Sandy Munro gets a chance to go in a Ford Mach E with a representative of Ford, and he experiences Ford's Blue Cruise. The Ford guy just wants to talk about Blue Cruise, but Sandy can't seem to restrain himself from making comparisons with Tesla. This is probably not what the Ford guy wanted him to do.
First of all, it was clear that Ford's Blue Cruise is available only on limited access highways. And Blue Cruise isn't connected to the GPS navigation system at all. It won't steer you off at your appropriate off ramp. So the appropriate comparison is Blue Cruise vs Autopilot. Autopilot works on any road where there are painted lane markers, Blue Cruise works only on limited access highways. And Blue Cruise won't change lanes for you. You need to take control and do that manually. Ford is thinking about adding that feature in the future.
Ford advertises that Blue Cruise is a hands-free system. It uses a cabin-facing camera to make sure that the driver is paying attention. It will allow the driver to look away from the road briefly, but it will send the driver a reminder to pay attention after a few seconds of inattentive driving. Blue Cruise will stop working if the driver continues to be inattentive. The video doesn't make clear what, exactly, happens when Blue Cruise stops working due to the driver's sudden inability to pay attention.
There's another issue with hands-free driving. It's a reaction time issue. A long time ago in a previous millennium, when I took Driver Education, we saw a movie that I still remember. In the movie, a car was rigged so the front seat passenger, the instructor, could secretly push a button that would make a noise and shoot a chalk mark onto the road. The driver was told to immediately slam on the brake. At that point, the car shot another chalk mark onto the road. Then, a bit farther along, the car came to a stop.
It takes the brain about three quarters of a second to realize that an emergency exists and another three quarters of a second to move the foot off the accelerator and get it slammed down on the brake. At 65 miles an hour, the car will have traveled 96 feet down the road before a human being can initiate the stopping process. A few phantom braking events are a small price to pay for a quicker response to an emergency stop situation. So what does that have to do with hands-free Blue Cruise?
The brain still needs to see a situation that demands a sudden avoidance maneuver. Then it must decide which way to turn the steering wheel and how much to turn it. That delay will increase by the same one and a half seconds of effective inaction if the brain has to first figure out how to get the hands onto the steering wheel and then get them there before it can initiate a calculation about which way and how much to steer for the avoidance maneuver. That means you're 96 feet further down the road before you start the avoidance maneuver if your hands are off the steering wheel when an emergency becomes evident.
So I have to say that for level 2 autonomy, where the driver may need to take over quickly, it's better if the hands are already on the wheel.
There was another odd quirk about Blue Cruise. Sandy Munro was chatting with the Ford guy when he suddenly noticed a visual, but not audible, warning that he had to take control of steering. This was on a limited access highway going seventy miles an hour. It's a good thing he noticed it because Blue Cruise poops out when it sees a "sharp curve."
This particular curve was on a limited access highway. It wasn't sharp enough to require a reduction in the speed limit. I foresee that this will become an issue when drivers don't notice that Blue Cruise has quit working and the car drifts to the outside of the curve and out of its lane.
Autopilot stops working around sharp curves, too. But Autopilot gives an audible signal, your hands are already on the wheel, and Autopilot's definition of a sharp curve is one where you have to slow down to 20mph, not one that you can negotiate at highway speeds.
My advice? Don't ride in a car with Ford Blue Cruise.
Ford's Blue Cruise technology is way behind what Tesla offers today, not even considering the FSD Beta, which should become available to the public later this year. As Tesla advances further in vehicle autonomy, they'll be solving problems Ford has yet to come across. It's great to see that Tesla has started the electric revolution in cars, but Tesla's competition won't come with existing auto makers.
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Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.
The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.
How Adjustable Pickups Work
We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.
Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.
This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.
Here is the new Tesla Robotaxi pickup location adjustment feature.
While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.
Tesla included these release notes in update 25.7.0 of the Robotaxi app:
You can now adjust pickup location
Display the remaining wait time at pickup in the app and Live Activity
Design improvements
Bug fixes and stability improvements
Nic Cruz Patane
Why Predetermined Pick Up Spots?
The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.
This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.
An optimal pickup point likely has several key characteristics identified by the fleet, including:
A safe and clear pull-away area away from traffic
Good visibility for cameras, free of obstructions
Easy entry and exit paths for an autonomous vehicle
This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.
Frequent Updates
This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.
Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.
The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.
The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.
How the ZEV Credit System Works
Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.
Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.
As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream.
This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.
A Multi-Billion Dollar Impact
The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs.
Why the Program Exists
While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.
Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.
Big, But Not Beautiful
On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.
Elon Musk in new interview: "I was disappointed to see the massive spending bill, frankly, which increases the budget deficit and undermines the work the DOGE team is doing. I think a bill could be big, or it could be beautiful—I don't know if it can be both." pic.twitter.com/DnyjHN7xCY
The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.
Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.
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