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Start free trial →Electrek · Climate & Energy · October 2026
Discussing Tesla's newly expanded Houston Robotaxi map, drawn in the shape of a rocket, Lambert says the map does not reflect where rides can actually be hailed.
…the Jaguar Eye Pace. Now they have the Hong Ho-Hai, which is the Zika one. And I don't know what's happening set with the Ionic 5. There was this big deal with Ionic 5. Hyundai send a bunch of cars to Waymo, but we're not really seeing them on the roads yet. So I don't know what's happening there.
I've never seen one in the wild.
Yeah, me neither. But they are adding another car to the lineup. What it sounds like to me, it sounds like now, and also a lot of these other cars, the automakers send them the cars to Waymo, modified a little bit sometimes, depending on Waymo's request. And then Waymo or Waymo's partners install the Waymo driver, so the suite of sensors and computers and everything that Waymo needs to drive autonomously. Now Toyota is going to do everything. So Toyota is the manufacturing partner there. That's a big deal. I think it's going to facilitate a lot of things for Waymo. And it sounds like now Toyota is going to be the manufacturing partner for right-and-drive markets, starting with Japan, but also the UK coming in other markets. So it sounds like it's going to be the plan. And the other big thing in the announcement, even though it's light on detail, so all of that is starting next year, is Toyota and Waymo talking about integrating Waymo into Toyota's consumer vehicle. So that's the other aspect of Waymo. Yeah, that's the big deal. That's Waymo…
I wonder if Toyota, Ford just sell the Waymo hardware. Just say, look, you probably want a car that's going to full self-drive you. It's going to be really expensive. It's going to be like a quarter million dollars or something. But like, here's a BZ with the full Waymo hardware, and you can tell…
would be a lot cheaper than that. It sounds like Waymo has it down to about $25,000 to $30,000 now, the Waymo driver itself. So you just combine that with the price of the car, you combine that with some gross margin basically. So I think it's doable. But so this news is kind of related to what…
You're probably going to be the