Operational Presence
Tesla: Robotaxi Operations
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.
Value Chain Position
Chip Design
- •HW4 SoC: Current-gen autonomous driving chip powering all new Tesla vehicles. Designed in-house and manufactured by Samsung.
- •AI5 SoC: Next-gen chip purpose-built for the Cybercab robotaxi with significantly higher compute for end-to-end neural nets.
Software / AI
- •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.
- •Dojo Supercomputer: Custom training supercomputer using Tesla's D1 chips to train FSD models on video data at massive scale.
Vehicle Integration
- •Cybercab: Purpose-built robotaxi with no steering wheel or pedals. Designed for autonomous ride-hailing with low production cost targets.
- •Model 3/Y Fleet: Existing vehicles with FSD hardware that can operate as supervised robotaxis via over-the-air software updates.
Fleet Operations
- •Austin & SF Launch: First commercial robotaxi service launched in June 2025 using employee-owned Model 3/Y vehicles with safety drivers.
Ride-hail / Logistics
- •Tesla App Ride-Hailing: Integrated ride-hailing in the Tesla app. Planning to open a third-party network allowing non-Tesla AV operators.
Technology Milestones
Key Milestones
Autopilot V1 launched with Mobileye EyeQ3 chip
HW2.5 chip deployed; began building in-house FSD team after Mobileye split
HW3 (FSD Computer) launched — first fully in-house autonomous driving chip
FSD Beta opened to all North American customers
FSD v12 released — first end-to-end neural network replacing hand-coded rules
Cybercab robotaxi unveiled at 'We, Robot' event — no steering wheel or pedals
Commercial robotaxi service launched in Austin with safety drivers
SF Bay Area Robotaxi launches with safety drivers (CA law)
Unsupervised Robotaxi launches in Dallas + Houston