Bloomberg News reports Tesla’s autonomous robotaxi fleet consists of only 59 vehicles. These cars currently operate across three Texas cities. This small fleet size challenges the company's projections for a widespread autonomous network.
Public regulatory filings and direct testing reveal passengers face wait times of up to 30 minutes. Some vehicles fail to start entirely. The service remains in an early stage despite Tesla's optimistic Full Self-Driving (FSD) narrative.
The fleet utilizes retrofitted Model Y vehicles with human safety monitors instead of the purpose-built Cybercab. Investors tracking Tesla and the XLY ETF may reassess valuation timelines based on this data. Performance issues may increase scrutiny on Tesla’s long-term execution while markets remain closed.