Business8/6/2026 · Tesla Q2 2026 earnings call Tesla says 380,000 unsupervised robotaxi miles and zero notable incidents — but still will not say how many cars
On its Q2 2026 earnings call on 5 August 2026, Tesla gave the most specific account so far of its driverless ride-hailing service. AI chief Ashok Elluswamy said the company had driven "more than 380,000 miles of unsupervised robotaxi now across six cities" and had "zero notable incidents". Elon Musk said miles driven are growing 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. Tesla counts a seventh U.S. market.
Two things the call did not settle. First, the fleet size: CFO Vaibhav Taneja declined to give a vehicle count, arguing that robotaxis drive almost continuously, so miles rather than units are the meaningful measure. That is defensible, but it also means the mileage figure cannot be checked against how many cars are actually deployed — and the safety claim is Tesla's own, with no independent audit behind it.
Second, what the seventh market is. Tesla's Bay Area operation runs under a California charter-party carrier permit — a limousine licence — with a human driver in the seat. The California Public Utilities Commission has stated the company is not operating an autonomous vehicle service there, and Tesla holds no CPUC driverless deployment permit. A Nevada application for Clark County covering up to 5,000 vehicles was filed on 5 June 2026 and remains pending.
On hardware, Musk confirmed Cybercab — the two-seat car with no steering wheel or pedals — has started 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 factory campus in July. The paying service, however, 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 in volume production around the middle of 2027.
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