Elon Musk says Tesla Robotaxis are operating without drivers, sending stock higher
Tesla CEO Elon Musk said that Tesla’s Robotaxis are now operating in Austin without a safety monitor. Tesla has been testing driverless cars in the area for about a month, and Musk had previously said the company would remove safety drivers by the end of 2025.
It’s unclear how many exactly of the roughly 50 Robotaxis the company operates in the area don’t have drivers. “Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time,” Tesla head of AI Ashok Elluswamy posted shortly after Musk. Ethan McKenna, the person behind Robotaxi Tracker, estimates it's two or three vehicles.
What is clear is that the move is good for Tesla’s stock, which is currently up 3.5%, extending its gains after Musk’s tweet. Morgan Stanley said yesterday that it considers the removal of safety drivers a “precursor to personal unsupervised FSD rollout.” Unsupervised FSD is widely considered to be integral to the would-be autonomous company’s value proposition.
At Davos earlier on Thursday, Musk said, "self-driving cars is essentially a solved problem at this point."
Just started Tesla Robotaxi drives in Austin with no safety monitor in the car.
— Elon Musk (@elonmusk) January 22, 2026
Congrats to the @Tesla_AI team!
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