TESLA
There are different types of numbers on Wall Street right now.
Some are scary and depressing—like watching $TSLA drop ~14.52% in a single post-earnings trading session.
But if you look past the daily market noise, there are numbers that are bright, incredibly encouraging, and point to a brilliant future.
Here are 7 hard metrics that demonstrate Tesla’s quiet, explosive progress with Robotaxi:
1️⃣ Nearly 2.5 million paid miles
By the end of Q2, Robotaxi reached nearly 2.5 million cumulative paid miles. While this figure includes trips with a human safety monitor, it proves the ride-hailing foundation is actively scaling on public roads.
2️⃣ 380,000+ unsupervised miles
This is the concrete proof of autonomy: Tesla's software has driven over 380,000 completely unsupervised miles across six cities in two different states.
3️⃣ 10%+ weekly mileage growth
Unsupervised mileage has been expanding at a double-digit growth rate every single week since the start of the year—a compounding pace that the AI team expects to maintain through the rest of the year.
4️⃣ Active in 7 US metropolitan regions
The network is already live in Austin, Dallas, Houston, Miami, Orlando, Tampa, and the SF Bay Area. With preparations underway for Phoenix and Las Vegas, almost all of these regions are actively ramping up completely unsupervised rides.
5️⃣ ZERO 'notable incidents'
Across more than 380,000 unsupervised miles, there have been exactly zero notable incidents caused by the Robotaxi software. This flawless safety record is a massive, real-world validation of Tesla’s vision-only AI approach.
6️⃣ 125,000 Cybercab annual manufacturing capacity
Giga Texas has already installed the capacity to build over 125,000 purpose-built Cybercabs per year, with production officially kicking off in Q2. For context, major competitors are hoping to eventually assemble just a fraction of that at full buildout.
7️⃣ Nearly 1.5 million paid FSD customers
Tesla now has 1.48 million paying FSD customers—a massive 56% year-over-year increase. This growing fleet is constantly training the neural net to deliver on the ultimate promise: a future that requires absolutely zero driver monitoring.
⚓️ The takeaway: The stock can drop, but the fundamentals are stronger than ever. Tesla is on the verge of solving autonomy—the era of Robotaxi is coming!
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Its lack of lidar is already causing some states in the US to reconsider allowing it to ply the states' road.
Do consider reading TechCrunch on the latest with TSLA robotaxi. It is rolling backwards.
Tesla's quarterly earnings have been poor for many quarters already. Time is catching up.
It needs to prove itself again and maybe don't DOGE the issue, face it head on ?