Tesla doubled the service area in Austin and might have tripled the number of vehicles from 11-15 to 35 in July, 2025. This means that Tesla has one third of the fleet compared to the 100 Waymo in Austin. Tesla will also add 10-15 this weekend in San Francisco. If Gene Munster is incorrect or early on the expansion of Austin, the San Francisco expansion should ensure Tesla gets to 30+ robotaxi this weekend. There will be a substantial expansion in 2 weeks as the service area is expanded to the entire city.
This is reported by financial analyst Gene Munster.
Handful or 35 in Austin?…