Snowflake Option Return Rate$Tesla(TSLA.US) autonomous driving expectations delayed
The target for Robotaxi to contribute to financial revenue has been postponed. Originally planned for the second half of this year, it has now been pushed directly to 2027.
The core reason for this monetization delay is only one: safety. Musk is not satisfied with the safety of the current FSD v14.3 version. According to the FSD analysis above, the structural changes for safety are expected to be introduced in the V15 version. Since v15's launch will also have to wait until the end of the year or next year, the monetization of Robotaxi will likely have to wait even longer.
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