Morgan Stanley predicts that Tesla will significantly expand its Robotaxi fleet by 2026, following the achievement of key technological and regulatory milestones. The launch of unsupervised testing without safety drivers in Austin serves as a crucial validation and catalyst. The bank anticipates that, with improvements in safety metrics and the start of Cybercab production in April 2026, Tesla's Robotaxi fleet will grow from its current small number of vehicles to approximately 1,000.
