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Tesla robotaxi Google Waymo Austin
A driverless Tesla robotaxi and a Waymo autonomous vehicle make their way through roadwork on a residential street in Austin (Jay Janner/Getty Images)

Tesla says cameras are better than other sensors. Americans disagree.

70% of Americans would prefer autonomous cars to use both cameras and lidar.

Rani Molla

Tesla has staked its autonomous driving future on a relatively cheap solution: using cameras alone rather than a combination with the much more expensive lidar that its competitor, Google’s Waymo, employs to operate its self-driving cars. It’s a stance that puts Tesla at odds with most Americans, new data shows.

According to new survey data from Electric Vehicle Intelligence Report, some 70% of Americans said in August that autonomous vehicles should employ both cameras and lidar, while 71% said the government should require companies to use both.

(Of course, the vast majority Americans also say they wouldn’t consider riding in a robotaxi in the first place.)

Tesla is hoping that by keeping costs low for its cars, which are just a fraction of the price of Waymo’s, it will be able to scale its autonomous ambitions much more quickly and cheaply, since it says pretty much any of its cars on the road could potentially be self-driving with updated software.

Musk earlier this year predicted “millions of Teslas operating autonomously” by the end of 2026. So far Tesla’s Austin robotaxi program, which doesn’t have a driver but does have a safety monitor sitting in the passenger seat, has about 30 autonomous cars on the road.

Meanwhile, Waymo so far operates about 2,000 autonomous vehicles.

In a post on X Thursday, Tesla reiterated its stance, saying, “Pure vision beats sensors,” while showing a 3D map of traffic surrounding a Tesla, generated from its cameras.

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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.

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.

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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.

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Rani Molla

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.

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Jon Keegan

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.

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.

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