Part 7/12:
Tesla is adopting a broad, “seeding” approach across multiple cities worldwide—rather than saturating a single market—allowing it to gather data, optimize regulatory engagement, and accelerate scaling. Regions like California, Texas, Florida, Colorado, and New York are already in various stages of testing, deployment, and regulatory approval.
This strategy could enable Tesla to deploy tens of thousands of robo-taxis swiftly, with projections of:
40,000+ units in 2026
150,000 in 2027
400,000+ in 2028
Financial modeling estimates this fleet growth could generate $100 billion in revenue by 2029, with extremely high margins owing to the efficiencies of autonomous operations.