robotaxi

Elon Musk is famous for his bold visions and ambitious plans. This time, however, Tesla’s board has granted him a compensation package so massive that the bonuses of other global CEOs pale in comparison. For Musk to eventually claim a reward worth more than $1 trillion, he must transform Tesla into a company with a market capitalization of $8.5 trillion by the end of the decade.

A Trillion-Dollar Dream vs. Reality
Such a valuation would place Tesla above the combined market value of today’s corporate titans – Microsoft and Nvidia. For now, however, this is just a blueprint on paper, with shareholders scheduled to vote on it in November. Tesla’s current valuation hovers around $1 trillion, driven by both investor confidence and strong sales performance.
Still, Tesla trades at an extraordinarily high multiple – nearly 75 times EBITDA – which means investors are betting more on Musk’s promises than on tangible results.

Robotaxis and Humanoid Robots Take Center Stage
The structure of the compensation package makes clear where the company expects growth. Twelve milestones are tied to profitability targets and new product launches – primarily autonomous robotaxis and the humanoid robot Optimus.
Tesla has already begun testing a small robotaxi fleet in Austin, Texas, though it currently consists of only a few dozen cars. Musk’s near-term target is staggering: 1 million autonomous vehicles in operation.
Investment firm ARK Invest has long been bullish on Tesla. It forecasts that by 2029 the company’s value could reach between $7 trillion and $11 trillion. Their model envisions a global robotaxi network generating annual revenues of up to $951 billion, a figure that dwarfs Uber’s projected $52 billion in revenue for this year.
ARK further estimates that Tesla could retain 40–60% of robotaxi fares, roughly double Uber’s current margin. Interestingly, their projections don’t even include humanoid robots, though Musk has suggested the market could eventually be worth $24 trillion.
Musk himself has raised the stakes, stating that Optimus could one day account for 80% of Tesla’s total value.

A Huge Gap Between Today and the Goal
According to Reuters, Tesla would need to sell roughly 100 million robots annually, priced around $25,000 each, to achieve the $400 billion annual profit required under Musk’s pay plan. Even cutting that figure in half would still demand doubling the company’s current margins.
For comparison, Tesla’s estimated EBITDA for this year is only $13 billion. The gap between present reality and Musk’s ambitions is enormous.
To justify a market cap of $8.5 trillion at Tesla’s current valuation multiple, the company would need annual profits of at least $113 billion – still far below Musk’s $400 billion goal.

Shareholders Face a Defining Choice
Analysts at Morgan Stanley have described Musk’s targets as “far more aggressive” than their own forecasts, noting that they would require massive contributions from humanoid robots and AI-driven markets that are still in their infancy.
The scale of Musk’s potential payout has inevitably divided opinion. Some see him as a visionary capable of reshaping industries, while others view his promises as unrealistic and overly ambitious.
In November, shareholders will ultimately vote not just on numbers, but on whether they trust Musk to transform Tesla into a leader of the robotics economy, just as it revolutionized the premium EV market. If the dream of robotaxis and humanoid robots becomes reality, Musk’s trillion-dollar payout may be seen as a fitting reward. If not, it risks becoming one of the biggest investor disappointments of the decade.

#Tesla , #ElonMusk , #ROBOTAXI , #INNOVATION , #worldnews

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Tesla has officially requested certification from Arizona regulators for its autonomous transportation service, aiming to receive approval by the end of July and launch a new chapter in driverless transport — no driver, no steering wheel, no pedals.

🛣️ Target: Phoenix and Then the World?
Documents show that Tesla plans to begin testing its vehicles in the Phoenix metropolitan area, both with backup drivers and in full self-driving mode. This move follows a quiet launch of a pilot program in Austin, Texas, where several Model Y vehicles are already transporting selected passengers under strict safety supervision.
Despite early traffic hiccups and unpredictable maneuvers reported on social media, Elon Musk announced an expansion of the service in Austin and stated his ambition to begin operating in the San Francisco Bay Area within two months — if regulators approve.

📋 But California Remains Silent
While California’s CPUC issued Tesla an initial type of permit back in March, no new applications have been filed since. This raises questions about whether Tesla can truly begin operations in the state as soon as Musk claims. Still, he remains optimistic: “If regulators allow it, we’ll be rolling in a month or two!”

🔋 Tesla Rides the Next Wave of Growth
The push for innovation comes as Tesla’s traditional EV sales slow. Elon Musk is now focusing on high-value ventures — autonomous vehicles, robotaxis, humanoid robots, and AI. Part of this strategy includes the Grok chatbot from his xAI project, which Musk says will be integrated into Tesla cars “by next week.”

📉 The Risks? Bureaucracy and Accidents
Wall Street is closely watching the development of Tesla’s robotaxis. While investors are excited about expansion into new markets, they also warn of potential obstacles: complicated approval processes, technological limitations, or safety incidents. U.S. authorities are already investigating reports that Tesla’s pilot vehicles in Austin violated traffic laws within hours of deployment.
Tesla plans to expand the fleet to around 1,000 Model Y vehicles and soon introduce a fully dedicated “Cybercab” model — a futuristic car with no pedals and no steering wheel.

📈 Market Reacts Positively
The market responded to the news with enthusiasm — Tesla’s stock jumped as much as 4.1% after the announcement. Despite a 25% drop since the beginning of the year, investors see autonomous transportation as a new engine of growth.
“This rapid deployment of robotaxis could mark the beginning of Tesla’s assault on existing shared mobility models,” said analyst Alexander Potter from Piper Sandler.

Is Tesla about to change the way we move around cities?

Is the driverless era coming faster than we expected?

#Tesla , #ROBOTAXI , #ElonMusk , #techinnovation , #worldnews

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The State of Play in 2025
The robotaxi industry has shifted from testing to full commercialization, with China surging ahead in deployment scale while U.S. firms lead in technology maturity:
U.S. Front (Waymo/Tesla):
1,500+ vehicles operational (SF, LA, Phoenix, Austin)
250,000 weekly rides at $12-$18 per trip
Tesla's late entry – 200 cars in Austin beta
Chinese Dominance (Pony AI/Baidu/WeRide):
2,000+ robotaxis across Beijing, Shanghai, Guangzhou, Shenzhen
Pony AI's 15 rides/day/vehicle at 70% lower hardware costs
Projected 300,000 units by 2030 (5% urban transport share)
Key Competitive Advantages
China's Edge:
✅ Regulatory Speed: Full fare-charging approval in 4 megacities
✅ Cost Efficiency:
Baidu Apollo RT6: $37,000/unit
Waymo Jaguar I-Pace: $200,000/unit
✅ Global Expansion: WeRide operates in 6 countries via Uber partnership
U.S. Strengths:
✅ Safety Record: Waymo's 0.02 disengagements/1000 miles
✅ AI Stack: Tesla's Dojo supercomputer training advantage
✅ Ride Quality: 4.8/5 passenger ratings in Phoenix
Market Projections & Financials
WeRide Q2 Revenue: $6.4M (300% YoY growth)
Baidu's Breakthrough: Profitable in Wuhan (ex-R&D)
Stock Targets:
Pony AI: $21 (BoA)
Baidu: $100 (Morgan Stanley)
"Chinese OEMs are replicating their EV playbook – scale first, monetize later."
— Barclays Mobility Report
The Make-or-Break Factors
Regulation: U.S. NHTSA's pending L4 approval
Tech Wars: Huawei's MDC 810 chips vs NVIDIA's Drive Thor
Public Trust: 62% of Americans still wary vs 38% Chinese acceptance
Upcoming Catalysts:
Aug 12: Pony AI earnings (hardware cost reduction update)
Sep 15: EU's AV4EU legislation vote
Nov 2025: Tesla's "1 million robotaxis" ambition test
Investment Implications
Winners:
LIDAR makers (Luminar +47% YTD)
AI infrastructure (NVIDIA's auto revenue hits $4B/quarter)
Ride-hailing partners (Uber stock up 22% on robotaxi deals)
Risks:
Geopolitical bans on Chinese AV tech
Insurance liability unknowns
Urban infrastructure readiness
"This isn't just about taxis – it's the first true test of AI's physical-world impact."
— ARK Invest Mobility Thesis 2025
#china #US #ROBOTAXI #AI #VeChainNodeMarketplace

Tesla is facing a challenging summer in 2025. Despite rising interest in electric vehicles across Europe, the company is experiencing a sharp decline in key markets and simultaneously battling legal challenges in the U.S. that could derail its autonomous taxi ambitions.

📉 Sharp Drop in German Registrations
According to recent data from Germany’s Federal Motor Transport Authority (KBA), Tesla registered only 1,110 vehicles in July, marking a drop of over 55% compared to the same month in 2024. From January to July, Tesla sold just 10,000 cars in Germany — down almost 58% year-over-year.
Even the launch of the upgraded Model Y failed to reverse the trend. European customers are increasingly turning to competitors — for example, Chinese brand BYD registered 1,126 vehicles in July, a fivefold increase compared to the previous year.

🧠 Tesla Bets on Cameras and AI While Rivals Scale Back
As companies like GM reduce their autonomous vehicle ambitions due to high component costs and regulatory scrutiny, Elon Musk remains committed to his vision of driverless transport. Tesla relies solely on cameras and artificial intelligence, unlike competitors such as Waymo and Zoox who use expensive radar and lidar technology.
In June, Tesla launched a limited beta of its Robotaxi service in Austin, deploying a dozen Model Y SUVs with safety drivers onboard. Musk aims to make this service available to half of the U.S. population within five months, but regulatory barriers are slowing progress.

⚖ Florida Verdict Grants $243M in Damages
A recent Florida court decision may further delay Tesla’s Robotaxi rollout. A jury awarded $243 million to the families of two victims involved in a 2019 crash with a Model S operating on Autopilot. The verdict concluded that Tesla’s system was defective and contributed to the fatal outcome.
Tesla argued the crash resulted from driver error, stating the driver was reaching for a dropped phone. Nonetheless, the verdict triggered federal investigations and more lawsuits. Regulatory agencies in California, Nevada, and Arizona are now reviewing Tesla's applications for autonomous service approvals.

🤖 Autopilot vs. Full Self Driving
Tesla’s standard Autopilot controls speed and lane positioning on highways. The optional Full Self-Driving (FSD) system expands functionality to city streets — handling turns and lane changes. Analysts at Piper Sandler noted that the Florida verdict doesn’t apply to the latest FSD version, but it damages public trust in Tesla’s systems.
While Tesla usually wins or settles lawsuits over its driver-assist systems, this case was different. The Model S ran a STOP sign and collided with a parked Chevy Tahoe, killing two people. The driver claimed he wasn’t warned by the system. The jury found Tesla’s Autopilot at fault.

🕵 Delays, Uncertainty, and Image Damage
Regulatory delays and approval hurdles could push back Tesla’s plans. Legal and industry experts warn that progress may be slow. Gene Munster of Deepwater Asset Management said:
“This verdict is a stain on Tesla’s image. Regulators will now be even more cautious.”

🔚 Summary
Tesla finds itself caught between falling sales in Europe, mounting competition from China, and legal setbacks in the U.S. that are jeopardizing its leadership in autonomous transport. How quickly the company adapts will become clear in the second half of the year.

#Tesla , #ElonMusk , #ROBOTAXI , #AI , #worldnews

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,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“

Uber is moving forward with ambitious plans for autonomous vehicles and is seeking strong financial backing to accelerate expansion. CEO Dara Khosrowshahi revealed that the company is in talks with banks and private investors to raise capital for its growing robotaxi business—just as Uber released a highly optimistic Q3 outlook.

🔹 Robotaxi Strategy: Partnerships and In-House Investment

Uber already operates robotaxis in Austin and Atlanta through a partnership with Waymo (Alphabet’s self-driving unit). In July, the company signed a $300 million deal with EV maker Lucid and autonomous tech startup Nuro to deploy over 20,000 autonomous vehicles over the next six years.
Khosrowshahi said Uber’s approach combines fixed payments to partners, revenue-sharing with fleet operators, and partial vehicle ownership using third-party autonomous driving software. Once Uber proves consistent revenue from robotaxis, it plans to open up to external funding.
“Once we demonstrate it’s generating revenue, the funding will come,” Khosrowshahi stated.
The company plans to allocate a small portion of its $7 billion annual cash flow to fund initial deployment and is open to selling minority stakes in its autonomous division to accelerate growth.

🔹 Fierce Competition from Tesla and Waymo

The race to dominate the robotaxi space is intensifying. Tesla launched its robotaxi service in Austin in June and expanded into the San Francisco Bay Area in July. Waymo already operates in over five major U.S. cities. Uber, however, reports no decline in demand in Austin or San Francisco due to Tesla’s entry.

🔹 $20 Billion Share Buyback Program Announced

Alongside its AV ambitions, Uber announced a new $20 billion share buyback program, following a previously approved $7 billion buyback from early 2024.
Much of Uber’s current optimism is driven by the success of Uber One, its $9.99/month subscription program. Membership grew 60% year-over-year in June to over 36 million users. These subscribers account for one-third of all bookings and generate three times more profit than single-service users.

🔹 Strong Growth and Q3 Forecast Exceeds Expectations

Uber now expects gross bookings for Q3 to range between $48.25 and $49.75 billion—well above Wall Street’s forecast of $47.3 billion. In Q2, bookings grew 18%, driven by a 24% surge in delivery and nearly 19% growth in mobility.
The rise in weekday commuting also contributed to Q2 growth. Uber noted that users of its $2.99/month “Price Lock Pass” completed six more rides per month on average. The program is now live in over 10 major cities in the U.S. and Brazil.
Uber posted Q2 earnings of $0.63 per share, up from $0.47 a year ago, in line with analysts’ expectations. Adjusted EBITDA guidance for the current quarter is between $2.19 and $2.29 billion, surpassing analysts’ average estimate of $2.22 billion.

🔹 Loyalty and Innovation as Uber’s Differentiators

Both Uber and rival Lyft face mounting pressure to innovate. Uber is betting on a combination of its high-margin loyalty program, sticky new services like Price Lock, and continued investment in robotaxis to stand out.
The company now holds over 20 strategic alliances in the autonomous driving space.

#Uber , #ROBOTAXI , #Tesla , #AI , #worldnews

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Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“