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Three numbers from Tesla’s earnings call quietly puncture the robotaxi growth story
Despite Tesla's claims of rapid robotaxi expansion, recent earnings call data suggests a plateauing of miles driven and a potential contraction of the fleet. While CEO Elon Musk and AI lead Ashok Elluswamy highlighted progress and Tesla's camera-only approach, comparisons to Waymo's extensive mileage and evolving state regulations, particularly in New Jersey regarding sensor requirements, cast doubt on the robotaxi narrative. Key indicators to watch are the growth of Tesla's driverless fleet and the adoption of stricter sensor regulations by other states.
