Goldman Weighs In On Tesla Robotaxi Launch

Tesla officially launched its long-anticipated self-driving Robotaxi service in Austin, Texas, on Sunday. A select group of early-access users—many of them FSD beta testers and Tesla influencers on X—have begun sharing their experiences as the AI car company sets its sights on competing near-term with Waymo and, more broadly, becoming a leader in the autonomous ride-hailing industry by 2030. 

A team of Goldman analysts, led by Mark Delaney, provided their initial assessment of the robotaxi service in Austin, which features a fleet of self-driving Model Ys.