The National Highway Traffic Safety Administration has opened a formal audit into whether Tesla correctly self-certified the Cybercab as compliant with federal motor vehicle safety standards before deploying it on public streets in Austin. The inquiry focuses on the certification process itself, not just operational performance. Tesla shares dropped 6% as the news spread.
A finding that Tesla improperly self-certified the Cybercab could force a halt to commercial robotaxi operations and trigger a costly remediation process. That puts the Cybercab revenue timeline, which is central to Tesla's bull case, at direct risk. It also raises regulatory exposure across Tesla's broader autonomous vehicle ambitions.
Any NHTSA public statement on audit findings. Tesla Q2 2025 earnings call, expected mid-to-late July 2025.
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