Robotaxi
5 articles on this topic, newest first.
When Will Tesla's Rally Finally Hold? The Case for 2027
The next leg up for Tesla will not come from another product reveal. It will come when self-driving, AI investment and Optimus stop being "future stories" and start showing up as real profit and cash flow. The first real test window is likely 2027.
Cybercab's Next Bottleneck Isn't FSD. It's Legally Deploying a Car With No Steering Wheel
NHTSA has told Tesla to submit the legal basis for Cybercab's self-certification by September 30. That does not mean an imminent halt or recall, but it makes clear the next hurdle for the robotaxi business is not just self-driving software. It is whether a purpose-built vehicle with no steering wheel or pedals can legally be deployed at scale on US roads.
Tesla's biggest asset is not the car: when Robotaxi and Optimus stop being options
Tesla's AI value sits in autonomy and humanoids, and both could dwarf car manufacturing. The gap is between a demo and a fleet that earns cash per vehicle.
Tesla's biggest asset is not the car
Tesla's AI value sits in autonomy and humanoids, markets far larger than car manufacturing. The gap that matters is the one between a demo and a fleet that clears its own bills.
The Cybercab is not a $30,000 car. Tesla is selling hours, not vehicles
No steering wheel, no pedals. The economics of Tesla's robotaxi turn on how many paid hours a day it runs, not on what it costs to build.
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