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Tesla Robotaxi
A person steps out of the front passenger seat of a driverless Tesla Robotaxi in Austin in June (Jay Janner/Getty Images)

Tesla has two days to remove Robotaxi safety drivers in Austin to reach Elon Musk’s repeated goal

It doesn’t look like it’s going to happen.

Tesla CEO Elon Musk has repeatedly said that the company would remove the safety drivers from its Austin Robotaxi service by year’s end:

September X post: “The safety driver is just there for the first few months to be extra safe. Should be no safety driver by end of year.”

October earnings call: “We are expecting to have no safety drivers in at least large parts of Austin by the end of this year, so within a few months.”

December xAI Hackathon: “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks.”

With just two days left in the year, there’s still no indication that Tesla has begun offering driverless Robotaxi rides to the public — despite Musk’s repeated assurances that it would.

So far, reports are limited to Tesla employees, friends of the company, and Musk himself testing unsupervised rides around Austin.

While the year-end deadline is an arbitrary one, the goal is a very important milestone for Tesla and its shareholders. A true driverless Robotaxi service would be proof of concept for the company’s Full Self-Driving software, the tech that’s supposed to elevate Tesla above the regular automakers and help justify its roughly $1.5 trillion valuation. For Tesla, it signifies no less than the future of the company and of transportation more broadly.

And the delay suggests some bumps in the road. Back in October, Musk gave a caveat to the goal of removing safety drivers by saying, “We’re obviously being very cautious about the deployment. So, our goal is to be actually paranoid about deployment because, obviously, even one accident will be front-page headline news worldwide. So, it’s better for us to take a cautious approach here.”

Of the roughly 30 Robotaxis operating in Austin, eight of them have crashed since June, according to National Highway Traffic Safety Administration data, despite only a handful operating at a time. That suggests the service may still be far riskier than human drivers on a per-vehicle or per-mile basis, despite Tesla’s claims to the contrary.

Musk has also promised the Robotaxi program would expand to 8 to 10 cities this year, down from a previous goal this summer of serving half the US population. He also said there would be 1,500 Robotaxis in service across the Bay Area and Austin by year-end. Currently there are about 160 in service in total, data from Robotaxi Tracker shows.

Musk, of course, has a history of being notoriously wrong on his own timelines. Still, this goal is certainly an important one.

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Ahead of IPO, Anthropic adds veteran executive and former Trump administration official to board

Anthropic is moving to put the pieces in place for a successful IPO this year.

Today, the company announced that Chris Liddel would join its board of directors.

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. Its reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. Its reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

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Meta is bringing back facial recognition for its smart glasses

Meta is reviving its highly controversial facial recognition efforts, with plans to incorporate the tech into its smart glasses as soon as this year, The New York Times reports.

In 2021, around the time Facebook rebranded as Meta, the company shut down the facial recognition software it had used to tag people in photos, saying it needed to “find the right balance.”

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

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Jon Keegan

Anthropic raises $30 billion, now valued at $380 billion

Anthropic is now valued at $380 billion, after closing on its latest round of fundraising, taking in $30 billion from a wide range of investors. The Series G round was co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and the UAE’s investment arm, MGX.

Some other investors include: Qatar Investment Authority (QIA), Sequoia Capital, Fidelity Management & Research Company, JPMorgan Chase, Lightspeed Venture Partners, Microsoft, and Nvidia.

Anthropic offered a few details on the current state of its business:

  • Anthropic said that its annual run-rate revenue has reached $14 billion, seeing 10x growth each of the past three years.

  • “The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.”

  • “Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026.”

  • Business subscriptions to Claude Code have quadrupled since the start of 2026.

In a blog post announcing the round, the company said:

“We train and run Claude on a diversified range of AI hardware — AWS Trainium, Google TPUs, and NVIDIA GPUs — which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for the enterprise customers that depend on Claude for critical work.”

Anthropic offered a few details on the current state of its business:

  • Anthropic said that its annual run-rate revenue has reached $14 billion, seeing 10x growth each of the past three years.

  • “The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.”

  • “Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026.”

  • Business subscriptions to Claude Code have quadrupled since the start of 2026.

In a blog post announcing the round, the company said:

“We train and run Claude on a diversified range of AI hardware — AWS Trainium, Google TPUs, and NVIDIA GPUs — which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for the enterprise customers that depend on Claude for critical work.”

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