Tesla(US:TSLA) Benzinga·2025-12-22 04:58Core Insights - Tesla has registered over 1,655 vehicles for its ride-hailing fleet in California since the service launch in August 2023 [2] - The ride-hailing service is not classified as an autonomous fleet and operates with limited public access [4] - Tesla's license to manufacture and sell vehicles in California has been suspended due to misleading marketing regarding Autopilot and FSD features [8][9] Fleet Expansion - The California Public Utilities Commission (CPUC) reported that Tesla's ride-hailing fleet has grown to over 1,655 vehicles [2] - The actual operational fleet may be larger, as companies are not required to update the CPUC on the number of drivers added [3] Competition and Testing - Waymo has over 1,955 vehicles registered as autonomous cars in California, while Zoox has registered 229 vehicles [5] - Tesla is conducting driverless testing of its Robotaxis, with sightings of a Model Y operating without occupants in Austin [6] Operational Challenges - A blackout in San Francisco temporarily halted Waymo's Robotaxi service, affecting over 130,000 customers [7] - Tesla has faced a 23% decline in U.S. sales in November 2023 [8] Regulatory Issues - A court ruling suspended Tesla's license to manufacture and sell vehicles in California due to misleading marketing practices [8][9]