Overview
- Tracker data published May 26–27 shows Tesla’s unsupervised robotaxi count has fallen to about 20 active cars — 14 in Austin, 3 in Dallas and 3 in Houston — and its total active ride‑hailing fleet has collapsed to roughly 34 vehicles.
- The Bay Area supervised fleet that once accounted for the bulk of deployments has dropped from about 107 active cars in April to roughly nine, reflecting a broader retreat from earlier service levels.
- NHTSA filings and independent analyses document 17 incidents tied to Tesla’s robotaxi program from the Austin launch in July 2025 through March 2026, including two crashes after human teleoperators took remote control, and estimates place the crash rate about four to nine times higher than human drivers.
- Industry trackers and reporters say Tesla appears to be pulling vehicles back rather than expanding because of safety exposure, constrained geofenced operations and low utilization that limit near‑term revenue potential.
- Elon Musk has tied meaningful scaling to a promised FSD v15 software rewrite that he says could enable aggressive growth in late 2026 or early 2027, a timeline that leaves Tesla far behind Waymo’s roughly 3,000‑vehicle robotaxi operation and raises questions about near‑term investor expectations.