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Uber and Lyft also get licenses under a new state law that takes effect Sept. 1.

The tax package that President Donald Trump signed into law last month included a rule change that attacked what’s been an important source of revenue for Rivian and Tesla for years.

The number of new Tesla vehicles registered in California fell once again as the company continued to lose ground in the largest U.S. market for electric vehicles. 

Uber is teaming up with electric vehicle maker Lucid and self-driving tech startup Nuro to launch a robotaxi fleet.

Rivian produced about half as many electric vehicles as Wall Street expected in the second quarter prior to the launch of 2026 model year vehicles later this month.

Tesla CEO Elon Musk said a Tesla Model Y SUV drove itself from the company’s factory near Austin, Texas, to a customer’s home in the company’s latest move to showcase its push into autonomous driving.

Tesla rolled out its long-promised driverless taxi service to a handful of riders June 22, a modest debut for what Elon Musk sees as a transformative new business line.

Tesla executives including Elon Musk promoted a video of one of its vehicles driving in Austin with nobody behind the wheel, hinting that it’s close to launching its robotaxi service there.

Wall Street is reining in expectations for Tesla deliveries as the Elon Musk-run automaker struggles with waning consumer demand and the threat of reduced U.S. federal incentives for EVs.

The company now expects to sell 40,000 to 46,000 battery-powered pickups, SUVs and delivery vans this year, it said May 6 while reporting first-quarter results.