Tesla Inc. has had a significant week, with major updates on its robotaxi fleet, SpaceX IPO, and Terafab progress. Here’s a recap of the top stories:
Tesla’s Robotaxi Fleet Shrinks
The company has removed safety monitors from its robotaxis operating in the Austin geofence, which was recently expanded. Despite the larger serviceable area, the fleet size has decreased to around 20 vehicles.
Musk’s Comments on Terafab
Elon Musk stated that if the Terafab location is approved, SpaceX would still be paying an annual amount to the county, increasing its tax revenue by 25%. Musk also added that Terafab could become the county’s largest revenue source.
SpaceX’s IPO Filing Change and Potential Tesla Merger
SpaceX filed an amended S-1 filing with the SEC ahead of its upcoming IPO. The filings reveal that Musk’s shares will be subject to a year-long lock-in period and include a deal with Anthropic. Additionally, investor Gary Black suggests that SpaceX’s amended S-1 filings could be the reason behind Tesla’s stock decline, as the filings indicate that SpaceX might issue a significant amount of equity for future acquisitions or transactions, potentially diluting TSLA.
Tesla’s Surge in French Registrations
The company saw a 655% surge in registrations in France in May, marking a recovery in the European market. However, this comparison is based on a particularly weak month for Tesla in France in 2025.
Robotaxi Safety Concerns
Former Tesla data labelers and engineers have raised concerns about the company’s self-driving system and safety data, stating that they do not trust the technology.
Key Takeaways
- Tesla’s robotaxi fleet has shrunk to around 20 vehicles
- Terafab could become a significant revenue source for the county
- SpaceX’s IPO filing change may impact Tesla’s stock
- Tesla saw a surge in registrations in France
- Safety concerns have been raised about Tesla’s self-driving technology
Future of Mobility
The developments at Tesla and SpaceX are just a few examples of the exciting advancements in the mobility industry. As technology continues to evolve, we can expect to see even more innovative solutions and updates in the future.