Tesla, Inc. (NASDAQ:TSLA) has spent years selling the robotaxi ambition. Now, that ambition is facing something more tangible—a 50,000-vehicle deployment plan backed by Rivian Automotive, Inc. (NASDAQ:RIVN) and Uber Technologies, Inc. Common Stock (NYSE:UBER).
This isn’t another prototype or pilot. It’s scale.
Rivian and Uber say they plan to roll out up to 50,000 R2 robotaxis across 25 cities spanning the U.S., Canada, and Europe by 2031.
That immediately shifts the conversation from “who has the best tech” to “who gets there first at scale.”
From Vision to Deployment
Tesla’s approach has been clear: build a vertically integrated autonomy stack and deploy it across millions of vehicles over time. The bet is that once Full Self-Driving is solved, scale follows naturally.
But Rivian …
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