Overview: Tesla’s long-promised Robotaxi service finally launched in June 2025, beginning with a symbolic pilot in Austin. Tesla’s real play is not just robotaxis – it’s “universal AI embodiment”. The same AI technology suites are now being applied to Tesla’s humanoid robot, Optimus – setting the stage for a cross-domain, scalable intelligence platform. This report looks into the spillover value from robo taxi to humanoids.
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