Tesla launched its robotaxi service in small areas of Houston and Dallas today, but with ~25 sq mi geofences and no fleet size data, it trails Waymo's existing Texas operations. Even if its Robotaxi service flops, relatively speaking, Tesla will survive. The company's electric-vehicle business, energy-storage unit, and manufacturing scale remain formidable.

Understanding the Context

The real risk ... Forbes: Does Tesla Really Have A Robotaxi? They Don’t Make It Easy To Find Out Does Tesla Really Have A Robotaxi? They Don’t Make It Easy To Find Out Tesla Inc has rolled out its long-awaited robotaxi service to a handful of users following almost a decade of hype from Elon Musk, kicking off a precarious new era for the carmaker.

Key Insights

Forbes: Morgan Stanley Has Mostly Positive Outlook On Tesla Robotaxi, FSD V15 Engadget on MSN: Tesla is rolling out its Robotaxi service to Dallas and Houston Tesla is expanding its Robotaxi footprint across Texas by introducing availability in both Dallas and Houston. As announced in a post on X, the EV maker is rolling out its Robotaxis to small sections ... AOL: Tesla’s Robotaxi Promises Are Empty: Zero Miles Logged, No Permits, Now Suing Regulators Tesla's (NASDAQ: TSLA) robotaxi ambitions have generated enormous investor attention, but the gap between rhetoric and reality is widening. As of Friday morning, Tesla has no commercial robotaxi ... Tesla’s Robotaxi Promises Are Empty: Zero Miles Logged, No Permits, Now Suing Regulators Tesla is now reporting the paid robotaxi miles in the quarterly.

Final Thoughts

It was about 200,000 miles in December. Tesla now has 500+ cars in Austin and SF Bay Area and is doubling each month (verbally reported ... autoevolution: Tesla's Hardware Change Dashes Hopes Customer Vehicles Could Ever Be Used As Robotaxis Elon Musk has repeatedly claimed that every Tesla EV could be used as a robotaxi, earning money for its owner. However, recent updates make it increasingly unlikely that this is true. Tesla robotaxis ...