Gene Munster
2026.07.22 22:36

Question from the call on Robotaxi rollout: What milestones are you looking for to increase the pace of rollout?

Elon said the economics will be "so compelling" and "demand will outstrip supply".

Elon says the hold up on getting more aggressive at the rollout is the march of nines. That is does 99.9% safe enough or 99.99999%.

He is saying he wants more data on the safety. They have 380k miles. It's not enough to have confidence in a full rollout. $Tesla(TSLA.US)

Source: Gene Munster

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