Tesla’s Approach to Autonomy: 7x Safer and 7x Cheaper than Waymo

By Karan Singh
Bloomberg

In the race to deploy autonomous vehicles, there have been two schools of thought. One is led by sensor fusion, which means the more sensors and the more types, the better. The other is Tesla’s school of thought — vision.

So far, even Google’s CEO, Sundar Pichai, has described Tesla as the leader in the autonomy sector.

A new analysis from Bloomberg (paywall) offers a similar perspective, focusing on the numbers and real-world safety metrics. Tesla’s strategy isn’t just viable - it is far outpacing its competitors.

A Tale of Crash Rates

The most striking numbers from Bloomberg’s analysis are safety-related. According to their comparison, FSD reports approximately 0.15 crashes per million miles driven. In contrast, Waymo reported approximately 1.16 crashes per million miles.

That means that a Tesla using FSD is seven times less likely to be involved in a crash than a Waymo vehicle, even with its bevy of sensors. This is in line with Tesla’s latest vehicle safety report, which notes that a Tesla using FSD is 10 times less likely to be involved in an accident than a driver in any other vehicle.

Crash rates compared
Crash rates compared
Bloomberg

When it comes down to it, sensor fusion, while it can be fantastic, it simply provides too much data to process and analyze. While LiDAR, radar and cameras all have their unique advantages, cameras end up being the most versatile. Our roads and world were created around vision and audio, so a LiDAR-only vehicle can’t navigate our roadways since it would be unable to see signs or any other object that lacks depth. For LiDAR to be useful, it needs to be coupled with vision.

Vision works well because it applies to all situations, and it’s a system that continues to improve thanks to advancements in image processing and AI. While measurements with vision still lag behind LiDAR, they’ve reached a point where they’d “good enough,” and the millimeter-level accuracy of LiDAR isn’t needed.

Vehicle Cost

Besides the difficulty of using sensor fusion, Bloomberg also points out that Tesla’s advantage is in the fundamental cost of the hardware. The Model Y costs just 1/7th of the total cost of a Waymo vehicle.

This enormous cost difference is a direct result of how Tesla and Waymo are approaching autonomy. Waymo’s vehicles are high-end, third-party electric cars, like the now-discontinued Jaguar I-Pace, which are then retrofitted with an expensive, custom-built suite of sensors. This sensor suite includes multiple LIDAR units, radars, and cameras.

Tesla, meanwhile, includes all the hardware for autonomy as standard equipment on each of their vehicles, with a relatively inexpensive suite of cameras and its own in-house designed FSD computer. Using affordable hardware means it’s easy to produce and field more vehicles, resulting in more data.

On top of that, building more vehicles at a lower price creates a larger and larger economic difference as time goes on, as Tesla’s Robotaxis become profitable far quicker than Waymo’s.

3 Billion Miles… and Counting

The biggest advantage that Tesla has over any other entrant into the autonomy ring is simply just data. Tesla’s fleet has gathered over 3 billion miles of driving data globally, whereas Waymo’s fleet is just a minuscule 22 million miles. 

Putting that into perspective, for every mile driven by a Waymo vehicle, a Tesla has driven over 135. Tesla’s advantage is also the fact that its data is global. It includes vehicles operating in a range of environments, from deserts to the Arctic, from cities to extremely rural areas, and is capable of achieving generalized autonomy.

Waymo’s data is extremely focused on urban and suburban areas and is effectively unusable for generalized vehicle autonomy. A larger, more capable fleet is the key to providing an effective robotaxi service, after all.

Scaling Manufacturing

Finally, Waymo doesn't produce vehicles. Tesla produces Robotaxis from scratch - every vehicle off the line has the ability to run Unsupervised FSD, and eventually join the Robotaxi fleet. Waymo needs to partner with other companies that have a good platform, and they must adapt their technology to that platform.

Waymo’s fleet is expected to be 2,500 vehicles by the end of 2025, while Bloomberg expects Tesla’s functional fleet to hit 35,000 by the same time. That’s not even counting the millions of AI4-powered vehicles that could also join the fleet by late 2026.

Overall, Tesla is a clear winner in the Robotaxi race - and it isn’t just because of one element. They’re winning through data, cost, and scalability, and the gap will only continue to grow.

Tesla Adds India Map Region, To Open Showroom on July 15th; New European Map Update

By Karan Singh
@greentheonly on X

Tesla has begun rolling out some map updates, including a brand new geographic area. These updates include two regional map updates, with one confirming Tesla’s entry into India and the other improving the maps in Europe.

Indian Launch

The biggest addition is a new map region for India, which was discovered by Tesla hacker Greentheonly. This move, while seemingly minor, is a prerequisite for Tesla launching vehicles in the region.

For years, discussions about Tesla’s arrival in India have focused on manufacturing plans, import duties, and retail store plans. However, the vehicles themselves must all be technically ready for the region.

This is more than just data entry; it involves integrating local points of interest, Tesla’s internal routing logic, and displaying regional road information correctly. In past market entries, Tesla has activated the necessary navigation regions in its software shortly before officially launching in a country, and just this morning, news broke that Tesla will open its first showroom in India.

On July 15th, Tesla will open its first showroom in Mumbai, marking its entry into the Indian market.

For those who have imported Tesla vehicles in advance of the official market entry, this means they will finally receive official maps and navigation support, and will likely begin receiving official software updates in the near future.

European Maps Update

In addition to the India map update, Tesla has also starting roll out a map update for Europe. The new map update for Europe is version EU-2025.14, bringing users up from EU-2025.2.

You’ll need to connect to WiFi in order to download map updates and similar to software updats, Tesla will roll them out gradually. If you want to learn more about map updates, be sure to check out our Tesla maps and navigaiton guide.

This map update will likely be fairly minor, but it should include newer roads, speed limits and more details. It could also include additional information that’s required for launching FSD in Europe.

While map updates aren’t as exciting as FSD updates or major software updates like the upcoming Grok AI update, they’re especially useful for Tesla owners who travel on new roads that may not be in Tesla’s current map version.

Tesla’s 2025 Shareholder Meeting Set for November 6th: What to Expect

By Karan Singh
Not a Tesla App

Tesla has officially scheduled its 2025 Annual Shareholder Meeting for Thursday, November 6, 2025. The date was confirmed in an 8-K form filed with the US Securities and Exchange Commission this week. Shareholders can expect to begin receiving official notifications by email or letter this week.

While we don’t know what, if anything, is up for vote this year, shareholders should ensure their investment accounts are linked up at ir.tesla.com if they plan to vote on upcoming proposals.

While these meetings cover standard corporate governance, they’ve also become a key venue for Tesla to share updates on its future projects.

Let’s take a look back at Tesla’s 2024 shareholder meeting to see what we can expect for 2025.

A Look Back: Shareholder Meeting 2024

The 2024 Shareholder Meeting was packed with news and updates. Some of the highlights included details on Cybercab, the first mentions of AI5, and the move of Tesla’s incorporation to Texas following the re-ratification of Elon’s 2018 compensation plan.

That’s a lot that happened in just one meeting - and you can read our full recap here.

Topics for 2025

The 2025 meeting may provide progress updates on several key items.

First up is the final status of Elon Musk’s pay package. While it was successfully re-ratified following the 2024 Meeting, the Court of Delaware ruled against it, creating a legal situation that resulted in Tesla amending its letter of incorporation and moving to Texas.

While the messy legal situation hasn’t been completely sorted out yet, there’s a chance we could see more on this at the 2025 Meeting.

Next up is a status update on the Robotaxi Network pilot, as well as progress for Tesla’s Cybercab program. We’ve seen early prototype castings for the Cybercab outside Giga Texas, and they recently provided an updated timeline in their 2024 Impact Report. This is going to be the next big step for Tesla’s growth as it starts its Robotaxi service business.

The Tesla Semi and Tesla Energy are also two massive programs undergoing upgrades and revamps. The volume production of Semi is supposed to begin by the end of 2025, and Tesla is constantly working on expanding Tesla Energy’s manufacturing footprint to meet the never-ending demand for Megapack and Powerwall. We’re anticipating some major updates here, along with some updates on Tesla’s next-generation battery tech, including the Gen 3 Cybercell that includes dry-cathode manufacturing.

There’s a lot to be excited about - and November 6th is the day we may find out a lot about Tesla’s future products. The meeting will be a big event that we’ll cover in detail, so don’t worry, even if you miss it. We’ll have a full set of recap notes and longer in-depth articles following the event, as usual.

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