Tech
Tesla Robotaxi
A person steps out of the front passenger seat of a driverless Tesla Robotaxi in Austin in June (Jay Janner/Getty Images)

Tesla has two days to remove Robotaxi safety drivers in Austin to reach Elon Musk’s repeated goal

It doesn’t look like it’s going to happen.

Tesla CEO Elon Musk has repeatedly said that the company would remove the safety drivers from its Austin Robotaxi service by year’s end:

September X post: “The safety driver is just there for the first few months to be extra safe. Should be no safety driver by end of year.”

October earnings call: “We are expecting to have no safety drivers in at least large parts of Austin by the end of this year, so within a few months.”

December xAI Hackathon: “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks.”

With just two days left in the year, there’s still no indication that Tesla has begun offering driverless Robotaxi rides to the public — despite Musk’s repeated assurances that it would.

So far, reports are limited to Tesla employees, friends of the company, and Musk himself testing unsupervised rides around Austin.

While the year-end deadline is an arbitrary one, the goal is a very important milestone for Tesla and its shareholders. A true driverless Robotaxi service would be proof of concept for the company’s Full Self-Driving software, the tech that’s supposed to elevate Tesla above the regular automakers and help justify its roughly $1.5 trillion valuation. For Tesla, it signifies no less than the future of the company and of transportation more broadly.

And the delay suggests some bumps in the road. Back in October, Musk gave a caveat to the goal of removing safety drivers by saying, “We’re obviously being very cautious about the deployment. So, our goal is to be actually paranoid about deployment because, obviously, even one accident will be front-page headline news worldwide. So, it’s better for us to take a cautious approach here.”

Of the roughly 30 Robotaxis operating in Austin, eight of them have crashed since June, according to National Highway Traffic Safety Administration data, despite only a handful operating at a time. That suggests the service may still be far riskier than human drivers on a per-vehicle or per-mile basis, despite Tesla’s claims to the contrary.

Musk has also promised the Robotaxi program would expand to 8 to 10 cities this year, down from a previous goal this summer of serving half the US population. He also said there would be 1,500 Robotaxis in service across the Bay Area and Austin by year-end. Currently there are about 160 in service in total, data from Robotaxi Tracker shows.

Musk, of course, has a history of being notoriously wrong on his own timelines. Still, this goal is certainly an important one.

More Tech

See all Tech
tech
Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

ARC-AGI-3

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.