In the autonomy presentation yesterday they said they could create more robotaxis if they ship smaller batteries. So I wouldn’t assume it means sales are poor. They’re focused now on building out a self driving fleet of customer cars, which they plan to activate as taxis in the future.
> The challenge is not to ship more of them, the challenge is to ship one.
Of course, if you believe what Elon said two days ago, the fascinating thing is that every Tesla shipping right now is already a robotaxi, it just needs a fee software OTA update at some point.
So in that regard the more Teslas they can get on the road in the next ~2 years, the more robotaxis there will be at "Autonomy Launch" (...whenever that happens to be)
Every move they make there are inevitably a bunch of comments that Tesla sales are poor. Only offer high spec... Bad sales. Reintroduce lower spec... Bad sales.
