When Elon Musk kicked off Tesla Inc.’s quarterly earnings call in July 2025, robotaxis were top of mind. The carmaker had just launched its automated ride-hailing service several weeks earlier in Austin, to glowing early reviews from the hand-picked crop of initial riders.
“We’ve already expanded our service area in Austin,” the chief executive officer said. Tesla was planning to grow further in the city and quickly spread to California, Nevada, Arizona and Florida. “We’ll probably have autonomous ride-hailing in about half the population of the US by the end of the year.”
Almost a year later, Tesla has ...
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