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The note frames Tesla as software-led, potentially accelerating long-term robotaxi deployment via Cybercab, which could support multiple expansion catalysts and valuation upside once FSD maturity reaches critical thresholds.
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JPMorgan argues Tesla is prioritizing software readiness over fleet size in its robotaxi rollout, contrasting with Waymo's Texas expansion. The note highlights Tesla's FSD progress and strong safety metrics as potential differentiators, while signaling Cybercab could accelerate future fleet growth once deployments mature. Near-term catalysts include Cybercab pilots and ongoing FSD updates.
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