Uploaded July 2025 | Updated September 2026, 1 hour ago
Tesla earnings call is highlighting FSD and robotaxi progress and some regulatory delays in Europe and China. They expect to get past those delays shortly.
In two weeks, the Austin robotaxi area will expand again. Tesla will have robotaxi and unsupervised FSD for half the population of the US by end of this year. This would mean have the service in all major cities of Texas, California, Arizona and Florida and a few other states. The number of robotaxi cars will increase exponentially.
Sun belt states would be better places for robotaxi based upon weather. This would be Nevada, New Mexico, Georgia, Tennessee, Oregon and other states. AV hotspots like Georgia (Atlanta), Illinois (Chicago potential), and North Carolina (growing tech hubs). New York and Pennsylvania have urban density but stricter regulations, so they might be later additions.
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Tesla earnings call is highlighting FSD and robotaxi progress and some regulatory delays in Europe and China. They expect to get past those delays shortly.
In two weeks, the Austin robotaxi area will expand again. Tesla will have robotaxi and unsupervised FSD for half the population of the US by end of this year. This would mean have the service in all major cities of Texas, California, Arizona and Florida and a few other states. The number of robotaxi cars will increase exponentially.
Sun belt states would be better places for robotaxi based upon weather. This would be Nevada, New Mexico, Georgia, Tennessee, Oregon and other states. AV hotspots like Georgia (Atlanta), Illinois (Chicago potential), and North Carolina (growing tech hubs). New York and Pennsylvania have urban density but stricter regulations, so they might be later additions.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
