Tesla’s Robotaxi Ramp Comes Down to One Number

Podcast: Autonomy Markets · Grayson Brulte and Walter Piecyk

Opublikowano: 2026-07-25

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab validation timeline, Tesla Semi FSD Supervised, Alphabet's quiet quarter on Waymo, and the Mobileye CEO stepping down after 27 years. Tesla disclosed 380,000 unsupervised miles, but those miles were logged on Model Y and do not transfer to Cybercab. The new chassis has to earn its own validation miles before commercial service begins, and Tesla is pacing production to that validation rather than building a fleet ahead of it. The ramp is slower than the market expects. Best case, that puts Tesla at 100 cars...