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Stock impact report

Goldman's First Take On Safety Monitor-Free Robotaxis In Austin [zero hedge]

Tesla, Inc. (TSLA) 
Last tesla, inc. earnings: 4/29 04:11 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.tesla.com
Company Research Source: zero hedge
Goldman's First Take On Safety Monitor-Free Robotaxis In Austin On Monday, Goldman analyst Mark Delaney highlighted comments from Elon Musk and key Tesla executives touting robotaxi operations in Austin, Texas, with no safety monitors. Testing is underway with no occupants in the car — Elon Musk (@elonmusk) December 14, 2025 " We believe that removing the monitor for testing shows that Tesla is making progress with its autonomous technology ," Delaney told clients. The analysts provided more color on what this development means for scaling driverless operations: We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla's approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability. As we have previously written, we believe how fast Tesla can scale its operating design domain or ODD (e.g. service area and the weather it works in) from a technical capability stan Show less Read more
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