Part 5/11:
A key focus of this update is the advanced Tesla robo taxi simulator, a tool that models various deployment scenarios for Tesla's autonomous ride-hailing fleet. This simulator considers three primary trajectories: slow, expected, and fast. These scenarios estimate how many robo taxis could be on the road at different times, influencing Tesla’s future revenue streams and stock valuation.
Deployment Scenarios and Timeframes
- Slow Scenario: Starting with approximately 10–20 robo taxis, reaching only about 200 by December 2025, suggesting limited growth and potentially signaling failure or significant delays.