Global Scans · Tesla · Weekly Summary

• [New] Tesla could deploy 1 million Robotaxis across multiple cities by the end of 2035. Tiger Brokers
• [New] Tesla is preparing to expand its Gigafactory in Texas, constructing a new facility dedicated to Optimus production, with an annual capacity of 10 million units, projected to begin operations in 2027. Tradingkey
• [New] Cathie Wood of Ark Invest predicts that by 2029, Cybercab will generate $756 billion in annual revenue for Tesla, with 88% of Tesla's enterprise value stemming from Robotaxi, and the EV business accounting for only 9%. Tradingkey
• [New] Tesla will significantly increase its Robotaxi fleet in 2026, expanding from the current 50-150 vehicles to 1,000. Tradingkey
• [New] If Tesla successfully deploys thousands of Optimus units in its own factories by mid-2026 as planned, it will serve as a Sputnik moment for the rest of the industrial world, likely triggering a massive wave of capital expenditure in robotics. FinancialContent
• [New] The ability to deploy nearly 100,000 dedicated autonomous units annually-vehicles that may lack traditional controls - would allow Tesla to rapidly scale its operations in key markets without waiting for a complete rewrite of the FMVSS, a process that could take many more years. Tesery Official Store
• [New] By April, Tesla will apparently start ramping up production of its two-seat Cybercab, which is meant to be optimized for truly autonomous robotaxi service. / USA Economic Times
• [New] Tesla will successfully launch Robotaxis in over 30 cities in 2026 and start to scale volume production of Cybercabs starting the true autonomous era for Musk & Co. he said in a note before the Christmas holiday. AOL
• [New] China / EU Expansion: With regulatory breakthroughs expected in early 2026 in the Netherlands and China, Tesla could see a massive surge in software revenue. Valley City Times-Record
• [New] 2026 will be the year Tesla aims to achieve the long-promised goal of widespread robotaxis, while SpaceX aims to perfect the spaceflight technology of full reusability. The Times Of India
• [New] Tesla has confirmed FSD V14 - Lite for a mid-2026 release, which will extend many V14 improvements to vehicles with Hardware 3. Hub
• [New] Tesla is already offering FSD demo rides in Europe, and a broader launch could arrive as early as Q1 2026. Hub
• [New] Tesla is not selling Optimus robots, but Musk claims that will happen by the end of 2026, though progress is hard to gauge. Forbes Australia
• [New] Investing.com - Tesla is moving closer to scaling its vision-only robotaxi platform, with Morgan Stanley stating in a note that it expects a sharp increase in fleet size in 2026 as key technical and regulatory milestones come into view. Yahoo Finance UK
• China's BYD (CN: 002594) sold 4.6 million vehicles in 2025, likely surpassing Tesla to be the world's biggest EV maker. Morningstar, Inc.
• Musk has consistently claimed that autonomous capabilities will set Tesla apart from rivals, and it has started operating a limited robotaxi service in Austin, Texas. The Guardian
• Investors appear to be betting that Musk will lead Tesla to be a leading force in robotics and artificial intelligence. The Guardian
• The burgeoning robotaxi industry could be extremely lucrative for Tesla if Musk can deliver on his promises. Los Angeles Times
• Tesla will progress from tens of deployed vehicles to hundreds, setting up for genuine competition in 2027. SuperSeed
• Analysts expect BYD to have sold more battery-electric vehicles worldwide for a fifth consecutive quarter, driven by strong sales in China and momentum in Europe, where Tesla has been unable to obtain regulatory approval for FSD. Whalesbook
• With $41.6 B liquidity and $9 B 2026 capex, Tesla aims to build an end-to-end AI ecosystem despite regulatory and margin risks. Ainvest
• With production ramps on the horizon, Tesla could flood markets with affordable robotaxis, undercutting competitors. WebProNews
• Tesla's humanoid Optimus robots could make Tesla a $25 trillion company. UK Investor Magazine

Last updated: 12 January 2026