Episode Transcript
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(00:01):
Hey everybody. Welcome back to the Elon Musk
Podcast. This is a show where we discuss
the critical crossroads that shape SpaceX, Tesla X, The
Boring Company, and Neurolink. I'm your host, Will Walden.
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(00:23):
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(00:45):
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(01:59):
Now, I know that was a long kindof pitch there for you, right?
But this is where I'm transitioning my career.
So I have to try to do as much as possible to promote it.
Hope you understand. And now let's actually get into
some Elon Musk news because thisis a pretty big deal.
California with Tesla, They're facing a set back for robo
(02:21):
taxis. Can Elon navigate the regulatory
maze that is known as California?
Lot of regulations. California Public Utilities
Commission CPUC recently halted Tesla's application for a robo
taxi permit. Tesla's application fell short
in key regulatory requirements, including comprehensive details
(02:44):
on safety measures, emergency responses, in plans for law
enforcement interaction. The rejection marks a pretty big
pause in Tesla's planned expansion into autonomous ride
sharing services in California, already delayed multiple times
by complex regulatory demands now.
(03:05):
Tesla initially submitted its robotaxi permit in January 2025,
seeking approval to operate fully autonomous vehicles
commercially statewide, and the CPUC requested extensive
documentation covering safety protocols, cybersecurity
details, and coordination strategies with emergency
personnel. And according to the Commission,
(03:27):
Tesla's submission lacks specific clarity and depth on
handling road incidents, customer safety assurances, and
operational transparency. The CPUC identified concerns
primarily related to Tesla's Full Self Driving Beta software
Critical to the Ribotaxi operations.
Now, FSD Beta currently operatesin thousands of private Tesla
(03:51):
vehicles throughout California, but faces ongoing federal and
state investigations regarding its overall safety and
performance reliability. Now, the CPUC noted Tesla's
limited data sharing and insufficient evidence supporting
safety claims in real world urban traffic environments.
(04:12):
So Tesla's approach is kind of overconfident at this point.
There's thorough regulatory compliance requirements, and
they require transparent cooperation with oversight
bodies. Tesla's applications
historically downplay or even omit specific information,
(04:33):
creating friction with regulatory entities that require
comprehensive proof of safety and reliability.
Now, this current delay follows previous friction between Tesla
and California regulators. Last year, California's
Department of Motor Vehicles criticized Tesla's promotional
language around Full Self Driving, describing it as a
potentially misleading for consumers about the actual
(04:56):
capabilities of the tech. The DMV is criticisms under
score an ongoing disconnect between Tesla's aggressive
promotional claims and the cautious scrutiny of regulatory
bodies. Tesla CEO Elon Musk continues
promoting a pretty huge vision here, promising full scale
robotaxi deployment in multiple cities by late 2025.
(05:20):
Now Elon has always been on Elontime.
He says multiple cities by 2025,he wants to have 10s of
thousands of robotaxis on the road by the end of or by 2026.
We only have a few months left before 2026, you know.
He frequently claims Tesla's autonomous software will achieve
(05:42):
safer driving performance compared to humans.
Tesla still faces significant obstacles demonstrating
consistent safety across diversedriving scenarios, particularly
in crowded urban settings. Now, Tesla remains under
heightened scrutiny from federalregulators as well, including
the National Highway Traffic Safety Administration, the
(06:04):
NHTSA. They launched multiple probes
into Tesla's Autopilot and Full Self Driving Beta systems after
accidents involving stationary emergency vehicles.
The regulatory body demands increased transparency in proof
of the effectiveness of Tesla's self driving systems.
California currently serves as the primary proving ground for
robo taxi deployments, with competitors Cruise and Waymo
(06:28):
already operating limited autonomous taxi services in
urban environments like San Francisco.
Cruise, owned by General Motors,and Waymo Alphabet, received
CPUC authorization after extensive regulatory reviews,
detailed testing documentation, and operational transparency.
Now, Tesla's comparatively less collaborative approach raises
(06:50):
obstacles to obtaining the required approvals.
Now, achieving successful regulatory approval for robo
taxi operations in California hinges heavily on detailed,
verifiable, and transparent safety data.
Cruise and Waymo both invested significant resources into
addressing regulator concerns, proactively developing dedicated
(07:10):
safety teams publicity, publiclyreleasing extensive safety
reports, and consistently engaging in transparent
dialogues with those same regulators.
Tesla's recent submission lack this depth, resulting in the
Cpuc's rejection. Tesla basically does what Tesla
wants to do until somebody tellsthem that they're not supposed
to do it and then they go back instead of doing it right the
(07:33):
first time. Course they should have done.
I mean, it's Tesla. They're an engineering company
that should be able to cross theTS and dot.
The IS right now. The success to successfully
advance into robotaxi and California test, the must
prioritize resolving regulatory issues, developing detailed
safety demonstrations, and sharing comprehensive
(07:54):
operational data. Regulators like the CPUC and
HTSA increasingly prioritize transparency and demonstrable
reliability, forcing Tesla to align its ambitious technology
goals with practical regulatory standards.
And without clear improvements, Tesla risks continued delays and
(08:15):
scrutiny from regulators in California and also other
states. I mean, if Tesla does this to
California, and we all know California is one of those
states where the regulatory system is in depth, let's just
say they put it as easy as possible, very in depth.
(08:35):
There's a lot of regulations in California.
If you can pass California regulations, you're pretty much
good anywhere else in the country.
Maybe New York is similar, but yeah, California is the way.
If you want to, if you want to get a world or a countrywide,
you want to pass California first.
So if Tesla could come back withsome data for California,
(08:59):
they'll be able to roll out the cyber taxi in the Golden State.
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(09:20):
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