Morgan Stanley predicts that Tesla will have 1,000 Robotaxis operational by the end of 2026, significantly lower than CEO Elon Musk’s estimate of 1,500 by the end of 2025. This projection comes ahead of Tesla’s earnings report and suggests a more gradual scale-up of the Robotaxi fleet than previously anticipated. A critical factor for Tesla’s success lies in eliminating safety monitors from rides, which Morgan Stanley views as essential for the rollout of personal unsupervised Full Self-Driving (FSD) capabilities. Musk has previously stated intentions to remove safety drivers in Austin by the close of 2025; however, current developments indicate that driverless rides remain in the testing phase. As Tesla navigates these challenges, the push for advanced self-driving technology continues to be a major focal point for investors and industry analysts alike.
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