Tesla Robotaxi miles up 2.6x in six weeks to 1M as it recruits Cybercab fleet buyers
elonmusk · x · 2026-09-10
In ARK Invest's weekly newsletter (retweeted by Elon Musk): Tesla last week introduced the two-seat purpose-built Cybercab into its Robotaxi fleet in Austin and commercialized its first rides the following evening. Unsupervised driving miles grew 2.6x in six weeks, from 380,000 (disclosed at Q2 earnings) to 1 million. Tesla has posted a "Robotaxi interest form" targeting commercial fleet buyers, which ARK views as a key part of the robotaxi value chain. ARK projects robotaxi pricing as low as $0.25 per mile at scale, calling autonomous ride-hail a multi-trillion-dollar opportunity.
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