Tesla plans to expand its robotaxi service to Florida, Nevada, Arizona, and California, according to Elon Musk. The company is also testing its Full Self-Driving (Supervised) feature in Europe and China, aiming for a future launch. A new version of the Optimus humanoid robot is also in development. Musk stated that Tesla is "being extremely paranoid" about the rollout, but also predicted 50% US population access to Tesla robotaxis by year's end and unsupervised autonomous driving updates for Tesla customers by the end of 2025. However, he acknowledged regulatory hurdles and the potential cost of hardware upgrades (HW4 or HW5) for older Tesla vehicles (HW3) to support unsupervised Full Self-Driving.

Musk's claims of unsupervised FSD updates for existing Tesla vehicles have been a major factor in the company's valuation. The possibility that millions of Tesla owners might not receive this update remains. The company's robotaxi service in Austin currently uses safety monitors with kill switches, unlike Waymo's commercial service. Tesla currently lacks many permits for a California robotaxi launch and has experienced minor safety violations during initial operation.

Impact Statement: Tesla's ambitious robotaxi expansion plans and autonomous driving timeline face significant regulatory and technological hurdles, potentially impacting the company's valuation and customer expectations.