Tesla

TSLA

Autonomous Driving·Listed

Tech Score60AdvancingOPINION

Goal milestone Profitable, nationwide robotaxi service

Camera-only FSD and an Austin robotaxi pilot; also builds the Optimus humanoid.

HQAustin, TX, US Websitewww.tesla.com ↗

Technology ↔ market gap

Verified technical progress over time. Market valuation overlays once delayed data connects.

Technical progress Market valuation

Verified stage

2.0 / 5

Market-impliedDiversified

GapOPINIONDiversified

Whole-company valuation — this frontier is one of many businesses, so the gap isn't field-specific. Verified stage and Tech Score still reflect progress in this field only.

PriceTSLA

Catalysts

Stock-moving events from the newsroom feed — facts, not advice. No rating, no price target.

2026-09-17

Credibility

Texas logged its first robotaxi fatality — the Waymo was the third vehicle in the sequence

source · Austin American-Statesman ↗ read ↗

2026-09-15

Commercialization

Four humanoid factories in a month, and UBTECH's is the first with a rate attached

source · Global Times ↗ read ↗

2026-09-13

Credibility

The Cybercabs in New York have steering wheels — and 45, not 1,000, are registered in Texas

source · Gothamist ↗ read ↗

2026-09-10

Commercialization

XPeng's humanoid walked off an automated line — which is not the same as mass production

source · XPeng ↗ read ↗

2026-09-07

Regulatory

Cybercab starts charging fares in Austin — and NHTSA opens an audit the same day

source · NHTSA ↗ read ↗

2026-09-01

Credibility

A second Tesla driver has died stopped on a freeway with driver-assist verified engaged

source · Electrek ↗ read ↗

2026-08-17

Regulatory

Tesla asked Nevada for 5,000 robotaxis and got 10

source · Axios ↗ read ↗

2026-07-03

Credibility

Tesla's driver-assist safety scrutiny mounts just as its robotaxi map grows OPINION

source · NBC News ↗ read ↗

2026-07-03

Commercialization

Tesla launches its robotaxi service in Miami — first market beyond Texas and California

source · Yahoo Finance ↗ read ↗

Technical milestones

Verified progress on the Frontier Milestones tracker ↗

From the verified Frontier Milestones dataset.

2025-06

Stage 2

Tesla launches a robotaxi pilot

source ↗

2026-01

Stage 2

First robotaxi rides with no in-car safety monitor

source ↗

2026-06

Stage 4

Tesla builds a dedicated Optimus mega-factory

source ↗

2026-08

Stage 4

Optimus enters production on a converted car line

source ↗

2026-09-03

Stage 2

First paid rides in a car built with no steering wheel or pedals

source ↗

Distance to goal 40%

Profitable, nationwide robotaxi service

Market data

ListedTSLA

Connecting delayed market data…

Quantitative factors

Connecting delayed market data…

Commentary

No analyst commentary published yet.

Commentary reflects one analyst’s view and is not a recommendation. It is presented alongside factual data and is explicitly labelled opinion.

Discussion0

Member discussion. Not investment advice, solicitation, or a recommendation.

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For information only. Not investment advice and not a solicitation. Market data is delayed and provided “as is”; technical data is read from the Frontier Milestones verified dataset.