Musk says Tesla could have 2 million robotaxis in a year, more than it can build

On Tesla’s Q4/FY2025 earnings call yesterday, Musk mused about the growth rate of its paid robotaxi service, which it launched in Austin this year.

But there’s little evidence that the network is working at the level he claims it is today, and it seems extremely unlikely that it will scale at the rate he claimed either.

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