Elon Musk has hinted at a new Tesla vehicle that is "cooler" than a minivan, while Tesla faces declining sales and the absence of Robotaxis in California, as Chinese EVs like BYD continue to outsell Tesla in Europe.
California has confirmed that Tesla is not currently operating any autonomous vehicle services in the state, highlighting a significant gap in Tesla's autonomous vehicle deployment despite previous ambitions in the robotaxi space. This insight indicates a potential area for competitive advantage for companies like Waymo and Cruise, who are actively deploying robotaxi services in California, and suggests Tesla may face regulatory or technical challenges in catching up.