Musk Talks Robotaxi Details: Fleet Size, Teleoperators, Avoid Certain Intersections, Scaling and More

May 21, 2025

By Karan Singh

CNBC

In a live two-part interview with CNBC’s David Faber yesterday, Elon Musk laid out his ambitious near-term plans for Tesla’s Robotaxi Network and the broader rollout of Unsupervised FSD. Speaking from Giga Texas, Elon confirmed that Tesla will be launching its initial Robotaxi pilot service on Austin’s roads by the end of June 2025.

Tesla Already Testing Robotaxi With Safety Drivers

The upcoming Austin launch is the start of Tesla’s long-stated Robotaxi ambitions. After promising true FSD for years, it appears that Tesla is finally ready to debut it, albeit it’ll be closed to the public initially, and it will only be available on Tesla-owned vehicles for now.

Elon expressed confidence in that end-of-June timeline, revealing some of the extent they’ve gone to behind the scenes. Tesla has had test vehicles driving in Austin 24/7, currently with drivers in the cars. However, they’ve seen essentially no interventions required from the safety drivers during the testing phase, which is good news.

The initial deployment in Austin will be deliberately small to ensure that everything operates as expected.

"So we want to be very careful with the first introduction of unsupervised full self-driving, meaning that there’s the cars driving around with no one in it... Well, yes, and sometimes no one in it at all. Just going to pick someone up. So the car obviously has to be incredibly safe." - Elon Musk on CNBC

How the Robotaxi Network Will Operate

Musk said that Tesla intends to launch with just 10 Robotaxis for the first week and then slowly increase it to 20, 30, 40, and higher. All of that is to be done without a safety driver. Tesla will still have teleoperators supervising the vehicles remotely if they get stuck, but other than that, they will be in motion without an occupant in the driver’s seat.

The goal is to hit 1,000 active Robotaxis within a few months and then focus on expansion towards San Francisco, Los Angeles, and San Antonio. While Tesla could start with 1,000 or 10,000 - given that the initial vehicles are just Model Ys, Tesla wants to keep a tight leash on the fleet and make sure that both the safety and experience are up to snuff.

Geofenced and Avoid Certain Intersections

To further increase safety during the early phases, Elon confirmed that Tesla will geofence the Robotaxis' operational areas within Austin, limiting them to parts of the city where Tesla has the highest confidence in the system's performance. He stated they would avoid intersections unless the system is proven to handle them well, or route around them. While the goal is for the cars to operate without safety drivers, there will be rigorous remote monitoring of the fleet's activities.

Looking at the broader regulatory picture, Elon acknowledged the current complexities, with rules varying by state and even by city. He reiterated his call for a "unified set of national regulations" for self-driving vehicles in the U.S. to ensure consistency and prevent a confusing patchwork of differing rules as vehicles travel across jurisdictions.

This seems to be a great idea, at least initially. Autonomous cars will be safer if they adhere to the same rules everywhere rather than having different rule sets based on the state. However, one issue is that pedestrians and human-driven vehicles may expect the vehicles to either perform or refrain from certain actions, such as not turning right at red lights, and having different rules for self-driving vehicles could cause confusion.

Adding Your Vehicle to the Robotaxi Network

During the interview, Elon painted a picture of a rapidly expanding fleet of privately owned Teslas capable of unsupervised FSD. He offered a bold prediction for the near future:

"My prediction is that probably by the end of next year [end of 2026] we will have probably hundreds of thousands, if not—... Over a million Teslas doing self-driving in the U.S. ... Unsupervised full self-driving, where you do not need to pay attention." - Elon Musk on CNBC

Tesla eventually plans to allow vehicle owners to add or subtract their cars from the Robotaxi fleet, creating a model he likened to a combination of Uber and Airbnb. This would allow owners to generate revenue when their vehicle isn’t being used, with Tesla receiving a portion of the revenue.

He also mentioned that Tesla owners will likely even make more from their cars participating in the fleet than their lease costs. Elon seemed confident in Tesla's ability to manage the logistics, stating, "Tesla has all the ingredients necessary to offer a vast self-driving fleet overnight."

Elon on Vision-Only and Licensing FSD

Elon also took the opportunity to emphasize that Tesla’s approach to autonomy, based on vision, is the ideal approach. The road system is designed for humans with eyes, so using neural nets with cameras is the ideal solution.

"Because the way that the road system is designed is for AI. It’s basically, I should say, it’s for intelligence, biological neural net, and eyes. That’s how the whole road system is designed. So what will actually work best for the road system is artificial intelligence, digital neural nets, and cameras... And what we found is that, when you have multiple sensors, they tend to get confused. So do you believe the camera or do you believe lidar? - Elon Musk on CNBC

While Tesla previously included radar in its vehicles, the disagreements between the radar and camera data led to uncertainty, prompting Tesla’s engineers to turn the radars off instead. The decision wasn’t about the expense, as per Elon’s comments, but rather on the reducing utility of other sensor types when camera vision becomes more accurate.

Elon also confirmed that Tesla is "very much open" to licensing its FSD technology to other major automakers and is currently in discussions with several. "The more we demonstrate the capability of self-driving, the more that they will want to license it, and we’re happy to help," he added.

Optimus and Learning

While the interview primarily focused on Tesla’s ambitions for autonomy, Elon also touched on other key aspects of Tesla’s business and future. He reiterated that Optimus and autonomy will “overwhelmingly” dominate the future financial success of Tesla. At multiple Earnings Calls, Elon has said much the same, so it's not surprising to see him stick to this belief.

Elon provided more color on Optimus's development, noting that while achieving the goal of billions of humanoid robots is at least a decade away, even with insatiable demand. He reaffirmed that the target of producing a million robots by 2030 was still reasonable. The training process is evolving; currently, human operators in motion capture (MOCAP) suits perform basic tasks (picking up objects, opening doors, dancing) to bootstrap the robot's intelligence.

The next threshold, Elon explained, is for Optimus to learn from watching videos, like YouTube "how-to" guides, enabling dramatic "task extensibility." Following that, "self-play," where robots learn by interacting with objects, like a child with toys, guided by a reward function, will be key.

Within five years, Tesla envisions Optimus being capable of household chores like doing dishes, walking the dog, and even proactively understanding and fulfilling user needs. This level of AI advancement requires immense compute. Elon confirmed Tesla's own Dojo training program, based in New York, is contributing, though Tesla will continue to buy many GPUs from Nvidia.

Watch the CNBC Interview

FULL ELON INTERVIEW ON CNBC (PARTS I & II)

Here's the complete, consolidated interview of Elon Musk with David Faber, recorded yesterday in two parts at Giga Texas. (The second part starts at 23:54)

Timestamps:

0:17 Robotaxi launch in Austin
1:29 Ramping up Tesla Robotaxi… pic.twitter.com/OEtrlLNnLo
— ELON CLIPS (@ElonClipsX) May 21, 2025

Tesla Demonstrates FSD in Australia, Says No Regulatory Barriers [VIDEO]

May 21, 2025

By Karan Singh

Not a Tesla App

Like Europeans, Australian Tesla owners have been eagerly awaiting the arrival of FSD for years, but it looks like there’s finally some good news coming. Thom Drew, Head of Tesla Australia, has confirmed that the company is actively working to bring FSD to Australian roads and, most importantly, sees no regulatory challenges blocking its path.

This update from Thom follows a video that was shared by Tesla’s AI account on X, where they showed off FSD successfully navigating the streets of Melbourne.

FSD (Supervised) testing in Melbourne, Australia

And yes, that’s a hook turn pic.twitter.com/tjakHvRohP
— Tesla AI (@Tesla_AI) May 16, 2025

FSD in the Outback

Speaking to Australia’s News.com, Thom Drew provided some context behind Tesla’s Australian FSD efforts. He noted that Elon’s push and focus is the deployment of FSD globally. The engineering team is working across a lot of markets to actively push out FSD wherever possible.

Notably, Drew emphasized the favorable regulatory environment in Australia. He specifically noted that “There’s currently no blockers in Australia to releasing FSD, as we have in North America.” While he didn’t provide a specific timeline for launch, it was clear he was enthusiastic.

The lack of a regulatory blocker is great news for Australians, as Tesla’s FSD efforts in Europe have been plagued with regulatory issues. While the Australian market poses some new challenges as a right-hand drive market, at least Tesla is in control there.

Hook Turn

At the end of the video above, FSD tackles something unique to Australia - the Hook Turn. This is a relatively unique maneuver that’s specific to Melbourne’s Central Business, where vehicles turn right from the far-left lane.

For those familiar with Melbourne, that maneuver is notoriously tricky—and at times even unsettling—since even experienced human drivers can struggle with the unusual complexity of that turn. Having FSD successfully demonstrate its skill in navigating these local complexities and laws is an indication that Tesla’s data-gathering methods work well and are scalable to unique location-based rules and regulations.

What This Means for Australian Owners

Given that Australian FSD is in active development and that there’s a clear regulatory path for Supervised FSD in Australia, that’s a good sign of things to come. It seems fairly likely that Tesla will be able to release FSD in Australia by the end of 2025, if not sooner.

Last year, Tesla initially said that RHD markets would receive FSD in Q1/Q2. With Q2 coming to an end in about a month, Tesla may not be too far off the mark here.

It's important to remember that this refers to FSD (Supervised), meaning the driver must remain vigilant and ready to take control at all times, consistent with its behavior in North America and China. However, Australia's lack of regulatory blockers is a huge advantage for Tesla compared to other regions like Europe and even China, where Tesla needed to jump through hoops to get FSD approved.

If you’re in Australia, keep an eye out; FSD may be coming sooner than you think.

The Curious Case of Banish - What Happened to Tesla’s Self-Parking Feature?

May 20, 2025

By Karan Singh

Not a Tesla App

For years, Tesla owners have been intrigued by the promise of a truly hands-off parking experience, one that goes beyond simply just letting your car park itself when you arrive at the parking lot. Banish, sometimes also known as Banish Autopark or Reverse Summon, was envisioned as the ultimate parking convenience. Your Tesla would drop you off at the entrance to your destination, full chauffeur style, and then leave to find a suitable parking spot nearby. Coupled with Park Seek, your Tesla would drive through a parking lot to locate an open space and then park itself, waiting on standby.

Then, when you were ready, you would be able to Summon it to the entrance, showing up right as you do, for the smoothest autonomous experience. However, despite the initial excitement and focus from Elon back when V12.5 was supposed to include it, we’ve heard very little about Banish. It has remained a relatively elusive feature - and the last time we saw anything on it was all the way back in October 2024, when it was alluded to in some Tesla app code.

So, what happened to Banish?

The Original Promise: A Smarter Way to Park

The concept of Banish was a logical extension of Tesla’s existing Summon and Autopark capabilities. Instead of just parking when a spot is identified by the driver, Banish and Park Seek were meant to give your Tesla more agency. After dropping off the occupants, your Tesla would leverage FSD and its autonomy to:

This functionality was often discussed in conjunction with improvements to Autopark and was highlighted as a step towards Tesla’s vision of a Robotaxi future. Interestingly, while the October 2024 FSD Roadmap mentioned Park, Unpark, and Reverse, it did not mention Banish. The lack of Banish as a milestone in the FSD Roadmaps leaves us to believe that Tesla has put this feature on the back burner while it works on other FSD-related priorities.

Today’s FSD & Autopark: Capable, But Not Quite Banish

Fast forward to Spring 2025, and FSD V13 does exhibit some tendencies in terms of self-parking capabilities. As noted by many on social media, FSD can identify and maneuver into parking spots when arriving at a destination. However, this is generally not the proactive Park Seek envisioned for Banish. The current system requires the driver to be present, even if hands-off. It often identifies spots as it directly approaches them, and its seeking behavior in a larger parking lot is extremely limited.

Users have also observed that while Tesla’s vision-based Autopark is often impressively accurate even on the massive Cybertruck, letting FSD nose-in to a spot can sometimes result in the car being poorly aligned or missing the lines entirely. This suggests that while your Tesla can park itself, the nuanced understanding and precision required for a truly reliable and Unsupervised Banish experience are still under development.

V13’s upcoming features indicate that it is supposed to provide additional support for personal and parking garages and driveways, which haven’t been added in quite yet. In fact, none of V13’s upcoming features have been realized yet - and it has been a while since a proper FSD update has come from Tesla.

The Underlying Tech is Ready

Interestingly, the core AI capabilities required for Banish and Park Seek are detailed extensively in a recently published Tesla Patent covering Autonomous and User Controlled Vehicle Summon to a Target. This patent describes generating an occupancy grid of the parking lot, then conducting path planning to the spot, and making decisions to safely navigate the lot at low speeds while keeping in mind pedestrians and other road users.

This indicates that Tesla has been working on the foundational AI for low-speed maneuvering in tight locations for quite some time. However, the challenge likely lies in achieving the necessary reliability, safety, and real-world robustness across an almost infinite variety of parking lot designs and in dynamic conditions.

What’s Next? Robotaxi.

The impending launch of Tesla’s Robotaxi Network in Austin in June brings the need for Banish-like capabilities into sharp focus. For a fleet of autonomous vehicles to operate efficiently, they must be able to manage their parking autonomously. A Robotaxi will need to drop off its passenger at the entrance to a location and then proceed to either its next pickup or autonomously find a parking or staging spot to await its next ride or even go back to base to charge.

It is plausible that a functional, robust version of Park Seek and Banish is being developed and tested internally as a component for Tesla’s Robotaxi launch and presumably what will be FSD Unsupervised. The initial rollout in Austin may just be the first real-world deployment of this tech from Tesla.

While Banish has yet to launch, the key components are in place and just need to be improved. The issue likely lies in safety, as parking lots account for 1 and 5 accidents that occur in North America.

In all likelihood, Banish isn’t canceled but is being integrated into an FSD Unsupervised and the Robotaxi feature set. That means a public rollout will likely depend on achieving a higher level of safety and confidence before Tesla is willing to let vehicles park themselves autonomously or even while being Supervised through the Tesla app.

For now, you’ll have to keep parking yourself, or letting FSD or Autopark do the job. A convenient curbside drop-off isn’t in the cards yet, but given the necessity for Robotaxi, it’ll need to arrive eventually.