Tesla’s latest earnings report was very bad news for the company. In the second quarter, it made $1.1 billion in net profit, less than the $1.2 billion it reported a year earlier. Vehicle sales were up, but profits remain about a quarter billion short of expectations, and the automaker’s cash flow is negative for the first time in over two years.
But the real blow has been the slow rollout of its Robotaxi service. Elon Musk has staked his automaker’s future on fully autonomous vehicles, promising investors it would help push Tesla’s valuation to an eyebrow-raising $30 trillion — approximately the gross domestic product of the United States, for perspective.
And importantly, he promised to get this done quickly. Before launching Tesla’s first Robotaxi service in Austin last summer, Musk estimated that over 1,000 of the self-driving cabs would be roaming the streets “within a few months.”
Now, a year later, Tesla doesn’t even have a hundred Robotaxis in operation. And its efforts seem to actually be regressing. According to a new chart the company released Wednesday, the Robotaxi network racked up fewer miles from paying customers in the second quarter than it did in the first.
The chart, which may be the most dismal single aspect of the entire earnings cycle, misleadingly displays this data as cumulative miles to make it appear like the Robotaxi service is steadily growing.
But TechCrunch broke it down, finding that in the first quarter, Tesla’s driverless cabs carrying paying passengers drove around 1.1 million miles, but fell to just 700,000 miles in the second — cratering by over a third.
The misleading chart isn’t the only way Tesla has tried to dress up its stalling efforts. A day before releasing the earnings report, it announced that it was expanding to two more cities in Florida, Tampa and Orlando — without sharing the size of those fleets, Electrek noted.
It should tell you something that Tesla has gone to great lengths to keep the size of its operation under wraps. In June, Bloomberg reported that its fleet size across all cities was just 59 robotaxis. Only third of those are fully unsupervised; the other vehicles have a human safety monitor sitting in the front seats.
It’s also tried to play up its seemingly spotless safety record. Before the report, the official Tesla account on X bragged that there were “0 notable incidents across over 380,000 miles traveled by Robotaxi.”
But Tesla doesn’t define what a “notable incident” is. Its vehicles have regularly been caught driving erratically and at times dangerously. Only a day after launching in Tampa, one of its Robotaxis was spotted blundering the wrong way down a one way street in the city.
Musk has frequently emphasized that he’s “paranoid about safety” to explain why progress has moved slowly, while at the same time promising to scale things up rapidly. In January he projected that the Robotaxis would cover half the US population by the end of the year.
But investors are running out of patience. Tesla shares plunged by 15 percent on Thursday after the earnings were released, in part due to frustration over the Robotaxis’ laggard progress, and another three percent on Friday.
“More is needed to show that Tesla’s capabilities are inflecting” on robotaxis, Barclays analysts said in a note per Reuters, noting that Tesla didn’t provide new expansion targets and “hasn’t met previously laid out targets.”
Ford Apple Maps integration will place the navigation service directly inside a new family of affordable electric vehicles, beginning with a midsize pickup expected to start at approximately $30,000 in 2027.
The truck will not depend on CarPlay or a connected iPhone to access Apple Maps. Ford plans to embed the service through MapKit for Automotive, allowing the automaker to incorporate Apple navigation into its own displays, controls and software environment.
CarPlay will remain available for drivers who want to use iPhone apps, messages, calls and media. The native integration, however, means Apple Maps can continue providing directions when no phone is connected or when the driver uses a device from another manufacturer.
The partnership extends beyond dashboard navigation. Ford also intends to use road-level information from Apple Maps while developing future versions of BlueCruise, connecting Apple mapping data with the driver-assistance technology planned for its Universal Electric Vehicle Platform.
Ford Apple Maps Moves Beyond CarPlay
Ford Apple Maps represents a different approach from the familiar relationship between an iPhone and a vehicle.
CarPlay runs from the phone and presents selected apps through the dashboard. The embedded version of Apple Maps will operate as part of the truck software, giving Ford greater control over how directions, charging information and vehicle data appear across its displays.
Drivers can expect turn-by-turn guidance, live traffic conditions, incident reports and detailed destination information. Ford will be able to adapt the visual experience to match the interface created for its new electric platform rather than reproducing the standard CarPlay layout.
EV routing may become the most practical benefit. The system can consider available range, charging locations and route conditions before recommending where a driver should stop.
When supported by the vehicle, navigation can also trigger battery preconditioning before arriving at a fast charger. Bringing the battery toward an appropriate temperature can reduce charging time, particularly during cold or extremely hot conditions.
Integrating those functions removes part of the planning burden from longer electric trips. Drivers will not need to move constantly between a navigation app, charging network software and separate vehicle menus to understand whether a station is suitable.
The native experience also gives Ford an alternative to building a complete mapping platform internally. Apple already maintains search, traffic, routing and place information across a large geographic network, while Ford can concentrate on vehicle-specific functions.
Apple, meanwhile, gains a route into factory-installed automotive software without needing to produce its own car.
A Different Strategy From CarPlay Ultra
The Ford arrangement should not be confused with CarPlay Ultra.
CarPlay Ultra expands the iPhone experience across multiple vehicle screens and can combine phone content with information supplied by the car, including speed, fuel or battery levels and climate controls.
Ford is taking a more selective path. Apple Maps becomes a native service, but the broader dashboard remains a Ford environment.
That distinction may appeal to automakers reluctant to hand control of the cabin interface to another company. Ford can use Apple technology for navigation while preserving its own identity, subscription services and software architecture.
Drivers still receive a recognizable Apple product, but the vehicle manufacturer determines where it appears and how it interacts with charging, driver assistance and other functions.
The arrangement could provide a model for other automakers that want access to individual Apple services without adopting the complete CarPlay Ultra experience.
Image Credit: Ford
A $30,000 Electric Truck Needs More Than a Low Price
The targeted price of approximately $30,000 would place it below many electric pickups currently available in the United States. Ford is aiming at drivers interested in an EV but unwilling or unable to spend the amounts associated with large premium trucks.
The company says the vehicle will provide more passenger space than a recent Toyota RAV4 while including a front storage compartment and a conventional truck bed. Performance is expected to compare with a Mustang EcoBoost, giving the pickup a stronger argument than affordability alone.
Reaching the price target requires changes throughout the vehicle rather than a smaller battery placed inside an existing truck design.
Ford has reduced the number of components, fasteners and assembly operations involved in the new platform. Its zonal electrical architecture is intended to shorten wiring and simplify how software-controlled systems connect across the vehicle.
Lithium iron phosphate batteries will form part of the structural floor. The chemistry avoids nickel and cobalt, generally costs less than alternatives focused on maximum energy density and can offer strong durability for repeated charging.
Production is planned for the Louisville Assembly Plant in Kentucky, where Ford is introducing a manufacturing process that separates major vehicle sections before bringing them together later in assembly.
Apple Maps supports the same cost-conscious strategy. Ford can offer a mature navigation experience without financing the creation of every mapping layer from the beginning.
Apple Maps Will Support BlueCruise Development
The partnership becomes more significant when mapping information begins supporting driver assistance.
Ford Latitude AI plans to use road-level Apple Maps data while developing future BlueCruise capabilities. The objective is to create smoother hands-free travel from a highway entrance ramp through the eventual exit.
Apple Maps can provide advance knowledge of road layouts, interchanges, curves and exits. Ford sensors and onboard systems must still identify vehicles, pedestrians, construction and unexpected changes in real time.
Apple is not developing or controlling BlueCruise. Ford remains responsible for the cameras, sensors, processors and driving decisions used by the system.
The maps provide another layer of context. A vehicle that understands the route in advance can prepare for lane changes, merges and exits before its sensors reach them.
Ford is also developing a large driving model through Latitude AI using extensive road data. Combining that work with detailed maps could allow the company to improve assistance without depending entirely on moment-to-moment visual detection.
The Universal Electric Vehicle Platform is expected to support more capable automated driving in later models. Ford has discussed eyes-off operation from 2028, although final hardware, pricing and regulatory approval remain unresolved.
Introducing that technology through an affordable platform would represent a departure from the usual industry pattern. Advanced driver assistance often begins in expensive vehicles where premium pricing absorbs the cost of sensors and computing.
Ford wants to distribute the development expense across a larger family of electric products.
Image Credit: Ford
Apple Maps Gives the Truck a Familiar Entry Point
The Apple Maps name may make the new truck feel less unfamiliar to customers buying an electric vehicle for the first time.
Charging behavior, range estimation and route planning can create hesitation among drivers accustomed to gasoline vehicles. Presenting those functions through a navigation service already used on millions of iPhones reduces the number of unfamiliar interfaces introduced at once.
Existing Apple Maps users may also recognize saved locations, search behavior and visual guidance, although Ford has not explained which personal features will require an Apple Account or connected iPhone.
The embedded service will still need reliable integration with vehicle range, charger availability and battery temperature. A familiar logo alone cannot compensate for inaccurate charging information or route estimates.
Ford has not yet announced the truck name, final driving range, battery capacity, production specifications or confirmed base price. Those details will determine whether the pickup can combine its promised affordability with enough capability for everyday work and travel.
The first production model is scheduled for 2027, leaving Ford time to refine the software and reveal how Apple Maps will appear across the dashboard before the Louisville assembly line begins building customer vehicles.
Part of the Tracking Layer for Tranche 3 of the Proliferated Warfighter Space Architecture (PWSA), the space vehicles will support the White House’s space-based segment ‘Golden Dome for America’ antimissile defense system to expand the country’s missile tracking and defense network, with a projected delivery date of 2028.
36 Space Vehicles Orbiting in Four Separate Planes Will Aid Missile Defense
According to a statement announcing the awards, the 36 space vehicles will operate across four separate orbital planes. Half of the vehicles covering two of the four orbital planes will be made by Sierra Space Corporation. The statement from the SDA describes the vehicles as “missile warning/missile tracking” SVs loaded with specialized sensor packages. An official at the SDA speaking on background told The Debrief that the details of the sensor technologies and capabilities are not available at this time.
The second half of the vehicle order covering the other two orbital planes will be made by defense technology company L3Harris Technologies. Their award calls for 18 Hypersonic and Ballistic Tracking Space Sensor (HBTSS)-like missile defense variant SVs.
When The Debrief asked the SDA for clarification on the term “variant” space vehicles, the official explained that this designation represents the different types of sensor packages that each company will provide. For the L3Harris award, the SDA explained that their sensor is an advancement on earlier work performed with the Missile Defense Agency under the Hypersonic and Ballistic Tracking Space Sensor (HBTSS) program.
Infrared Sensors Will Integrate with a Low-Latency Communication Network
When discussing the significance of the twin awards, the SDA said their deployment will expand the company’s missile defense sensing established in previous phases “in support of homeland defense and theater defense.”
“Each AMDT3 SV will be interoperable with all SDA Tranche 1, Tranche 2, and Tranche 3 SVs and will operate in an integrated fashion through a common ground system,” the statement explained.
They also note that the tracking layer is equipped with infrared sensors “that will integrate with a low-latency communication network.”
“With these awards, SDA is accelerating the deployment of the Tracking Layer to provide the homeland, our deployed forces, and allies with global, persistent indications, detection, identification, warning, tracking, and defense against advanced and evolving missile threats,” explained G.P. Sandhoo, Space Force Portfolio acquisition executive for Missile Warning and Tracking and SDA director. “AMDT3 expands upon SDA’s previous and current Tracking Layer generations — Tranches 1, 2 and 3 — marking another milestone in delivering a resilient, global missile warning, missile tracking, and missile defense capability.”
Future Satellites Will Offer Even Greater Capability to the Warfighter
Although a specific delivery date for each of the company’s separate awards was not made public, the announcement did say they are expected to be available for launch “by the end of 2028.” Once aloft and in their respective orbital planes, the missile tracking and defense space vehicles will be operated and maintained by the U.S. Space Force.
When asked by The Debrief if there are any plans to add capabilities beyond detection and tracking to the multi-layer system in the future, the SDA said future improvements are one of the main pillars of the organization’s business model.
“We use spiral development to deliver new generations of satellites (we call them “tranches”) every few years,” the SDA explained. “Each new tranche represents an enhancement over the previous and offers greater capability to the warfighter, either through additional sensing coverage, or through technology advances (or potentially both).”
Christopher Plain is a Science Fiction and Fantasy novelist and has spent the last six years as Associate News Editor and Head Science Writer at The Debrief. Follow and connect with him on X, learn about his books at plainfiction.com, or email him at christopher@thedebrief.org
Zoox, the Amazon-owned robotaxi company, issued a recall after one of its self-driving cars blundered into a cloud of heavy smoke near a fire scene that emergency workers were responding to, and became confused.
The recall, in the form of a software update, will affect its entire fleet of 105 autonomous robotaxis.
The patch “enhances the existing capability of detecting active [emergency] scenes by adding the ability to detect and respond to heavy smoke in certain situations,” Zoox told TechCrunch in a statement.
While you wouldn’t be remiss for thinking this was related to the wildfire smoke covering much of the eastern US right now, the recall highlights how self-driving cars still struggle to respond to unpredictable conditions.
In a report filed with the National Highway Traffic Safety Administration, Zoox said that during the June 20 incident, one of its robotaxis “encountered heavy smoke that obscured an active emergency fire scene that was not cordoned off with cones.”
Though it should have avoided the smoke cloud, the vehicle, which wasn’t carrying any passengers, “braked hard while attempting to steer away before coming to a stop,” the company added. Eventually, a teleoperator intervened and helped reverse the robotaxi away from the scene, allowing first responders to place traffic cones to block off two of the three lanes. CNBC reported that the incident occurred in Las Vegas, where Zoox is currently offering free rides.
It’s not the first time robotaxi companies have landed in hot water for impeding emergency responders.
These mounting incidents led NHTSA administrator Jonathan Morrison to send a strongly-worded letter to robotaxi companies, calling their cars’ interference with emergency responders “unacceptable.”
“Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency,” he wrote. “Emergency scenes are not rare or extreme ‘edge cases.'”
“To state it bluntly: an AV that cannot safely interact with first responders is a danger to the general public,” he added.
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