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In addition to regional progress, Tesla has secured licenses allowing them to offer ride-sharing services across Texas, which suggests a broader regulatory acceptance. The company is also planning to expand into Nevada, Arizona, and Florida, with a strategic approach of "broad but shallow" deployment—starting small, proving the model, then scaling rapidly.
The Path to 1,800 Vehicles and Beyond
A central "forcing function" for Tesla’s autonomous strategy is the deployment of approximately 1,800 robo taxis. Reaching this figure could drastically alter investor perceptions and Tesla’s financial outlook because:
- 5% of Tesla's 2024 free cash flow could stem from this fleet size.