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Why Tesla's Robotaxi/Cybercab Bet Just Got Complicated. What It Means to Investors.

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Why Tesla's Robotaxi/Cybercab Bet Just Got Complicated. What It Means to Investors.
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Tesla’s Cybercab/robotaxi push is entering a more complex regulatory phase, and the details matter for the company’s investment narrative. The article points to two developments: the Cybercab launch in Austin, Texas, and Tesla’s progress on a regulatory framework that could accommodate it. It also notes Tesla’s reliance on full self-driving (FSD) software v15, with CEO Elon Musk expecting it by year-end or early next year. The key complication is a U.S. National Highway Traffic Safety Administration (NHTSA) investigation opened immediately after the launch, requesting Tesla answers under oath by Sep. 30, 2026.

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