Tesla Robotaxi Market Resolution Analysis

It should resolve “No.”

  • Launch status: Tesla began a small “robotaxi” pilot in Austin on 22 June 2025. Cars drove with no one in the driver’s seat, but each trip carried a Tesla-employed safety monitor in the front passenger seat and was confined to a tight geofenced area. www.reuters.com
  • Access restrictions: Rides were offered only to an Early-Access / invitation-only pool of influencers, investors and other selected enthusiasts—not to anyone who simply downloaded the app. Tesla explicitly described the programme as “Early Access,” and CBS and other outlets reported that invites went “primarily to Tesla investors and enthusiasts.” www.teslarati.comwww.cbsnews.com Because the service was not open to the general public by the deadline—and the market rules say that invite-only testers or other restricted pilots do not count—the conditions for a “Yes” outcome were not met. Multiple major outlets (Reuters, CBS, Teslarati, AP) describe the rollout in identical terms, giving a clear consensus of credible reporting, so the correct resolution is No.