Tesla says 'Robotaxi' is expanding – its own chart shows it's not
6 hours ago
- Tesla's Q2 2026 update used a cumulative chart showing 2.4 million paid Robotaxi miles, but breaking it down by quarter reveals no growth from Q1 to Q2, both at ~900,000 miles.
- Monthly data shows Robotaxi miles front-loaded in April (~500,000) and then decelerated to ~200,000 per month in May and June, indicating a plateau or slowdown.
- Tesla expanded to new cities (Tampa and Orlando) but the active unsupervised fleet shrank to about 21 vehicles, down from 25 in Austin in April, so more cities did not increase throughput.
- Most Robotaxi rides still have a safety monitor, not being truly driverless, unlike Waymo which conducts hundreds of thousands of genuine driverless rides weekly.
- Tesla's cumulative chart hides the stagnation, and the company has missed Robotaxi guidance for three consecutive quarters, with the data not supporting claims of expansion.