"Tesla ( NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company's autonomous ride-hailing suite in the coming years. Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that's small-scale compared to what they expect from Tesla in a decade."
"Improvement in safety metrics without the Safety Monitor. Tesla's ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026. Cybercab start of production, targeted for April 2026. Tesla's Cybercab is a purpose-built vehicle (no steering wheel or ped"
Tesla is projected to operate a Robotaxi fleet of about 1,000 vehicles in 2026 and roughly one million vehicles by 2035. The projection assumes fleet vehicles are company-operated and excludes passenger-owned cars that could be converted via software updates. Three key catalysts indicate progress toward large-scale Robotaxi deployment: opening Robotaxi service to the public without a safety monitor; demonstrable improvement in safety metrics as miles driven scale without a safety monitor, enabling expansion into new states and cities in 2026; and start of Cybercab production targeted for April 2026, a purpose-built vehicle designed without a steering wheel.
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