Part 9/14:
Regulatory hurdles, while significant, are deemed more manageable than technical challenges. Data from the U.S. indicates over 40 states explicitly permit autonomous vehicle deployment, and Tesla’s safety data shows FSD-equipped cars are five times safer than Teslas without FSD—implying that autonomous operation could become increasingly accepted by regulators.
Market Size and Potential
Industry research from AR Invest highlights the enormous market potential for robotaxis. They estimate the "market addressable" estimate at roughly $30 trillion globally, with individual service platforms possibly generating $4 trillion in revenue by 2030. At current and anticipated prices, Tesla’s robotaxi service could be one of the most lucrative markets in history.