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Tesla Aims to Cover Half of U.S. With Robotaxi Service by Year-End

The plan depends on phased regulatory sign-offs to expand from a supervised Austin pilot into major U.S. markets.

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Tesla Robotaxi Available for Half of US Population by End of 2025
TESLA Robotaxi Timeline for Going Nationwide
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Overview

  • Musk delivered the projection during Tesla’s Q2 earnings call and emphasized that growth hinges on securing safety clearances.
  • Tesla has doubled its invite-only, geo-fenced robotaxi zone in Austin, where about 10 Model Ys operate under in-car supervisors and teleoperation oversight.
  • The company is applying for permits in the Bay Area, Arizona, Florida and Nevada and has held preliminary talks with Governor Joe Lombardo and the state DMV.
  • Musk said once regulatory hurdles are cleared, the service area and fleet size will grow at a “hyper exponential” rate.
  • The push represents a strategic pivot toward autonomous mobility after Full Self-Driving delays and contrasts Tesla’s camera-only AI approach with lidar-based competitors.