Tesla CEO Elon Musk has sold a compelling robotaxi vision. Execution is next.
1. Musk claims millions of Teslas will be autonomous by mid-2026. 2. Tesla has no paid robotaxi service, unlike competitors like Waymo. 3. Analysts see potential in Tesla’s cheaper camera-only robotaxi approach. 4. Operational challenges and safety concerns remain significant hurdles for Tesla. 5. Robotaxi success depends on high-quality data and effective fleet management.