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The wait is finally over. After years of promise of his eccentric CEO, Tesla debuted on June 22nd in Austin, Texas, his eagerly awaited Robotaxi service, a start that is of central importance for the entire future of the company.
It’s not just about a new feature. It is the cornerstone of Elon Musk’s story that Tesla is not only a car company, but is a change in the world worldwide. Since the car manufacturer is exposed to violent competition by Chinese competitors such as BYD, the success or failure of his autonomous vision could define his next chapter.
“The start of @tesla_ai Robotaxi begins this afternoon in Austin, with customers paying a package fee of $ 4.20!” Musk announced on X, followed by posts that congratulated his teams.
The @Tesla_ai The Robotaxi start starts in Austin and customers will pay a flat fee of USD 4.20!
– Elon Musk (@elonmusk) June 22, 2025
The service started with a small fleet of 10 to 20 model -Y -SUVs that navigated public roads. In a demo published by Tesla, users can drive through a dedicated app in a certain “shaped” area in South Austin. The concept is simple: a taxi without a human driver.
However, the reality of this “limited start” is more careful. The first trips were awarded to a selected group of influencers and fans, and videos of the company show a “security monitor” that sits in the passenger seat, a detail that is with the fully autonomous dream.
– Tesla (@tesla) June 22, 2025
Musk herself admitted that the company is “super paranoid about security”, a feeling of being justified in view of a new law in Texas, which requires state permits for self -driving vehicles that are supposed to come into force on September 1st.
Preliminary, June 22nd.
We are super paranoid through security so that the date can shift.
First, Tesla, who drives itself from the factory of the line to a customer home, is June 28th.
– Elon Musk (@elonmusk) June 11, 2025
In essence, the robotaxi is a vehicle that is operated by the most advanced version of the FSD system from Tesla and a suite of eight cameras. In contrast to competitors, Tesla claims that his system does not require any expensive, advanced service areas. “It just works,” the company wrote on X and promised future expansion for cities such as San Francisco and Los Angeles.
For Muschus, this is the highlight of a long -term promise. He provides for a future fleet, including a new “Cybercab” and “Robovan” without steering wheels or pedals, which could increase Tesla’s market value through astonishing 5 trillion US dollars up to 10 trillion dollars. On June 20, Tesla was worth 1.04 trillion dollars, the 11th most valuable company worldwide. For comparison: Microsoft (3.54 $), Nvidia (3.50 t) and Apple ($ 3.00) via the ranking.
Financial bulls share its optimism. “I believe that the golden age of autonomous vehicles begins on Sunday in Austin for Tesla,” said Wedbus -Analyst Dan Ives. “I think it’s a trillion dollar evaluation option for Tesla.” ARK Invest from investor Cathie Wood says that Robotaxis could make up 90% of Tesla’s profits by 2029. If you are right, the start of this weekend was existential.
🚨 Breaking: Dan Ives says Tesla’s largest growth chapter begins on Sunday with robotaxis
He calls it a chance of 1 trillion dollar pic.twitter.com/fmhfx7mQet
– Muscano (@muskonomy) June 21, 2025
But there is a big problem: Tesla can come to the party too late.
Waymo, the self -driving unit of Google and the current market leader, already works in Austin with a larger service area as well as in Phoenix, San Francisco and Los Angeles. Zoox, supported by Amazon, lives in Las Vegas and San Francisco and tests in several other cities. The question is not whether Tesla’s robotaxis will work. It is whether you work better and faster than everyone else.
This violent competition has prompted skeptics to relieve Musk’s major projections. They argue that Tesla probably does not dominate a market on which established players already have a significant lead.
“What assessment is connected to Tesla’s autonomy if it has to share the autonomous Ride hail market with others?” Asks investor Gary Black, whose fund sold all Tesla shares.
The $ TSLA The debate is not about Tesla Robotaxi against Waymo or Zoox or whether TSLA Robotaxi will work with an effectiveness of 99.99%. Of course it will work or Elon would not progress today with the start of Austin Robotaxi.
The question – the bulls avoid painfully – is when others …
– Gary Black (@Garyblack00) June 22, 2025
This is the multi-billion dollar question. Does the Austin start the dawn of Tesla’s next great chapter, or is it a cautious, transferred entry into a race that he may have already lost?
