Overview
- Following Wednesday's earnings release, Tesla promoted new service zones in Dallas and Houston with app-based ordering, videos that appeared to show Model Y rides without a front-seat monitor, and service-area maps, but it gave no pricing, fleet size, or rider access details.
- In the same investor materials, five launches once listed for the first half of 2026 — Phoenix, Miami, Orlando, Tampa, and Las Vegas — were relabeled as “preparations underway,” signaling a delay from specific near-term targets.
- Elon Musk told investors the service could reach a dozen states by year-end and said revenue from robotaxis would be modest this year and more meaningful next year, citing no injuries or fatalities to date with unsupervised rides.
- Tesla says Austin was its first public rollout and that Texas and California now host limited service using Model Ys, though Bay Area rides labeled Robotaxi are human-driven under a California Transportation Charter Permit.
- Waymo operates larger, fully driverless services in more cities, which sets a benchmark on safety and scale that regulators and riders are likely to use when judging Tesla’s progress.