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Tesla Robotaxi app person holding
Robotaxi customers are having to wait a bit longer for their rides (Andrej Sokolow/Getty Images)
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Tesla Robotaxi demand outpacing supply in Austin and San Francisco

The service finally became available to the public this week.

Rani Molla

Would-be Tesla Robotaxi riders in Austin and the Bay Area are having trouble actually accessing the service, which just became open to the public, instead of invite-only, earlier this week. A number of users are receiving notifications that say, “High service demand. Please come back later,” according to screenshots they’ve sent to us or posted on social media.

When service is available, many are reporting wait times of 40 minutes or more to catch a ride in the autonomous and semi-autonomous vehicles. (They have a safety monitor in the passenger seat in Austin and a driver using supervised Full Self-Driving in the Bay Area.)

It seems demand for the service, whose app briefly neared the top of the App Store rankings when the waitlist became available in September, is outpacing supply.

When Tesla launched its service in Austin this summer, it started out with about 20 vehicles. It has since expanded to the Bay Area, where it operates a service with an unknown number of vehicles that’s more akin to Uber since a person is driving the car. Tesla hasn’t disclosed the current number of vehicles on the road in each market, but CEO Elon Musk recently said he expects there to be 500 in Austin and 1,000 in the Bay Area by the end of the year. For comparison, Google’s Waymo currently has more than 1,000 vehicles in the Bay Area and more than 100 in Austin.

Separately, Musk said on the company’s last earnings call that its Robotaxi service would expand into 8 to 10 markets this year, up from the two it’s currently in. Waymo is operational in five markets and has plans to expand to more than 20 markets.

Read More: Who has the wheel

Tesla’s Robotaxi service area in Austin is about 245 square miles, and in northern California, its coverage spans San Francisco down to San Jose and includes parts of East Bay. For now, however many vehicles it has in service isn’t cutting it.

Of course, scaling up is supposed to be easy for Tesla, whose CEO has repeatedly said much of the company’s existing consumer fleet, which numbers in the millions, could potentially convert to robotaxis at a moment’s notice.

“There are millions of cars out there that, with a software update, become Full Self-Driving cars,” Musk said on Tesla’s recent earnings call.

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OpenAI reportedly delaying erotica feature to focus on “gains in intelligence”

OpenAI is delaying its planned “adult mode,” as it seeks to shore up ChatGPT’s core capabilities before the chatbot can generate erotic content.

A source within OpenAI told tech news site Sources that the company will miss its Q1 target for launching the feature:

“We’re pushing out the launch of adult mode so we can focus on work that is a higher priority for more users right now, including gains in intelligence, personality improvements, personalization, and making the experience more proactive.”

The company said it still believes in “treating adults like adults,” but said it wants to get the experience right. OpenAI has been testing user age estimation technology ahead of the planned release.

“We’re pushing out the launch of adult mode so we can focus on work that is a higher priority for more users right now, including gains in intelligence, personality improvements, personalization, and making the experience more proactive.”

The company said it still believes in “treating adults like adults,” but said it wants to get the experience right. OpenAI has been testing user age estimation technology ahead of the planned release.

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Anthropic will sue the Pentagon over supply chain risk designation, Amodei says

Anthropic CEO Dario Amodei said in a public post that the company will sue the Pentagon after receiving a letter from the Department of Defense officially designating Anthropic as “a supply chain risk to America’s national security.”

Amodei says that the effect of the unprecedented designation for an American company is more narrow than originally described, and that most of its customers would not be affected.

“With respect to our customers, it plainly applies only to the use of Claude by customers as a direct part of contracts with the Department of War, not all use of Claude by customers who have such contracts.”

Amodei says the company does not “believe this action is legally sound, and we see no choice but to challenge it in court.”

The CEO also apologized for statements he made in a leaked internal memo in which he claimed that the company was targeted because it didn’t show “dictator-style praise” for President Trump.

“With respect to our customers, it plainly applies only to the use of Claude by customers as a direct part of contracts with the Department of War, not all use of Claude by customers who have such contracts.”

Amodei says the company does not “believe this action is legally sound, and we see no choice but to challenge it in court.”

The CEO also apologized for statements he made in a leaked internal memo in which he claimed that the company was targeted because it didn’t show “dictator-style praise” for President Trump.

$40B💰

SoftBank is going to great lengths to double down on OpenAI — including taking on significant debt. After completing a $40 billion investment to become one of the ChatGPT maker’s largest backers, the Japanese conglomerate is now seeking a roughly $40 billion loan with a 12-month term, Bloomberg reports.

The financing would be SoftBank’s largest-ever dollar-denominated deal. The AI investment has helped lift profits, but it is also pressuring SoftBank’s credit profile.

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