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Tesla Cybercab
This Tesla Cybercab won’t be the car self-driving passengers see around Austin in June (Sjoerd van der Wal/Getty Images)
Fear Factor

Poll: More than 70% of American voters say they wouldn’t use robotaxis or Tesla’s full self-driving tech

That sentiment holds across age, party, income, and geography.

Rani Molla

Ahead of Tesla’s robotaxi rollout next month, market research firm Electric Vehicle Intelligence Report surveyed 8,000 American voters in May on their feelings regarding autonomous driving. While CEO Elon Musk says his self-driving car service is ready for public roads, the public doesn’t share that view.

Some 71% of consumers said they wouldn’t ride in a robotaxi and 43% said they should be illegal. Meanwhile, 77% said they wouldn’t use Tesla’s full self-driving technology and 48% believe that should be illegal, too.

Americans’ biggest concerns are the “lack of human judgment” and the absence of a person in case something goes wrong. Survey takers also don’t think the technology has been sufficiently tested — and they don’t want to be crash test dummies.

“Right now, autonomous driving is viewed as a tradeoff between inconvenience and safety, and safety is going to win that fight every time,” Evan Roth Smith, EVIR’s head of research, told Sherwood News. “Autonomous driving demos and promos frequently over-focus on the convenience factor, but it’s safety incidents that make the news and penetrate to consumers.”

In all, the share of those who were concerned by autonomous vehicles (67%) vastly outweighed the portion who are excited about the tech (18%).

For now, Tesla’s robotaxi program is expected to launch in Austin with just 10 to 20 cars and is by invite only — so the American public won’t really get to express its opinions in the form of taking these vehicles or not for some time. Meanwhile, Google’s side project Waymo is bringing in a quarter of a million paid rides per week (which is still far from mass market).

“You can call that an ‘early adoption curve’ if you like, but there’s a real risk that the market for this technology is far more limited than hoped,” Smith said. “The headwinds are certainly strong enough to doubt that Tesla or any other company should be staking its near- or medium-term prospects on robotaxi adoption.”

Musk, however, is betting they will in the future and staking Tesla’s success to that bet. “The future of the company is fundamentally based on large-scale autonomous cars,” Musk said on the company’s last earnings call.

“In the not-too-distant future, buying a gasoline car that is not autonomous, will be like riding a horse while using a flip phone,” he said. “Some people still do it, but it’s rare.”

Tesla’s not-too-distant future may have to focus on getting the public onboard for that to come true.

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Analyst downgrades Microsoft and Amazon, saying GenAI economics are “far weaker than assumed”

Amazon and Microsoft are down about 2% premarket after an analyst downgrade and amid a broader AI sell-off, as investors continue to wonder when the hyperscalers’ intense spending on AI infrastructure will pay off.

Rothschild & Co Redburn analyst Alexander Haissl downgraded both companies Tuesday to neutral from buy, breaking with many of his peers. (Over 90% of the stocks’ analysts have buy-equivalent recommendations for them, according to Bloomberg.)

The industry’s narrative that generative AI is akin to the early cloud, he wrote, is “increasingly misplaced,” saying that the underlying economics for GenAI are “far weaker than assumed.”

tech

Google’s CEO on AI bubble: “I think no company is going to be immune, including us”

Alphabet and Google CEO Sundar Pichai is the latest head of a tech firm investing heavily in AI to admit that we may be in a bubble.

I think no company is going to be immune, including us,” he told the BBC.

But like the others, he believes his company is positioned to come out on the other side stronger. And like the others, he compares the current moment’s AI spending to the “excess investment” of the earlier internet that ultimately led to the dot-com bubble. While there were huge losses, the technology changed the world and is integral to how it works today.

“Given the potential of this technology, the excitement is very rational,” Pichai told the BBC. “It’s also true when we go through these investment cycles there are moments where we all shoot collectively as an industry.”

“There are elements of irrationality through a moment like this.”

But like the others, he believes his company is positioned to come out on the other side stronger. And like the others, he compares the current moment’s AI spending to the “excess investment” of the earlier internet that ultimately led to the dot-com bubble. While there were huge losses, the technology changed the world and is integral to how it works today.

“Given the potential of this technology, the excitement is very rational,” Pichai told the BBC. “It’s also true when we go through these investment cycles there are moments where we all shoot collectively as an industry.”

“There are elements of irrationality through a moment like this.”

tech

Apple takes 25% of the Chinese market, up from 19% last year, on strong iPhone 17 sales

Apple’s iPhones accounted for one out of four smartphone sales in China in October, according to new data from Counterpoint Research, up from 19% last year. Overall, smartphone sales grew 8% driven by strong sales of Apple’s iPhone 17, giving the company its best-ever start to its all-important holiday quarter in the country.

The iPhone 17 base model as well as the Pro and Pro Max all saw mid- to high double-digit growth compared with last years, per Counterpoint.

China smartphone Oct 2025
Counterpoint Research
tech

Musk wants Tesla’s Optimus to get in and out of the Cybercab to deliver packages

Tesla CEO Elon Musk and Amazon founder Jeff Bezos seem to be competing on nearly every level. Both have media companies, both have space companies, and both helm private AI companies. Now it seems their giant public tech companies are slated to go head to head.

Musk has told his teams working on the Optimus robot that he wants it to be able to get in and out of the company’s Cybercab to make deliveries, according to a report by The Information. Amazon, of course, has also been amping up its use of robots, eventually planning to have them deliver its e-commerce packages.

The Optimus and Cybercab are supposed to go into production next year.

Musk has told his teams working on the Optimus robot that he wants it to be able to get in and out of the company’s Cybercab to make deliveries, according to a report by The Information. Amazon, of course, has also been amping up its use of robots, eventually planning to have them deliver its e-commerce packages.

The Optimus and Cybercab are supposed to go into production next year.

tech
Rani Molla

Elon Musk runs an AI startup — now, so does Jeff Bezos, as he launches Project Prometheus

Jeff Bezos, the third-richest man in the world and the founder of Amazon, a company increasingly focused on AI, has created a new AI startup of which he will be co-CEO, according to The New York Times. The new venture, Project Prometheus, aims to use AI to engineer and manufacture automobiles and spacecraft. It also sounds quite a bit like Elon Musk’s AI startup, xAI.

Musk, the richest man in the world and the CEO of Tesla, a company increasingly focused on AI, also leads his AI startup and is progressively working on integrating its technology into his vehicle and space companies.

Musk’s space company is SpaceX, while Bezos’ is called Blue Origin. Musk owns social media company X, formerly Twitter, which is now part of xAI. Bezos owns media company The Washington Post. Bezos also has invested in an EV company, Slate Auto, which some see as a “Tesla killer.” Got it?

In other words, Bezos and Musk remain engaged in a billionaire version of “keeping up with the Joneses.”

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