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Furthermore, Tesla’s robo taxi app is now accessible to all iPhone users in Austin, exiting the limited invite-only phase. This move opens floodgates to millions of users, dramatically increasing demand. Tesla’s strategy appears to be ramping up supply to meet this surge, with plans for deploying hundreds and thousands of vehicles in key regions such as Texas and the Bay Area.
This mass availability is critical for Tesla to demonstrate real-world, scalable demand—an essential factor for stock valuation and investor confidence. The company cannot afford to have thousands of users ready to book rides while the fleet remains limited; thus, rapid scaling is imminent.