Tesla Robotaxi Needs Monitors, Field Checks Show

Tesla's autonomous future clashes with analyst skepticism over profits and robotaxi readiness.

  • Elon Musk urged investors to hold stock, highlighting autonomous driving, humanoid robots, and CyberCab production.
  • Analyst Gary Black flagged Tesla‘s five-year stock underperformance versus the Nasdaq and falling earnings estimates.
  • Field checks in Austin by Jefferies noted Tesla’s robotaxis still require safety monitors, questioning scalability.
  • Demand for a new $59,990 Cybertruck trim is reportedly cannibalizing its higher-priced model, according to Black.

During a recent interview, Tesla CEO Elon Musk touted an “extremely bright future” for Tesla over the next decade and urged shareholders to hold their stock. He cited upcoming developments in AI-driven autonomy, humanoid robots, and the production ramp of the CyberCab as key catalysts.

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Consequently, Musk predicted regulatory approval for its autonomous system in the Netherlands could come as soon as March 20. He also stated that from a technical standpoint, passengers may soon be able to sleep in a Tesla and wake up at their destination, according to a post on X. However, Future Fund‘s Gary Black offered a contrasting view on the company’s recent performance.

Black noted Tesla shares have gained about 81% over five years, trailing the Nasdaq’s roughly 94% rise. He said on X that the automaker also lags Alphabet‘s Waymo in fully driverless weekly rides. Meanwhile, recent observations challenge the readiness of Tesla’s autonomy push.

Jefferies reported that field checks in Austin suggested most Tesla robotaxis still require a safety monitor in the front seat. In response, Black argued Tesla shouldn’t trade at a high valuation if its platform requires supervision, stating on X that such monitors aren’t scalable. The company’s Cybertruck rollout also faces demand questions.

Black’s sources indicated demand for the new $59,990 Cybertruck trim is nearly all cannibalization of the $79,990 model. Tesla sold 50,850 units across its premium lineup in the recent period, implying Cybertruck volumes remain below expectations. Musk has previously suggested the vehicle could serve as a future robotaxi platform.

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