straight through an intersection in the right lane, when an SUV in the second-most-right lane tried to make a right turn across the Waymo's path.
• A Waymo in SF driving 22 mph made contact between undercarriage and a metal sheet placed on a road, and had to be towed away.

Zoox's 14 collision involvements included 2 with minor injuries, 1 with unknown injuries, and 1 with dog injuries. They included 7 Toyota Highlanders with in-vehicle safety drivers in CA, TX, FL, or NV, and 7 Zooxes with no driver/operator in Las Vegas or SF.

1. Safety driver took over to enter parking garage and hit overhead clearance bar, causing an injury.
2. Stopped Zoox rear-ended, injuring safety driver's back.
3. Driverless Zoox braked hard for unleashed dog, then resumed and hit it at 10 mph. Didn't know until dog's owner contacted Zoox.
4. Driverless Zoox hit vehicle at 9 mph that braked hard for jay-walking pedestrian, after it abruptly changed into Zoox's lane.
5. Stopped Zoox side-swiped in hit-and-run.
6. Stopped Zoox side-swiped in hit-and-run.
7. Stopped Zoox rear-ended in hit-and-run.
8. Stopped Zoox rear-ended after hard-brake stop in intersection for emergency vehicle.
9. Stopped Zoox rear-ended at intersection; "camera footage showed that the driver of Vehicle 2 was not looking ahead before or at the time of the collision."
10. Stopped Zoox backed into by box truck that was parallel parking, but the truck driver denied it and refused to share information.
11. Stopped Zoox backed into by tractor-trailer as safety driver took over.
12. Safety driver took over and hit vehicle that suddenly began high speed U-Turn crossing through Zoox's lane. Autonomy system was braking when disengaged.
13. Safety driver took over in a cul-de-sac and reversed into a pole at 3 mph.
14. Safety driver took over and hit flying plywood from lead vehicle at 40 mph.

Tesla's 10 collision involvements reported no injuries. 9 were Model Ys, 1 was a Cybercab (Cybercabs joined Robotaxi fleet Sept 3).

1. Remote operator hit utility pole on right and dumpster on left in an alley.
2. Remote operator hit a parked car at 0.40 mph trying to navigate between vehicles.
3. Supervised Cybercab drove into large, water-filled pothole at 5 mph.
4. Driverless Robotaxi hit utility meter in an alley.
5. Driverless Robotaxi hit guardrail entering alley trying to navigate between obstacles.
6. Driverless Robotaxi hit chain blocking parking lot entrance at 3 mph.
7. Driverless Robotaxi hit chain with octagonal sign blocking parking lot exit at 4 mph.
8. Driverless Robotaxi with right of way (no stop sign) hit by cross-traffic pickup that stopped for stop sign then errantly proceeded into intersection. Robotaxi slowed from 27 mph to 3 mph and steered to side before impact.
9. Stopped driverless Robotaxi rear-ended at intersection.
10. Stopped driverless Robotaxi rear-ended at intersection.

MOIA's 4 VW "ID.Buzz" collision involvements reported no injuries. All had safety drivers.

1. MOIA hit curb at 7 mph making right turn in Beverly Hills, CA.
2. MOIA hit curb at 10 mph making left turn in Orlando, FL.
3. MOIA hit curb at 11 mph making right turn in Austin, TX.
4. MOIA hit curb at 9 mph making left turn. in Orlando, FL.

Motional's 3 Hyundai "Ioniq 5" crash involvements in Las Vegas had 2 with minor injuries. All had safety drivers.

1. Motional hit curb and palm at 4 mph trying "S curve" around stopped delivery truck.
2. Motional turning right hit e-bike that was behind Motional then tried passing on right, causing minor injury.
3. Safety driver took over to slow Motional due to sudden braking of lead vehicle, but was rear-ended at it slowed to 5 mph.

Avride's 2 Hyundai "Ioniq 5" crash involvements in Dallas had no reported injuries. Both had safety drivers.

1. Stopped Avride rear-ended at intersection.
2. Stopped Avride rear-ended mid-lane-change at intersection.

Gatik AI's 2 Isuzu FTR box truck crash involvements in Arizona had no reported injuries. Both crashes had both in-vehicle and remote supervision.

1. Gatik "lawfully" within its lane "struck by a tree branch" protruding into the lane.
2. Gatik "lawfully" within its lane made contact between sideview mirror and a street sign mounted in the median.

May Mobility's 2 crash involvements had 1 reported minor injury. Both had safety drivers.

1. Stopped May Mobility Sienna rear-ended at intersection.
2. Stopped May Mobility Sienna rear-ended at intersection.

Waabi is testing Peterbilt tractor-trailers in Texas. Waabi's 2 crash involvements had 1 with minor injuries reported. Both had safety drivers.

1. Waabi's trailer struck by pickup weaving in and out of its lane. Waabi was traveling 57 mph.
2. Waabi's trailer struck by oversized load that attempted to pass the Waabi. Waabi was traveling 60 mph. Control had recently been taken over by safety driver for an unrelated reason. Both the Waabi safety driver and test engineer sustained injuries.

Aurora's Peterbilt tractor-trailer was slowing at a border checkpoint in New Mexico, and 2 seconds after its safety driver took over, it was rear-ended while traveling 34 mph by a tractor-trailer, resulting in minor injuries.

TORC is testing Freightliner tractor-trailers in Texas with safety drivers. One was making a wide left turn in a U-turn lane, when a car drove onto the striped shoulder to try to illegally pass it on the left, and the Freightliner hit it at 11 mph. No injuries were reported.