News
How consumers view robotaxis ahead of Tesla’s ‘We, Robot’ event: study
Ahead of Tesla’s Robotaxi unveiling event on Thursday, one firm has released data suggesting that early consumer experience with driverless ride-hailing platforms has generally been positive.
On Tuesday, J.D. Power shared the results of its 2024 U.S. Robotaxi Experience study, which found that, on average, consumers ranked driverless ride-hailing experiences an 8.53 out of 10. In its second year, the study surveyed 3,773 respondents along with 773 consumers who lived in cities such as San Francisco, Los Angeles, Phoenix, Las Vegas, and Dallas, where robotaxi services are already available.
Perhaps unsurprisingly, consumer confidence in robotaxis was about substantially higher in those who had prior experience in one of the self-driving vehicles, landing at 76 percent, and well above the 20 percent for those who had not. Consumer confidence was also improved by public exposure to the technology, with 34 percent of those who had not ridden but had witnessed self-driving vehicles expressing some level of trust and acceptance.
Notably, these results suggest that sheer experience with robotaxi platforms — both riding inside them and seeing them on the street — tends to give consumers greater public trust in these driverless solutions. The results also come as the market for driverless ride-hailing continues to grow, as Tesla and other companies ready their commercial robotaxi offerings.
The study featured five categories, including comfort and convenience, initiating rides, taking rides in the given vehicle, service availability and cost, as well as overall vehicle technology. Responses for the study were fielded in August.
What's special about FSD Supervised is that it works anywhere in the US & Canada.
No high definition maps, no geofence.
This means you can even use it in places that no Tesla has never traveled to before
— Tesla AI (@Tesla_AI) October 4, 2024
The key findings also included that consumers regularly seek out safety features and easy access to authorities, such as the inclusion of an emergency button in robotaxis. Service area coverage and cost remain barriers for some consumers who haven’t tried the services out yet, with the vast majority of companies employing a mapping strategy to certain service areas.
“The robotaxi segment is still anyone’s game, given that most people are not familiar with robotaxi brands and haven’t formed a clear associative imagery,” said Kathleen Rizk, J.D. Power’s Senior Director of User Experience Benchmarking and Technology.
Other key findings include that consumers strongly value how well vehicles navigate traffic laws, and how well they perform when maneuvering regular traffic. In addition, 77 percent of rides said they would prefer a driverless robotaxi to a ride-share with a human driver when needing to have a private conversation.
You can view J.D. Power’s full study results for the 2024 Robotaxi Experience Study on the firm’s website here.
Currently, driverless ride-hailing services and tests are operated by the Google-owned company Waymo, May Mobility, Zoox, and Motional. Meanwhile, General Motors (GM) subsidiary Cruise was forced to halt self-driving operations last fall after an accident with a pedestrian, though it’s currently aiming to relaunch services by the end of this year.
While Tesla offers its Full Self-Driving (FSD) Supervised to customers, it doesn’t currently have the software available to consumers as a driverless ride-hailing system. However, the company is widely expected to unveil a ride-hailing service during its “We, Robot” event on Thursday, and it has already teased a mobile app ride-hailing platform.
The company’s FSD Supervised, eventually expected to become Unsupervised as Tesla targets the cars becoming safer than human drivers, is also one of the only self-driving softwares out there that doesn’t utilize area mapping. For that reason, Tesla has touted its ability to scale FSD beyond mapped-out service areas, especially when paired with the ongoing training of its AI neural network through real-time driving footage.
Apparent camouflaged Tesla Robotaxi prototype sighted at Warner Bros. Burbank
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.
The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.
Today, things were a bit different.
Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.
Giga Texas drone operator Joe Tegtmeyer noticed the change today:
Tesla Cybercabs are now getting “Cybercab” logos on the side of them!
Tesla did the same with Model Ys that were given “Robotaxi” logos: https://t.co/DanANtw1m7 pic.twitter.com/FqOhH0S9Ks
— TESLARATI (@Teslarati) June 19, 2026
Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.
The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.
Tesla Cybercab specs revealed: range, curb weight, range ratings, and more
The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.
It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:
Tesla’s Robotaxi dreams just took a massive step toward reality
We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.
Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.
SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.
These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.
Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.
Yeah, makes no sense.
Tesla has over $40B in cash, no debt and is consistently profitable!
— Elon Musk (@elonmusk) June 19, 2026
Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.
Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.
Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook
However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.
Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.
Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.
The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.
A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.
The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.
TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.
Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.
Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.
TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.
This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.
This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.
However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.
Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
Elon Musk says this part of Tesla ‘makes no sense’
