Waymo has opened its next-generation robotaxi to all riders in Los Angeles, Phoenix, and San Francisco — a notable milestone for the Alphabet company as it pushes to expand its fleet with vehicles that are cheaper to build, operate, and maintain.

For now, customers in these markets may be matched with the new robotaxi, called the Ojai (pronounced oh-hi) when they hail a ride. Once Waymo has enough Ojais in its fleet, riders will be able to choose between the new vehicle and the older Jaguar I-Pace robotaxi. Waymo has about 300 Ojai robotaxis in its commercial fleet today, according to a company spokesperson.

The company said Wednesday that it plans to roll out the Ojai in Denver, Las Vegas, and San Diego later this year.

For years, Waymo has relied on the all-electric, modified Jaguar I-Pace for its robotaxi fleet, which now operates in 11 U.S. cities today. While the white, sensor-laden autonomous hatchback has become ubiquitous in markets such as San Francisco, it has been more of a stopgap in Waymo’s longer term push towards mass scale, and eventually, profitability.

The Waymo Ojai robotaxi is meant to deliver on that ambition. The Ojai is equipped with Waymo’s sixth-generation self-driving system, which is critical to the company’s commercial strategy because it’s modular and designed to work across multiple vehicles types. The robotaxi also comes with a redesigned user interface and Google’s Gemini AI, which acts as an in-car assistant for riders.

Strip away that technology, though, and the Ojai is a minivan made by Zeekr, a brand owned by China’s Geely Holding Group. Waymo partnered with Zeekr in 2021 and has spent years testing a prototype, and later a production-intent version of the vehicle. It’s built on Zeekr’s SEA-M platform, an updated version of the automaker’s “Sustainable Experience Architecture,” which the company designed for vehicles like robotaxis and delivery vans. The goal was to create a robotaxi that was attractive and easy for riders to access, but also cheap to build and maintain and durable enough to withstand near-constant use.

The Ojai delivers on many of those goals, though tariffs on the imported vehicles have added cost. Under current U.S. trade policy, vehicles built in China face steep import tariffs, which raises Waymo’s costs for every Ojai it brings into the country. The base Zeekr vehicles ship without any Chinese connected-car technology on board. After arriving in the U.S., they’re sent to Waymo’s Arizona factory, where they are outfitted with the self-driving system.

New York-based research firm MoffettNathanson, which tracks Ojai imports by examining detailed receipts of shipped goods, said Waymo is on pace to bring 5,000 Ojai vehicles to the United States by the end of 2026. That would be more than double Waymo’s current Jaguar fleet, according to the firm. In July alone, 725 Ojai vehicles entered the country, underscoring the scale and pace of Waymo’s expansion efforts.

As AI models have become more powerful, the potential for those models to be misused has grown — as has a clamor for safety guardrails that can stop such abuse from happening. AI companies must now walk a delicate tight rope between respecting their enterprise customers’ privacy while also watching usage for possible issues.

Sensing an opportunity to one-up its rival Anthropic, OpenAI just announced a privacy-centric safety approach to monitoring for misuse. The company is previewing a new service to select customers that it calls Private Safety Processing. This is an automated system that watches for potential abuse while simultaneously retaining none of the customer’s data.

This system clearly runs counter to Anthropic’s recently announced data retention policy. The policy, which has aggravated some customers, enables the AI lab to keep user data (all of their sessions — and the conversations therein) for a period of 30 days, when it comes to “covered models.” Those models include all Mythos-class models and “future models with similar capabilities,” the company says.

This policy, which was announced in July, was designed for the purposes of safety allowing the lab to sift and analyze potential impropriety. However, it has deeply concerned some enterprises that handle large amounts of sensitive data and don’t want it harbored (or inspected) by the AI lab.

OpenAI — like most other AI companies — already afford customers a relative level of privacy by adhering to a policy known as Zero Data Retention. ZDR uses agents within the OpenAI API to monitor for abuse on a per session basis. In this way, customer data isn’t retained by the company but companies are still able to scan for bad activity without the need for human intervention. It’s worth noting that Anthropic also largely abides by ZDR — except when it comes to “covered models,” like Fable.

OpenAI says that Private Safety Processing is a new technology that widens ZDR’s scope. It describes it as a form of long-horizon safety monitoring that assesses the inputs and outputs of multiple conversations — not just one. Again, the monitoring is conducted by an agent, which, if triggered, catches interactions and analyzes them across sessions for signs of potential misuse.

The new tech helps OpenAI detect malicious use of AI that takes place over multiple sessions, a spokesperson told TechCrunch. A bad actor — hypothetically someone trying to engineer malware for a cyberattack — may spread out their requests to avoid detection. Private Safety Processing can analyze those multiple conversations for signs of abuse without human review of a user’s conversations.

In the case where the system is triggered, it may send a “narrowly defined signal” to OpenAI that warns of a specific type of activity, the company says. Based on that signal, OpenAI can then decide whether “enforcement is necessary,” it says. If so, OpenAI will reach out to the customer for more context or to work with them on the issue and a customer may choose to share data with OpenAI at their discretion, the spokesperson said.

By contrast, Anthropic notes that human review of customer data can occur, but only “through a controlled access path” that involves “a small set of approved reviewers.” Every one of those review sessions is “recorded in a tamper-proof log that reviewers cannot suppress or modify,” the company says.

The corporate competition between OpenAI and Anthropic is tense at the moment, with both companies looking for any opportunity to gain an advantage on the other. A recent report showed that OpenAI’s Q2 grew more slowly than Anthropic. Anthropic’s annualized revenue run rate is now reportedly $65 billion. Anthropic investors have said it could IPO at $2 trillion, while OpenAI is also working on its IPO.

Elon Musk’s SpaceX attempted to acquire AI coding startup Cognition as it works to catch up to OpenAI, Anthropic, and Google in the AI race, Bloomberg reported Wedesday, citing sources familiar with the matter.

Cognition CEO Scott Wu disputed the report soon after it published, writing on X that the story was inaccurate and that Cognition “is not for sale,” adding that the two companies haven’t been in talks.

The report comes a few days after SpaceX’s $60 billion acquisition of Cursor, another AI coding startup, whose deal closed last week. 

SpaceX acquired Musk’s AI company, xAI, earlier this year. It then went public in a blockbuster IPO in June, with its market capitalization rising to nearly $2.3 trillion at its peak.

SpaceX has sold investors on its AI ambitions, which include eventually building data centers in space. But the xAI business remains relatively early-stage and has fallen behind competitors.

It’s also had to contend with its chatbot Grok’s penchant for controversy, including last year’s “MechaHitler” incident and this year’s nonconsensual sexual imagery scandals, as it tries to win over enterprise customers.

Last week, Musk told SpaceX’s employees that in about “four or five years, AI will be 99% of the value” of the company, but achieving that feat will require SpaceX to pull in much more revenue from AI.

AI-assisted coding has emerged as one of the clearest ways to monetize the technology. Anthropic’s meteoric growth, fueled in large part by Claude Code, is proof of that. Bringing Cursor into the fold was part of that equation, and the companies were already working together before the acquisition closed. This month, Cursor and SpaceX jointly released Grok 4.6, a new model that  scores higher on benchmarks for coding and complex multi-step agentic tasks. 

Adding Cognition and its coding agent Devin — along with an enterprise customer base that includes Mercedes-Benz, Citi, and Goldman Sachs — would have given SpaceX another way to deepen its push into AI coding and compete for enterprise customers. 

Bloomberg reports that the deal talks are no longer active, but that the companies are still discussing working together — potentially with Cognition using SpaceX’s computing capacity, which the company is selling to other AI players like Anthropic until it needs that capacity for itself. Wu didn’t address this specific claim in his denial.

Cognition remains one of the largest independent AI software coding startups that hasn’t yet been gobbled up by a major AI model maker. The company in late May raised a $1 billion round at a $25 billion post-money valuation, and Bloomberg reports it’s now in early talks for new round of funding at a $40 billion valuation.

Cognition made headlines last year when it acquired the remaining assets of competitor Windsurf after Google DeepMind acqui-hired the startup’s CEO and top research in a $2.4 billion deal for talent and licensing rights.

After the merger, Cognition laid off 30 employees and offered buyouts to the remaining 200 Windsurf employees. Those who decided to stay faced strict operational expectations, like an 80+ hour workweek and six days in the office.

That sort of wartime work ethic wouldn’t be out of place in a Musk company. Musk has said he works up to 120 hours a week and often sleeps on office or factory floors. 

SpaceX and Cognition did not respond to requests for comment.