Tesla is intensively preparing for a major event, significantly accelerating the expansion of its Robotaxi business. Currently, there are nearly 200 unsupervised driving vehicles in three locations, including Austin in the US, marking a surge of approximately sevenfold from three weeks ago. The cumulative unsupervised driving mileage of Tesla's Robotaxi project has exceeded 380,000 miles, with no major safety incidents reported. Previously, the project faced skepticism due to its relatively small fleet size, but the recent expansion has now formed a substantive verification network. Tesla is pursuing a dual-track strategy, expanding the Model Y fleet on one hand while increasing the number of registered two-seater Cybercabs from seven to 45 on the other. These two models share the core FSD software architecture, collectively demonstrating a complete commercial closed loop . Industry observers believe that Tesla's move indicates a shift in its strategic focus, with the Robotaxi business transitioning from the technology verification phase to the brink of large-scale deployment.
