According to Sawyer Merritt citing Tesla's Q3 2026 earnings call, over 75% of new North America deliveries added paid FSD, as Tesla detailed AI mapping plans and Robotaxi milestones.

According to Sawyer Merritt on X, Elon Musk said that unless blocked by governments, Tesla’s Robotaxi service could handle a majority of passenger miles in markets where it is allowed to operate.

According to Sawyer Merritt citing Tesla’s Ashok Elluswamy, FSD Unsupervised could begin rolling out to customer cars in select U.S. areas in Q2 2027, enabling participation in a robotaxi network.

According to Sawyer Merritt on X, Tesla released a new compilation showing fully autonomous Robotaxis, including Cybercabs and Model Y vehicles, stopping for emergency vehicles and handling real-world scenarios.

According to Tesla via a post highlighted by Sawyer Merritt on X, the company launched a Robotaxi First Responder website outlining training, protocols, and safety features for emergency teams.

According to Sawyer Merritt on X, Tesla released a video compilation showing unsupervised Robotaxis, including Cybercabs and Model Y, handling rain, pedestrians, emergency vehicles, animals, and collision avoidance.

According to Sawyer Merritt citing ARK Invest’s new Tesla model, ARK says a Tesla SpaceX merger could occur within five years to fund orbital data centers, deploy frontier AI for Optimus, ease chip constraints via Terafab, and together reach $3.8T revenue and $2.7T EBIT by 2031.

According to ARK Invest via Sawyer Merritt, Tesla added the Cybercab to its robotaxi fleet and could run ~40% lower cost per mile than Waymo’s next-gen robotaxi, while ARK’s 2031 model projects robotaxi as ~80% of Tesla’s enterprise value.

According to ARK Invest via Sawyer Merritt, Tesla logged over 1 million unsupervised driverless miles across seven cities in three states in ~7 months, expects acceleration with FSD V15, and frames it as key to scaling robotaxi service.

According to ARK Invest via Sawyer Merritt, Tesla’s 2031 base case values the company at $17.5T driven by robotaxis and Optimus, with cumulative AI infrastructure spend rising to $225B.

According to Sawyer Merritt, Tesla registered 150 new Cybercabs, lifting Texas Robotaxi Cybercabs to 319 and 43 percent of fleet, per Texas DMV.

According to SawyerMerritt, Tesla registered 150 new Cybercabs in Texas, lifting total to 319 from 169, according to the Texas DMV, signaling rapid fleet scaling.

According to SawyerMerritt, Tesla vision robotaxis perform reliably in heavy nighttime rain, countering prior doubts with on-road video evidence.

According to SawyerMerritt, The Car Mom praised Tesla FSD’s real-world performance as Tesla reported record North America FSD attach rates in Q2.

According to SawyerMerritt, Tesla opened Robotaxi app downloads across the UK, Australia, Germany, Italy, Sweden, and Singapore on iOS and Android.

According to SawyerMerritt, Dubai opened an autonomous vehicle test hub with public roads, closed zones, and highways, targeting 25% autonomy by 2030.

According to SawyerMerritt, Tesla is working with Irish authorities on FSD approval after Czech clearance, with 21% 2026 registrations growth.

According to CNBC... Aurora plans paid autonomous freight routes and cost cuts to reach profitability, focusing on driverless pilots and OEM partnerships.

According to Sawyer Merritt, Tesla added 9 Cybercabs, taking its Robotaxi fleet to 67 per Texas DMV filings.

According to SawyerMerritt, NHTSA will set AV competency standards, update FMVSS, and launch ASCEND with SAE to enable safe robotaxi scale-up.