Investors no longer view Tesla as just an EV company. Robotaxi moved from concept to early reality, but scaling remains the real test. Optimus represents asymmetric upside, not near-term earnings.

Tesla spent years telling drivers and investors that fleets of driverless taxis would be crisscrossing American cities by 2025. As the year closed, that sweeping vision had not materialized on public ...

Tesla had a rough 2025 with declining sales and tepid share price growth. It has some serious opportunities in both autonomous taxis and personal robotics and the asset of its CEO, Elon Musk. It also ...

Waymo grew its lead in the robotaxi market in 2025 and is now operating, planning to launch a service or testing its vehicles in 26 markets in the U.S. and abroad. Amazon's Zoox began offering free ...

Tesla execs said over the weekend that the EV maker is testing its driverless cars on Austin public roads with no people on board. Texas currently allows autonomous vehicle makers to test or operate ...

Another year has passed, and with it, another collection of Elon Musk’s ambitious timelines that didn’t quite align with reality. For those of us who have been following Tesla for years, this pattern ...