Morgan Stanley Predicts Tesla's Self-Driving Taxi Fleet Will Move from Experimental Stage to One Million Vehicles
Morgan Stanley states that Tesla's self-driving taxi project is nearing a true turning point.
Analysts predict that approximately 1,000 self-driving taxis will be on U.S. roads next year, a significant increase compared to the current small-scale, tightly controlled deployments in areas like Austin and the San Francisco Bay Area.
In the long term, the bank predicts that Tesla's self-driving taxi fleet could reach one million vehicles and operate in multiple cities by 2035.
The company points to three developments that will drive this growth.
First, opening the service to the public without requiring onboard security personnel.
Second, as the system's mileage increases under complete unsupervised operation, safety will continue to improve.
The third step is the production of Tesla's dedicated self-driving car, Cybercab, which Morgan Stanley expects to begin around April 2026.
These steps will propel autonomous taxis from cautious testing phases towards true commercial operation.
Currently, operational scale remains limited, but recent driverless tests in Austin represent a significant step towards this goal.
Morgan Stanley takes a balanced view of Tesla, emphasizing the enormous potential of autonomous driving technology while also noting that implementation and regulatory approvals remain key hurdles.
Nevertheless, the path from pilot fleets to city-scale networks is becoming increasingly clear.
Sources: ElectricVehiclesCom, GuruFocus, BlockChainNews