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 (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
