According to Sawyer Merritt on Twitter, Waymo has revealed its 6th-generation robotaxi hardware, deployed on an all-electric RT van manufactured by Chinese EV company Zeekr. This new platform features 13 cameras, 4 lidar units, 6 radar sensors, and an array of external audio receivers (EARs), illustrating significant advancements in autonomous driving perception technology. Notably, the vehicle adopts 10 mini 3-inch windshield wipers and a centralized reservoir system to maintain sensor cleanliness, a key operational feature for reliable AI-powered robotaxi services. This combination of advanced sensors and innovative hardware design underscores Waymo's focus on enhancing real-world autonomy, sensor fusion, and scalability for commercial robotaxi deployments, especially as partnerships with global EV manufacturers like Zeekr expand the business potential of AI-driven mobility solutions. (Source: Sawyer Merritt via Twitter, photos by Macklin Hogan)

According to Sawyer Merritt, TD Cowen has reaffirmed its Buy rating and a $509 price target on Tesla after visiting the Giga Texas factory and testing Full Self-Driving (FSD) version 14. The analysts reported that the FSD V14 rides were 'smooth and impressive,' and highlighted manufacturing innovations for the upcoming Cybercab autonomous vehicle. TD Cowen sees the planned April 2026 production start for Cybercab as proof of Tesla's confidence in scaling its robotaxi business using the Hardware 4 platform. The firm projects that autonomous vehicles could become significant revenue contributors for Tesla as soon as the second half of 2026, underscoring the strong business opportunity in the commercial deployment of self-driving cars. (Source: Sawyer Merritt on Twitter)

According to Andrej Karpathy (@karpathy) on Twitter, the latest Tesla HW4 Model X running FSD version 13 delivers a significant leap in autonomous driving performance. Karpathy highlights that the AI-driven Full Self-Driving system is now exceptionally smooth, confident, and consistently outperforms previous HW3 versions. Notably, the vehicle handled complex city scenarios, intricate left turns, and highway navigation without requiring human intervention, reducing typical post-drive issues to zero. Karpathy attributes these improvements to Tesla's data-driven, end-to-end neural network approach, as discussed in Ashok Elluswamy’s recent ICCV25 presentation, which leverages multi-modal sensor streams and continuous fleet learning. This robust AI stack positions Tesla as a leader in scalable autonomous driving, offering substantial business opportunities in robotaxi services, fleet management, and AI robotics platforms. (Source: @karpathy, Twitter; @aelluswamy, ICCV25 talk)

According to Sawyer Merritt, Cybercab vehicles have entered the production line at Giga Texas, with mass production scheduled to start in five months (source: Sawyer Merritt on Twitter). This development signals a significant advancement in autonomous vehicle deployment, leveraging AI-powered driving technologies for large-scale manufacturing. The move positions Tesla to accelerate the rollout of AI-driven ride-hailing services, offering new business opportunities for mobility platforms and AI supply chain partners.

According to Sawyer Merritt (@SawyerMerritt), the 2025 Tesla Shareholder Meeting livestream provided key insights into Tesla's artificial intelligence strategy, including updates on the Optimus humanoid robot project, FSD (Full Self-Driving) AI advancements, and the upcoming Robotaxi service. The meeting emphasized Tesla's continued investment in AI-driven manufacturing automation and its ambition to lead in autonomous vehicle technology. These initiatives present significant business opportunities in autonomous mobility, AI robotics, and smart manufacturing, positioning Tesla as a major AI industry player. All information is based on content shared by Sawyer Merritt via the official livestream link (source: Sawyer Merritt, https://x.com/i/broadcasts/1LyGBXwkNlYxN).

According to Sawyer Merritt, Bank of America has increased its Tesla price target to $471, highlighting that AI-powered segments now dominate Tesla's valuation. The report finds that Tesla's core automotive business accounts for only 12% of its total value, while AI-driven robotaxi services represent 45%, Full Self-Driving (FSD) systems 17%, and the Optimus AI robot 19%. These figures signal a significant shift in market perception towards Tesla's AI and autonomous technology business lines, underscoring the expanding business opportunities in autonomous vehicles, robotics, and AI-driven energy solutions (Source: Sawyer Merritt on X, Oct 29, 2025).

According to Sawyer Merritt, Tesla Chair Robyn Denholm stated to Bloomberg that the company will equip its AI-powered Cybercab with a steering wheel and pedals if required by regulators. This move highlights Tesla's adaptive strategy in autonomous vehicle deployment, ensuring regulatory compliance while advancing AI-driven mobility solutions. The decision reflects a practical business approach for faster market entry and wider adoption of self-driving technology, addressing both AI innovation and regulatory hurdles (Source: Sawyer Merritt on Twitter, Bloomberg).

According to Sawyer Merritt, legacy automakers such as Ford and GM excel in mass manufacturing vehicles but lag in developing advanced self-driving AI, while tech giants like Google’s Waymo lead in autonomous technology but lack large-scale production capabilities. Tesla stands out as the only Western company with both expertise, thanks to its vertical integration. This gives Tesla a significant business edge in designing scalable, cost-effective robotaxi platforms, controlling both hardware and AI software development. In contrast, Waymo relies on third-party manufacturers like Zeekr for its sixth-generation vehicles, and traditional automakers are likely to license autonomous driving technology from external providers. This strategic positioning enables Tesla to optimize robotaxi design, reduce costs, and accelerate market adoption, creating substantial business opportunities in the autonomous mobility sector. (Source: Sawyer Merritt on Twitter)