Tesla's once-bullish tone on robotaxis shifts

Tesla's robotaxi rollout has slowed dramatically from Elon Musk's 2025 prediction of half-US coverage by year-end, with service now limited to a handful of cities and dozens of vehicles. The company cited city-specific regulations and operational constraints, contrasting sharply with its earlier claims of a scalable 'general solution' and prompting a 9.8% single-day stock drop after missing analyst expectations on deployment pace.

This Wire brief sits within Fusion42's coverage of Autonomous Vehicles. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.