Where is Tesla heading ?

Challenges and Progress of Robotaxi

2025/10/01

Summary
Autopilot (AP) faces first federal conviction in federal court
Regulatory policies of foreign governments regarding AP/FSD, including China, France, etc.
Entering the autonomous ride-hailing service market: Pros and cons about realizing a long-standing promise
Hybrid Remotely Monitored Robotaxi : Modified Vehicle "Project Halo"
Disbanding the Dojo Team and Changes to Tesla's R&D Plan
What Tesla Got and Lost from Musk's Participation in the Trump Administration's DOGE

Summary

On August 2, Tesla was found partially negligent in its Autopilot (AP) system in a 2019 fatal crash in Miami, Florida and was ordered to pay $242.5 million in damages. This decision could affect other legal cases and government investigations, and might lead to a recall. Tesla has been responsible for 86.5% of fatal accidents involving ADAS-equipped vehicles since 2021, and has been found to have engaged in misleading marketing and inadequate explanation of the operational design domain (ODD) . Furthermore , Musk's robotaxi business, which launched in Austin in June , has long been a campaign promise, but its limited operation requires safety drivers and remote monitoring, raising questions about its safety and regulatory compliance. This raises red flags for future expansion of the service area.

Furthermore , Tesla disbanded the Dojo supercomputer team led by Peter Bannon and shifted its focus to collaboration with Nvidia, AMD, and Samsung . In addition to sluggish global sales, Tesla is currently facing a variety of problems, including legal and financial implications, challenges with its robotaxi business, declining customer loyalty and trust, and declining internal resources and morale. Tesla is at a critical juncture as to whether it can continue to be one of the world's leading innovative companies.

Material from: Toru Nagai [Technology Brief] Where is Tesla heading ? [September 8, 2025] [Right reserved VSI AV Insight powered by Go2Marketing LLC 2025] reproduced with permission of Go2Marketing LLC.

This report is for paid members only.

If you register as a free member, you can read the rest of this article for a limited time.
In addition, you can also enjoy the following content for free:

Market & Tech Reports

Global automotive production/sales

Launch schedule forecasts