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Tesla's paid robotaxi miles dropped 36% in Q2 despite geographic expansion, revealing a significant gap between Musk's aggressive scaling rhetoric and current operational reality. The decline suggests the company is still struggling with data accumulation for its specific Cybercab hardware rather than facing immediate regulatory bans or technical failures that would halt deployment entirely. This metric serves as a critical early indicator of whether Tesla can transition from experimental deployments to a commercially viable autonomous fleet before profitability becomes dependent on this segment.

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Tesla’s robotaxis are moving in reverse

TechCrunchJuly 23, 20265 min read

The number of paid robotaxi miles traveled fell 36% in the second quarter, despite expanding to new cities, according to Tesla's own figures.

Tesla’s budding “Robotaxi” network drove fewer miles for paying customers in the second quarter than it did in the first, according to a chart the company released on Wednesday. The quarter-over-quarter decline runs counter to Tesla’s rhetoric and actions in the past year. Tesla has staked much of its future on the idea of a massive, low-cost, cash-generating Robotaxi fleet — or going “balls to the wall for autonomy,” as CEO Elon Musk framed it in 2024. The quarterly step-down in Robotaxi miles also comes amid weakening profits in Tesla’s core…

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