Global Scans · Driverless · Weekly Summary

• [New] The convergence of AI, autonomous fleets, and digital twins is poised to revolutionize global logistics by 2026. The Intellify -
• [New] Fully Autonomous Vehicles: By 2026, fully autonomous vehicles will be commonplace. Codewave Insights
• [New] As autonomous technologies, data analytics, and smart infrastructure advance, AI will become integral to transportation systems, reshaping the movement of people, goods, and services by 2026. Codewave Insights
• [New] Tesla will generate $1.2 trillion in annual revenue in 2029, with 63% ($756 billion) coming from autonomous ride-hailing alone. AOL
• [New] Autonomous ride-hailing will propel Tesla stock to $2,600 by 2029. AOL
• [New] Plans include a sovereign Korean-language AI model, humanoid robots for logistics and industry, and commercialising autonomous vehicles by 2027. Digital Watch Observatory
• [New] Kodiak is planning to launch autonomous trucking at scale in the second half of 2026. NextBigFuture.com
• [New] German cities are not just testing autonomous vehicles; they are actively shaping policies that will determine how self-driving buses operate at scale. PatentPC
• [New] Ultimately, Waymo's trajectory in 2025 will test whether generative AI can harmonize with LiDAR and radar to deliver on the promise of fully autonomous driving. WebProNews
• [New] With Tesla's autonomous, electric vehicles set to offer rides at lower operational costs, the traditional yellow cabs could face substantial economic challenges. OpenTools
• [New] The biggest near-term risk remains Uber's capital-intensive push into autonomous vehicles, which could pressure margins if commercialization is delayed. Simply Wall St
• Tesla's driverless taxis could reach half of the United States population by the end of 2025, significantly outpacing Waymo's current coverage of about 3%. Reuters
• While Waymo had to partner with manufacturers like Jaguar to produce their cars, Tesla already has millions of cars out on the roads that it hopes it can convert to fully autonomous robotaxis using software updates. Impakter
• Waymo's autonomous vehicles rely on cameras, radar, and lidar, combined with AI and machine learning, to perceive the environment, predict road user behaviour, and navigate in real time. CBT News
• Waymo plans to bring its robotaxi service to Washington, D.C., in 2026 and is testing autonomous operations with safety drivers in Boston, New York City and Philadelphia, all cities that can experience harsh winter weather. Smart Cities Dive
• Tesla is, as always, controversial, with some seeing the Texas approval as the first step to large-scale deployment of FSD, and the human safety monitor as a temporary issue, while others believe Tesla will never release truly autonomous robotaxis. Securities.io
• Last month, HSBC estimated that it could take eight years for driverless taxi services to break even when overlooked costs, such as cleaning, charging and parking fleet vehicles, are taken into account. Yahoo
• Google-owned Waymo is going to begin testing its autonomous vehicles in the busiest city in the US: New York. Sherwood News
• 2025 will be the year of robo-taxis, with Waymo leading at 250,000 fully autonomous paid rides per week, and its safety metrics potentially surpassing human levels soon. Digital Habitats
• Advancements in autonomous driving technologies are accelerating rapidly, with projections estimating that by 2030, around 15 million self-driving vehicles could be in operation globally. Grady Andersen
• Dubai aims for 25% of all daily trips to be autonomous - including eVTOLs - by 2030, weaving aerial mobility into its existing transport ecosystem and building custom-designed vertiports at key locations. Business Aviation

Last updated: 07 September 2025