June will determine success of Tesla's autonomous robotaxi service launch in Austin

From Nasdaq: 2025-05-25 18:00:00

In 2025, the autonomous driving revolution is gaining momentum, with Waymo already operational in multiple cities and potentially surpassing Lyft in San Francisco. Tesla’s autonomous robotaxi service is set to launch in Austin next month, a move that could significantly impact both Tesla’s and Alphabet’s shareholders.

Elon Musk predicts hundreds of thousands of Teslas doing self-driving in the US by the end of 2026, highlighting the massive potential of the autonomous robotaxi service. Tesla’s valuation heavily relies on this opportunity, especially as its standalone auto sales struggle with declining revenues and deliveries.

Tesla’s cost advantage and potential dominance in the autonomous driving market are key factors in its bullish outlook. Musk claims Tesla’s costs per operating mile are 20-25% of Waymo’s due to its camera-only approach and mass production capabilities, positioning Tesla to capture up to 90% of the market share.

Waymo’s established presence, safety record, and plans for improved mass manufacturing pose a challenge to Tesla’s upcoming robotaxi service. The safety and performance of Tesla’s camera-only approach, compared to Waymo’s sensor suite, will be closely scrutinized, with cost reductions and fleet expansion in the works for both companies.

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Read more at Nasdaq: Why June Will Be a Make-or-Break Month for Tesla