Amazon’s Zoox Is Expanding Its Robotaxi to San Francisco and Las Vegas — Tesla Should Be Worried

Quick Read Tesla (TSLA) shares fell 15.31% year-to-date to $379.68 amid thin analyst conviction (44% bullish), while its Amazon (AMZN) subsidiary Zoox operates fully driverless robotaxis in Las Vegas and San Francisco with no safety driver, contrasting Tesla’s January 2026 timeline for removing safety monitors. Zoox is establishing first-mover advantage in high-profile robotaxi markets as Tesla faces competitive pressure, with prediction markets assigning only 14.5% probability to Tesla launching robot ...