Initial Steps and Expectations
Tesla has begun a supervised full self-driving (FSD) ride-hailing service in Austin, , and the , aiming to refine its FSD networks and operations. The service, initially for employees, has completed over 1,500 trips, covering 15,000 miles.
CEO predicts significant financial impact from autonomous vehicles by late next year, emphasizing the potential of millions of fully autonomous Teslas by the second half of 2026 to enhance the company's bottom line.
Market Potential and Investor Outlook
Industry experts envision a trillion-dollar market for autonomous ride-sharing, with Tesla aiming for a substantial share. Musk's confidence stems from Tesla's data advantage and the scalability of its FSD platform, despite 's current market leadership.
Investors are keenly awaiting concrete evidence of Tesla's ability to scale its robotaxi business and address technical challenges, looking for details on profitability, safety records, and operational efficiency in the coming months.