Overview

• Tesla will deploy its robotaxi pilot in Austin on June 22 using modified Model Y vehicles restricted to designated safe zones.
• Human safety operators will remotely monitor the initial fleet, marking a tentative step toward fulfilling Tesla’s long-delayed full self-driving ambitions.
• Regulators and safety advocates have flagged performance concerns after demonstrations by watchdog groups highlighted potential hazards.
• Competition from Chinese automakers such as BYD and MG has eroded Tesla’s market share in key regions, leading to expected margin-squeezing price cuts through 2025.
• Consumer backlash against Elon Musk’s polarizing public persona has weighed on Tesla’s brand reputation and sales in crucial markets.