Tech
Tesla Robotaxi
A safety monitor rides in the front passenger seat as a Tesla Robotaxi drives in Austin (Jay Janner/Getty Images)

The vast majority of Tesla Robotaxi rides in Austin still have a safety driver

In January, Tesla announced its Robotaxis would begin operating without safety monitors. It doesn’t appear to have scaled up much.

Rani Molla

When Tesla CEO Elon Musk announced in January that Austin Robotaxis were beginning to operate without safety monitors in the front seats, the stock jumped, signaling investor excitement about progress toward full autonomy.

At the time, observers estimated that just two of the roughly 45 Robotaxis in the fleet were without monitors, but Tesla said the ratio would increase quickly.

“We, obviously, are being very cautious about this because we want to have no injuries or serious accidents along the way,” Musk said of removing safety drivers from Austin Robotaxis on the company’s fourth-quarter earnings call a few days later. “But you’ll see the amount of autonomy increase dramatically, I think, every month essentially.”

More than a month later, that increase hasn’t materialized. A report late last week from Jefferies analysts found that just two of the 15 Austin Robotaxi rides they took were without a safety driver. (Separately, they found that while Robotaxis were cheaper than Waymos and regular Ubers operating in the same area, their wait times and trip times were notably longer — consistent with previous reporting from ride-share comparison app Obi.)

Unsupervised Tesla Robotaxis in Austin
Note that just one of these unsupervised Austin Robotaxis has been seen in the past week (Robotaxi Tracker)

Data from Robotaxi Tracker has identified eight unsupervised Tesla Robotaxis. But only one has been spotted in the past week; the rest were last seen roughly three weeks ago. In other words, the number of monitor-less Teslas currently on the road, compared to the time of the initial announcement, appears somewhere in the range of largely unchanged to possibly down.

Tesla said it plans to expand its Robotaxi fleet to a half dozen new markets in the first half of 2026. (It’s currently also in the Bay Area with drivers using supervised Full Self-Driving tech.) As we’ve noted, if Tesla’s Robotaxi expansion goes forward, it will probably look a lot more like a traditional driver-having Uber than an autonomous Waymo.

More Tech

See all Tech
ChatGPT Is Down

Is OpenAI on its way to becoming Lyft?

Once nearly synonymous with AI, it just got surpassed in valuation by Anthropic. Now it looks like it’s also going to get beaten to the IPO starting line.

tech

Palo Alto Networks surges after it beats revenue and earnings estimates

Cybersecurity firm Palo Alto Networks jumped more than 10% in postmarket trading after reporting fiscal third-quarter results that beat analyst revenue and earnings expectations.

The company posted adjusted earnings per share of $0.85, versus the FactSet analyst consensus estimate of $0.79 on $3 billion in revenue. (Wall Street had expected $2.94 billion.)

The company also boosted its guidance for the full fiscal year. The company now expects non-GAAP EPS in the range of $3.77 to $3.79, compared to its previous projection of $3.65 to $3.70 (and analysts’ expectations of $3.68). It also forecast revenue of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%, compared to previous growth expectations of 22% to 23%.

Through Tuesday’s close, the stock had risen more than 60% in the past month.

tech

Microsoft releases 7 new models, next-gen quantum chip at Build conference

Microsoft is making it clear it can stand on its own as a competitor in the AI arena.

Today at its annual Microsoft Build developer conference, the company made a flurry of announcements that move it further away from the shadow of its complicated relationship with partner OpenAI.

Among the products announced:

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

Latest Stories

Sherwood Media, LLC and Chartr Limited produce fresh and unique perspectives on topical financial news and are fully owned subsidiaries 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 Money, LLC, Robinhood U.K. Ltd, Robinhood Derivatives, LLC, Robinhood Gold, LLC, Robinhood Asset Management, LLC, Robinhood Credit, Inc., Robinhood Ventures DE, LLC and, where applicable, its managed investment vehicles.