Part 6/8:
This milestone hinges on regulatory approvals, operational readiness, and proof of safety. The anticipation is that once the first city drops the safety driver, similar transitions will follow in other markets, leading to rapid expansion.
Investor Implications and Market Dynamics
The debate surrounding Tesla's robo taxi is polarized:
Optimists believe Full Self-Driving (FSD) is nearly perfect and that rollout and scaling are primarily logistical challenges.
Doubters argue that such claims are overhyped or unrealistic, viewing Tesla’s progress as exaggerated or deceptive.