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Autonomy excitement can move EV stocks fast; one update can push shares up or down. Investors are betting on a future where robotaxis and ride-hailing reshape automakers’ profits, but execution and regulation still matter.
Tesla (TSLA) just added a new twist. Elon Musk said the company will remove safety drivers from its Austin Robotaxis in about three weeks. He also teased a much larger Full Self-Driving (FSD) model, “an order of magnitude bigger,” which could launch in January or February 2026.