Tesla(US:TSLA) Zhi Tong Cai Jing·2025-12-18 15:21Core Viewpoint - Tesla is initiating fully autonomous Robotaxi testing in Austin, marking a critical validation phase for its autonomous driving commercialization strategy [1] Group 1: Robotaxi Testing - Tesla's Robotaxi tests will be conducted without safety supervisors or passengers, indicating a significant step towards the practical application of its autonomous driving technology [1] - The ability to remove safety supervisors and improve safety metrics is seen as a crucial catalyst for validating Tesla's Robotaxi strategy according to Morgan Stanley analyst Andrew S Percoco [1] Group 2: Future Projections - Morgan Stanley projects that Tesla will significantly increase its Robotaxi fleet to 1,000 vehicles by 2026 and reach a scale of 1 million vehicles by 2035 [1] - Tesla's cost advantage of $0.59 per mile positions it favorably in the autonomous ride-hailing market, while also accumulating essential data and regulatory support for the broader rollout of its Full Self-Driving (FSD) technology [1]