A safety monitor rides in the front passenger seat as a Tesla Robotaxi drives in Austin in January (Jay Janner/Getty Images)

Takes two to Taxi

Tesla Robotaxi expands to 2 new cities, but it looks like there’s just 1 driverless car in each

There’s an unsupervised Tesla Robotaxi service in both Houston and Austin, but, with just one vehicle so far in each city, it will be difficult to find.

Rani Molla

Tesla says it has expanded its Robotaxi service to two new cities, with Dallas and Houston joining existing offerings in Austin and the Bay Area. A video posted by the company shows a Model Y driving through both cities without a driver, and several riders have posted videos of their own rides.

The catch: availability appears extremely limited. Based on early data from Robotaxi Tracker, there may be just one vehicle operating in each city so far, making it tough to actually get a ride.

Robotaxi now rolling out in Dallas & Houston 🤠 pic.twitter.com/G3KFQwqGxB
— Tesla Robotaxi (@robotaxi) April 18, 2026

The service also only covers roughly 30 square miles of Dallas and 25 square miles of Houston, a small fraction of each city, whose city limits alone add up to nearly 1,000 square miles. While it’s normal for an autonomous taxi service to start with a few cars in a limited area and to scale over time, it’s important to note that Tesla has been extremely slow in this regard.

In Austin, for example, the Robotaxi service launched in June with about 10 cars. Nearly a year later, there are currently 45 in the fleet and, despite promises to the contrary, most of those vehicles still have a human safety monitor in the front passenger seat.

On a recent trip to the Bay Area, where Tesla operates a service more akin to Uber with approximately 500 supervised Robotaxis, I frequently received “High service demand. Please come back later” messages at all hours of the day when trying to book one.

Tesla said in its Q4 earnings that it would expand Robotaxi service to nine markets — including Miami and Phoenix — by the first half of 2026, as the company ties its future to autonomous driving. With about two months to go, that timeline looks increasingly tight.

Jon Keegan4/17/26

Anthropic launches “Claude Design,” sending shares of Figma and Adobe down

Anthropic has been slowly and steadily gaining a leading share in the enterprise AI market by focusing on coding, spreadsheets, and other common productivity and workplace apps.

Now it’s going after design apps.

Today Anthropic launched Claude Design, a dedicated app powered by its latest model, Claude Opus 4.7, that lets users use text prompts to build website designs, user interface prototypes, presentations, and marketing materials.

Shares of Figma and Adobe sank on the news.

While Claude has previously had the ability to create designs and user interfaces, breaking it out into a dedicated app signals a major new piece of its enterprise strategy alongside its popular Claude Code product.

Introducing Claude Design by Anthropic Labs

Shares of Figma and Adobe sank on the news.

Rani Molla4/17/26

Apple’s China iPhone shipments surged 20% in Q1 even as overall smartphone shipments fell

Apple’s iPhone shipments in China jumped 20% last quarter, even as the country’s overall smartphone market fell 4%, according to new data from Counterpoint Research. Rising memory costs have pushed prices higher across the industry, weighing on demand.

Apple appears poised to ride out the broader smartphone slump. Its strength at the less price-sensitive high end of the market and its unusual leverage over suppliers, which helps keep costs in check, give it an edge over rivals.

Greater China remains a critical region for Apple, making up about 18% of its total revenue in the fourth quarter. The company accounted for 19% of China’s smartphone market in the first quarter, up from 15% a year earlier, per Counterpoint.

Rani Molla4/16/26

Anthropic has surged past OpenAI in capturing business spending on generative-AI software

Last quarter, Anthropic attracted the lion’s share of trackable business spending on generative-AI software, according to new data from Ramp, a fintech company that provides corporate cards and expense management software for small firms and Fortune 500 companies alike.

The data showed that in the first quarter, Anthropic saw 37% of spending, its biggest share yet, versus 33% for OpenAI. Notably, the dataset doesn’t capture spending by Google or Microsoft.

OpenAI, which makes ChatGPT, still leads in overall adoption at 81% of AI buyers, but Anthropic is catching up, at nearly 63% in March. Overall, more than half of Ramp’s customers currently pay for AI, up from just 18% two years ago.

Anthropic’s enterprise tools, including Claude Code and Cowork, have been making waves among the business class, sending its revenue soaring.

Anthropic’s revenue share is even higher among companies spending on AI for the first time.

“Anthropic has definitely been on a tear,” Ara Kharazian, Ramp’s economist, told Sherwood News. “Its increase in adoption rates has been driven by its ability to sell to less technical users and smaller contracts than it typically has.”

It’s notable that midway through the first quarter, Anthropic had a falling-out with one of its biggest customers, the US government, which near the end of February decided to shun Anthropic’s products and lean into working with OpenAI.

Jon Keegan

4/16/26

Anthropic releases Claude Opus 4.7, with better coding, better vision, and occasional doom loops

The incremental update of Anthropic’s most capable public model includes steady improvements to coding and new ways to blow past your token budget.

Tunnel. Optical illusion. Abstract striped background. Vector illustration.

Jon Keegan4/16/26

Report: Google ditches its objection to defense work, pitches Gemini to Pentagon

In 2018, Google employees protested against the company’s tech being used for the US military’s Project Maven — a drone targeting program — reminding the company of its “don’t be evil” motto.

After the controversy, the company declined to renew the contract with the Pentagon, drawing a bright line between Big Tech and the national security establishment.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties