Gene Munster
2025.10.22 22:01

Robotaxi was the first question.

1. Elon says expecting to have no safety drivers in large parts of Austin by the end of the year.

2. Being “very cautious” about deployment. He mentioned being paranoid, like he did last earnings call.

3. 250k miles driven.

My take: The ramp is moving a little slower than most were hoping.

Positive Update:

1. Expect to be operating in 8-10 areas by end of the year based on regulator approvals. That was rumored and a positive that he reiterated. $Tesla(TSLA.US)

Source: Gene Munster

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