Tesla's Cybercab stumbles out of the gate in Austin: 45 vehicles at launch underscore Robotaxi expansion anxiety

Asked about Tesla's inference-based driving, Huang said: "I wouldn't be surprised—I think Tesla's autonomous driving stack is the most advanced in the world."

That money went to autonomous driving, Robotaxi, chips, and training compute.

Even as Tesla's Robotaxi fleet shrank from 200 to 20, other global automakers were turning Robotaxi into a manufacturing business.

As of May 2026, Tesla's FSD Supervised cumulative driving mileage surpassed 10 billion miles.

On March 18, NHTSA escalated its investigation into approximately 3.2 million Tesla vehicles to engineering analysis (case number EA26002), covering 2016–2026 Model S and Model X, 2017–2026 Model 3, 2020–2026 Model Y, and 2023–2026 Cybertruck.