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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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T-Mobile and Verizon are seeing strong iPhone sales, too

T-Mobile and Verizon are seeing strong demand for the latest iPhone, according to a note today from Bank of America Global Research:

As per T-Mobile mgmt., iPhone activations are up double digits (new and existing customers). Verizon mgmt. commentary also suggests strong upgrade activity in its existing base during the quarter.

This is one of several indicators pointing to a strong upgrade cycle for the redesigned iPhone.

Early this month, a survey of iPhone users found that a higher percentage intended to upgrade than did last year. BofA and Wedbush Securities’ Dan Ives have both cited longer shipment times for the latest model than last year, suggesting relatively higher demand. The Information said that Apple asked suppliers to boost production of the iPhone 17 following strong preorder activity. Bloomberg reported long lines and sold-out phones when the devices went on sale last week. BGR noted today that the iPhone 17 and iPhone 17 Pro are still sold out online in the US.

Last week, Sherwood News reported that web traffic to Apple for the iPhone event and for the preorder period were elevated compared with the past few years, though we suggested that might have more to do with a natural upgrade cycle than features on the iPhone 17.

Data center vs office spending

The AI infrastructure debate’s heating up, as spending on data centers set to outpace office construction

Multiple gargantuan data center projects got announced this week — some people see huge risks of fruitless spending, while others, like Sam Altman, think the build-out could be too slow.

Waymo Recalls Over 1200 Driverless Cars After Collisions Related To Software

Waymo, Lyft, Tesla: Who’s behind the wheel of the US robotaxi industry?

When it comes to autonomous ride hailing, no company is an island — except maybe Tesla. We mapped out the relationships.

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Report: Meta has discussed using Google’s AI to help with ads

Meta has a huge advertising business, and it wants it to get even bigger with the help of AI, with ambitions to create tools that will help businesses create, place, and track ads with just a quick conversation with an AI chatbot. But it seems the social media company, whose AI models have lagged its competitors and which is spending gobs of money to fix it, might need some help getting there. The Information reports that Meta has been in talks with Google to use the latter’s AI models to improve its ad business.

It may be an interim step for Meta, but it’s a big deal, as The Information notes:

The fact that Meta is considering using Google’s technology for advertising is striking. Advertising is the engine behind Meta’s $164.5 billion revenue empire, and Meta executives have highlighted improvements to advertising as a top opportunity coming out of the company’s investments in AI.

It may be an interim step for Meta, but it’s a big deal, as The Information notes:

The fact that Meta is considering using Google’s technology for advertising is striking. Advertising is the engine behind Meta’s $164.5 billion revenue empire, and Meta executives have highlighted improvements to advertising as a top opportunity coming out of the company’s investments in AI.

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