Autonomous Driving

Tesla: Robotaxi Operations

Commercial (2)Planned (4)
Tesla FSD logo

$TSLA

πŸ‡ΊπŸ‡Έ

Develops vision-only Full Self-Driving software deployed across its entire fleet of 6M+ vehicles globally. Holds the largest real-world autonomous driving dataset with 1.8B+ cumulative FSD miles driven by customers. Aims to launch a dedicated Cybercab robotaxi and license FSD technology to other automakers for a full self-driving future.

Chip DesignSensorsSoftware / AIVehicle IntegrationFleet OperationsRide-hail / Logistics

Chip Design

  • β€’HW4 SoC: Current-gen autonomous driving chip powering all new Tesla vehicles. Designed in-house and manufactured by Samsung.
  • β€’AI5 SoC: Next-gen chip purpose-built for the Cybercab robotaxi with significantly higher compute for end-to-end neural nets.

Software / AI

  • β€’FSD (Full Self-Driving): End-to-end neural network that processes raw camera inputs into driving commands. Deployed across 6M+ vehicles collecting real-world training data.
  • β€’Dojo Supercomputer: Custom training supercomputer using Tesla's D1 chips to train FSD models on video data at massive scale.

Vehicle Integration

  • β€’Cybercab: Purpose-built robotaxi with no steering wheel or pedals. Designed for autonomous ride-hailing with low production cost targets.
  • β€’Model 3/Y Fleet: Existing vehicles with FSD hardware that can operate as supervised robotaxis via over-the-air software updates.

Fleet Operations

  • β€’Austin & SF Launch: First commercial robotaxi service launched in June 2025 using employee-owned Model 3/Y vehicles with safety drivers.

Ride-hail / Logistics

  • β€’Tesla App Ride-Hailing: Integrated ride-hailing in the Tesla app. Planning to open a third-party network allowing non-Tesla AV operators.

Key Milestones

Oct 2015
Launch

Autopilot V1 launched with Mobileye EyeQ3 chip

Apr 2017
Milestone

HW2.5 chip deployed; began building in-house FSD team after Mobileye split

Apr 2019
Milestone

HW3 (FSD Computer) launched β€” first fully in-house autonomous driving chip

Dec 2022
Expansion

FSD Beta opened to all North American customers

Jan 2024
Milestone

FSD v12 released β€” first end-to-end neural network replacing hand-coded rules

Oct 2024
Milestone

Cybercab robotaxi unveiled at 'We, Robot' event β€” no steering wheel or pedals

Jun 2025
Commercial

Commercial robotaxi service launched in Austin with safety drivers

Autonomous Driving - Tesla FSD | Sterling