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Tesla says it reached 1.1 million Full Self-Driving subscribers in 2025, reinforcing its strategy to prioritize autonomy and software revenue even as FSD faces regulatory scrutiny and legal challenges.

Tesla has begun unsupervised Robotaxi rides in Austin, using Model Ys with advanced Full Self-Driving software. The rollout is gradual, marking a major step toward public autonomous ride access.

Tesla plans to eliminate the one-time purchase option for Full Self-Driving and move to a subscription-only model. The decision reflects industry trends but raises questions about cost, hardware limits, and unfulfilled autonomy promises.

Hyundai is entering the robotaxi market with Motional and the Ioniq 5, aiming for a cautious commercial launch in Las Vegas. Backed by AI advances and deep integration, the effort tests whether patience and scale can succeed where others failed.

Tesla’s Cybercab aims to be a $30,000 fully autonomous ride-hailing vehicle. Congressional approval could raise production limits, but software, charging infrastructure, and branding challenges still remain.

Waymo introduced the Ojai, a Zeekr-built robotaxi designed to replace the aging Jaguar I-Pace. With improved sensors, faster charging, and cold-weather readiness, the Ojai supports Waymo’s rapid expansion into dozens of new cities.

Lucid has started real-world testing of Gravity-based robotaxis in San Francisco with Uber and Nuro. The Level 4 autonomous vehicles aim for a 2026 public launch and a global fleet of over 20,000 units.

Waymo has removed drivers from its robotaxis, but simple issues like doors left open still require human help. The company pays gig workers to intervene, highlighting the limits of current vehicle design and passenger behavior.