According to Sawyer Merritt on X (citing Morgan Stanley analyst Andrew Percoco), Tesla’s launch of unsupervised Robotaxi rides in Houston and Dallas signals tangible progress amid growing market skepticism about the company’s robotaxi timeline. As reported by Merritt, Percoco’s note frames the rollout as a meaningful milestone for Tesla’s autonomous ride‑hailing roadmap, with implications for regulatory validation, fleet utilization, and monetization pathways in high-demand metros. According to the analyst note referenced by Merritt, the deployment could accelerate real-world data collection for Tesla’s autonomy stack and strengthen the business case for scaled robotaxi services in 2026 and beyond.