Tesla adds 124 Model Ys to Texas robotaxi fleet, +20%/week miles, P&L impact not until 2027
mitchdeg · x · 2026-10-31
Analyst commentary on Tesla's Texas robotaxi ramp: 124 new Model Ys added to the fleet, with fully autonomous miles likely growing over 20% per week — a blistering operational pace. But the financial math tempers enthusiasm: at an estimated $30-50K annual contribution per robotaxi, billions in profit contribution requires a fleet of tens of thousands of vehicles. Current trajectory suggests Tesla could get there... by end of 2027.
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