TSLA bull ARK Invest shared predictions for the potential launch date for Tesla’s robotaxi fleet.
The global asset manager used its updated Monte Carlo model to provide a range of potential launch dates for Tesla’s robotaxi fleet. ARK Invest believes in the best-case scenario, Tesla’s robotaxi fleet will launch by Q4 2023. The worst-case scenario is that the Tesla robotaxi fleet will be launched in 2030. The long-time TSLA bull predicted that the first year of Tesla’s robotaxi commercialization would also likely happen in late 2024, depending on certain variables.
To sum everything up, ARK Invest predicts the earliest the Tesla robotaxi fleet could launch is later this year. If the EV automaker doesn’t launch its robotaxi fleet this year, the next most likely launch date is late 2024. In the unlikely event that Murphy’s law hits and everything that can go wrong does go wrong, the Tesla robotaxi fleet could launch in 2030.
ARK Invest strongly believes that Tesla’s robotaxi business has far more potential than its automotive sales business.
“Tesla’s prospective robotaxi business line is a key driver, contributing 67% of expected enterprise value and 64% of expected EBITDA in 2027,” noted ARK in its recently published report. “Across our simulation set, electric vehicles account for 47% of revenues in 2027, at substantially lower margins than robotaxi revenue. The chart below breaks down attributable revenue, EBITDA, and value by business line.”
Tesla CEO Elon Musk holds a similar view. During the last earnings call, Musk emphasized the critical role autonomy will play in Tesla’s profits.
“We’ve taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margin. However, we expect our vehicles, over time, will be able to generate significant profit through autonomy,” Musk said.
“So we do believe we’re like laying the groundwork here, and then it’s better to ship a large number of cars at a lower margin and, subsequently, harvest that margin in the future as we perfect autonomy. This is an extremely important point.”
Despite his past predictions, Musk is optimistic that Tesla will reach full autonomy this year. The EV automaker’s recent actions hint that it is closer to autonomy than ever before, considering increased talk about Tesla’s next-generation vehicles. Tesla has teased a robotaxi car over the years, but 2023 seems different. The company has shown a clear path toward a ride-hailing car in Master Plan Part 3 and the announcement of Gigafactory Mexico.
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Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
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Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
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Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
Starlink achieves major milestones in 2025 progress report
Tesla Giga Nevada celebrates production of 6 millionth drive unit
