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Gary Black Thinks Expectations For Tesla's Robotaxi Launch Are Too High: 'Currently, Tesla's Autonomy Can't…' - Tesla (NASDAQ:TSLA)

  • Tesla intends to introduce an invite-only robotaxi pilot next month using 10-20 Model Y vehicles operating within a designated, limited section of Austin, supported by remote operators overseeing the system.
  • The launch follows multiple delays and missed deadlines by CEO Elon Musk, who had promised full autonomy and over a million robotaxis by 2020.
  • Morgan Stanley analyst Adam Jonas confirmed the rollout will be limited in fleet size and rely heavily on teleoperators to maintain safety standards.
  • Gary Black noted Tesla’s autonomy averages 450 miles per critical disengagement, well short of the 10,000 miles investors expect for unsupervised driving.
  • The pilot deployment signals cautious progress but suggests full hands-free autonomy remains distant and risks negative press if incidents occur.
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Next Big Future broke the news in United States on Friday, May 16, 2025.
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