Tesla receives Arizona approval to offer ride-hailing services, a key step toward launching its robotaxi network by year-end.

Morgan Stanley analyst Bran Nowak, who has seen the facility, says "Zoox’s Hayward, the CA facility, is 220,000 square feet (~3.5 American football fields) and, at full scale, has the capacity to assemble more than 10,000 robotaxis per year." Amazon acquired Zoox in 2020.

Tesla has been granted a Transportation Network Company (TNC) permit by the Arizona Department of Transportation (ADOT), enabling the

Phoenix Sky Harbor International Airport became the first major airport to offer fully autonomous Waymo rides to its terminals. Waymo said in September 2025 that it has "served hundreds of thousands of trips to/from Sky Harbor, and it remains the single most popular Waymo destination in Phoenix."

Viral video showing a Robotaxi safety driver who appeared to be asleep in California reignites debate over over autonomous vehicle safety practices

The companies are required to report crashes occurring when self-driving tech is engaged. Tesla omits detail while Waymo reports show many aren’t its fault.

Tesla pushed back against a proposal backed by Waymo that could force Elon Musk's company to reveal more data about its ride-hailing service.

The bulk of Stifel’s new Tesla price target is predicated on the company’s Full Self-Driving and robotaxi technologies.