Tesla’s Affordable Robotaxi-Ready Models Boost Market Optimism
Tesla's strategic launch of lower-priced Model 3 and Model Y variants underscores its dual focus on mass-market adoption and autonomous technology. The $36,990-$39,990 Standard trims retain Full Self-Driving hardware, directly feeding the company's Robotaxi ambitions by expanding its addressable fleet.
Record Q3 deliveries suggest demand resilience despite macroeconomic headwinds. The revenue-sharing potential of customer-deployed Robotaxis could create a flywheel effect—more vehicles enable denser service networks, which in turn drive higher utility and adoption.