Tesla's earnings call left more questions than answers on robotaxi

Core Insights - Tesla's robotaxi pilot launch in Austin has shown progress with over 7,000 miles driven without notable safety incidents, but lacks detailed performance metrics [2][3][11] - Elon Musk projects that autonomous Teslas could be available to half of the US population by the end of the year, contingent on government approval [3][9] - Analysts are seeking more data points on robotaxi performance, including the number of cities deployed, accidents, and disengagements per kilometer [11][14] Group 1 - The robotaxi service in Austin has operated over 7,000 miles with no significant safety issues reported, although the number of vehicles remains limited [2][3] - Tesla has expanded the service area in Austin shortly after its initial launch, but did not disclose the number of additional robotaxis or invitees for the expanded area [9][10] - Analysts express a desire for more transparency regarding robotaxi data, particularly concerning human intervention and safety metrics [11][12] Group 2 - The stock price of Tesla fell approximately 4.4% after reporting a 12% year-over-year revenue decline, missing Wall Street expectations [14] - The company is currently in a cautious phase regarding the removal of human safety monitors in robotaxis, prioritizing safety over rapid deployment [13][14] - Future monitoring of robotaxi's success will focus on the number of cities served, accident rates, and public acceptance of the technology [14]