Following the December 2025 launch of unsupervised robotaxi tests in Austin, Tesla's ambitions draw analyst forecasts of 1 million units by 2035 and stock gains, amid plans for Cybercab production.
Building on the initial driverless robotaxi tests in Austin that began December 14-15, 2025—with empty Model Y vehicles navigating public roads—Tesla continues internal validation toward commercial service. The fleet stands at around 31 vehicles, powered by Full Self-Driving (FSD) software using cameras and neural networks.
Recent milestones include expanded AI training with tens of thousands of GPUs at the Texas Gigafactory and the first fully autonomous Model Y delivery in June 2025. Wall Street, including Morgan Stanley, projects up to 1 million robotaxis by 2035, fueling a nearly 5% stock surge to near-record highs as investors eye new revenue from autonomy.
Tesla's vision extends to purpose-built Cybercab vehicles—sans steering wheel or pedals—for mass production starting April 2026, enabling a decentralized network where owners can contribute cars. Expansion targets multiple U.S. cities in 2026, though regulatory, safety, and scalability challenges remain.
In context, Alphabet's Waymo leads with 2,500+ robotaxis and millions of paid rides, but Tesla emphasizes rapid scaling via software updates over extra sensors like LiDAR.
