- Tesla’s robotaxi service launches next month, but only a select few will have access.
- The fleet is limited to 10-20 cars, with rides restricted to an invite-only list of users.
- Teleoperators will monitor the robotaxis to ensure safety, but it’s still a risky pilot phase.
Tesla has been promising fully autonomous robotaxis for what feels like a lifetime, and now they’re telling us we can finally expect them next month. At least, that’s the plan, according to Tesla itself, with a “bullish” analyst now offering up some fresh details.
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More: Tesla’s Robotaxi And Cybercab Might Need New Names
However, it’s not going to be the massive fleet of robo-cabs that everyone was hoping for. Instead, we’re looking at fewer than two dozen vehicles, and they’ll only be available to a select group of people. So, get in line (if you’re invited).
That news comes from Morgan Stanley Analyst Adam Jonas. According to a report from Investors, he recently met with Tesla to review how things are going. After all, Tesla has said repeatedly that it’ll launch its Robotaxi service in June of this year.
The Fleet’s Not So Grand After All
Jonas writes that “Austin’s a ‘go’ but fleet size will be low. Think 10 to 20 cars. Public roads. Invite only. Plenty of tele-ops to ensure safety levels (‘we can’t screw up’). Still waiting for a date.” That’s certainly not the huge splash many might have expected from Tesla. At the same time, some of that confirms what we already knew. Let’s break it down a little.
First, the fact that everything is still a ‘go’ sounds like Tesla is still on schedule. That’s encouraging. The small fleet size is a bit surprising, though. Even at the top end of 20 cars, one would imagine it’ll take a while to gather the data necessary to expand the program quickly. Tesla has long hinted that the service would include public roads, so that’s not shocking, but limiting it to invite-only status is interesting.
Perhaps that’s just a preliminary stage of the project, but it could help the brand avoid bad press should something go wrong. Of course, Jonas also confirms once again that Tesla will have teleoperators in place to monitor cars and take over if need be. How that’ll work in practice is up for debate, though.
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A Reality Check
If we’re being serious here, this doesn’t sound all that different from what Tesla is already doing in Austin and San Francisco. Both cities offer a ridesharing app for some employees. In each city, users can hail a Tesla that will show up and take them to their destination with one big safety net: a human in the driver’s seat in case something goes wrong.
The new Robotaxi service in Austin sounds like it’s the same idea, but with a human driver dialed in remotely. The real standout here is Tesla’s Ground Truth Machine technology, which is busy mapping Austin using lidar and radar sensors.
Optimus News
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Jonas says that we can expect additional news on Optimus, Tesla’s humanoid robot, later this year as well. If all goes according to plan, investors will have the opportunity to tour the robot manufacturing site during the final quarter of 2025. The automaker/tech company is evidently targeting a $20,000 price tag for Optimus. That’s a lot of cash, but no doubt some one-percenters won’t think twice about it.
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