Tesla is running self-driving vehicle tests in two separate environments: a residential neighborhood in southeast Austin and the Boring Company's underground tunnels beneath the Las Vegas Convention Center. In both cases, safety drivers remain behind the wheel, signaling the technology is still in supervised trial phases. Meanwhile, CFO Vaibhav Taneja sold $1.35 million in company stock, and shares ticked up after Elon Musk joined President Trump on a trip to China.
The presence of safety drivers in both test environments is a concrete signal that full autonomy — the core premise of Tesla's robotaxi revenue story — remains unproven at commercial scale. For investors pricing in a robotaxi windfall, this tempers near-term expectations. The CFO stock sale adds a secondary overhang, while the China-trip bump appears diplomatic and sentiment-driven rather than fundamentally meaningful.
June 2025: Tesla's planned commercial robotaxi launch window in Austin — watch for whether safety drivers are removed. Next Tesla earnings call: watch for robotaxi unit deployment numbers and regulatory approval updates. Any announcements from Texas or Nevada transportation regulators on driverless commercial permits.
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