This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Earlier this week, there was plenty of talk about the Revel taxi fleet in New York City, comprised of 50 Tesla Model Y all-electric crossovers that would contribute to the ride-sharing services that the Big Apple has long been accustomed to over the past century. As the automotive sector has transitioned to a more sustainable look and feel, taxi companies are also putting their hand in the cookie jar, adding sustainable vehicles to their fleets, and taking gas-powered machines off the road.
Revel is an independent company attempting to make this happen. The company has 50 Model Y taxis ready to take on the streets of Manhattan and the other boroughs of New York. However, reports circulated earlier this week that the New York City Taxi and Limousine Commission blocked this possibility overwhelmingly with a five-to-one vote.
New York City Taxi and Limousine Commission: A Giant Game of Telephone
While the reports from various media outlets, including our own, highlighted the spectacle, which seemed to be an incredible chance of corruption, there was actually a huge misunderstanding. New York City TLC’s Deputy Chief of Public Affairs, Allan Fromberg, took some time out of a busy Thursday to talk to me, clarifying the situation that has been misconstrued since its original report.
Tesla Model Y taxi fleet successfully blocked by NY commission
After getting in touch with Mr. Fromberg on Thursday, we talked about the initial reports. “The whole narrative that Revel would have to buy 50 gas cars to then convert to EVs is just a giant game of telephone. In fact, for Revel to bring on its 50 BEVs, they would have to replace 50 existing, already-licensed vehicles, and not new vehicles.”
Initial reports indicated that TLC Commissioner Aloysee Heredia Jarmoszuk stated that congestion was why Revel wasn’t granted licenses. In fact, this is true. Revel was never required to purchase 50 gas vehicles, which didn’t make much sense from the get-go. In my initial communication to Mr. Fromberg, I stated that the contradictory nature of the TLC’s implied decision to block Revel’s Model Y fleet because of congestion, but then suggest 50 additional gas-powered vehicles needed to be purchased didn’t make much sense.
Fromberg agreed and said that this misconception was due to the aggregation of media reports looking to push out this controversial angle of the story quickly.
Mr. Fromberg then explained what the vote on Tuesday evening entailed, straight from the TLC Commissioner’s mouth.
2018 Legislation: The Taxi Cab “Cap”
Ms. Jarmoszuk said:
“First and foremost, no one and no entity has been blocked. The public meeting/vote was neither about electric vehicles nor about any particular company nor about car models. Rather, the public meeting was about vehicle licenses, which are presently capped since the market is saturated and distressed, with low performance as a result of the pandemic and previous market stressors. Presently, there are nearly 100K vehicle licenses, which is too large a supply for current passenger demand. The public meeting was about ensuring mechanisms to properly manage applications for new/additional licenses against current ridership numbers/needs.”
This is actually in reference to series of five pieces of legislation that were passed in 2018. According to the New York City Office of the Mayo, on August 14th, 2018, Mayor Bill de Blasio signed the following pieces:
144-B: Requiring the TLC to stop issuing for-hire vehicle licenses for 12 months, to study congestion and various aspects of the industry, and after the study, allows the TLC to establish vehicle utilization standards and regulate the number of for-hire vehicle licenses;
634-B: Waiving licensing fees for accessible taxi-cabs and for-hire vehicles;
838-C: Pertaining to the licensing and regulation of high-volume for-hire vehicle services;
890-B: Directs the TLC to establish rules to provide minimum payments to high-volume for-hire vehicle drivers;
958-A: Reducing penalties for unauthorized street hails.
Really, 144-B, 634-B, 838-C, and 890-B are the four pieces that are relevant to this story. In 2018, 144-B halted the licensing of any additional “For-Hire” vehicles, meaning taxis or ride-hailing vehicles. Simply put, there was an incredible number of vehicles on the streets of New York, and congestion was becoming a real issue there. The “cap” limit on the number of vehicles was enforced in 2018 and was set to last one year. Mr. Fromberg informed me that this legislation has been extended and renewed several times and is still effective to this day. Therefore, the City still will not license any additional vehicles. When one fails or loses its license, a new vehicle takes its place.
There are several other reasons for this, including fair wages for drivers and affordability for taxi companies. But, unfortunately, drivers were suffering and still are due to the COVID-19 pandemic. While many of the economic negativities are finally beginning to subside, 2020 was an ugly year for the NYC taxi sector. Many drivers weren’t making enough money to afford loan payments on medallions. Unfortunately, some of these drivers took their own lives, and it is an absolute tragedy that this occurred.
With that being said, taxi drivers are hard-working, and they deserve to make enough money to feed their families. In the 2018 passing of these legislative pieces, De Blasio said, “We’re putting hardworking New Yorkers ahead of corporations. We are taking immediate action for the benefit of more than 100,000 hard-working New Yorkers who deserve a fair wage and halting the flood of new cars, grinding our streets to a halt.” The changes increased take-home pay for drivers by approximately 20 percent on average — more than $6,000 per year.
With all of that being said, New York City is operating with a substantial number of taxis, and the TLC has granted nearly 100,000 vehicle licenses. Before any more vehicles can obtain one of these licenses, some of the current vehicles must lose their licenses through expiration or vehicle removal in a company’s fleet. When 50 licenses open up, Revel will have the ability to obtain them, giving the company full rights to operate as a ride-sharing service, just as it aims to do.
To Mr. Fromberg’s knowledge, there would be no cost for Revel to go through the normal administrative procedure to obtain the licenses.
Revel’s Response: EV Taxis are a necessity to NYC
Revel CEO Frank Reig is under the impression that the TLC is operating under “shortsighted bureaucracy and entrenched interests,” according to a Tweet from Wednesday night.
After the Tuesday hearing, Reig said:
“At today’s hearing, the Taxi and Limousine Commission offered no evidence or analysis to support ending the EV exemption. The Commissioners sat through almost 3 hours of testimony on all sides yet asked zero questions and spent zero time deliberating before making a policy decision with profound consequences. The TLC never intended to consider what drivers and New Yorkers had to say, and only cared about jamming through this vote on Primary Day with as little scrutiny as possible. This decision doesn’t change the fact that New York City needs an alternative to the predatory leasing system that exploits drivers and pollutes our environment, and Revel is exploring ways to accomplish that.”
Revel told Teslarati earlier today that it is aware that the TLC is not recommending the purchase of 50 gas-powered cars. The company is also aware that the TLC has capped the number of licenses it would issue. In order to encourage the adoption of electric cars, Revel spokespeople said that additional licenses would be given to wheelchair-accessible vehicles and EVs. A few hundred EVs have been added to the NYC Taxi fleet in the past two years, but these cars only account for .5% of the total number of For-Hire vehicles on NYC’s streets.
Tesla Model 3 wins hearts as famed NYC Taxi, picks up where Nissan Leaf couldn’t
This rule is brought up every six months and was last addressed and subsequently renewed in February. That means that it was due for review in August. However, the TLC brought the issue to light early and revoked the rule. The TLC says that if Reval wants to operate a rideshare service with its fleet of 50 Model Ys, they will have to obtain the licenses from displaced and no-longer-active taxis in the city.
Revel states that it would take two to three additional vehicles off of the street because the company will hire TLC-licensed drivers, who will no longer lease gas-powered vehicles. In addition, revel owns the vehicles, and different drivers will use the same car through different shifts, which could become a long-term advantage for the TLC as fewer cars will be on the street.
This would also line up with the Legislature items 634-B and 890-B, which would alleviate short-term leases and provide drivers with guaranteed wages, benefits, and vacation time.
The Bottom Line
The issue is this: Congestion is a real issue in the city. And while EVs only making up .5% of the total taxi fleet in the Big Apple, there is evidently no room for more vehicles, of any kind, in the City. Over time, the concentration of EV Taxis in the City that Never Sleeps will surely rise, but the existing vehicles need to be removed from the licensing pool before Revel can unleash its 50 all-electric Model Y taxis.
To summarize it easily, Fromberg said: “The TLC is fully committed to a 100% electrified future, just not at the cost of additional congestion.”
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News
Tesla Full Self-Driving is taking over Europe: fourth country gets FSD approval
Tesla has secured regulatory approval for its Full Self-Driving (Supervised) system in Denmark, marking a significant step in the technology’s expansion across Europe.
Announced on June 9, the approval positions Denmark as the fourth European country to greenlight FSD Supervised, following the Netherlands, Lithuania, and Estonia.
Rollout to Danish vehicle owners is expected to begin soon, the company said.
The Danish Road Traffic Authority granted provisional approval after reviewing the original type approval issued by the Dutch vehicle authority (RDW) on April 10, 2026.
FSD Supervised now approved in Denmark 🇩🇰
Rollout will begin soon pic.twitter.com/Xpxwcme10k
— Tesla Europe, Middle East & Africa (@teslaeurope) June 9, 2026
This national recognition approach allows individual countries to bypass slower EU-wide harmonization processes, accelerating deployment. Lithuania activated the system on May 20, with Estonia following on May 29, demonstrating a rapid domino effect across the region.
FSD Supervised enables advanced driver assistance capabilities, including automatic steering, acceleration, braking, lane changes, and navigation through complex urban and rural environments. The system is designed for supervised use, as its name states, meaning drivers must remain attentive and ready to intervene at all times.
It adapts to diverse conditions, such as rain, night driving, and varied road types common in Denmark, but it is important to note that the tech is not fully autonomous.
Following a launch in Europe just a few months ago, with its first approval coming in the Netherlands, Tesla is just now highlighting the successful start.
Early data from the Netherlands highlights strong safety performance. Between April 10 and June 5, vehicles using FSD Supervised recorded 3.5 times fewer collisions than manual driving overall, with zero crashes reported on highways across more than 16.6 million kilometers driven.
These results underscore the potential of the technology to enhance road safety when properly supervised.
Tesla’s European push builds on its global footprint, now reaching 12 countries with FSD Supervised availability. The software receives continuous over-the-air updates, improving performance based on real-world data from millions of miles.
In Denmark, owners with compatible hardware—particularly newer vehicles equipped with Hardware 4 (HW4)—are anticipated to gain access first, though exact timelines and eligibility details will be confirmed during rollout.
This approval reflects growing regulatory confidence in supervised autonomy across Europe. As more nations recognize the Dutch certification, Tesla continues to demonstrate how its AI-driven approach can navigate real-world driving scenarios effectively. Denmark’s addition strengthens Tesla’s position in the region, paving the way for broader adoption on a continent that his been surprisingly slow to adopt the technology.
With FSD Supervised now approved in four European markets in just two months, the technology is steadily advancing toward wider availability. Tesla aims to refine the system further through ongoing data collection and software iterations, supporting its vision for safer and more efficient transportation.
News
Tesla revises FSD transfer policy on new Cybertruck trim, causing cancellations
Tesla has apparently revised the policy it previously had listed for Full Self-Driving transfers on the newest All-Wheel-Drive Cybertruck that the company had sold for a steal price of just $59,000 earlier this year.
After initially stating that customers who bought the pickup would be able to transfer FSD purchases, Tesla recently changed the language in those terms and conditions to reflect that this would no longer be the case.
Tesla launches new Cybertruck trim with more features than ever for a low price
The adjustment in terminology has caused a handful of orderers to cancel their reservations due to the loss of FSD transfer:
Just cancelled my 59k CT order today. My screenshot from that day of order (feb 20th) clearly shows that it would be eligible.
Terms were retroactively modified. Our 2020 Y and 2023 S are just fine for now. pic.twitter.com/D9PFnId1B4
— Ryan Scanlan 👥 (@Xenius) June 8, 2026
Tesla said orders for the new Cybertruck AWD must be placed by March 31, 2026, to qualify for the FSD transfer. The language in the document from earlier this year explicitly states that they “may qualify” for the transfer program, but the date of March 31 is explicitly mentioned.
Additionally, Tesla Delivery Advisors reached out to some orderers of the AWD Cybertruck, who were told there was “an update to the eligibility of the Full Self-Driving (Supervised) transfer.” Tesla stated they could:
- proceed without the transfer,
- upgrade to a Premium or Cyberbeast trim and request an FSD Transfer
- cancel the order and be refunded the $250 order fee.
Tesla turning around and changing these terms will undoubtedly result in a handful of cancellations on the part of those who have placed an order for this truck. They could pay $99 per month for an FSD subscription, which is now the only option available, but having purchased the suite outright on another vehicle and being told the transfer policy would be upheld, only to have it cancelled, is a tough pill to swallow.
These moves were also made by Tesla just before deliveries were set to begin on the Cybertruck AWD configuration. Reservation holders have started receiving VINs for their trucks, and Tesla is preparing to hand over the first units.
It’s a disappointing move from Tesla that will undoubtedly make some of its fans who have bought the truck frustrated.
Elon Musk
Tesla tipped its hand at where Robotaxi is heading next
In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.
Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.
This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.
We’d have to assume this means Tesla is targeting Las Vegas, and it’s a great move from a business perspective.
Vegas is such a melting pot of people from all around the country and the world. It will expose people from all corners of the globe to Tesla’s autonomy capabilities https://t.co/Qz3fQmhULF pic.twitter.com/Du5pj2RyWC
— TESLARATI (@Teslarati) June 6, 2026
Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.
Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.
By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.
On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.
This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.
For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.
Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.