Part 3/12:
One of the most groundbreaking initiatives in Tesla’s recent quarter was the deployment of its robo-taxi service. Although the launch in Austin technically occurred at the end of Q2, most operational developments took place during Q3. Tesla has been systematically expanding this technology into multiple metropolitan areas, albeit with small initial fleets. This "seeding" strategy aims to establish a foothold in around 20 cities by year’s end, setting the stage for a significant breakthrough anticipated in 2026. The successful rollout of robo-taxis could revolutionize Tesla's core vertical of autonomous mobility and generate substantial revenue streams in the coming years.