Global Scans · Tesla · Weekly Summary

• [New] The expansion of Colossus, the rollout of Grok 5 and growing synergies with Tesla and SpaceX will be the pillars that determine whether xAI emerges as a long-term leader in advanced AI. MEXC
• [New] Tesla might have 1 million robotaxis on the road by 2035. Carbon Credits
• [New] By the end of 2035, Morgan Stanley expects Tesla to have 1 mn robotaxis on the road across multiple cities. Yahoo Finance UK
• [New] By the end of 2035, we expect Tesla to have 1 million Robotaxis on the road across multiple cities. EV
• [New] Waymo getting to 1 billion miles in 2026 would be 1% of Uber and 1% of Tesla if Tesla gets 1 million unsupervised robotaxi. NextBigFuture.com
• [New] Vehicle sales are no longer going to be the only source of income for Tesla, instead they will be the base of autonomous transportation. Techi
• [New] Following the loss of the opportunity to become an EV disruptor and the rejection of favorable incentives from the Trump administration, Elon Musk has been promoting a new narrative to sustain and boost up stock price: Tesla is no longer an EV company. THE WAVES
• [New] Tesla will be able to expand its service much quicker and at a lower cost using its vision-only system, which is trained on data from millions of Tesla owners and operates without expensive LiDAR and radar technology. Business Insider
• Elon Musk's mention of SpaceX IPO plans hints at potential cross-integration benefits for Tesla, reinforcing investor confidence in Musk-led ventures. PandaForecast.com
• Disruption of ride-hail incumbents: Uber and Lyft may face pricing pressure as Tesla undercuts with higher-utilization, lower-cost fleets. Applying AI
• Tesla rejects lidar as an expensive crutch, betting on scaled AI and silicon efficiency to recognize and predict every urban scenario solely from video streams. Applying AI
• Tesla is set to begin mass production of Optimus by the end of 2026, but has not said how many it expects to build. Business Insider
• Tesla expects to operate its robotaxi service in eight to ten metropolitan areas by the end of 2025. EV
• Early speculation suggests pricing might be 25-40% below current Uber/Lyft rates if Tesla achieves predicted operational efficiency. TESMAG
• Tesla's CEO expects to launch millions of Tesla robotaxis in 2026. AOL
• Tesla Bot 3 is set to start production in 2026, with an annual release cycle with significant improvements made each year. Bizclik Media Ltd
• Currently, Tesla offers its robotaxi rides in the un-modified Tesla Model Ys that roll off the Giga Texas production line - in the second quarter, however, it plans to introduce its purpose-built robotaxi, the Cybercab. Eleport
• Tesla will double the number of robotaxis operating in Austin next month. InsiderFinance
• Unlike Waymo, Tesla is leveraging its existing customer fleet to scale autonomous rides, blending private ownership with ride-hailing potential. Techloy
• Tesla plans to issue requirements forcing suppliers to exclude Chinese components from vehicles built in the US. Discovery Alert
• Elon Musk says he thinks Tesla is going to make the first actually useful humanoid robots. Global News
• Financially, Robotaxi is pivotal for Tesla, with Musk projecting it could add billions to revenue. WebProNews

Last updated: 22 December 2025