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Teslaconomics @Teslaconomics on x 402.5K followers
Created: 2025-07-20 19:54:42 UTC
While a majority of Wall Street analysts will be focused on production & delivery numbers for the Tesla Q2 2025 earnings release this Wednesday, my focus will all be about Tesla Robotaxis. Specifically,
1/ When will Tesla remove the safety monitor from the Robotaxis in Austin, and what metrics are needed to make that decision?
2/ What’s the current all-in cost per mile of operating a Robotaxi, including charging, cleaning, and remote support, and when does the team see it being profitable?
3/ Now that the Austin geofence has expanded, how soon can we expect Tesla to launch Robotaxis in other major cities like San Francisco or Los Angeles?
4/ What is the average price per ride or mile today, and will Tesla move toward dynamic pricing based on demand or time of day instead of charging $4.20, $XXXX flat?
5/ What are the key technical or operational milestones Tesla needs to hit before scaling the Robotaxi fleet from a few dozen to thousands of vehicles?
@elonmusk @tesla
XXXXX engagements
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