{"id":"918e559c-f754-4a4c-8d7d-ade0a30f238a","modelId":"29951756-3e69-44e2-bc13-aa01909c0098","versionId":null,"locationId":"fe8ffab9-4da4-4652-b671-c3bfd98cafd2","operatorId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","ownerId":null,"slug":"tesla-robotaxi-sf-bay-area","status":"operational","firstSeen":"2025-09-01T00:00:00.000Z","statusChangeReason":null,"contractType":null,"pilotOutcome":null,"endedAt":null,"unitsOnSite":null,"tasksPerformed":null,"shiftStructure":null,"hoursPerDay":null,"siteType":null,"operatorConfirmed":null,"humanSupervisionOnsite":null,"locationPrecisionTier":null,"deploymentScale":null,"siteEnvironment":null,"operatorType":"maker_operated","sourceQualityTier":null,"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://techcrunch.com/2025/03/18/what-tesla-can-and-cant-do-in-california-with-its-new-passenger-transportation-permit/","title":"What Tesla can and can't do in California with its TCP passenger-transportation permit (supervised; employees + limited public; NOT unsupervised AV)","sourceName":"TechCrunch"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","title":"Tesla robotaxi active fleet shrinking — ~20 unsupervised US-wide (14 Austin / 3 Dallas / 3 Houston); Bay Area ~9 active; peaked Dec 2025–Jan 2026 (May 26 2026)","sourceName":"Electrek"},{"url":"https://techcrunch.com/2025/06/22/tesla-launches-robotaxi-rides-in-austin-with-big-promises-and-unanswered-questions/","title":"Tesla launches robotaxi rides in Austin","sourceName":"TechCrunch"}],"notes":"Operator: Tesla. Tesla holds a CPUC TCP (charter-party / passenger-transportation) permit for the Bay Area ride-hailing service, operated in SUPERVISED mode (Level 2 - a safety driver monitors and can take over; not unsupervised AV). ~1,655 vehicles were registered with CPUC for the service as of late May 2026, but the active operating fleet is small and declining: approximately 9 active in late May 2026, down from a peak of ~168 active in January 2026. The large registered count versus the tiny active fleet is the key distinction (registered is not the same as operating). Tesla must accumulate supervised miles before it can apply for fully-driverless (unsupervised) permits in California.","keyFacts":[{"label":"Supervision","value":"Supervised (L2), safety driver required by CA law"},{"label":"Fleet","value":"~168 vehicles (early 2026, Tesla's largest market)"},{"label":"Vehicle","value":"2026 Model Y with ADS"}],"reviewNote":"SF Bay Area deployment is supervised testing with human drivers actively in loop, not fully driverless commercial service per 2025 reports. Claims-vs-verified gap.","exposureHours":null,"deploymentMilesEstimate":null,"exposureBasis":null,"customerSegment":"consumer","scaleTier":"mass_100_999","contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":null,"customerExternalName":null,"createdAt":"2026-05-26T17:23:16.943Z","updatedAt":"2026-07-10T05:53:05.281Z","model":{"id":"29951756-3e69-44e2-bc13-aa01909c0098","companyId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","modelName":"Tesla Robotaxi (Model Y ADS)","slug":"tesla-robotaxi","description":"Tesla's robotaxi service vehicle, a 2026 Model Y operating with Tesla's Autonomous Driving System (ADS, based on Full Self-Driving) engaged. In Austin, some vehicles operate unsupervised (no in-car safety monitor); in the Bay Area, a safety driver is present as required by California law. A teleoperator can remotely assist/pilot a vehicle at speeds under 10 mph for repositioning. Tesla's purpose-built, steering-wheel-free Cybercab, intended as the dedicated robotaxi vehicle at scale, was expected to begin production around April 2026 (not yet the deployed service vehicle as of early 2026). Maturity: pilot (early commercial service under heavy supervision and scrutiny; not yet at-scale).","formFactor":"av","maturityStage":"pilot","lifecycleState":"active","supersededByModelId":null,"specs":{"autonomy_level":"unsupervised in Austin, safety driver present in Bay Area"},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","title":"Tesla robotaxi active fleet shrinking — ~20 unsupervised US-wide (14 Austin / 3 Dallas / 3 Houston); Bay Area ~9 active; peaked Dec 2025–Jan 2026 (May 26 2026)","sourceName":"Electrek"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"},{"url":"https://www.tesla.com/we-robot","title":"Tesla — robotaxi (We, Robot)","sourceName":"Tesla (official)"}],"aliases":["Tesla Robotaxi","Tesla Model Y robotaxi"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"keyFacts":[{"label":"Operating speed","value":"under 10 mph for teleoperator remote assist"},{"label":"Production target","value":"around April 2026 for Cybercab"},{"label":"Autonomy level","value":"unsupervised in Austin, safety driver present in Bay Area"}],"createdAt":"2026-05-26T17:23:16.405Z","updatedAt":"2026-07-09T06:11:32.223Z","unitsInFieldClaimed":1000,"unitsInFieldVerified":1000,"unitsManufacturedClaimed":null,"unitsManufacturedVerified":null,"unitsAsOf":"2026-07-08T00:00:00.000Z","unitsSource":[{"url":"https://www.businessinsider.com/tesla-california-robotaxi-registered-vehicles-drivers-2025-12","label":"Tesla 'Robotaxi' Fleet Jumps to Over 1,000 Registered Vehicles"},{"url":"https://www.instagram.com/p/DZBbunKAnFX/","label":"Tesla runs 42"},{"url":"https://www.reuters.com/business/autos-transportation/tesla-rolls-out-robotaxi-service-miami-2026-07-03/","label":"Tesla expanded its unsupervised robotaxi service to Miami"}],"salesModel":"not_sold","priceUndisclosedSince":null,"autonomyClass":"supervised","autonomyStatement":"We're bringing autonomous rides to you today—starting with Model Y. Autonomous Robotaxi rides are currently being offered in Miami, Florida, and Austin, Texas","autonomyStatementSource":{"url":"https://www.tesla.com/robotaxi","date":"2026-07-03"},"demoForensics":{"notes":"Tesla's robotaxi is now operating in Austin and Miami. The YouTube video shows a real unsupervised ride with no driver or safety monitor. This is a genuine deployment, not just a demo. However, Tesla's \"Full Self-Driving\" has a complex honesty profile: (1) Tesla's own disclaimer says FSD \"may do the wrong thing at the wrong time\" and requires supervision; (2) the robotaxi service uses Model Y vehicles, not the purpose-built Cybercab; (3) Tesla briefly put drivers back behind the wheel after incidents before removing them again; (4) Reddit users report the robotaxi is cautious and slow. The gap: Tesla is operating driverless rides (verified), but the scope is limited to specific cities and the system is less mature than Waymo's. Tesla calls it \"autonomous\" while the underlying FSD software explicitly requires driver supervision in consumer vehicles — the robotaxi configuration removes the driver but the software is the same. This is a real deployment but with more caveats than Waymo.","videoUrl":"https://www.youtube.com/watch?v=bbPo4rt9vAM","singleTake":"yes","environment":"live_site","speedAltered":"no","autonomyClaimed":"yes","autonomyCorroborated":"partial"},"exportControlClass":null,"minCommitment":null,"warrantyTerms":null,"serviceModel":null,"productionRateClaimed":null,"productionRateEvidenced":null,"teleopRatioDisclosed":null,"interventionRateDisclosed":null,"company":{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a [robotaxi ride-hailing service](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: Tesla launched robotaxi service in Austin in July 2025 and operates in two markets as of mid-2026: Austin (unsupervised L4 driverless; small active fleet of ~14, of ~42 vehicles registered with the Texas DMV, late May 2026) and the San Francisco Bay Area (supervised L2 under a CPUC TCP permit; ~1,655 vehicles registered with CPUC but only ~9 active as of late May 2026, down from a ~168 peak in January 2026). The active US unsupervised fleet is ~20 (14 Austin / 3 Dallas / 3 Houston) and has declined since a late-2025 / early-2026 peak; registered counts far exceed the active operating fleet. The vehicles are 2026 Model Y cars running Tesla's [Full Self-Driving / Autonomous Driving System](/brains/tesla-fsd-bot). At its Q4 2025 earnings call (January 2026), Tesla announced plans to expand to seven additional US cities (Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas) in H1 2026; Dallas and Houston launched in April 2026, while the other five (Phoenix, Miami, Orlando, Tampa, Las Vegas) slipped to 'preparations underway'. The Austin operation carries a [federally-mandated crash-reporting record](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (17 NHTSA-reported incidents July 2025 to March 2026, including two teleoperator-caused crashes; zero major crashes and no citations per Austin PD), and NHTSA has separately inquired into videos of erratic driving.\n\nOptimus: Tesla's humanoid robot, with Gen 3 mass production commencing at the Fremont factory on January 21, 2026. Notably, at the January 2026 earnings call [Musk](/people/elon-musk) admitted that as of then zero Optimus robots were doing 'useful work' in Tesla's factories. Units at Fremont and Giga Texas are in a supervised learning and data-collection phase, not yet performing productive autonomous manufacturing work. Tesla committed $20B+ in 2026 capex toward Optimus, plans to convert its Fremont Model S/X lines to Optimus manufacturing (toward a stated 1-million-unit/year capacity by end-2026), and is constructing a dedicated Giga Texas facility, all production-capacity ambitions, with first productive internal deployment projected for late 2026 to 2027.\n\nCybercab: a purpose-built, steering-wheel-free dedicated robotaxi vehicle, with production expected to begin around April 2026, not yet the deployed service vehicle as of early 2026.\n\nTesla's physical-AI program operates under intense regulatory and public scrutiny, and is notable for the gap between its publicly stated targets and demonstrated results.","status":"public","founded":2003,"hq":"Austin, Texas, USA","fundingTotal":null,"type":"both","reviewStatus":"reviewed","sources":[{"url":"https://www.tesla.com/we-robot","label":"Tesla — Optimus","title":"Tesla — Optimus","mediaType":"article","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","label":"Optimus (robot) — Wikipedia","title":"Optimus (robot) — Wikipedia","mediaType":"article","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"id":"1d8de986-2997-4108-846b-fa0e891bbaca","url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","label":"Waymo halts freeway rides after robotaxis struggle in construction zones","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","label":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","mediaType":"article","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","label":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","mediaType":"article","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","label":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","label":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","label":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-18"},{"id":"9f27242c-8a18-4866-8859-e23d7692abd6","url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","label":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"}],"keyFacts":[{"label":"Company","value":"Tesla Inc. (NASDAQ: TSLA); founded 2003; CEO Elon Musk"},{"label":"Robotics Division","value":"Tesla Optimus humanoid robot program (announced 2021 AI Day); led by Milan Kovac (VP Engineering)"},{"label":"Optimus Claims","value":"Claimed: 5'8\" height, 125 lbs, 2 mph walking speed, 150 lbs lifting capacity, $20K target price. Verifiable: public demos 2022-2024 showing slow walking, basic object manipulation; no independent verification of production readiness"},{"label":"Autonomy Transfer","value":"FSD (Full Self-Driving) neural network and Dojo supercomputer training intended for robotics transfer; Ashok Elluswamy leads software stack"},{"label":"Patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand) under Tesla assignee; broader automotive autonomy patent portfolio"},{"label":"Manufacturing","value":"Optimus manufacturing intended for Tesla Gigafactory Austin; 2024 claims of production line for training data collection"},{"label":"VVC Note","value":"Tesla Optimus claims are heavily marketing-inflated vs verifiable capability; timeline promises (2022 production, 2023 useful tasks) have not materialized; honest-absence on production scale"},{"label":"Optimus production timeline","value":"Slow ramp starting late July/Aug 2026 at Fremont; Gen 3 reveal pushed to mid-2026 (per Musk Jul 1, 2026)"},{"label":"Hero image candidate","value":"https://upload.wikimedia.org/wikipedia/commons/c/c0/Latest_Tesla_Optimus_Humanoid_Robot.jpg (source: Wikimedia Commons, license: CC BY 2.0)"}],"aliases":["Tesla Inc","Tesla Motors"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-07-07T21:56:41.890Z"}},"version":null,"location":{"id":"fe8ffab9-4da4-4652-b671-c3bfd98cafd2","name":"San Francisco Bay Area","slug":"sf-bay-area","kind":"region","parentLocationId":"aa8b9c05-c836-4021-801f-59801970401e","region":null,"lat":37.6879,"lng":-122.085,"reviewStatus":"reviewed","aliases":[],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-05-26T17:23:15.954Z","updatedAt":"2026-07-10T01:01:39.901Z"},"operator":{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a [robotaxi ride-hailing service](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: Tesla launched robotaxi service in Austin in July 2025 and operates in two markets as of mid-2026: Austin (unsupervised L4 driverless; small active fleet of ~14, of ~42 vehicles registered with the Texas DMV, late May 2026) and the San Francisco Bay Area (supervised L2 under a CPUC TCP permit; ~1,655 vehicles registered with CPUC but only ~9 active as of late May 2026, down from a ~168 peak in January 2026). The active US unsupervised fleet is ~20 (14 Austin / 3 Dallas / 3 Houston) and has declined since a late-2025 / early-2026 peak; registered counts far exceed the active operating fleet. The vehicles are 2026 Model Y cars running Tesla's [Full Self-Driving / Autonomous Driving System](/brains/tesla-fsd-bot). At its Q4 2025 earnings call (January 2026), Tesla announced plans to expand to seven additional US cities (Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas) in H1 2026; Dallas and Houston launched in April 2026, while the other five (Phoenix, Miami, Orlando, Tampa, Las Vegas) slipped to 'preparations underway'. The Austin operation carries a [federally-mandated crash-reporting record](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (17 NHTSA-reported incidents July 2025 to March 2026, including two teleoperator-caused crashes; zero major crashes and no citations per Austin PD), and NHTSA has separately inquired into videos of erratic driving.\n\nOptimus: Tesla's humanoid robot, with Gen 3 mass production commencing at the Fremont factory on January 21, 2026. Notably, at the January 2026 earnings call [Musk](/people/elon-musk) admitted that as of then zero Optimus robots were doing 'useful work' in Tesla's factories. Units at Fremont and Giga Texas are in a supervised learning and data-collection phase, not yet performing productive autonomous manufacturing work. Tesla committed $20B+ in 2026 capex toward Optimus, plans to convert its Fremont Model S/X lines to Optimus manufacturing (toward a stated 1-million-unit/year capacity by end-2026), and is constructing a dedicated Giga Texas facility, all production-capacity ambitions, with first productive internal deployment projected for late 2026 to 2027.\n\nCybercab: a purpose-built, steering-wheel-free dedicated robotaxi vehicle, with production expected to begin around April 2026, not yet the deployed service vehicle as of early 2026.\n\nTesla's physical-AI program operates under intense regulatory and public scrutiny, and is notable for the gap between its publicly stated targets and demonstrated results.","status":"public","founded":2003,"hq":"Austin, Texas, USA","fundingTotal":null,"type":"both","reviewStatus":"reviewed","sources":[{"url":"https://www.tesla.com/we-robot","label":"Tesla — Optimus","title":"Tesla — Optimus","mediaType":"article","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","label":"Optimus (robot) — Wikipedia","title":"Optimus (robot) — Wikipedia","mediaType":"article","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"id":"1d8de986-2997-4108-846b-fa0e891bbaca","url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","label":"Waymo halts freeway rides after robotaxis struggle in construction zones","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","label":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","mediaType":"article","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","label":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","mediaType":"article","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","label":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","label":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","label":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-18"},{"id":"9f27242c-8a18-4866-8859-e23d7692abd6","url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","label":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"}],"keyFacts":[{"label":"Company","value":"Tesla Inc. (NASDAQ: TSLA); founded 2003; CEO Elon Musk"},{"label":"Robotics Division","value":"Tesla Optimus humanoid robot program (announced 2021 AI Day); led by Milan Kovac (VP Engineering)"},{"label":"Optimus Claims","value":"Claimed: 5'8\" height, 125 lbs, 2 mph walking speed, 150 lbs lifting capacity, $20K target price. Verifiable: public demos 2022-2024 showing slow walking, basic object manipulation; no independent verification of production readiness"},{"label":"Autonomy Transfer","value":"FSD (Full Self-Driving) neural network and Dojo supercomputer training intended for robotics transfer; Ashok Elluswamy leads software stack"},{"label":"Patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand) under Tesla assignee; broader automotive autonomy patent portfolio"},{"label":"Manufacturing","value":"Optimus manufacturing intended for Tesla Gigafactory Austin; 2024 claims of production line for training data collection"},{"label":"VVC Note","value":"Tesla Optimus claims are heavily marketing-inflated vs verifiable capability; timeline promises (2022 production, 2023 useful tasks) have not materialized; honest-absence on production scale"},{"label":"Optimus production timeline","value":"Slow ramp starting late July/Aug 2026 at Fremont; Gen 3 reveal pushed to mid-2026 (per Musk Jul 1, 2026)"},{"label":"Hero image candidate","value":"https://upload.wikimedia.org/wikipedia/commons/c/c0/Latest_Tesla_Optimus_Humanoid_Robot.jpg (source: Wikimedia Commons, license: CC BY 2.0)"}],"aliases":["Tesla Inc","Tesla Motors"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-07-07T21:56:41.890Z"},"owner":null,"derived":{"trustTier":"machine","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/tesla-robotaxi-sf-bay-area","url":"https://registry.deploy.report/deployments/tesla-robotaxi-sf-bay-area","name":"Tesla Robotaxi (Model Y ADS) at San Francisco Bay Area","identifier":"918e559c-f754-4a4c-8d7d-ade0a30f238a","startDate":"2025-09-01T00:00:00.000Z","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/sf-bay-area","name":"San Francisco Bay Area"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/tesla","name":"Tesla"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/tesla-robotaxi","name":"Tesla Robotaxi (Model Y ADS)"},"publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":"pilot","lifecycle_state":"active","architectural_position":{"cohort":"av","sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":4,"primary_source_types":["secondary-industry-publication"]}}}