Tesla Robotaxi

Tesla Robotaxi is the company's driverless ride-hailing service, launched in Austin in June 2025 and built on a deliberately contrarian stack: cameras and neural networks only, with no lidar and no imaging radar, running the same Full Self-Driving software line that ships on consumer Teslas. The bet is cost — Tesla argues a vision-only car can be built cheaply enough to scale to a large fleet, where sensor-heavy rivals cannot. On the Q2 2026 earnings call (5 August 2026) Tesla gave its clearest numbers yet. AI chief Ashok Elluswamy said the fleet had driven "more than 380,000 miles of unsupervised robotaxi now across six cities" with "zero notable incidents", and put weekly growth in the double digits; Elon Musk said miles driven grow more than 10% a week. The six unsupervised cities sit in two states — Austin, Dallas and Houston in Texas, with Miami, Orlando and Tampa added in July 2026 — and Tesla counts a seventh U.S. market. CFO Vaibhav Taneja declined to give a vehicle count, arguing that robotaxis drive almost continuously so miles, not units, are the meaningful measure. That framing is convenient as well as defensible: without a fleet number, the miles figure cannot be checked against deployment, and the safety claim is Tesla's own, not an independent audit. The seventh market is the caveat. Tesla's Bay Area operation runs under a California charter-party carrier (limousine) permit with a human driver in the seat; the CPUC has stated the company is not operating an autonomous vehicle service there, and Tesla has not obtained a CPUC driverless deployment permit. Nevada is pending too: an Autonomous Vehicle Network Company application covering Clark County and up to 5,000 vehicles was filed on 5 June 2026 (docket 26-05015) and is an application, not an approval. The purpose-built vehicle finally exists. Cybercab — two seats, no steering wheel, no pedals — entered production at Gigafactory Texas, where Tesla lists annual capacity above 125,000 units; production cars began engineering test drives on public roads during the quarter and employees started taking Cybercab rides on the Giga Texas campus in July 2026. Today the paying service still runs on Model Y. Software is FSD v14, with v15 in development; Elluswamy said the same v15 models that power Model Y will also run on Cybercab. Cars use Tesla's AI4 computer, with AI5 expected to reach volume production around mid-2027.

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