*Walter Bloomberg|Dec 16, 2025 17:14
TESLA SEEN MEANINGFULLY EXPANDING ROBOTAXI FLEET IN 2026
Morgan Stanley expects Tesla to significantly increase its robotaxi fleet in 2026 as technical and regulatory milestones are achieved. The bank cited testing in Austin without a safety monitor as a key validation of Tesla’s strategy and the most important near-term catalyst. Morgan Stanley forecasts the fleet could grow to about 1,000 vehicles in 2026 from only a handful today, supported by improving safety metrics and the start of Cybercab production in April 2026.(*Walter Bloomberg)
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