Robotaxi Rollout Reality Check

Tesla applied for 5,000 robotaxi permits in Las Vegas but received only 10, capped at 45 mph, confined to the Strip, and no airport pickups. This stark regulatory reality check contrasts with Musk's aggressive autonomy timeline and aligns with growing skepticism from analysts like Morgan Stanley demanding tangible proof. Musk reiterates 50k-100k robotaxi target for 2026, though current fleet is only 90-100 vehicles. Stock's fragile recovery continues after diving on robotaxi/Optimus delays.