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Silicon Valley startup Tensor 
just unveiled a $200,000 luxury 

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electric SUV designed from the 
ground up to drive itself 

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without anyone behind the wheel.
This isn't a Tesla. 

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This is better, actually. 
The company plans to deliver the

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first consumer owned Level 4 
autonomous vehicle by late 2026,

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meaning the car handles all the 
driving in approved zones 

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without human supervision. 
And Tensor packed this thing 

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with over 100 sensors, 8 NVIDIA 
processors, and a folding 

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steering wheel that disappears 
into the dashboard when you're 

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not using it. 
This thing is like a 

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transformer. 
But will people be willing to 

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actually trust a machine enough 
to hand over the keys to a 

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$200,000 investment now? 
Lyft just reserved hundreds of 

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these robocars for its own 
fleet, and that deal includes 

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something I haven't seen before.
And we're going to cover the 

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hardware that separates this 
vehicle from anything that Tesla

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or Waymo offers. 
Now there's a regulatory maze 

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that Tensor still needs to 
navigate and why Lyft's purchase

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could change how we think about 
owning a car. 

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And we'll get right into that 
right after this very short 

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break. 
Now, Tensor's robocar enters a 

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market where no company has sold
a Level 4 autonomous vehicle to 

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individual buyers. 
The startup spent nearly a 

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decade in stealth mode, building
proprietary technology after 

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walking away from robotaxi 
operations in China. 

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Now this thing is a sleek 
crossover SUV, and it is covered

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in lidar sensors and cameras. 
No drivers needed. 

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That's the product that Tensor 
wants to put in your driveway. 

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Production will be handled by 
Vietnamese automaker Vinfast at 

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its factory in Haipong, which 
will deliver them starting in 

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the United Arab Emirates before 
reaching American customers. 

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Now let's start with the 
hardware, though. 

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Tensor fitted the Ribbocar with 
37 cameras, 5 custom lidar 

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units, 11 radars, 22 
microphones, 10 ultrasonic 

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sensors, and 16 collision 
detectors. 

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That sensor count puts pressure 
on every competitor, and lighter

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is the spinning laser system 
that creates a 3D map of 

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everything around the car. 
The rooftop unit scans 360° and 

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detects objects nearly 1000 feet
away. 

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Cameras mounted underneath the 
chassis address a blind spot 

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that has caused problems for 
other autonomous systems, and 

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that is something that I haven't
really seen too much of. 

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The primary lighter unit, called
Tensor Halo, emits 25.6 million 

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beams per second. 
That creates what the company 

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describes as a 360 degree safety
shield around the vehicle. 

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Four additional blind spot 
lidars cover areas the main unit

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cannot reach. 6 Hyper radars 
detect both stationary and 

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moving objects across all 
distances using 4D tech imaging 

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for external microphone 
overlays. 

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Locate emergency vehicle sirens 
before they become visible so 

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the car can pull over safely 
without visual confirmation. 

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Most autonomous vehicle 
developers retrofit existing car

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platforms with sensors bolted on
afterwards, and Tensor designed 

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every surface to optimize sensor
placement from the first sketch.

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Now 8 NVIDIA Dr. EGX 4 chips sit
inside what Tensor calls an 

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onboard supercomputer. 
The system processes over 53 

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gigabits of sensor data per 
second. 

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For context, that's roughly 1000
times faster than typical home 

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Internet speeds. 
The AI runs on transformer based

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models trained on data from 
expert human drivers. 

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A separate visual language model
handles edge cases and 

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unexpected scenarios. 
And edge cases are the weird 

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situations that normal driving 
patterns don't prepare you for. 

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If there's construction on the 
road, maybe there's a cone in 

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the middle of the road and they 
have to go around it, that's one

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of those weird situations and 
maybe the cone is tipped over or

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maybe there's like some bigger 
rocks in the road or something, 

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some random stuff in the road. 
Tensor engineer this 

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supercomputer for 10 years or 
180,000 miles of operation. 

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That's really good. 
Advanced liquid cooling 

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maintains peak performance 
across extreme temperatures. 

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There is a dual power 
architecture that's provides 

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full redundancies with multiple 
power sources ensuring 

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continuous operation, and every 
computation happens locally on 

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the vehicle. 
There's no cloud, and Tensor 

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designed the system to work 
without cloud connectivity, 

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storing all travel data 
exclusively on the car itself. 

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Now you can upgrade over the 
cloud, of course, over the air 

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upgrading, that's a thing, and 
that's going to be happening 

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with the Tensor vehicles. 
But all the data for your own 

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vehicle never gets shared in the
cloud, and owners can disable 

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remote access entirely and 
control data through an 

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encrypted smartphone app. 
Physical cameras can be covered 

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and microphones can be switched 
off, and that can all be done 

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with the app too. 
Now, I've been digging through 

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the analytics of this show and 
noticed that 37% of you are 

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following this channel. 
For you, I am forever grateful 

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you've remembered to hit the 
subscribe button. 

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Now, there's 63% of you that 
probably listen to an episode or

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two or just finding the show. 
If you listened to this before, 

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thank you so much. 
And you probably just forgot to 

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hit the follower subscribe 
button, and that's OK. 

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But I just ask you if you could 
do that real quick. 

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I've been doing this as an 
independent journalist covering 

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Elon Musk, SpaceX, Space Flight 
and tech for the last six or 

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seven years. 
I'm going to continue for the 

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next 10 years, and I need your 
help. 

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And all I ask from you is one 
second of your time. 

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I'm going to give you 10 more 
years of mine. 

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All you got to do is hit the 
follower subscribe button on the

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platform you're watching on 
right now, and I'd be extremely 

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grateful and blessed to have you
here if you do that. 

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So thank you. 
Tents are built a $200,000 SUV 

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with over 100 sensors, massive 
onboard computing, and a privacy

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first architecture that keeps 
your data away from big tech. 

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Now let's talk about what this 
thing actually looks like. 

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Inside there's a folding 
steering wheel. 

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The dash opens up and the 
steering wheel retracts into the

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dash. 
If you don't want to drive, this

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thing can drive you anywhere you
want. 

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You can ask it to drive you to 
the store. 

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So if you want to spend a bunch 
of time shopping, like 2 hours 

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shopping and you live 10 minutes
from the store, but you don't 

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want to walk because you have a 
bunch of bags and you know 

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you're going to be there for a 
few hours. 

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You don't need your car to sit 
there for two hours, right? 

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So you send it home, you can say
drop me off at the store, I'm 

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going to be there for two hours,
pick me up two hours later, go 

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home for now and the car will do
it. 

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It's just crazy, right? 
There's no pedals because they 

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disappear into the foot bed. 
The center display slides over 

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to face the former driver's 
seat, which becomes a reclining 

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lounge chair with massage, 
heating and cooling. 

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If you just want this thing to 
drive you around and it's going 

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to be luxury all the time, a 
massage chair in your car and 

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you're just sitting there 
hanging out. 

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Tensor claims 29 storage 
compartments fold flat seats for

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items up to 10 feet long in a 
dedicated pet mode that lets 

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your vehicles transport animals 
without you even being there, 

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that's pretty wild. 
The vehicle targets a luxury 

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crossover segment, though with 
dimensions matching a full size 

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SUV. 
A112 kWh battery provides an 

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estimated 250 miles of range. 
The 845 Volt architecture 

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enables charging from 20 to 80% 
in roughly 10 minutes at peak 

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power, around 400 kilowatts. 
That opens up long distance 

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travel in ways current E VS 
struggle with. 

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Tensor developed compatibility 
with robotic charging systems 

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from Roxys and Bros, allowing 
the car to plug itself in 

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without human intervention. 
Run flat tires. 

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Let the vehicle continue driving
up to 45 mph for an hour after a

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puncture. 
That gives the autonomous system

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time to reach a safe location 
and pull off RGB mini LED 

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display panels on the exterior 
communicate the vehicle's 

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intentions to pedestrians and 
cyclists. 

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Coach style doors feature radar 
based obstacle detection too. 

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You have soft closed motors and 
they can de ice themselves too. 

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Now we have to talk about Lyft 
too because remember when I said

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that in the beginning of this 
show, Lyft is going to be a 

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partner for this crew here. 
Lyft's partnership adds a 

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economic base for Tensor. 
Tensor will ship from Vietnamese

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manufacturer Vinfast with Lyft's
platform pre installed. 

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That changes everything 
completely. 

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You can deploy your personal 
vehicle on Lyft's rideshare 

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networks in markets where Level 
4 autonomy is permitted. 

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The car earns money while parked
in your driveway. 

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You can let it go wild. 
Say if you're going to the 

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store, you know you're going to 
be there for two hours. 

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Tell it, hey, shift into lift 
mode, go get some, go make some 

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money. 
So whenever you're just doing 

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those two hours of drives, it 
makes the money back for the 

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things that you buy. 
So it's a way for you to make 

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residual income. 
Maybe you'd let your car do the 

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work for you. 
Remember when Elon Musk said 

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this a while ago, years and 
years ago, Probably 10 years 

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ago, he would say you could just
leave your car in the parking 

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lot all day, right? 
But with a Tesla, you could let 

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it do a robo taxi for you and 
Uber people around for you and 

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make money for you while you're 
at work. 

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You're working for 8 hours. 
What's your car doing? 

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It's just sitting there in the 
parking lot doing nothing, not 

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earning you money. 
So this is that, but before 

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Tesla, right? 
So Lyft and Tensor together, 

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Lyft just leapfrog Tesla and 
Tensor, if they actually do 

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this. 
By the end of 2026, if they ship

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this and it actually works, 
Tesla has some major 

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competition. 
Even though it's a $200,000 car,

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it is something that Tesla 
hasn't been able to do yet. 

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Now the car earns money whenever
you want it to. 

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You're at work 8 hours? 
OK, cool, have the car pick you 

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up when you're done at work, 
drop you off at home, and then 

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go out and earn you more money. 
That would be amazing. 

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Lyft's fleet management subsidy,
Flexdrive, will handle cleaning,

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charging, and maintenance for 
owners who participate. 

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So not only do you get this 
vehicle that's going to make you

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money, maybe it'll make your 
money back. 

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Maybe you'll make $200,000 in 
the first year that you do it 

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because this thing can run 24/7.
Who knows how much money you can

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make. 
But then Flexdrive, they'll 

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clean it, charge it, and 
maintain it for you so you don't

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have to do any of that stuff. 
A $200,000 car normally 

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depreciates the moment it leaves
a lot and sits idle 95% of its 

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life. 
It doesn't. 

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You don't really do anything 
with your car. 

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Like right now, my car's in my 
driveway. 

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It's not doing anything. 
A robocar generating rideshare 

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income could theoretically 
offset that decline through 

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productive use. 
The company reserved hundreds of

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rebel cars for its fleet. 
Lyft did through its affiliates,

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pending regulatory approval. 
Of course. 

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The marks a big shift for Lyft. 
Lyft previously focused on 

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facilitating rides through its 
app or providing fleet 

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management services. 
It never owned those vehicles. 

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Uber has signed more than a 
dozen agreements globally with 

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autonomous developers and 
pledged to deploy at least 

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20,000 Lucid and Neuro Robotaxi 
starting next year. 

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The Tensor deal gives a lift a 
vehicle specifically engineered 

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for rideshare duty with sensors 
designed for a decade of 

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commercial use. 
So even when you're done with 

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this car, say, if you upgrade to
something else and you're just 

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like, you know what, I want to 
keep this car going so it can do

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lift for me and I keep earning 
money with it. 

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Maybe you do that. 
There's so many options for you 

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now that you can actually do 
this. 

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Tesla hasn't done this yet. 
So everybody with a Tesla, and 

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if you aren't able to do this by
the end of 2026, Tensor is ahead

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of Tesla if that's the case. 
So what do we know about this 

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regulatory path I was talking 
about earlier? 

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Tensor holds a California DV 
permit for driverless testing, 

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but has not secured CPUC 
authorization to deploy vehicles

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to the public without safety 
drivers. 

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CPUC is the California Public 
Utilities Commission, the agency

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that grants commercial permits 
for robo taxis. 

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Only Waymo has obtained that 
permit that limits where Tensor 

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can launch. 
Initial deliveries will go to 

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the United Arab Emirates in late
2026 or regulatory frameworks 

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differ from the US American 
deliveries will follow in early 

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2027, pending approvals, and the
company operates in geofence 

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00:13:38,040 --> 00:13:41,640
zones for a fully automated 
vehicles, allowing manual 

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driving outside of approved 
areas. 

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So what's next for Tensor? 
It's a crazy ride already, 

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right? 
Tensor evolved from Auto XA 

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former MITPHTM Princeton 
assistant professor, known 

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00:13:56,880 --> 00:14:01,360
professionally as Professor X 
Auto X operated over 1000 

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robotaxis across 5 Chinese 
cities during the pandemic. 

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00:14:05,120 --> 00:14:08,360
That was one of the largest 
fully driverless fleets globally

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00:14:08,360 --> 00:14:10,000
at that time. 
The company established 

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00:14:10,000 --> 00:14:13,000
manufacturing facilities near 
Shanghai and maintained 

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00:14:13,000 --> 00:14:16,960
operation centers across 65 
square miles of Shengzhen. 

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00:14:17,640 --> 00:14:20,400
Now, Auto X began testing on 
public roads in California back 

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00:14:20,400 --> 00:14:24,120
in 2017 and secured California's
second ever driverless testing 

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00:14:24,120 --> 00:14:27,480
permit in 2020. 
That gives Tensor years of real 

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00:14:27,480 --> 00:14:29,480
world data that most competitors
lack. 

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00:14:30,320 --> 00:14:33,440
Now Auto X fully divested all 
China operations and 

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00:14:33,440 --> 00:14:36,120
discontinued the brand to focus 
on American, European and Middle

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Eastern markets. 
Tensor maintains headquarters in

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00:14:38,840 --> 00:14:43,000
San Jose with satellite offices 
in Spain, the UAE and Singapore.

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00:14:43,480 --> 00:14:46,600
The company claims ownership and
controlled by US employees, with

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00:14:46,600 --> 00:14:49,520
majority investment for the UK, 
Japan, Korea and the United 

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00:14:49,520 --> 00:14:52,000
States. 
Recent reports indicate Tensor 

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00:14:52,000 --> 00:14:56,400
may raise 300 to $400 million in
pre IPO funding while working 

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00:14:56,400 --> 00:14:59,880
with Royal Bank of Canada, 
potentially listing on US 

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00:14:59,880 --> 00:15:02,600
exchanges by late 2026 or early 
2027. 

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00:15:03,200 --> 00:15:06,320
Now that funding timeline aligns
with vehicle deliveries, giving 

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00:15:06,320 --> 00:15:09,040
investors a chance to bet on 
consumer adoption. 

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00:15:09,560 --> 00:15:12,560
Personal autonomous vehicles 
before Tensor prove that the 

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market actually exists.
